476 results found
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Reconciliation | Account transactions - Change terminology for payments
On the bank account transactions pages, when someone has paid one of my invoices, it displays as 'Payment: Joe Bloggs', it should display as 'Receipt: Joe Bloggs' as i have received the monies not paid them.
7 votesThanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
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Bank Rules - Option for prepayments
There are often periodic top up payments for accounts (e.g. Tolls) and a periodic statement provided after the fact.
It would be useful to be able to set up a bank rule to apply these and reconcile the prepayments as the statements come in.
29 votesHey all, we really appreciate you joining in this conversation and adding your votes.
We've reviewed this idea, and now it's up to the wider community to get behind it.
You might like to share this idea with any colleagues that this could benefit, so they can also add their votes and comments to support it.
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Bank feeds - introduce bank feeds in Nigeria
Proposal Title:
Introducing Xero Bank Feeds for Nigerian Financial Institutions
Introduction:
The absence of direct bank feeds in Nigeria creates unnecessary manual work and increases the risk of errors. We propose the introduction of bank feeds for key Nigerian banks to enhance efficiency and accuracy.
Objective:
To enable seamless, secure, and automated bank feeds in Xero, reducing reliance on manual imports and strengthening audit readiness.
Problem Statement:
Currently, users must manually import bank statements. This process is:Time-consuming and repetitive
Prone to human error and reconciliation delays
A barrier to real-time financial reporting and compliance
Proposed Solution:
Xero should partner…2 votesThanks for bringing this to our attention Courtney! We appreciate the time taken and the details around which banks would be most beneficial. Others in the community are now able to vote and comment on the idea so we can gauge interest and pass this onto the Product team.
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Bank Feeds - Validate bank account numbers when setting up direct bank feeds
We have twice had clients attach the wrong bank account to the Xero bank accounts when setting up direct bank feeds. Obviously they should check the bank account number when attaching the account but there should be a check in the software to prevent or at least warn against this.
2 votesHi there, appreciate you for putting this forward. We can see how validating bank account numbers during direct bank feed setup could help reduce errors and give users more confidence when connecting their accounts.
We just want to highlight that users have the option to edit and change bank account numbers from the Chart Of Accounts screen after the bank feed is connected.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how this would improve your bank feed setup process.
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Bank Feed - Caixa Bank
Could you please look into integration with Caixa Bank? Such a pain doing manual import of bank statements
2 votesThanks for sharing your idea, Ellen. We appreciate there are more banks our customers would like to see us to connect with and save manual efforts involved in having to import bank statements manually.
We'l start to get a sense of the wider interest in a feed with Caixa and I'll be sure to let you know here if there are any plans made for this.
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Bank | Reconcile period - Ability to delete draft period
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
31 votesHi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.
For the time being, you can change the dates to essentially reset this to the period you want to reconcile.
To open the period in an editable state from the 'All periods' list:
- Select the "Continue" button on a draft period, or
- Select "Edit" on a locked period, then "Continue" in the modal to unlock it
From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.
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Bank Accounts - Bring back the Transfer money option
Why do your devs keep burying things, that we need to frequently use, under menus?
Please bring the "Transfer Money" quick button back to the Bank Accounts main page, rather than bury it under the 3-dot menu. That added click each time is incredibly annoying and takes away from the user experience.
Side by side comparison below.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you Jim. We will start gaining some support on this idea so that other users who wish to see this can also add their vote in. We'll monitor this space for more traction.
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Bank feed | Yodlee - Real time bank feed
My bank connects via Yodlee and is consistently 7-10 days behind. Upon manually refreshing it is still several days behind. This makes staying on top of reconciliation in a timely manner frustrating and at times creates more work as items that have been user entered and manually reconciled then appear again from the bank feed. The rest of Xero is great to use but this one feature is a significant negative.
3 votesHi everyone, thanks for the idea. We understand you’d like Yodlee bank feeds to update more quickly, ideally in closer to real time, so transactions are available sooner for reconciliation.
This could make it easier to manage day-to-day bookkeeping with out waiting for feed delays.
