531 results found
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Accepting crypto payments
With the acceptance of crypto becoming more and more prevalent, and its legality being celebrated, would love to see certain cryptos, especially those with a community concept behind them (ETN= electronium is using profits to replant seagrass around the continents) as well as some of the major players BTC, ETH, XRP etc able to be used to pay/receive on invoices just like debit/credit cards. Especially in our field of work as booked hire/Chaueffer
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 - Include transaction details
To enable Stripe reconciliations in Xero I have a Stripe feed in (as a "bank account), but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction 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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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have set up a Stripe feed, but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction 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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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have a Stripe feed in (as a "bank account), but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction 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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Ability To Change Stripe Payment Transaction Dates
We have an issue with our Stripe integration with Xero. Stripe creates payment transactions in Xero and then when the payout comes in on the bank feed, it matches the payment transactions to the payout, which would be handy except that it's causing problems with reconciliation because if the payment transactions are created late in a calendar month (for example, 29th December) and the payout arrives in the bank account in the following month (for example, 3rd January) the bank statement closing balance doesn't match with the balance sheet closing balance.
The only way to currently fix this is 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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graph
Bring back the six month graph in the Bank Account list screen. I regularly use this to hover over the graph and see my credit card balance over time. I can no longer do this. Why is Xero removing features?
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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Checks Written
Currently, a check written is downloaded in the feed with the date the check cleared and no payee name. It would be fantastic if AI could read the check, enter the payee and the date the check was actually written rather than the date it cleared. That would save the user from having to look up the check on the bank website and manually editing it so that the bank reconciliation is actually correct.
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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Checks
I never thought it would be possible but I am amazed at what AI has been able to achieve.
When downloading the bank feed, checks written by the company come across with no payee and the date is the date the check cleared rather than the date the check was written. It would be incredible if AI could read the check, input the payee and the date the check was written. That would save the user having to go to the bank site and pull up the check and manually editing the feed.
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 quotes to estimates
change the name quotes to Estimates
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 status is not visible on Dashboard
Bank feed status is not visible on the Dashboard unlike before. For example, it does not show if the bank feeds are undergoing refresh after clicking "Refresh bank feed". It also does not show if only a specific user could refresh the bank feeds.
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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CAF Bank Connection
Please onboard with CAF Bank in the UK. They have just changed all their systems and say they are set up if you would onboard :) this would make life so much easier for us small charities. Many thanks
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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Bank account filters
add a filter where u can just select all incoming transactions or all outgoing transactions for easier reconciliation
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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Ability to archive accounts not being used.
Ability to archive chart of accounts that are no longer being used. Currently, if the account was previously used in a bank rule or recurring transaction it cannot be archived. This is problematic because we no longer want staff/clients to be able to code transactions to this account, but there is no feature to prevent this from happening.
24 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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use the bank feed as a calculator
Use the bank feed as a calculator. Insert tick boxes and select the relevant tick box for money received and/or spent to calculate totals
For example, have a tick function (such as a tick within the Bills section) to add payments into / out of bank account.
The benefit could be to help users reconcile individual payments in the bank account against other ledgers used within the users business whether online or offline
See attached screenshot with example of tick boxes
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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Auto reconciliation on match only
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
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 - Autofill account and tax when applying a bank fee
It is frustrating when manually reconciling transactions when a variance is a bank transaction fee and I select 'Bank Fee' as the reason for the difference only to then have to select bank fee again when completing the transaction line presented for the Bank Fee.
Surely, if I have selected 'Bank Fee' as the reason for the difference, the line presented could have the 'Bank Fee' nominal account pre-selected and the appropriate Tax Rate populated given that it is for a Bank Fee?
It's only a small thing, but it bugs me.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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first national bank
Please fix the bank feeds with First National Bank South Africa
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 | Account transactions - Change terminology for payments
On the bank account transactions pages, when someone has paid one of my invoices, it displays as 'Payment: Joe Bloggs', it should display as 'Receipt: Joe Bloggs' as i have received the monies not paid them.
3 votesThanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
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Receipts - Automatically linking to bank transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
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 Feeds - Add a Wealthsimple feed
Can you plan to add a Wealthsimple bank feed integration for corporate accounts?
1 voteThanks for sharing this idea with us. We appreciate you taking the time to suggest a Wealthsimple bank feed integration for corporate accounts.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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