499 results found
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Allocate Credits while matching a bank payment on bank feed reconciliation
The ability to allocate supplier credits while matching bank payments.
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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Hi, Just wondering if it possible to have a custom field or a categorisation field i.,e. I just want to set each expense with an additional
Hi, My suggestion: Additional Field on Chart of Accounts that could be reported on and totalled by in the P&L.
Details:
Just suggesting if it possible to have an additional custom field or a categorisation field in the chart of accounts level only (not item tracking detailed expense level) i.,e.
I just want to set each expense (and possibly income) with an additional reportable field.
to do this at the accounts/chart of accounts level (i.e. 1/Category 1 2/Category 2 3/Category 3 4/Category 4.I don’t need them to have tracking entries, i just need it on a top level.
Each…
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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Dashboard widget that combines Bank Balances
It would be great to have a widget for the Dashboard, whereby you can choose the bank balances to be displayed in that widget.
For example, we have mutliple bank accounts and use a seperate Google Sheet Dashboard we have created to combined the cash balances to understand our overall bank balances.
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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Add a Wealthsimple integration
Can you plan to add a Wealthsimple bank feed integration for corporate accounts?
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 criteria
When reconciling bills, add a search criteria of bill transaction date/due date.
I want to be able to search a wholesalers name and filter which month we received the bill so I can select that whole month of bills and reconcile to the payment. Rather than having to tick individual bills.
Image highlights in yellow the two existing criteria - this is where I would add in the date range criteria.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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Current Period Allocation / Reallocation
New Feature:
The ability to choose what period to allocate specific Transactions / Credits in. Current period set by default. These should be payment type and credit type transactions.If the current period is the default this will save time by not having to open a prior locked period to allocate to a payment or invoice.
The current process falsifies when the credit was taken up and allocated, by forcing you to open prior periods which the credit was generated. When the debtor takes up the credit in current months payment, by opening prior periods this alters the locked period,…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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Bank Rules - previous/next rule navigation
Previous/next rule navigation buttons added to the Edit Rule page and a check box for loading the next rule on save.
This would speed up bulk editing like when first setting up or when there's been major changes.
Another useful feature would be to tie this to a bulk edit option. Select the rules, click bulk edit and then after saving the first rule, it progresses to the next selected rule and so on.
1 voteThanks for your idea, David. This has been reviewed and we'd like to get a sense of interest in this from others in the community here.
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Reconcile two bank statement lines against multiple bulk deposits
We have a major customer who pays multiple invoices but splits their remittance across more than a single bank statement line. There does not seem to be ability to match a bulk deposit against more than one bank statement line.
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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Create a default reconciliation adjustment option
It would be so time-saving to allow us to create default shortcut options for the reconciliation adjustment instead of only being able to choose "Bank Fee" or "Minor Adjustment". My "Bank Fee" is always the same information for all field (except for the amount), so why can't I just select a button that I can name something like "MY Bank Fee Default" and it fills in the fields automatically and takes me directly to the amount field?! This would save people HOURS of time every month when reconciling.
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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Auto reconcile expenses only not payments or invoices
Id love to have the ability to only auto reconcile expenses and not invoice or payments. My customers love to prepay and the auto feature closes those invoice before i can actually create the prepayment and apply it to their account. But auto recognizing bills or expenses only would be a huge time saver. or even have a section of all the matches and be able to approve them in batches.
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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Analysis of bank accounts into account codes
What would be really useful would be a report that analyses historic bank account into nominal codes (p&l and balance sheet accounts). Pick start/end dates, choose weekly or monthly reporting, show opening bank balance, what came in and what went out, close bank balance, a choice of including figures gross or separating the VAT out. This does mean that Xero has to following through sales and purchase ledger payments to find out the account codes of the sales invoices and bills that were paid. I've asked Jax to do this and it can't. Come on, how about making your AI…
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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Show Count of Unreconciled Transactions in the Drop-Down
When approving bank feed allocations and needing to switch from one bank account to another via the Bank Accounts drop-down, it would be useful to have a count (in red) next to the account name of how many UNRECONCILED transactions there are in that account. If you are dealing with a large number of bank accounts, this would be useful to save you going back to the dashboard to see what bank account to move onto to.
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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Use Xero Ask to send and receive the Uncoded Statement Lines report
Would love to be able to send the Uncoded Statement Lines report via the Xero ask feature. It would be great if we could attach documents to the Xero Ask questions so it's much easier for the client to download the document, add their responses and re-upload to Xero Ask.
This way it provides easier visibility to firm on which clients have yet to respond to an Uncoded Statement Lines or if a bookkeeper is on vacation it is easier to jump in where needed and we aren't relying on a 3rd part platform.
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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Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc
Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc
Most modern banks are now providing this extremely useful facility, so it would make sense for Xero to incorporate recognising these kind of transactions please (rather than us having to manually enter fake transactions to move them out of the bank account.
Xero currently doesn’t show/cope with moving money around Spaces within a bank account?Come on guys, loads of banks are going towards this kind of functionality!
We can even pay DDs right from a Space.Pls can you add maybe “sub-accounts” indented underneath each Bank account to show where…
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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Build you you banking app
Digital security is a must with A.I.
0 votesHi Heliodoro, could you share a little more detail about what you're after in your idea here? Appreciate wanting security with more A.I present however a little hard at this time to interpret what you seeing helping you with this.
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Ability to Filter by Reconciler
I'm just exploring the new "Reconciled Transactions" page and was just thinking how great it would be if, in addition to the "Method" column, there was something like a "Reconciler" column which would show which user reconciled the transaction. This would also be great as a you only want to review the transactions reconciled by a particular user, e.g., the client as an accountant or the owner of the file might like to review a bookkeeper's reconciling. Or even just to see who is the predominant reconciler would make this feature extremely helpful.
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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Bank Feeds - Allow Comonwealth Bank Personal credit card
Bank feeds for Commonwealth Bank personal credit cards
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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Bank Reconciliation -Split payment to more than one invoice during reconciliation
When reconciling bank transactions in Blue Xero, the "Split" option is currently only available at the individual transaction level in the "1. Find & select matching transactions" section.
It would be much more efficient if the "Split" option were also available in the "2. View your selected transactions" section. This would allow users to first select all invoices or bills that form part of a single payment, and then apply the split at that point, rather than needing to split each invoice or bill individually.
Additionally, if an invoice is selected without being split and the user moves on to…
11 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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Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and this…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
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Bank Rules - Increase the maximum number of conditions per rule
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
2 votesThanks for sharing your idea and telling us what matters most to you.
We’ve reviewed it, and now it’s over to the community. If this idea could help your colleagues,
share it with them so they can add their vote. Other community members can also comment to add more detail on how this idea could improve their experience with Xero.
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