We’ll continue to monitor feedback and input from the community here.
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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
2 votesHi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.
In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.
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Account Transactions Report - View bank statement particulars on the report instead of transactions detail
I would imagine many Xero files have at some time had a person going click happy with the OK button on the dashboard and reconciling to the incorrect entry.
By simply adding a column to choose Bank Statement Particulars in the Account Transactions report we could visually see easily if lines were reconciled to the wrong entry. This is not creating a new report but simply adding access to another column.2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to view original bank statement details directly within the Account Transactions report to make auditing and reconciliation easier.
Having bank particulars visible alongside ledger data could help you quickly verify entries without needing to switch between reports or screens.
We’ll continue to collect feedback and interest from the community.
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Auto reconciliation - Reconcile only when all fields match
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
5 votesHi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!
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Bank Reconciliation - Set default currency filter in Bank Reconciliation
Feature request: option to change default currency filter in Bank Reconciliation
Hello Xero team,
I’d like to submit a feature request regarding the Bank Reconciliation → Find & Match workflow for multi-currency transactions.When reconciling a bank transaction, Xero defaults to filtering matches to the same currency as the bank account. In cases where the transaction relates to an invoice or bill in a different currency, the user has to manually untick the “same currency only” filter each time.
For users who regularly work with multi-currency transactions, this becomes a repetitive step and an easy thing to miss.
Feature request:
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5 votesThanks for sharing your idea, and letting us know how the ability to set a default for the currency filter in bank reconciliation would aid your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Cash Coding - Bulk assign expenses to Projects
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how bulk assignment to projects during cash coding improve your workflow especially with grouped transactions from travel or project work.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank feeds: Last refresh date to show on dashboard
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)3 votesThanks for sharing your idea about have the bank feed's last refresh date visible on the homepage.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Feeds - Streamline 2FA loops for RBC
New RBC Royal Bank Feed Flinks is very cumbersome for 2FA it asks for the code twice. It also cannot see the Line of Credit feeds that has to be refreshed separately compared to the old connector (Yodlee?). Would be great if you could give feedback to Flinks for a faster connection.
2 votesHi Samantha, thanks for sharing your feedback on this. The suggestion here is to streamline the two-factor authentication (2FA) process for RBC bank feeds, reducing the need to re-verify as often when accessing your connected accounts.
We’ve updated this idea to **Gaining Support** so we can continue tracking interest and share your feedback with our teams.
A quick note: this post also mentions support for RBC Line of Credit feeds. To keep ideas focused on one improvement at a time, please create a separate idea for that request so it can gather its own feedback and support.
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Bank Reconciliation - Ability to change statement lines' date
Hi Xero,
When doing bank reconciliations, we often have to change the dates on rec lines.
It would save so much time if you did not have to click into the transaction to change the date.Likewise, in cash coding - You can change every other detail except the date, meaning you have to go back into individual transactions
Have attached screenshots.
2 votesHi Natalie, thanks for sharing your feedback here.
We can see how having the ability to edit the date on a bank statement line could help in situations where the bank processing date differs from the date you need for your reconciliation workflow.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share how this would support your reconciliation process.
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Bank Feed - Chase bank
For Xero to expand their bank feed connections to develop feed that supports Chase bank UK
39 votesHi team, we're pleased to share that we're working on a feed for Chase bank (UK) at present. This is currently in testing and I'll round back to update you again as soon a it's live 😊. Thanks again for sharing your interest in this here and staying tuned in Xero Product Ideas!
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Reconciliation - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
5 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Stripe - Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
4 votesHi Allison thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this to gain some more support from the community so other users who would find this change handy can also add their vote here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Spend money - Refund
Refund transaction that links to a previous Spend money transaction
Hi Xero users,
When we received a refund for a payment, the only option is to record the received amount as a separate transaction in the same account.
There is no option to link the refund transaction to the previous completed spend transaction unless it is a Bill.
It would be very helpful if Xero can add this feature
This way, when we click on a spend transaction, we can know immediately if it is refunded or not, cause the two spend and received transactions are at different date so…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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