464 results found
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In chart of accounts create filter listing items greater than 0
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 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 - Discover Bank
For Xero to add back the bank feed connection for Discover 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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Clear suggested matches after creating a prepayment in bank reconciliation
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 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 - Only autofill existing contacts when using Add details option
On the Reconcile screen, if you click the 'Add details' button for a transaction that doesn't have a suggested contact, Xero will autofill the 'To' field for the new transaction with the statement line Payee field. This is true whether or not that field matches an existing contact name and Xero doesn't indicate new contacts in any way.
I would like the option to restrict this autofill to only use existing contact names, or turn it off entirely. I have a lot of contacts where the Payee field is slightly different than the contact name in Xero and this autofill…
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 Rec - Horizontal & Vertical Navigation using Tab+Arrow Keys
Please add the feature so users can navigate side to side and up and down by holding tab while using arrow keys in the Reconciliation screen, especially in the table under add details on a transaction
1 voteThanks for your feedback here, Carver. As you may have found this feature is now available within invoicing, purchase orders, quotes and the quick view for bills.
We'll keep an eye on the interest around this in the Bank Reconciliation space here and I'll share if there are any updates.
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Bank Statements - Add a column to show where reconciled payments are posted.
A column to display how a reconciled payment has been posted in the Bank statements tab, if Spend money show the nominal its posted to, if it's an invoice/bill payment display Debtors/Creditors, also being able to see the assigned contact for the transactions would be helpful.
This would help massively when error checking bank postings.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Make ANZ Bank Feeds 7 days not Tuesday to Saturday
Improve ANZ bank feed to be everyday rather than Tuesday to Saturday. NZ businesses work 7 days and make and receive payments on those days, waiting to Tuesday to get them means the otherwise up to date data is incomplete. The other major NZ banks provide 7 day updates so it is obviously an ANZ thing that they are scheduling them for the weekends or Public Holidays.
1 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Find and Recode
Enhance Find & Recode to search all transactions across all bank accounts, including both reconciled and unreconciled transactions.
It would be helpful to have a centralized search where users can search transactions across all bank accounts by Contact, Description, Amount, Date, Reference, etc., without having to open each bank account individually. The results should include transactions regardless of whether they are reconciled or unreconciled, and clearly show the related bank account and reconciliation status.
For example, if I search for "Costco" I would like to see all related Costco transactions across all bank accounts in one place, including transactions that…
1 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Description and account boxes too small when reconciling
As per attached - when reconciling transactions, the Description box in the line-item grid is too narrow.
Entered text gets visually cut off, and there's no way to widen the columns or see the full text without clicking into each field individually and scrolling with arrow keys. - and even then its still a not user friendly!
Is especially hard to review or edit longer descriptions at a glance.I thought Xero's had already improved text wrapping and column sizing for invoice line-item grids? It would be great to see the same improvement applied to the Spend money transactions when…
1 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank Feed - KEB Hana
Bank feed for KEB Hana Bank Global.
1 voteHi 👋 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank reconciliation: add transaction default contact
During bank reconciliation we deal with many customers that slightly over/underpay their invoices, which makes it necessary for us to create overpayments often.
Suggestion: when a payment is partially matched during reconciliation (the user has checked one or more invoices to match with the same contact) and the user selects 'New Transaction' to allocate the remainder, Xero should prefill the contact field with the same contact that the user has already matched.
Reason: Xero makes it a bit too easy to accidentally create new contacts when a user types into the contact field, sees the correct contact showing, but does…1 voteThanks for sharing this idea with the Xero community. We appreciate the time you’ve taken to explain your suggestion for carrying the contact from a matched invoice or bill through to an additional transaction during bank reconciliation. We’re moving this idea to Gaining Support so we can gauge community interest and hear from other customers who would find this useful in their day-to-day workflows. Votes and comments help us understand how broadly an idea would benefit the community and allow others with a similar need to add their support. If this idea would be valuable to you, please vote for it and share any additional feedback or examples in the comments.
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Cash Coding - Spend and Receive Totals
Have a total for each of the spent & received columns in the Fast coding screen. When the checkbox is ticked the total decreases and vice versa. Have a print button to print the data.
2 votesThanks for sharing this idea. Adding visible totals for the Spend and Receive columns in Cash Coding, with the totals updating as rows are selected, would make it easier to review and reconcile transactions. A print option would also help users retain or review the coded data outside Xero.
We’re moving this idea to Gaining Support so we can better understand how broadly this would help. If this would improve your workflow, please vote for the idea and share details about how you would use the totals or print output.
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Bank feed - Cynergy Business Saver account
For Xero to expand their bank feed connections to develop feed that supports Cynergy Business Saver accounts.
Xero claim to support all bank account types but it does not work with Business Saver accounts.
Note, I do not have a business current account with Cynergy, only a Busines Saver account.
4 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Chart of Accounts - Extra Column to show transactions reference details
When viewing each nominal account it would be helpful if a column to show reference detail, this will save a lot of time as we currently need to click into each transaction to get the details.
1 voteThanks for sharing this idea, Maria. We understand the request to add a Reference column to the Chart of Accounts transaction view. This could make it easier to review and trace transactions without opening each one individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your use case.
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Customer Statement - Change Overpayment term to Direct Payment
Because overpayments are the only means of receiving or spending money directly in the control accounts (A/R and A/P), they should be called direct payment. On a statement, the activity is called Overpayment, which confuses clients. To the layman, overpayment indicates an error in payment.
If not Direct Payment, can it be called Payment?
1 voteThanks for sharing your feedback here. We understand the request for statements to use terminology that better matches the type of payment being recorded, rather than displaying Overpayment.
I’ve moved this post to Gaining Support so we can continue gathering community feedback. If this is something you’d use, let us know what label you’d choose and why.
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Bank Feeds - Add a direct feed for Smile
Please add Smile to your bank feeds.
1 voteThanks for sharing, Jennifer. We're keen to get a better understanding of the other financial institutions our customers would like to see feeds developed with.
We'll keep an eye on the interest that builds for this feed here and I'll let you know if there are any plans.
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Xero Accounting App - Bulk transaction reconciliation in the mobile app
The app needs SO MUCH more functionality including the ability to multiple select transactions that aren’t tax deductions and then send them to an account all at once. That’s what takes up the most time, painfully going through every transaction separately. You should be able to multi-select a bunch and then send them to an account
1 voteThanks for highlighting this improvement. The request is for bulk actions in bank reconciliation, allowing users to choose multiple transactions and apply reconciliation or categorisation in a single action via the Xero Accounting App.
This could be particularly useful for groups of transactions that need the same treatment, rather than processing each line separately.
I’ve updated the status to Gaining Support so we can continue gathering feedback. Let us know what types of transactions you’d most often process in bulk.
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