35 results found
-
colour code
Colour code options in bank feed to help Dyslexic customers
I am dyslexic and I often struggle to read the bank feed transactions easily. What would really help is if you could have the option to colour code them to help see which transactions relate to what. Im sure this would help many more people than just those with dyslexia but also would be very beneficial for those with this specific disability. I have included a mock up of what it could look like. Thank you.
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. 🙂
-
1 vote
Thanks 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. 🙂
-
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. 🙂
-
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.
3 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. 🙂
-
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. 🙂
-
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. 🙂
-
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. 🙂
-
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. 🙂
-
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. 🙂
-
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
4 votes -
Homepage - One click bank refresh
On the dashboard and/or Accounting drop-down? I find that I have to manually refresh my Chase accounts daily to get up to date.
6 votesWhen you say one click bank refresh, is there a specific place you'd be looking for this option, Martin? Currently there are some types of bank feeds that have an option to Refresh bank feed.
However how often a bank feed updates depends on your bank and each bank does things a little differently.
You can find the specifics for each bank feed here. It includes when they update, how often and if a manual refresh is available.
If you think your bank feeds might not be syncing correctly, you can check current or recent bank feed delays and issues on our status page - You can also access this from within Xero by clicking on the View status updates option from your bank feed menu.
-
Bank Reconciliation - Suggest matches for total of multiple transactions for the same Contact
In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.
7 votes -
Bank Feed | Chase - support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
2 votes -
Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
10 votes -
Bank Feeds - Bank feeds from Macquarie Bank
Ive moved form Quickbooks to Xero (I guess this is common).
Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.Cheers
10 votes -
Bank Reconciliation - Allow correction of exchange rate on account transactions
As the Open Banking Credit card transactions with Fx amounts are still being incorrectly imported, allow the transactions to be edited rather than every month having to delete the existing transaction and create a new one.
2 votes -
E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
6 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
-
Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…2 votes -
Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?3 votes -
Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote
- Don't see your idea?