531 results found
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Auto reconciliation on match only
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.
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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first national bank
Please fix the bank feeds with First National Bank South Africa
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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Receipts - Automatically linking to bank transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
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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Bank Feeds - Add a Wealthsimple feed
Can you plan to add a Wealthsimple bank feed integration for corporate accounts?
1 voteThanks for sharing this idea with us. We appreciate you taking the time to suggest a Wealthsimple bank feed integration for corporate accounts.
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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Lock date – Allow allocations in current period
New Feature:
The ability to choose what period to allocate specific Transactions / Credits in. Current period set by default. These should be payment type and credit type transactions.If the current period is the default this will save time by not having to open a prior locked period to allocate to a payment or invoice.
The current process falsifies when the credit was taken up and allocated, by forcing you to open prior periods which the credit was generated. When the debtor takes up the credit in current months payment, by opening prior periods this alters the locked period,…1 voteHi Katrina, thanks for sharing your thoughts on lock dates. Currently, tasks like allocating credit notes or prepayments can be blocked if transactions fall before the lock date. A non-advisor user can still apply a credit note if:
- The credit note is dated before the lock date and the invoice or bill is after the lock date, or
- The invoice or bill is dated before the lock date and the credit note is after the lock date.
However, if both the credit note and the invoice or bill are dated before the lock date, a non-advisor can’t apply it. In this case, an adviser needs to either temporarily remove the lock or apply the credit note themselves.
Xero also provides both a Standard and an Adviser lock date, which lets advisers restrict staff while still completing necessary allocations and adjustments.
We’ve moved this idea to Gaining Support so we can…
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Bank Rules - previous/next rule navigation
Previous/next rule navigation buttons added to the Edit Rule page and a check box for loading the next rule on save.
This would speed up bulk editing like when first setting up or when there's been major changes.
Another useful feature would be to tie this to a bulk edit option. Select the rules, click bulk edit and then after saving the first rule, it progresses to the next selected rule and so on.
1 voteThanks for your idea, David. This has been reviewed and we'd like to get a sense of interest in this from others in the community here.
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Bank Reconciliation - Select multiple statement lines to reconcile against transactions
We have a major customer who pays multiple invoices but splits their remittance across more than a single bank statement line. There does not seem to be ability to match a bulk deposit against more than one bank statement line.
1 voteHi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
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 votes and comments about how this would be helpful for them, too!
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Xero Accounting App - Edit reconciled account transactions
It would be help helpful to be able to edit reconciled transactions within the Xero phone application.
I often want to fix something on the go and have to wait until I can get to a computer.
2 votesThanks for sharing this idea about editing reconciled transactions in the Xero mobile app. We appreciate you letting us know how this could improve 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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Report - Ability to generate report for latest COA created
Report which lists (chart of) accounts by their creation date. Handy to update an exported excel report based from a Xero report. It would show where updates in the existing excel report are required before updating latest figures
2 votesThanks for sharing this idea about generating a report for the creation date for your Chart of Accounts. We appreciate you explaining how this could help with maintaining your Excel reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, the History and Notes report can be filtered to show just changes to the Chart of Accounts for a set period so could be a useful tool.
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Bank Feed - HSBC more frequent updates than every 24 hours
HSBC Business bank feed that updates more frequently than 24 hours in arrears. The fact that it takes more than a day for a customer payment to appear in Xero makes it hard to have effective account management.
2 votesHi Nikki — thanks for sharing this and explaining how more frequent updates would help your account management. I can see that you have raised this previously with Xero Support and as you know there is a delay of 24 hours for the UK HSBC bank feed to reduce duplicates 😣. We can assure you that we’ll keep monitoring this and will update the thread as further improvements become available. Thanks again for raising it and helping us track demand.
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Reporting - Analysis of bank accounts into account codes
What would be really useful would be a report that analyses historic bank account into nominal codes (p&l and balance sheet accounts). Pick start/end dates, choose weekly or monthly reporting, show opening bank balance, what came in and what went out, close bank balance, a choice of including figures gross or separating the VAT out. This does mean that Xero has to following through sales and purchase ledger payments to find out the account codes of the sales invoices and bills that were paid. I've asked Jax to do this and it can't. Come on, how about making your AI…
1 voteHi Michael, Thanks for sharing your idea, and letting us know the changes that matter most for you.
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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Practice Manager - Use the Ask feature to send and receive the Uncoded Statement Lines report
Would love to be able to send the Uncoded Statement Lines report via the Xero ask feature. It would be great if we could attach documents to the Xero Ask questions so it's much easier for the client to download the document, add their responses and re-upload to Xero Ask.
This way it provides easier visibility to firm on which clients have yet to respond to an Uncoded Statement Lines or if a bookkeeper is on vacation it is easier to jump in where needed and we aren't relying on a 3rd part platform.
1 voteHi Amanda thanks for sharing your idea, and letting us know the changes that matter most for you.
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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Build you you banking app
Digital security is a must with A.I.
0 votesHi Heliodoro, could you share a little more detail about what you're after in your idea here? Appreciate wanting security with more A.I present however a little hard at this time to interpret what you seeing helping you with this.
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Bank Reconcile- Allow editing of one line item of a batch deposit
Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when you…
40 votes -
Bank Reconciliation - Record Spend and Receive money when reconciling
It would be useful to have the ability to record both a 'Spend Money' and a 'Receive Money' transaction when reconciling a single bank line item.
For example, when reconciling a bank deposit (money received), a user should be able to simultaneously record a portion of that money as a 'Spend Money' transaction (e.g., for cash expenses paid out of the deposit) in addition to the main 'Receive Money' entry. This would prevent the need to leave the reconciliation screen, streamlining daily workflows for businesses that handle cash deposits combined with cash expenses.
The attached screenshot illustrates a scenario where…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
In the meantime, this can be solved by adding a negative line item when creating the receive money transaction or by using the adjustment option.
We've reviewed your idea and now it's up to the community to get behind and support it.
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 Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
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Colour Code Chart of Accounts
Would it be possible to add a feature to colour code our chart of accounts - especially expenses? When I am at the petrol station adding a receipt for a fuel purchase, it would be great to scroll down to a colour (with the account number). Another idea would be to have a favourites for expenses - we could add the ones we use most often.
Thanks from a small business owner.3 votesThanks for sharing, Timothy.
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!
We'll share if there are any updates for this here.
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Chart of Accounts - Increase "Bank Account Number" Limit
Chart of Accounts - Increase "Bank Account Number" Limit
Currently the account number is limited to 20 characters.
A International Bank Account Number (IBAN) is the standard for bank account numbers in Europe. I can be as much as 34 characters long.
Please extend the length of the Bank Account Number to 34 characters.
18 votes -
Bank Feed | Fidelity - Support for (LLC) investment accounts
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
5 votesReturning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.
We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.
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Bank Feed - BlueVine
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…
1 voteAppreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.
We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.
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