464 results found
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Checks - Ability to manually add number
I would like to be able to manually enter Check numbers. Xero thinks I printed a check, but I didn't & I am not able to use that check because it automatically goes to the next number it thinks is unused. Reconciling the bank account amount is more important than the correct check number. For example, if I misprint a check onto a blank piece of paper and need to reprint it, it wants a new check number not the number that I had which wasn't used. I currently have 12 unused checks in my pile because Xero thinks they…
3 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support.
We can see how being able to manually enter a check number would be helpful, especially where a check has been misprinted or needs to be reprinted. This would give more flexibility to keep check numbers aligned with the physical check stock while still focusing on getting the bank account reconciled.
You can now share this idea with your friends and colleagues so they can vote and comment too.
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Bank Rec Report - Run by reconciliation date
Hi,
What about generate a report that lists reconciliations by date reconciled, rather than date of transaction?
That way, if you realise after some time that you have made a mistake in your reconciliations, you can easily identify it having happened during the current session or a previous session of data entry.5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Find and Recode - Filter by Account Type
It would be helpful to be able to filter items to find and recode by income statement or balance sheet items rather than having to sort by code and selecting the applicable ones or filtering by ALL the applicable codes, which is very time consuming.
2 votesHi everyone, thanks for sharing this idea ✨. We’ve reviewed your suggestion to be able to search within Find and Recode by account type, rather than needing to search by individual account. We’re moving this idea to Gaining Support so it can build support from the wider community. This status means the idea is open for votes and comments, which helps us gauge how useful this change would be for others and gather more detail on the workflows it could improve.
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Bank Feed - Caixa Bank
Could you please look into integration with Caixa Bank? Such a pain doing manual import of bank statements
2 votesThanks for sharing your idea, Ellen. We appreciate there are more banks our customers would like to see us to connect with and save manual efforts involved in having to import bank statements manually.
We'l start to get a sense of the wider interest in a feed with Caixa and I'll be sure to let you know here if there are any plans made for this.
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Account transactions - Add Next and Previous navigation buttons within transaction views
When reconciling, I enter each transaction and ensure it is taxed correctly. At present I have to return to the main account transaction list, find my next transaction and enter that transaction each time.
It would be very handy to have a click through to the next transaction or click previous transaction buttons when viewing a specific transaction.
1 voteHi Leigh, thanks for your suggestion.
We understand you’re looking for a quicker way to move between transaction details, such as having next and previous navigation options when reviewing entries.
Having smoother navigation between transactions could make reviewing and correcting records more efficient.
We’ll continue to track feedback and interest from the community for this idea. In the meantime, you can open a specific transaction in a new tab for reviewing while keeping the list open in the original tab.
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Bank feed | Yodlee - Real time bank feed
My bank connects via Yodlee and is consistently 7-10 days behind. Upon manually refreshing it is still several days behind. This makes staying on top of reconciliation in a timely manner frustrating and at times creates more work as items that have been user entered and manually reconciled then appear again from the bank feed. The rest of Xero is great to use but this one feature is a significant negative.
3 votesHi everyone, thanks for the idea. We understand you’d like Yodlee bank feeds to update more quickly, ideally in closer to real time, so transactions are available sooner for reconciliation.
This could make it easier to manage day-to-day bookkeeping with out waiting for feed delays.
We’ll continue to monitor feedback and input from the community here.
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Bank Feed to Japanese Bank (Rakuten Bank)
It would be great if Xero can support Japanese banks in the Bank Feed. Been looking for any API to help me connect the Rakuten Bank to Xero but I found nothing.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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!
We'll keep an eye on the interest that builds in this here and be sure to let you know if there are any developments planned to support this feed.
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Bank Reconciliation - Ability to split spend or receive money transaction
Ability to allocate part bank payments to a full spend money transaction already entered, instead of deleting the part payments and marking the full spend money transaction as reconciled
4 votesHi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
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Virgin money feed - Support for business savings account
"Virgin Money" is available as a bank feed currently but this doesn't cover bank accounts with the 08-60-64 sort code, this is used for Virgin Money's business savings products. The login page for the current feed says that it only supports accounts starting with sort codes 05 and 82.
9 votesAppreciate your feedback and detail in your idea here, Ryan. We continuing to develop more feeds with banks and I'l be sure to update you if this is planned for Virgin Money business savings account.
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Account Transactions Report - View bank statement particulars on the report instead of transactions detail
I would imagine many Xero files have at some time had a person going click happy with the OK button on the dashboard and reconciling to the incorrect entry.
By simply adding a column to choose Bank Statement Particulars in the Account Transactions report we could visually see easily if lines were reconciled to the wrong entry. This is not creating a new report but simply adding access to another column.5 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to view original bank statement details directly within the Account Transactions report to make auditing and reconciliation easier.
Having bank particulars visible alongside ledger data could help you quickly verify entries without needing to switch between reports or screens.
We’ll continue to collect feedback and interest from the community.
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Bank | Account transactions - show source type e.g Invoice / Bill
On the Account Transactions screen for Reconciled transactions. Would be great to have columns to show the Reconcillation Type and Payment Type (Invoice, Bill etc).
This would make it easier to identify and sort transactions on that screen
1 voteAppreciate you sharing how viewing this information from the Account Transactions of a bank account would be useful to you, jason.
