483 results found
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total
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.
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 - 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.
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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Extra Column to show 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 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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Use Claude to Reconcile Accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using 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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Improving Auto-Reconciliation Functionality
Just a few ideas our team has come up with from testing out the system on our accounts:
Incrementing the Reference Number - Each of our transactions uses a unique reference number and has a different pre-fix on each account we use Xero for, it should be possible for Xero to detect this and increment it by one for each transaction that the auto-reconciliation handles.
Interaction between the auto-reconciliation and other apps, i.e. Dext - We use Dext to provide information and upload photos of receipts and invoices for transactions; there should be a way to enable the auto-reconciliation to…
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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manual journal desciption autofill
Add back autofill of above journal entry line description into next row. The old manual journal format used to do this. Now there's only an option to have the journal title automatically included in the description. JEs have at least 1 debit and 1 credit, and typically those rows will have the same description.
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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Change Overpayment 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 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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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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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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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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When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconcilled
When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconciled lines, this saves having to go in to every bank account each day, or memorise which have items to reconcile.
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.
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Accountant users need to make manual journals to cash
Remove the restriction to post journals to cash accounts for accountant users. I cannot believe I'm asking this in an idea forum.
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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Automatically recognise realised FX gain/loss when transferring the full balance of a foreign currency bank account
Problem
When a user uses Xero's Transfer Money function to transfer the entire balance of a foreign currency bank account, the foreign currency balance correctly becomes zero.
However, due to exchange rate differences between the original transaction date and the transfer date, Xero may leave a residual balance in the base currency (for example, SGD) within the account transaction history.
This remaining balance represents a realised foreign exchange gain or loss arising from the disposal of the foreign currency funds. Therefore, Xero should automatically recognise this FX difference and clear the bank account balance.
The expected accounting outcome should be:…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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Edit Bank Account
When editing a transaction, I want to be able to edit the bank account the transaction is in.
3 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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