536 results found
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Practice Manager - Use the Ask feature to send and receive the Uncoded Statement Lines report
Would love to be able to send the Uncoded Statement Lines report via the Xero ask feature. It would be great if we could attach documents to the Xero Ask questions so it's much easier for the client to download the document, add their responses and re-upload to Xero Ask.
This way it provides easier visibility to firm on which clients have yet to respond to an Uncoded Statement Lines or if a bookkeeper is on vacation it is easier to jump in where needed and we aren't relying on a 3rd part platform.
1 voteHi Amanda thanks 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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Banking - Recognise bank account "Spaces" or "Pots" eg Starling, Monzo etc
Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc
Most modern banks are now providing this extremely useful facility, so it would make sense for Xero to incorporate recognising these kind of transactions please (rather than us having to manually enter fake transactions to move them out of the bank account.
Xero currently doesn’t show/cope with moving money around Spaces within a bank account?Come on guys, loads of banks are going towards this kind of functionality!
We can even pay DDs right from a Space.Pls can you add maybe “sub-accounts” indented underneath each Bank account to show where…
6 votesThanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.
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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Build you you banking app
Digital security is a must with A.I.
0 votesHi Heliodoro, could you share a little more detail about what you're after in your idea here? Appreciate wanting security with more A.I present however a little hard at this time to interpret what you seeing helping you with this.
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Bank Account - Add 'Reconciled By' column and filter to Reconciled Transactions
I'm just exploring the new "Reconciled Transactions" page and was just thinking how great it would be if, in addition to the "Method" column, there was something like a "Reconciler" column which would show which user reconciled the transaction. This would also be great as a you only want to review the transactions reconciled by a particular user, e.g., the client as an accountant or the owner of the file might like to review a bookkeeper's reconciling. Or even just to see who is the predominant reconciler would make this feature extremely helpful.
6 votesThanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
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Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards
Bank feeds for Commonwealth Bank personal credit cards
4 votesHi Ben, thanks for sharing your idea. I’ve moved this to Gaining Support.
Currently, our direct feed agreement with CBA is limited to their business and corporate products. However, with the ongoing rollout of Open Banking in Australia, we know there is a lot of interest in seeing more personal account types supported.
I’ve updated the title to "Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards" so other community members can easily find this and add their votes.
Quick Tip for now: Until a direct feed is available, the most efficient way to get those transactions in is to download an OFX or CSV file from NetBank and use the "Import a Statement" feature in Xero. You can find a step-by-step guide on manual imports here.
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Bank Reconciliation - Make Split payment option visible on View Selected Transactions
When reconciling bank transactions in Blue Xero, the "Split" option is currently only available at the individual transaction level in the "1. Find & select matching transactions" section.
It would be much more efficient if the "Split" option were also available in the "2. View your selected transactions" section. This would allow users to first select all invoices or bills that form part of a single payment, and then apply the split at that point, rather than needing to split each invoice or bill individually.
Additionally, if an invoice is selected without being split and the user moves on to…
20 votesHi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
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Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and this…
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
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Bank Rules - Increase the maximum number of conditions per rule
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
4 votesThanks for sharing your idea and telling us what matters most to you.
We’ve reviewed it, and now it’s over to the community. If this idea could help your colleagues,
share it with them so they can add their vote. Other community members can also comment to add more detail on how this idea could improve their experience with Xero.
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Bank rule - Ability to set custom order when applying a rule in cash coding
When selecting to apply bank rules manually they are automatically shown in alphabetical order. I can see that this will be helpful for many, but it would also be useful to be able to manually set the order.
We have so many, I've had to apply numbers in the rule names e.g '1 - name a' '1 - name b' '2 - name a' '2 - name b'
Instead I'd like to be able to categories / group / manually order them.
1 voteThanks for also touching base with our support team on your idea here, Joanna. And, always welcome to reply to our status update if there is detail we're missing here in Product ideas 🙂
I'll re-open your idea here understanding it's more related to the rule ordering when applying through cash coding.
Lets start to get a sense of the interest from community in this here, I'll share if there are any plans made for enabling this here.
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Bank rules - Improve view & scroll
It would be really helpful if the way the list of bank rules is displayed, when selecting them in the cash coding screen, was improved and made more user friendly.
Often I have to manually apply bank rules (due to other bank rule limitations). We have a lot, so this means scrolling through the list each time.
