452 results found
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Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero
Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero settings.
Background
Client selects 20 creditor payees to create batch for payment processing. (20 payees is the max that Bank online processing will allow in one batch).Xero batch is then imported to bank (ANZ)online software multiple payee (as opposed to Directlink). Bank processes payee payments as individual payee payments and lists them as such on client's bank stmt. No option at bank to report on statement as one total balance.
Xero has processed creditor batch as a total and…
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 AutoSuggest: Look for already existing contacts before suggesting the creation of new ones
I have already suggested this here: https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/51721467-bank-reconciliation-autosuggest-look-for-already
Today I have a fresh, dumb suggestion from AutoSuggest: "Canberra Pools" as a new contact when "Ampol - MV Fuel" already exists for a payee containing "Ampol Canberra".
Bank rules (as suggested for the previous post before it was closed to comment) will not help. Gen-AI is going to keep finding new, stupid things to suggest when there is already an existing contact, and I'm NOT going to create a new bank rule every time for something that shouldn't ever be happening. The Gen-AI is getting worse, not better, because it's training on…
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 'Remove and Redo' button at the bottom of the page
Adding a 'Remove and Redo' button at the bottom of the page when reviewing auto-reconciled transaction.
Starting the newest to oldest, when reviewing, one can mark many transactions that were incorrectly reconciled using the checkboxes. Then they would need to scroll all the way back up to press the Remove and Redo button. Adding a duplicate button at the bottom of the page would speed up the reviewing process and it would be a more natural way of doing 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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Page selector on the top of the page on the bank feed
Duplicate the page selector buttons so they are also placed at the top of the "Reconcile" page not just the bottom. When working my way from bottom to top, it would be easier if there was a page selector at the top of the same page, not just the bottom to speed up navigation.
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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Always visible menu bar
Give users the option to lock the top menu bar. When scrolling down on a long list of unreconciled lines and I need to also open another menu of Xero (be it bills, p&l, or chart of accounts etc.) I am forced to scroll all the way back to the top before it reveals the top blue bar with the menu options. This takes time and I also loose where I was in the reconciliation list. For multitasking - it would be much easier if the top bar was locked or lockable and be there for constant access.
Ideally a…
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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Dark Mode
There is an existing idea suggestion for implementing Dark mode that now has 550 votes on it and yet Xero still refuse to look into implementing it.
This is something that will greatly help neurodiverse people, like myself, who suffer from sensory overload and having to stare at a white screen all day.
It baffles me that this is just disregarded as "oh we can't do that but try these third party methods" as apparently Xero doesn't have the time and resources available to implement it.
Yet today, I've just gone on Account Transactions and seen that the font has…
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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Depreciation - Ability to add manual depreciation adjustments directly against an individual fixed asset.
I would like Xero to introduce the ability to post a one-off manual depreciation adjustment directly against an individual fixed asset.
At year-end, accounts compliance teams sometimes calculate an additional depreciation adjustment after reviewing the fixed asset register and the relevant capital allowance or compliance treatment. Currently, when this adjustment is posted as a manual journal, it does not update the individual asset record in Xero. This creates differences between the fixed asset register, accumulated depreciation, the nominal ledger and the year-end accounts, making reconciliation more difficult.
It would be helpful if users could select an individual asset and enter…
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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renaming accounts
Ability to rename your bank account when the default name does not reflect what type of account it is
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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Reconciliation
The details pop up box in reconciling pots to the transaction. It is faint and blends with background and you can accidentally deal with the transaction below. Could the popup box have a stronger boundary and pointer
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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BACS Export to include the "Ref" column so that suppliers receive a reference for their payment
For the BACS export file to include the "Ref" column that is in the Batch Payment page so that the supplier sees a reference in their bank for the payment made to them.
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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CSV Payment export - allowing for sort code and account number to be in separate columns
When exporting a payment file to CSV, to either have the sort code and account number split into two columns rather than one. Or to be able to create/design your own CSV export and choose what column set to export.
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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Icon visible for each bank account in the Dashboard view that has auto reconcile turned on
In the dashboard view it is difficult. You cannot tell by looking whether auto-reconcile is turned on for that bank account or not. A simple icon representing auto-reconcile turned on would be a great visual check. This thought occurred to me as I am test-driving this function in a couple of bank accounts that have fewer transaction lines going through them to build my confidence in its ability to reconcile correctly. It would also be awesome to turn it off or on with a click from the dashboard. See example of the view attached
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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editing bank account transaction
Need an option to change the bank account which a spend/receive money transaction takes effect in without having to delete it and then remake it into the correct bank account.
