536 results found
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Spend Money - Prefill last entered transaction
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
2 votesThanks for the extra detail, Sandy. We don't have any direct plans around this atm, however we're working on automated bank reconciliation which should help cut down the manual entry of reconciliations for spend money transactions overtime.
There is also Bank rules that can pick on particulars of your statement lines to help with reconciling - However, it sounds like you're manually creating these transactions before they're reconciled?
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Banking & Transactions - Suggestion for displaying the running difference when detailing transactions
When 'Adding details' or editing a transaction, the running total amount needs to equal the original transaction amount (money receive or spent). Some businesses require entering multiple line item entries in order to balance a deposit or withdraw. XERO states the total amount entered at the bottom, but does not state the 'Mathematical Difference' between the original transaction amount & the running total. In order to determine this, a manual calculator is needed. XERO should state the running total as well as the running difference.
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!
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 - Copy transfer transaction
I would like to be able to copy a Transfer transaction.
When viewing a transaction on the "Transaction: Spend Money" screen, the "Options" menu includes a "Copy" function. However, when viewing a transaction on the "Transaction: Transfer" screen, the "Options" menu does not have the "Copy" function. Please add the "Copy" function in the "Options" menu on the "Transaction: Transfer" screen.
6 votesHi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
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Xero Accounting App - Edit reconciled account transactions
It would be help helpful to be able to edit reconciled transactions within the Xero phone application.
I often want to fix something on the go and have to wait until I can get to a computer.
2 votesThanks for sharing this idea about editing reconciled transactions in the Xero mobile app. We appreciate you letting us know how this could improve your workflow.
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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Report - Ability to generate report for latest COA created
Report which lists (chart of) accounts by their creation date. Handy to update an exported excel report based from a Xero report. It would show where updates in the existing excel report are required before updating latest figures
2 votesThanks for sharing this idea about generating a report for the creation date for your Chart of Accounts. We appreciate you explaining how this could help with maintaining your Excel reports.
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.
In the meantime, the History and Notes report can be filtered to show just changes to the Chart of Accounts for a set period so could be a useful tool.
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Bank Feed - HSBC more frequent updates than every 24 hours
HSBC Business bank feed that updates more frequently than 24 hours in arrears. The fact that it takes more than a day for a customer payment to appear in Xero makes it hard to have effective account management.
3 votesHi Nikki — thanks for sharing this and explaining how more frequent updates would help your account management. I can see that you have raised this previously with Xero Support and as you know there is a delay of 24 hours for the UK HSBC bank feed to reduce duplicates 😣. We can assure you that we’ll keep monitoring this and will update the thread as further improvements become available. Thanks again for raising it and helping us track demand.
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Holding Account
Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported…
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Bank Reconciliation - Option to Edit rule from the Reconcile screen
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!5 votesThanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
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Bank Statement Tab Search – Show Account Transactions in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…
4 votesHi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
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1 vote
Thank you for contributing to our product roadmap and highlighting the changes that are important to you. We have completed our initial review, and your idea is now open for community support.
To help this suggestion gain traction, please encourage your colleagues to vote for it as well. Other users can now add comments to explain how this feature would enhance their workflow in Xero."
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Bank Reconciliation - Suggestion for color-coding spent and received items.
Our clients would like and update to the bank reconciliation screen, color coding spent items and receive items so that they can tell at a quick glance if it was money that has come in and money that has gone out of the bank account.
Having everything as white makes it difficult to do their coding.13 votesThanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
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Bank feed - AllStar Credit Card
I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?
1 voteHi Martin, it's not a feed we have immediate plans for atm. However it'd be good for us to get a sense of the demand in this through your idea here.
We will keep an eye on the support in this and share if there are any updates.
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Bank Feed - BlueVine
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…
1 voteAppreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.
We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.
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Bank Feed - Apple Card
I would love a bank feed (ideally a direct feed) that supported Apple Card. A number of other financial programs support it - Xero should too!
2 votesThanks for sharing, Peter.
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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Bank Feeds - Suggestion for Proactive User Notification of Bank Feed Disruptions
Would be great if users could be directly notified if there is a bank feed disruption or issue for their specific bank accounts.
5 votesThanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.
Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.
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PGG Wrightson Bank Feeds
The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.
Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.
No one wants a repeat of April 2025 when the feeds were not received until 19th May.Feel a bit stupid when clients rings asking about where…
2 votesReally good for us to get a sense of new bank feeds our customers would like to see us develop feeds for. Thanks for sharing your idea here.
We'll gauge interest in a PGG Wrightson Bank feed through your idea and keep you updated if there are any plans made.
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Bank Feed - Moneybox
New bank feed for Moneybox Business Saver
8 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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Bank Feeds - Direct feed for American Express Business Credit Card in Hong Kong
American Express Business in Hong Kong
As many Business Owners in Hong Kong, I got American Express Businesss Credit Card. I still don't understand why we don't have the direct feed while some software with less accounting features like Odoo already got it.
It is urgent for Xero to arrange the direct feed on American Express Business Credit Card in Hong Kong!1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea for a direct feed for American Express cards in Hong Kong and it's now 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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General Ledger - Account reconciliation function
For accounts where transactions are posted and then additional transactions clear those transactions it would be great to have a reconciliation feature where these can be matched off (only when they net to zero). The the remaining unmatched transactions make up the account balance. This would save us hours each month.
46 votesHi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
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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Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
15 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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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