241 results found
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Amending the amount of a check
Requires ability to change the amount on an issued check without reissuing or recreating the check
* Does not want to remove and redo payment or void the check to correct the amount
* Needs a direct method to edit the check amount after creation.
Quickbooks allows this feature and if we do not have it we continue with quickbooks and move on from Xero.
We don't always write a simple check as we have various expenses that we track to our vendors.2 votesThanks 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 Feed - expand the Select Matching Transactions window to show more than 5 lines without scrolling
I frequently receive remittances for up to 50 invoices and having to keep scrolling down the list to mark them off is time consuming.
Having the option to expand the window to see more invoices would be very helpful.2 votesThanks 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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Reconciliation from..
In the Home or Bank accounts view, is it possible to display the date (or just month) of the earliest unreconciled entry? This would be useful as a quick visual indicator when double checking all entries, across multiple accounts, have been reconciled before posting GST.
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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saving bank statements section on bank reconciliation page
When you publish your bank reconciliation report in Xero it would be handy to be able to attach a copy of the actual bank statement for completeness and proof by third party - much the same as being able to attach a copy of an invoice to a bill in Xero
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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Smarter Intercompany Reconciliation
I work with multiple entities that have frequent intercompany transactions. A dedicated Intercompany Reconciliation Workspace that automatically matches reciprocal transactions across Xero organizations would significantly reduce manual work and improve month-end closing efficiency.
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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Chart of accounts
The chart of accounts should be a “live” trial balance- always showing the the balance as of today.
It should also have a date filter so you can quickly change the date of the balances shown.
This is how it works in Business Central. Much cleaner and quicker than the ten clicks to go to reports, find the right report, adjust all the filters… etc.
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 Feed - KEB Hana
Bank feed for KEB Hana Bank Global.
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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Smile
Please add Smile to your bank feeds.
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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REMOVE "leave site?" - unload confirmation prompt
The unload confirmation prompt "leave site?" added (what feels like) hundreds of additional clicks to my tired hand.
Please remove the "leave site?" prompt.
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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auto reconcile
Identify key references such as client code, invoice reference and client name when matching to invoices. Clearly the focus is currently on amount only and we are continually undoing clear mis-matches. If a receipt comes from a client names as a customer, it should never be auto-reconciled to another customer name. Especially where they include the client code or invoice within the reference.
This should be an easy fix initially to remove the first issue while improving the process for the references noted.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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Swing/Switching accounts
Balance Sheet accounts should have a tick box to provide the option to treat them as a swing/switching account so that it automatically reclassifies itself between an asset and a liability depending on whether its closing balance is positive or negative.
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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B
I want to add a bank account to my website so that I can receive money directly to me
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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Amending the amount of a check
Requires ability to change the amount on an issued check without reissuing or recreating the check
* Does not want to remove and redo payment or void the check to correct the amount
* Needs a direct method to edit the check amount after creation.
Quickbooks allows this feature and if we do not have it we continue with quickbooks and move on from Xero.
We don't always write a simple check as we have various expenses that we track to our vendors.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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Add a filter for bank transactions that match bank rules
On the Bank Reconciliation screen, please add a filter or checkbox to show only transactions where Xero has identified a matching bank rule. Essentially, “Here are all the lines that match the criteria of a bank rule.”
At present, these transactions are mixed in with all other unreconciled bank transactions. This means users must work through or scroll past numerous transactions to identify those where a bank rule is available.
A simple filter such as “Bank rule matches only” would allow users to quickly review and reconcile all transactions that have triggered a bank rule in one batch.
This would…
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 Reconciliation - Automatic coding of transfers between bank accounts
It would be great if Xero could automatically do the transfer between Xero bank accounts.
This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.22 votes -
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.135 votes -
Bank Rules Placeholders
Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.
30 votes -
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…
43 votes -
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.
20 votes -
Bank Accounts | Account Transaction - show related account codes
It would make a quick check of allocations so much easier if the dashboard for bank accounts allowed you to customise the "account transaction screen" so you could toggle between options like you can under reports - account transactions. By enabling account codes to show in the "cash book side" would help us identify misallocations so much quicker and the data is there ...
10 votes
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