Banking & chart of accounts

464 results found

1. 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.

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   189 votes

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   63 comments  ·  Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 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.

2. 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.

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   47 votes

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   submitted  ·  9 comments  ·  Chart of Accounts  ·  delete…  ·  Admin →
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3. 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

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   submitted  ·  63 comments  ·  Reconciliation  ·  delete…  ·  Admin →
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4. 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.

   173 votes

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   84 comments  ·  Chart of Accounts  ·  delete…  ·  Admin →
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   submitted  ·  Dana A responded

   Hello 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 have another way you’re achieving this, welcome to share it here :)

   Hello 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… more