476 results found
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Bank | Account transactions - show source type e.g Invoice / Bill
On the Account Transactions screen for Reconciled transactions. Would be great to have columns to show the Reconcillation Type and Payment Type (Invoice, Bill etc).
This would make it easier to identify and sort transactions on that screen
1 voteAppreciate you sharing how viewing this information from the Account Transactions of a bank account would be useful to you, jason.
While this isn't something we have plans to add just atm, we'll start to get a sense of the interest fro others in this here. I'll share if there are any updates.
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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Spend Money - Prefill last entered transaction
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
2 votesThanks for the extra detail, Sandy. We don't have any direct plans around this atm, however we're working on automated bank reconciliation which should help cut down the manual entry of reconciliations for spend money transactions overtime.
There is also Bank rules that can pick on particulars of your statement lines to help with reconciling - However, it sounds like you're manually creating these transactions before they're reconciled?
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Bank Reconciliation - Send Overpayment Query Emails to Customers
wanted to suggest an enhancement to how overpayments are handled within Xero.
In situations where we receive a customer overpayment that cannot be immediately allocated, the current process requires us to step outside of Xero to contact the customer and clarify what the payment relates to.
What would be highly beneficial is:
A built-in option to trigger an “Overpayment Query” email directly from within Xero.Proposed functionality:
A button/action against an overpayment (e.g. “Query Customer”)
Pre-populated email template including:
Customer name
Payment amount
Payment date/reference
Ability to customise the message before sending
Email sent directly from Xero and logged against…1 voteHi John, thanks for your detailed suggestion. We understand you’re looking for a way to send an overpayment query email directly from the bank reconciliation screen when a customer payment doesn’t match an invoice.
Having this option within the reconciliation workflow could help make it easier to resolve payment queries without needing to move between different tools.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Suggestion for Proactive User Notification of Bank Feed Disruptions
Would be great if users could be directly notified if there is a bank feed disruption or issue for their specific bank accounts.
5 votesThanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.
Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.
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Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.134 votes -
Banking - Account transactions display ability to show if there are attachments
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
1 voteThanks for sharing your thoughts with us.
Just to check is this from the Account Transactions screen of the bank account that you're referring to? - Atm, where there is a file attached to the transaction a file icon along with a number is shown in the far right of the grid on the Account Transactions screen.
Appreciate you're asking a little further that you'd like to be able to include the document name, being open considering document names can be quite long and there would also need to be consideration for what shows when there are multiple documents attached this isn't something we have any plans around right now but will gain a sense of the interest your idea builds in the community here.
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Bank Reconciliation - Export search results to CSV
Can we please have the ability to export bank statement search results to a csv file?
Every day I wish that was possible!
Thanks
7 votesThanks for sharing your idea of exporting bank statement search results to CSV.
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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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.
4 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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Bank Reconciliation - use the bank feed as a calculator
Use the bank feed as a calculator. Insert tick boxes and select the relevant tick box for money received and/or spent to calculate totals
For example, have a tick function (such as a tick within the Bills section) to add payments into / out of bank account.
The benefit could be to help users reconcile individual payments in the bank account against other ledgers used within the users business whether online or offline
See attached screenshot with example of tick boxes
1 voteHi Gary, 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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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.
3 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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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!!
8 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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Homepage - One click bank refresh
On the dashboard and/or Accounting drop-down? I find that I have to manually refresh my Chase accounts daily to get up to date.
12 votes✨ Thanks for the suggestion – we love hearing how we could make bank feeds easier to manage.
Right now we’re not planning a single “refresh all bank feeds” button in the near future. A few reasons why:
- Banks control timing: Many feeds update on a schedule set by the bank or provider, so a global refresh wouldn’t guarantee instant data across all accounts.
- Reliability & limits: Triggering lots of refreshes at once can hit provider limits and make refreshes fail more often, which is a worse experience overall.
- Security & MFA: Some feeds require multi‑factor authentication or a specific user to refresh, which can’t safely be handled by a single bulk action.
For now we’re focusing on keeping per‑account refresh reliable and clear in the new homepage banking widget, and we’ll keep tracking interest in bulk refresh for future planning.
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Find & Recode - Find & Recode to recode dates
It would be great if we could recode the dates on invoices - and I'm not meaning due dates. We have holiday programmes running in April and start advertising them in March. Our online booking system sends through the new invoices to be approved at the time of booking. This would be fine except our financial year runs 1 April - 31 March and we have to manually change the date each invoice was issued to an April date. This gets very frustrating and time consuming.
1 voteThanks 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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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…6 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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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 CEPS10 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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Bank Feeds - Add bank feeds for Morgan Stanley investment account
Support Morgan Stanley Client Serv.
Just signed up for Xero today, and now I have to cancel because you don't support my bank. Worth mentioning that MS doesn't provide acceptable export options for their data, so there isn't a clean method for me to transform their data to get it into Xero. I will mention that QBO perfectly integrates with it, so clearly the pipeline has been built by someone.1 voteHi Seth, thanks for sharing this suggestion. It’s clear that bank feeds for Morgan Stanley investment accounts would reduce manual imports and make it easier to keep investment data up to date in Xero.
We'll continue to track the interest around this idea for our Product team's review.
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Bank feed for Desjardins Bank (Quebec, Canada)
add Desjardins Bank (Quebec, Canada) to bank feed
1 voteThanks for sharing how we could improve your experience with Xero by providing a feed for Desjardins Bank.
We'll start to get a. sense of the wider interest for a feed with this bank here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there is any news we'll update you here.
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Overpayment - Ability to change to Credit Note
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.
We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.
Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…
8 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Chart of Accounts - Assign a Tracking category
Automatically assign a tracking category to a chart of account code, so when costs are billed against the account code, it also automatically assigns those costs to a default tracking category
184 votesHi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
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