536 results found
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Improved Integration with Payment Platforms for Bank Feeds
Improved Integration with Payment Platforms for Bank Feeds
I would like to suggest deeper integration between Xero and payment providers such as:
Stripe
GoCardless
Square
Specifically, it would be valuable if Xero could automatically import bank feeds from clearing accounts linked to these payment platforms.
Many businesses process large volumes of transactions through these providers, and reconciliation of clearing accounts can become time-consuming. Automated bank feeds for these accounts would streamline reconciliation, improve visibility over cash flow, and reduce manual data handling.
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 add info to each bank account
Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.
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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Make bank account search consistent across all areas - enable mid-string matching in transfer reconciliation
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…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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flexible bank account list
The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.
Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
As we have over 70 bank accounts, that would be very helpful.Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts"…
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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receiving cash on site
Many customers pay in cash but still want an invoice sent. I need a way to mark invoices as paid in cash without it appearing to go through a bank account, as this makes reconciliation difficult. A simple “Paid in Cash” option posting to a cash or undeposited funds account would fix this.
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 - Add tracking code for Stripe fees
Stripe connected payment service - ability to add tracking code to stripe fee.
We use tracking codes for all P&L transactions, connected payment service does not have tracking code option so need to add tracking code manually to all reconciled stripe fees - there are a lot to recode. Since its a connected payment service it takes precedence over any bank rule, so change needs to happen in connected payment service.1 voteThanks for the feedback, Nicole. Appreciate how this could be handy if you have a lot of payment fees that are needing to be coded.
We don't have any immediate plans on this but will start to track the interest here and share if there are any plans made.
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Overpayment by contact
SIMPLY ALLOW ANY AMOUNT OF PAYMENT TO BE CREDITED TO A CONTACT DIRECTLY WHEN OVERPAYMENT IS DONE. SYSTEM IS TOO TIMEOUS. MANY OF OUR CUSTOMERS OVERPAY
1 voteHi Hester, trying to better understand your needs here. Currently when you create an overpayment for a contact the overpaid amount will remain available on that contacts record to either be applied to a subsequent invoice or refunded. Can you explain a little more on your business process and why the current options don't suit?
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Bank accounts - Change balance formatting
Please change the font and bold the balances on the accounts main screen and move the balance back to the left where it was previously.
I can't figure out why you made this change in the first place as there was nothing wrong with the setup of the old Bank Accounts screen. I do like the added width but you've made it harder to see the balance quickly and it just isn't as user friendly view IMO.
5 votesThanks Jim, appreciate your feedback and have shared this back with the team. We don't have any immediate changes planned for this but will keep an eye on interest here and share if there are any updates.
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Bank Accounts - Bring back the Transfer money option
Why do your devs keep burying things, that we need to frequently use, under menus?
Please bring the "Transfer Money" quick button back to the Bank Accounts main page, rather than bury it under the 3-dot menu. That added click each time is incredibly annoying and takes away from the user experience.
Side by side comparison below.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Jim. We will start gaining some support on this idea so that other users who wish to see this can also add their vote in. We'll monitor this space for more traction.
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EIS integration in The Philippines
Hopefully someone at Xero reads this.
The Philippines is a market that Xero should really focus on.
The BIR is now introducing the EIS program which leans perfectly to Xero integration, not a middle man. Companies are running everywhere to Netsuite and SAP as Xero aren't across what is happening.
Whilst currently limited to larger entities the roadmaps seem to indicate that the business size for compliance will get smaller over time.
If XERO can organise the bank feeds from the top banks and integrate with BIR, your business in The Philippines will grow much much larger - https://eis-cert.bir.gov.ph/#/main
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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Bank Accounts - Uncoded statement lines button visible on page
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.2 votesThanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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number of transactions per month
Would be great to see report for all clients on number of transactions per month over a 12 month period - can monitor levels of bookkeeping required and update pricing more easily - see which clients have a high amount of transactions, monitor activity levels
4 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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Budget
In budget manager, give the option for 9 months of actuals and 3 months forecast so the 9+3 forecast can be uploaded more easily
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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dropdown
In the new Reconciliation module (screen?) there should be a dropdown here (see screenshot) to toggle/navigate between bank accounts so I don't have to click back to Bank Accounts then have to click into the Bank Account to then click AGAIN into the Reconcile module. It saves only one click but three screens of loading time - HUGE TIME SUCK.
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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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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Reconciliation - Send Receipt option for incoming payments
Once an incoming payment item has been reconciled, please have a button on that screen with an option to send a receipt for that payment. Currently you need to have another window open with transactions to send a receipt or you need to come out of reconciling and go into bank transactions, its time consuming when you have lots of payments to reconcile a button on the screen would be quick and easy.
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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sequentially number transactions in order of creation
Include a unique sequence number for each transaction on Xero in the order of creation.
For someone who outsources the work to external accountants but need to review each transaction, tracking reviewed transactions is easy as each transaction has a unique sequence number. Tracking backdated transactions is also more efficient if the transactions are sequentially numbered in creation order
This can indicate gaps in sequence to search for deleted transactions
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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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
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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Feature request: option to change default currency filter in Bank Reconciliation
Feature request: option to change default currency filter in Bank Reconciliation
Hello Xero team,
I’d like to submit a feature request regarding the Bank Reconciliation → Find & Match workflow for multi-currency transactions.When reconciling a bank transaction, Xero defaults to filtering matches to the same currency as the bank account. In cases where the transaction relates to an invoice or bill in a different currency, the user has to manually untick the “same currency only” filter each time.
For users who regularly work with multi-currency transactions, this becomes a repetitive step and an easy thing to miss.
Feature request:
…
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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Show the unreconciled statement lines as an option in th
Using the new layout for the bank accounts, rather than having to access the unreconciled statement lines via clicking on the 3 dots & then clicking on the report, it would be great to be able to access it from the home page as was the case with the old layout & much easier & more efficient when having to produce same report for multiple clients.
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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