9 results found
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Deposit Button for Invoices Paid
Deposit Button for Invoices "Paid." Currently, in the Sales Overview>Invoices page, at the Awaiting Payment tab, there is a Deposit button. I wonder if you would please add the Deposit button to the Paid tab? The Deposit option in the Awaiting Payment is not functional for us as we cannot deposit payments which we have not yet received. However, we can deposit payments for Paid invoices. This is a critical feature for our business. Please refer to screenshots below. Thank you.
2 votesHi everyone, thanks for sharing this feedback. We understand why having clear options when managing invoice payments.
The Deposit option on an invoice is designed for a specific workflow: creating a batch deposit when a customer pays multiple invoices together in one payment. Instead of matching the bank statement line to each invoice individually, you can create a single batch deposit, select the invoices included in that payment, and Xero will apply the payment across those invoices and mark them as paid. You will then reconcile the statement line with the batch deposit.
Because this feature is intended to allocate payments against outstanding invoices, the Deposit option is not available once an invoice has already been fully paid. Xero recognises that there is no remaining balance to allocate, so the batch deposit action is no longer required.
As this behaviour is working as intended, we’ve updated this post to Feedback…
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Bank Accounts - Bank feeds and reconciliation more visible
The options to update bankfeeds & reconcilliation report is not on the homepage on the new lay-out, how do you get that now?
2 votesHey Corrie, thanks for raising this with us and for the screenshots, however this doesn't look like the Homepage, rather it looks like the Bank Account page you get to via the Accounting tab.
If we can get some more details around the experience you are describing, on the New Homepage you can see the items to reconcile and if the bank feed needs updating or refreshing, so we can adjust the status and look at the idea.Thanks :)
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Bank Statement deleted lines
It would be great if there's the option to entirely delete the wrong imported bank statement for Example
an error happened and an entire bank statement has been imported with future dates. and it will continue be shown for future years. My suggestion is to have at least a (Hide) or (unhide) option for the deleted lines.
Please consider this issue facing us.
Thank you,1 voteHi Meena, while individual statements lines are still restorable in your organisation, it's possible to delete an entire bank statement that was incorrectly imported which will remove it from your org. We have a bit of help on how to do this here.
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bank feed jumping
Hi
When reconciling transactions in the bank feed, the page keeps jumping up when I skip transactions. It makes it hard to keep my place and slows everything down. Please can this be fixed?1 voteHi Anishta, this does sound like unexpected behaviour and I'd recommend raising a case with our Xero Support team who can get a better look at the page jumping you've mentioned to be able to raise this with our product team if not working as expected. You can get in touch with the team through Xero Central.
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monzo lite
Monzo Lite doesnt connect to Xero! This is going to be an issue for MTD clients, can we get this resolved.
1 voteThanks for your feedback, Hannah. We have a dedicated forum for submitting ideas for integrations you'd like to see Xero develop and I'd recommend adding your idea here too.
There, we have experts and there will be other like-minded individuals who may want to support your idea.
I had a quick look but it doesn't appear anyone has started an idea to integrate Monzo lite yet. Welcome to come back here to copy and paste the details you've shared when creating an idea in the Developer idea forums.
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1 vote
Hi Laureen, thanks for sharing this feedback. We understand why having more options for connecting bank accounts beyond a single provider could be valuable, especially when setting up reliable bank feeds for your day-to-day workflows.
Bank feed connection options can vary depending on your financial institution, account type, and region. We appreciate the suggestion and would like to better understand which banks or specific connection scenarios are creating challenges.
I’ve updated the status of this post to Feedback for now as we'll need more details on which bank and account type this request is for. Feel free to update us and we can review the idea again.
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Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month.
Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month. This tracking is useful to help monitor where the bussiness's cashflow is heading. Ultimatley, I would like to see options as to how far back you can view the cash flow trackiong graph.
1 voteSorry to hear the troubles you're running into here, Jeff. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Attachment to bank feed
Clients should be able to attach the vouchers to the bank feeds then the accountant can review the voucher and code the transaction. As it is, whoever attaches the voucher has to code the transaction. This is risky for a non-accountant. If the accountant is sent attachments and they have to work out what bank feed it relates to before coding it is inefficient.
1 voteHey Peter, thanks for raising this idea with us. We just need to clarify a few things as we are not sure what is meant by 'voucher'. I am assuming you mean an attachment (receipt) that is uploaded when reconciling a bank statement line as this would happen when a transaction is created (coded) in the Reconcile tab in the bank account. However if you could give us more detail we can review this idea fully.
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Reconciliation - Auto match with foreign currency transactions
Matching foreign currency transactions - Bills that have been approved in a foreign currency should be checked and matched against local currency transactions. These are very common in credit card transactions for online service subscriptions.
Also, the default setting to only match to local currency should be removed, or the user should be able to chose the default setting.
13 votesThanks so much for taking the time to share this feedback 🙏 I appreciate how time-consuming it can be when foreign currency subscription payments need to be matched manually each month.
To help us better understand this idea, and make sure the workflow is clear for our product team and for other customers who may want a similar process reviewed, could you share a bit more detail about how you're currently reconciling these payments?
It would be especially helpful to know:
- what type of account the payments are coming from, for example a business credit card or foreign currency bank account
- whether the bills are created in the supplier's currency and paid from the same currency or a different one
- what steps you're currently taking on the Reconcile tab, including whether you're using Find & Match, transfers, or a clearing account
- where the process becomes manual or doesn't match as…
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