The arrow to display the whole list is tiny, requiring precise hovering to select it, and each click only moves the list at once.
They could be displayed in a better way, at least in columns, and more shown at once.
4 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. Feel free to share this idea with other 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 - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
2 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Stripe - Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
4 votesHi Allison thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this to gain some more support from the community so other users who would find this change handy can also add their vote here. 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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Bank Reconciliation - Record Spend and Receive money when reconciling
It would be useful to have the ability to record both a 'Spend Money' and a 'Receive Money' transaction when reconciling a single bank line item.
For example, when reconciling a bank deposit (money received), a user should be able to simultaneously record a portion of that money as a 'Spend Money' transaction (e.g., for cash expenses paid out of the deposit) in addition to the main 'Receive Money' entry. This would prevent the need to leave the reconciliation screen, streamlining daily workflows for businesses that handle cash deposits combined with cash expenses.
The attached screenshot illustrates a scenario where…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
In the meantime, this can be solved by adding a negative line item when creating the receive money transaction or by using the adjustment option.
We've reviewed your idea and now it's up to the community to get behind and support it.
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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Auto Reconcile - Relocate Auto Reconcile toggle to Settings.
This is a big concern when there are business owners who don't understand the consequences of this feature if it is wrong. It is not tested and not trusted as far as I am concerned. It needs to be able to be removed from the reconcile screen.
It needs to be in the settings ONLY, not where it can be accidentally clicked or chosen with good intentions.11 votesHi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
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Bank Rec | Adjustments - Use Tab key to confirm selection instead of Enter
As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.
Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.
This is (fortunately) still the case in the Create transaction screen.
This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.
This functionality has been removed from Adjustments > Bank Fee function.
It's annoying as ****. Just fix…
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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Cash Coding - Improve sorting and sort logic
Improve the sorting functionality within the Cash Coding screen to sort by Account. When I review the transactions (esp ones that have rules) it's difficult to assess if they've been categorized correctly and might need changes.
Additional ask would be to improve the sort logic that already exists. When you sort by Description it should show A-Z and then blanks at the bottom, or Z-A with blanks at the start. But you can see in the screenshot it's sorted by Description but one transaction is floating in the middle of blanks...why?
28 votesHi everyone! thank you so much for taking the time to share your idea with us! We really appreciate you flagging that the sorting function on cash coding isn't quite sorting the blanks first, but instead is just going straight from ascending to descending by date (or vice versa). We are moving this idea over now so it can gather more support from the rest of the community. Please feel free to share it with any of your peers who would also love to see this feature implemented.
We'll be keeping a close eye on this space in the meantime. Thanks again for your valuable input.
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Recap Transaction
Recap Transaction is an essential feature in any accounting software. With a single click, it shows all details of a transaction including which accounts are debited and which are credited. This eliminates the need to sift through lengthy journal reports to locate specific transactions.
1 voteHi Sandy, it'd be good to get a bit more understanding of the common situation and where you'd like to be able to view this option from. For example would you generally be looking at the transaction from the Bank account, or another page in Xero? Can you share any detail about situations that lead you to this? It may help others associate with your idea here and our product team understand the pain points or consider possible solutions.
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Revoult - Savings & Funds Bank Feed
Xero already supports a Revoult bank feed for the 'Main' account but when bank a feed established it does not include the 'Savings & Funds' bank feed.
As Revoult offer the 'Savings & Funds' account as part of the standard business account offering, majority of customers would use the 'Savings & Funds' account too as it is interest generating.
Please add a bank feed for the Revoult Savings & Funds to make it a seamless reconciliation process.
2 votesThanks for sharing your interest in supporting more Revolut account types, Jon.
It's now time for the community to get behind and support your idea.
We'll be keeping a close eye on the traction this builds here, and will post an update if there is any progress.
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Fixed Assets - Suggestion for an Investment Boost Tracking Column in Depreciation Schedule (NZ)
Hi Xero,
For NZ, could we have a investment boost column for the deprecation schedule. This could be a 20% amount or no claim, or a yes/no?
This would make it easier when reviewing assets to see what new assets have been claimed under the incentive.
Regards
Brendan29 votesHi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
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Spend Money - "Save" vs "Save and Close" - Add an option for Save (continue editing) similar to bills
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item.
I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi Sandy, thanks for sharing your idea for having a "Save (continue editing)".
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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