Incredibly difficult and time wasting to do when having to move DOZENS of said transactions entered into the wrong bank account.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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Search for multiple invoices at the same time using the search field.
Search for multiple invoices at the same time using the search field
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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User Access Management - More Granular Control
Whilst the current pre-set roles Xero has done work for most organisations, it would be very useful more granular control can be set for each user.
ALL STAFF
With the workflow of my organisation for example, suppliers' bills are automatically uploaded via email and sit in the "Draft" tab. My staff will then go through the bills, modify / update the details of the bill, and Save and Submit for Approval once they are satisfied with the products from the supplier.MANAGER / ACCOUNTS
The manager will look through the list under "Awaiting approval" tab, verify the accuracy of the…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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Barclaycard feed to fatch Account name / payer / Card holder
Barclaycard statement has Account name which should be reflected while syncing in Xero integration as Payer. Example, We have 3 credit cards under one barclaycard account. now while integrated the barclaycard it auto fatches the transection amount, description and date only, but there is a separate field called 'Account name' in the barcalaycard transection statement wicich reflects the payer name or the card holder name which is the only source we can identify and account for the expenses and managing bills collection from the payer or the card holder. I have raised this concern a year ago with barclays team…
2 votesHi 👋 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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PayPal feed - Show all foreign currency transaction in one bank account
When a new Paypal account is created in Xero and it's integrated with Paypal for bank feeds, all transactions from all the currencies appear in one bank account. However, when due to any reason, this Paypal account in Xero is disconnected from automatic feeds, and is reconnected, all of a sudden Xero pushes to create a new bank account for each currency in Paypal.
It will be very helpful if there's at least an option to either have one bank account for all Paypal currencies (just like it's done in the first time integration), or have a separate bank account…
2 votesThanks for highlighting this improvement. Being able to choose between a single multi-currency bank account and separate currency accounts when connecting PayPal could give businesses more flexibility and help keep their Chart of Accounts organised.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share how you’d like the reconnection process to handle currencies.
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Bank feed - Change set up for start date to make this more obvious
The current Xero set-up does not allow the user to change the start date for a bank feed once it has been activated. The start date must be input during the initial set-up and if missed (since it defaults to current date) or is mistyped in error you have to upload historical bank data by CSV. An option in the Bank Account menu to enter an earlier start date would be very useful. Failing that, remove the default so you have to input a start date at initial set-up and a question coming on after that to double check that…
1 voteHi Sanjit, appreciate if missed this can result in extra manual work to back date and import older statement lines to your bank account in Xero.
Enabling the ability to change the start date once set up does create quite a few complexities, however I've slightly altered the title of your idea to reflect the behaviour of setup and we'll start to get a wider sense from the community in this here.
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Chart of Accounts - Filter accounts by non-zero balances
In chart of accounts create filter listing items greater than 0 t allow a succinct list pertinent to your codes. The filter could be applied to all columns to allow greater flexibility.
1 voteHi Steven, a filter to show only accounts with balances could make the Chart of Accounts easier to review, particularly for organisations with a large number of accounts.
In the meantime, the Trial Balance report can be used to hide zero-balance accounts and show the accounts with activity.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would improve your workflow, add your vote and share your feedback.
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Bank Reconciliation - Automatically clear suggested matches when recording a prepayment
When reconciling bank statement lines, Xero sometimes automatically selects suggested matches (such as invoices) that may not be correct. If I use the Create tab to record a prepayment, the previous suggested match remains selected. This increases the risk of reconciling to the wrong transaction, as I have to manually untick the incorrect match before reconciling.
It would be much more intuitive and safer if, after creating a prepayment, Xero automatically cleared any previously selected matches so that only the new prepayment is selected for reconciliation. This change would reduce errors and make the workflow more efficient.
1 voteAppreciate you sharing this, Donna. The idea is to automatically clear any selected Match items when creating a prepayment during reconciliation, so they can't remain selected by mistake.
I’ve moved this to Gaining Support so we can continue gathering feedback. How would you expect this to work in Xero?
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