557 results found
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reconcile bill and invoice by foreign currency bank
HKD is our book base currency, For Instance, our invoice or bills is EUR, we receive/paid by GBP but we can not use GBP bank for reconcile directly. Pls fix
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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 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 - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
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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Pay wages directly through Xero
It would be great to be able to pay all employees as a batch directly in Xero. Currently you can export a file for the bank, but being able to do it in Xero like we can with bill payments would be really useful and time-efficient.
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 bill from batch payment
We need the functionality to change batch payments without removing all allocations - sometimes an invoice or bill is reconciled as part of a batch payment incorrectly. We really need the option to be able to remove individual allocations within the batch and change it to an overpayment (or move it to another bill/invoice). This is particularly critical for companies that pay statement balances for large numbers of invoices, say at the end of the month.
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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Upload remittance advice from customer and Xero auto match existing invoices/credit notes
In Bank rec window, when you try to reconcile a money receive, you could upload the remittance advice from customer PDF or excel, then Xero could auto match all the existing invoices/credit notes
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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Improved Integration with Payment Platforms for Bank Feeds
Improved Integration with Payment Platforms for Bank Feeds
I would like to suggest deeper integration between Xero and payment providers such as:
Stripe
GoCardless
Square
Specifically, it would be valuable if Xero could automatically import bank feeds from clearing accounts linked to these payment platforms.
Many businesses process large volumes of transactions through these providers, and reconciliation of clearing accounts can become time-consuming. Automated bank feeds for these accounts would streamline reconciliation, improve visibility over cash flow, and reduce manual data handling.
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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Ability to add info to each bank account
Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.
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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Make bank account search consistent across all areas - enable mid-string matching in transfer reconciliation
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…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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Being able to attach a file copy of the Bank Transfer to the initial Transfer transaction and have it added to both sides of the transaction
Being able to attach a file copy of the Bank Transfer to the Transfer transaction and have it added to both sides of the transaction would be beneficial. Currently we have to enter the Transfer then go into the transaction on the first bank account, open it add the file, then go to the other bank account and add the file to the transaction.
Now imagine doing this multiple times a day for multiple companies. Complete waste of time when you should be able to do it once at the initial input stage!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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Being able to attach a file copy of the Bank Transfer to the initial Transfer transaction and have it added to both sides of the transaction
Being able to attach a file copy of the Bank Transfer to the Transfer transaction and have it added to both sides of the transaction would be beneficial. Currently we have to enter the Transfer then go into the transaction on the first bank account, open it add the file, then go to the other bank account and add the file to the transaction.
Now imagine doing this multiple times a day for multiple companies. Complete waste of time when you should be able to do it once at the initial input stage!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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flexible bank account list
The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.
Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
As we have over 70 bank accounts, that would be very helpful.Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts"…
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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pass on stripe's 30 cent card surcharge
stripes so called auto reconciliation with xero doesn't work. you cannot pass on the
30 cent fee only the card use % fee. therefore, nothing reconciles. additionally, it doesnt record the person who made the payment just the amount. even worse for multiple jobs being billed the same amount in one day. there is supposed to be a way to mark the 30 cents off as banking fee but when you go down that path its not that easy and in the end i gave up and deleted stripe instead. please get a company who knows what business's need1 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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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 connected payment service add tracking code
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 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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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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Auto send remittance advice when payment matched in reconciliation page
Remittance advice sent from reconciliation: It would be a very useful addition to be able to send a remittance advice when reconciling supplier payments using Find & Match.
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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Direct Feed for DISCOVERY BANK in South Africa.
Discovery Bank in South Africa is one of the most innovative, user friendly forward thinking online only banks around. I would love to have my clients direct feed to Discovery Bank!!!
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 balances on main screen
Please change the font and bold the balances on the accounts main screen and move the balance back to the left where it was previously.
I can't figure out why you made this change in the first place as there was nothing wrong with the setup of the old Bank Accounts screen. I do like the added width but you've made it harder to see the balance quickly and it just isn't as user friendly view IMO.
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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"Transfer Money" quick action button
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 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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