458 results found
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Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
21 votesHi everyone, it's helpful to know that having bank feeds available for banks based in Switzerland is important to you.
You can view a full list of direct bank feeds available in your region here. As some of you have noted, if your bank does not currently have a feed available, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting your specific banks know that you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your…
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Navigation - Buttons at top to navigate between pages of a list
Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.
Purpose: To save users time from having to scroll the page.
171 votesAppreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.
For moving between pages of a list, there are a couple of other features that may be useful, such as;
- Increasing the # of items that are shown per page (available from the bottom of the page)
- On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
- Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll…
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Bank Rules - Ability to import and export
Allow users the ability to import and export bank rules.
This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup
554 votesHi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
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Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds
Allow other users other than the person that sets up a feed ability to refresh the feed.
Purpose: Save time and increase efficiency of being able to perform bank reconciliation
35 votesHi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
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Account transaction - Restore deleted account transaction
To have the ability to restore the deleted account transaction
Purpose: To save time rather than creating a new account transaction manually again.
46 votes -
Find and Recode - Include option to Remove and Redo
Add an option to remove and redo transactions within the find and recode function.
Purpose: To simplify users’ workflow from having to recode to another code, or individually search each transaction in account transactions, then remove and redo it again.
27 votes -
Bank Rules - Set Reference to Custom Text
Ability to have custom text in the ‘set reference’ when setting up Bank Rules.
Purpose: This will save users’ time when they’re doing reconciliation each week.
49 votesHi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.
We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.
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Find and Recode - Edit payment Bank Account
Ability to make ‘find and recode’ to change/edit the Bank Account involved.
Purpose: It saves people time from having to redo the complete transactions.
54 votes -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
568 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
171 votes -
Reconciliation - Adding undo option
Adding an undo option when users are doing reconciliation in Xero.
Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.
42 votes -
Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.
150 votesHi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
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Reconciliation - Inter-entity loan reconciliation
Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.
Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.
33 votes -
Bank Rules - Account Description from Statement Description
Ability to add account description from statement description when setting up bank rules.
Purpose: To easily reconcile similar transactions but have different descriptions.
115 votesUnderstand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
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Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)
Ability to edit a bank account without having to delete the transaction and then re-enter it in the correct account.
Purpose: Save time from deleting the transactions and entering them from scratch in the correct account.
194 votesHi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
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Chart of accounts - Add Livestock Trading Account Calculations
Ability to add full livestock trading accounts to Xero.
Purpose: some of the bookkeeper’s clients can benefit by having a way of tracking livestock within xero.
48 votes -
Bank Reconciliation - Match multiple payments to one invoice
Ability to match multiple transactions to one invoice, then reconcile it.
Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.
104 votes -
Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero
Ability to reconcile clearing,control and non-bank accounts in Xero.
Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.
179 votesHello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
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