476 results found
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Bank Rules - Set Payee when contact name shown within the description field
I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.
This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!
When I edit section 2 of the bank rule the choices on the picklist are 1.…
6 votes -
Bank Rule - Set Contact Only
Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…4 votes -
19 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
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Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
8 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
6 votes -
Xero Accounting app - Create Overpayments & Prepayments
Would be really useful to have the ability to add Spend or Receive money transactions (overpayments or prepayments) within the mobile app. At p[resent the only options are bank fees or adjustments. So quite often reconciling transactions requiring this type of action need to be left until able to access a full web browser version.
9 votes -
Bank account - Drag & drop option to change order of bank accounts
It would save so much time if there was the ability to drag and drop the bank account order in the bank accounts screen (so it changes the order in the drop down menus). It is very cumbersome clicking the bank accounts up one step at a time especially when you have over 30 bank accounts!
5 votes -
Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
16 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
36 votes -
Bank Feeds - Customise fields in the Account Transactions tab
It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.
6 votes -
Bank Feeds - Photo imports from Starling account
Hi there,
Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…9 votesHi Lynda, thanks so much for taking the time to share this excellent suggestion. Automatically importing receipt photos from your bank directly into Xero is a great idea, and we can certainly see how much time that would save you.
As you've pointed out, you can also import your receipts into Xero by using Hubdoc.
For transparency, the direct bank feed for Starling Bank was developed and is maintained by the team at Starling. This means they control the type of data—like the transaction date, amount, and notes—that is sent through the feed to Xero. For that reason, the best way forward is to make this feature request directly to Starling Bank, as they are in the best position to add this functionality to the feed they provide.
We’ll keep this idea open on our forum to continue gathering interest here.
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Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
10 votesHey everyone, thanks for for letting us know that this is important to you. We agree that having an up-to-the-minute view of your bank transactions, every day of the week, helps make managing your finances so much easier.
The great news is that many banks already offer daily feeds that include weekends and public holidays. Since each bank determines the frequency of their feeds, the availability of this can vary.
If you’re with a bank that doesn’t currently send transactions every day, we encourage you to also reach out to them directly to request this from them specifically, and this will help them to inform demand for this.
We’ll keep this idea open for votes and comments to track the demand for this idea in general, and let you know if there are any updates here.
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Bank reconciliation - Find and Match transactions to show Minor Adjustments variances
A setting in the backend to turn on/off to find and match transactions within a certain amount (i.e.-/+0.05).
These are usually (if not always a rounding adjustment). It's currently a 4-step process to add a minor adjustment.
Also, selecting minor adjustment or bank fee, can the difference auto populate in the amount field?!!
6 votes -
Multi-Entity - Intercompany Account Transaction Feed
There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.
22 votesHi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
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Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
8 votes -
Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
20 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
14 votesHi everyone, thank you for this great suggestion about making the status of bank feed applications visible to all users within a Xero organisation.
We understand that when one team member submits a bank feed form, the lack of visibility can lead to confusion or duplicate work for others.
We encourage you and other members to vote, and add comments below sharing how having a shared status like "bank feed form uploaded and being processed" would improve your team's workflow.
While we don't currently have plans to build this functionality, we'll be keeping a close eye on the support for this idea here and will keep you informed of any updates.
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Bank Rules - Show account, description and tax details
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
11 votesThanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
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Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this7 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
6 votes
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