536 results found
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receiving cash on site
Many customers pay in cash but still want an invoice sent. I need a way to mark invoices as paid in cash without it appearing to go through a bank account, as this makes reconciliation difficult. A simple “Paid in Cash” option posting to a cash or undeposited funds account would fix this.
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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Stripe - Add tracking code for Stripe fees
Stripe connected payment service - ability to add tracking code to stripe fee.
We use tracking codes for all P&L transactions, connected payment service does not have tracking code option so need to add tracking code manually to all reconciled stripe fees - there are a lot to recode. Since its a connected payment service it takes precedence over any bank rule, so change needs to happen in connected payment service.1 voteThanks for the feedback, Nicole. Appreciate how this could be handy if you have a lot of payment fees that are needing to be coded.
We don't have any immediate plans on this but will start to track the interest here and share if there are any plans made.
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Bank Feeds - Suggestion for Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
6 votesThanks, Antoinette for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Overpayment by contact
SIMPLY ALLOW ANY AMOUNT OF PAYMENT TO BE CREDITED TO A CONTACT DIRECTLY WHEN OVERPAYMENT IS DONE. SYSTEM IS TOO TIMEOUS. MANY OF OUR CUSTOMERS OVERPAY
1 voteHi Hester, trying to better understand your needs here. Currently when you create an overpayment for a contact the overpaid amount will remain available on that contacts record to either be applied to a subsequent invoice or refunded. Can you explain a little more on your business process and why the current options don't suit?
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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.
1 voteThanks 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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EIS integration in The Philippines
Hopefully someone at Xero reads this.
The Philippines is a market that Xero should really focus on.
The BIR is now introducing the EIS program which leans perfectly to Xero integration, not a middle man. Companies are running everywhere to Netsuite and SAP as Xero aren't across what is happening.
Whilst currently limited to larger entities the roadmaps seem to indicate that the business size for compliance will get smaller over time.
If XERO can organise the bank feeds from the top banks and integrate with BIR, your business in The Philippines will grow much much larger - https://eis-cert.bir.gov.ph/#/main
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Budget
In budget manager, give the option for 9 months of actuals and 3 months forecast so the 9+3 forecast can be uploaded more easily
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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dropdown
In the new Reconciliation module (screen?) there should be a dropdown here (see screenshot) to toggle/navigate between bank accounts so I don't have to click back to Bank Accounts then have to click into the Bank Account to then click AGAIN into the Reconcile module. It saves only one click but three screens of loading time - HUGE TIME SUCK.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reconciliation - Send Receipt option for incoming payments
Once an incoming payment item has been reconciled, please have a button on that screen with an option to send a receipt for that payment. Currently you need to have another window open with transactions to send a receipt or you need to come out of reconciling and go into bank transactions, its time consuming when you have lots of payments to reconcile a button on the screen would be quick and easy.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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sequentially number transactions in order of creation
Include a unique sequence number for each transaction on Xero in the order of creation.
For someone who outsources the work to external accountants but need to review each transaction, tracking reviewed transactions is easy as each transaction has a unique sequence number. Tracking backdated transactions is also more efficient if the transactions are sequentially numbered in creation order
This can indicate gaps in sequence to search for deleted transactions
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank Rec | Adjustments - Use Tab key to confirm selection instead of Enter
As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.
Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.
This is (fortunately) still the case in the Create transaction screen.
This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.
This functionality has been removed from Adjustments > Bank Fee function.
It's annoying as ****. Just fix…
2 votesThanks 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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Feature request: option to change 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:
…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Show the unreconciled statement lines as an option in th
Using the new layout for the bank accounts, rather than having to access the unreconciled statement lines via clicking on the 3 dots & then clicking on the report, it would be great to be able to access it from the home page as was the case with the old layout & much easier & more efficient when having to produce same report for multiple clients.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Cash coding - Floating headers in cash coding screen
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS8 votesHi everyone, just a quick update to let you know we’ve reviewed this idea and marked it as Gaining Support.
The suggestion to add floating headers in the cash coding screen makes a lot of sense, especially for those of you working through long lists of transactions.
We’re keeping an eye on how much interest this gets, so if it’s something that would help you, feel free to add your vote or leave a comment. That kind of input really helps when we're looking at what to prioritise next.
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Accepting crypto payments
With the acceptance of crypto becoming more and more prevalent, and its legality being celebrated, would love to see certain cryptos, especially those with a community concept behind them (ETN= electronium is using profits to replant seagrass around the continents) as well as some of the major players BTC, ETH, XRP etc able to be used to pay/receive on invoices just like debit/credit cards. Especially in our field of work as booked hire/Chaueffer
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank reconciliation - Increase find and match limit
Dear Xero Team,
I am a regular user of the Xero Cloud Portal and appreciate the platform's intuitive features for managing business finances.
However, I am currently facing a challenge when reconciling bank transactions. I frequently receive bulk deposits that are made up of a large number of small invoices—often exceeding 100. Unfortunately, Xero's current system limits me to matching only up to 100 invoices against a single deposit. This creates a significant bottleneck in my reconciliation process and affects my workflow efficiency.
Feature Suggestion:
It would be extremely helpful if Xero could increase the invoice matching limit to at…4 votesThanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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Ability To Change Stripe Payment Transaction Dates
We have an issue with our Stripe integration with Xero. Stripe creates payment transactions in Xero and then when the payout comes in on the bank feed, it matches the payment transactions to the payout, which would be handy except that it's causing problems with reconciliation because if the payment transactions are created late in a calendar month (for example, 29th December) and the payout arrives in the bank account in the following month (for example, 3rd January) the bank statement closing balance doesn't match with the balance sheet closing balance.
The only way to currently fix this is to…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Recap Transaction
Recap Transaction is an essential feature in any accounting software. With a single click, it shows all details of a transaction including which accounts are debited and which are credited. This eliminates the need to sift through lengthy journal reports to locate specific transactions.
1 voteHi Sandy, it'd be good to get a bit more understanding of the common situation and where you'd like to be able to view this option from. For example would you generally be looking at the transaction from the Bank account, or another page in Xero? Can you share any detail about situations that lead you to this? It may help others associate with your idea here and our product team understand the pain points or consider possible solutions.
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Revoult - Savings & Funds Bank Feed
Xero already supports a Revoult bank feed for the 'Main' account but when bank a feed established it does not include the 'Savings & Funds' bank feed.
As Revoult offer the 'Savings & Funds' account as part of the standard business account offering, majority of customers would use the 'Savings & Funds' account too as it is interest generating.
Please add a bank feed for the Revoult Savings & Funds to make it a seamless reconciliation process.
2 votesThanks for sharing your interest in supporting more Revolut account types, Jon.
It's now time for the community to get behind and support your idea.
We'll be keeping a close eye on the traction this builds here, and will post an update if there is any progress.
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