While this isn't something we have plans to add just atm, we'll start to get a sense of the interest fro others in this here. I'll share if there are any updates.
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Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen
Show how many lines to reconcile per month:
I only use Xero once month, to do last months accounts. I know some people go in every day, or every few days and reconcile a few transactions, but I just do it all once a month and print the end of month reports. I am sure a large portion of people do this too.
I reconcile all previous months transactions, and run the reports. Say it is 8 April, I don't need to reconcile any transactions for April. I just want to close off March.
Therefore I want the blue "Reconcile…
2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Add automatic bank feed support for Hong Leong Bank ConnectFirst business accounts
Xero urgently needs to add support for Hong Leong Bank commercial banking accounts (ConnectFirst) for automatic bank feeds and auto reconciliation. Right now, the Hong Leong connection appears limited to personal banking, which is not useful for many real business users.
For companies like ours, the actual operating account is under ConnectFirst, not personal banking. Without commercial bank feed support, we are forced into manual uploads and manual reconciliation, which defeats the purpose of automation and increases admin workload and error risk.
Please add Hong Leong ConnectFirst support as soon as possible. This would be a high-impact improvement for Malaysian…
2 votesHi Rex, thanks for sharing this suggestion. We understand you’re looking for automatic bank feeds for Hong Leong Bank ConnectFirst business accounts, so transactions can flow directly into Xero without needing manual imports.
Having a direct connection could help make reconciliation more efficient and reduce extra steps when managing daily finances.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Reconciliation - Send Overpayment Query Emails to Customers
wanted to suggest an enhancement to how overpayments are handled within Xero.
In situations where we receive a customer overpayment that cannot be immediately allocated, the current process requires us to step outside of Xero to contact the customer and clarify what the payment relates to.
What would be highly beneficial is:
A built-in option to trigger an “Overpayment Query” email directly from within Xero.Proposed functionality:
A button/action against an overpayment (e.g. “Query Customer”)
Pre-populated email template including:
Customer name
Payment amount
Payment date/reference
Ability to customise the message before sending
Email sent directly from Xero and logged against…1 voteHi John, thanks for your detailed suggestion. We understand you’re looking for a way to send an overpayment query email directly from the bank reconciliation screen when a customer payment doesn’t match an invoice.
Having this option within the reconciliation workflow could help make it easier to resolve payment queries without needing to move between different tools.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Streamline 2FA loops for RBC
New RBC Royal Bank Feed Flinks is very cumbersome for 2FA it asks for the code twice. It also cannot see the Line of Credit feeds that has to be refreshed separately compared to the old connector (Yodlee?). Would be great if you could give feedback to Flinks for a faster connection.
3 votesHi Samantha, thanks for sharing your feedback on this. The suggestion here is to streamline the two-factor authentication (2FA) process for RBC bank feeds, reducing the need to re-verify as often when accessing your connected accounts.
We’ve updated this idea to **Gaining Support** so we can continue tracking interest and share your feedback with our teams.
A quick note: this post also mentions support for RBC Line of Credit feeds. To keep ideas focused on one improvement at a time, please create a separate idea for that request so it can gather its own feedback and support.
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Banking - Account transactions display ability to show if there are attachments
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
1 voteThanks for sharing your thoughts with us.
Just to check is this from the Account Transactions screen of the bank account that you're referring to? - Atm, where there is a file attached to the transaction a file icon along with a number is shown in the far right of the grid on the Account Transactions screen.
Appreciate you're asking a little further that you'd like to be able to include the document name, being open considering document names can be quite long and there would also need to be consideration for what shows when there are multiple documents attached this isn't something we have any plans around right now but will gain a sense of the interest your idea builds in the community here.
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Reporting - Jax Auto Reconcile Report
For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
(2) export the report (3) enable the report size to be adjusted to show all fields in one page3 votesThanks so much for taking the time to share such a well thought out idea with us about a JAX auto-reconcile report 💙 We really appreciate the detail you’ve included and the way you’ve explained the impact this would have.
We’ve moved this idea to Gaining Support so we can continue to gather interest and feedback from the wider community. This helps us better understand the level of demand and gives our product teams useful context when reviewing ideas like this.
Thanks again for taking the time to share your feedback with us and help shape Xero ✨
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Xero App - Align the bank figures on the app with web
On the new home page, for each bank account, the Statement balance is on the left and the Xero balance is on the right. On the Xero app they are the opposite way around. Consistency between the two UIs would save time by reducing friction.
3 votesHi everyone, thanks for sharing this suggestion. We understand that having consistent information across mobile and desktop is important, especially when you’re checking balances or making quick decisions on the go.
The suggestion here is to align the bank balance view in the mobile app with the web version, so users can see the same balance details and have a clearer view of their reconciliation position.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback on how this impacts your mobile workflows.
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Find & Recode - Find & Recode to recode dates
It would be great if we could recode the dates on invoices - and I'm not meaning due dates. We have holiday programmes running in April and start advertising them in March. Our online booking system sends through the new invoices to be approved at the time of booking. This would be fine except our financial year runs 1 April - 31 March and we have to manually change the date each invoice was issued to an April date. This gets very frustrating and time consuming.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Reconciliation | Find & Match - Default to show spent/received items
In Find and Find and Match function in Bank Reconciliation
Set the "Show spent items" and "Show receive items" to default to what was last used, OR to be always on.
2 votesThanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
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