536 results found
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Allow Find & Recode to recode dates on invoices & add search by description
It would be great if we could recode the dates on invoices - and I'm not meaning due dates. We have holiday programmes running in April and start advertising them in March. Our online booking system sends through the new invoices to be approved at the time of booking. This would be fine except our financial year runs 1 April - 31 March and we have to manually change the date each invoice was issued to an April date. This gets very frustrating and time consuming.
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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Create tracking categories directly in invoices/bills/reconciliation
The ability to create new tracking categories at the time of reconciling payments or creating invoices or bills would be super helpful. I work for a charity and we have grants to track, and it is annoying having to go into tracking categories to create new ones every time we get a different grant. We have two types of tracking categories - one I've named "revenue sources" and the other named "Budget". To be able to add a new grant to 'revenue sources' at the time of inputting the invoice would be super helpful.
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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Allow to change transactions to debit/credit.
Some statements import them wrongfully and there's no way to adjust it other than to delete and enter them manually. This takes longer when it could be easy to just add the option to select deposit/withdrawal option on the transaction. Even if it gets imported wrongfully, we'll be able to adjust it with this option much faster and 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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Reconciliation | Find & Match - Default to show spent/received items
In Find and Find and Match function in Bank Reconciliation
Set the "Show spent items" and "Show receive items" to default to what was last used, OR to be always on.
1 voteThanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
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We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
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 Transfer Rule - allow "isReconciled" on from/to account
Similar to how "isReconciled" is supported by the API, allow it to be specified for the from/to account when creating a Bank Transfer rule. This would simplify the transfer process from external sources that are reconciled outside 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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Filter Bank Statement Tab by deleted
It would be good to have the ability to sort or filter the Bank Statement lines by "deleted" so you don't need to scroll through to find the deleted statement lines.
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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Morgan stanley
Support Morgan Stanley Client Serv.
Just signed up for Xero today, and now I have to cancel because you don't support my bank. Worth mentioning that MS doesn't provide acceptable export options for their data, so there isn't a clean method for me to transform their data to get it into Xero. I will mention that QBO perfectly integrates with it, so clearly the pipeline has been built by someone.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 - FNB South Africa
Bank feed interruptions - First National Bank is causing huge delays and back log of work piling up. I've not been able to connect or refresh clients bank feeds since mid Feb. This is really an ongoing issue.
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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Chart of accounts watchlist
We utilise the chart of accounts watchlist as a quick snap shot of our month. It would be great to be able to add a previous month option to this. So we can see this month, previous month & YTD in this watchlist without having to run a P&L report to cross check everything
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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The bank feed needs to be refreshable for ALL BANKS
ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…
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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Adding Al Baraka Bank to list of banks
I represent Albaraka Bank South Africa, and we’re interested in becoming a supported direct bank feed within Xero so that our mutual clients can pull statements directly into the platform.
Could someone from your banking integrations or partnerships team please reach out to me to discuss the process and requirements?
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 balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month.
Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month. This tracking is useful to help monitor where the bussiness's cashflow is heading. Ultimatley, I would like to see options as to how far back you can view the cash flow trackiong graph.
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 Desjardins to bank feed
add Desjardins Bank (Quebec, Canada) to bank 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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reconcile bill and invoice by foreign currency bank
HKD is our book base currency, For Instance, our invoice or bills is EUR, we receive/paid by GBP but we can not use GBP bank for reconcile directly. Pls fix
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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Attachment to bank feed
Clients should be able to attach the vouchers to the bank feeds then the accountant can review the voucher and code the transaction. As it is, whoever attaches the voucher has to code the transaction. This is risky for a non-accountant. If the accountant is sent attachments and they have to work out what bank feed it relates to before coding it is inefficient.
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 - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
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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Pay wages directly through Xero
It would be great to be able to pay all employees as a batch directly in Xero. Currently you can export a file for the bank, but being able to do it in Xero like we can with bill payments would be really useful and time-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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remove bill from batch payment
We need the functionality to change batch payments without removing all allocations - sometimes an invoice or bill is reconciled as part of a batch payment incorrectly. We really need the option to be able to remove individual allocations within the batch and change it to an overpayment (or move it to another bill/invoice). This is particularly critical for companies that pay statement balances for large numbers of invoices, say at the end of the month.
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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Upload remittance advice from customer and Xero auto match existing invoices/credit notes
In Bank rec window, when you try to reconcile a money receive, you could upload the remittance advice from customer PDF or excel, then Xero could auto match all the existing invoices/credit notes
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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