313 results found
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Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
8 votesHey everyone, thanks for for letting us know that this is important to you. We agree that having an up-to-the-minute view of your bank transactions, every day of the week, helps make managing your finances so much easier.
The great news is that many banks already offer daily feeds that include weekends and public holidays. Since each bank determines the frequency of their feeds, the availability of this can vary.
If you’re with a bank that doesn’t currently send transactions every day, we encourage you to also reach out to them directly to request this from them specifically, and this will help them to inform demand for this.
We’ll keep this idea open for votes and comments to track the demand for this idea in general, and let you know if there are any updates here.
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Bank Feeds - Automatic feed for BNZ, rather than having to update online
BNZ do not provide receivers with online access to accounts. Xero only allow BNZ bank feeds to be updated online. Receiving timely access to transactions is very important but BNZ & Xero have decided to cease this feature and not provide a solution for all customers.
1 vote -
Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
55 votes -
Bank reconciliation - Find and Match transactions to show Minor Adjustments variances
A setting in the backend to turn on/off to find and match transactions within a certain amount (i.e.-/+0.05).
These are usually (if not always a rounding adjustment). It's currently a 4-step process to add a minor adjustment.
Also, selecting minor adjustment or bank fee, can the difference auto populate in the amount field?!!
6 votes -
Cash Coding - Include columns for all statement line information
Can we please view more than the current bank statement lines in cash coding?
At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.
We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.4 votes -
Multi-Entity - Intercompany Account Transaction Feed
There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.
15 votesHi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
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Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
8 votes -
Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
14 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votesHi everyone, thank you for this great suggestion about making the status of bank feed applications visible to all users within a Xero organisation.
We understand that when one team member submits a bank feed form, the lack of visibility can lead to confusion or duplicate work for others.
We encourage you and other members to vote, and add comments below sharing how having a shared status like "bank feed form uploaded and being processed" would improve your team's workflow.
While we don't currently have plans to build this functionality, we'll be keeping a close eye on the support for this idea here and will keep you informed of any updates.
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Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
Bank Rules - Show account, description and tax details
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
10 votesThanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
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Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this7 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
4 votes -
Bank Feeds - Notify when the feed has been updated
Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.
2 votes -
Chart of Accounts - Ability to remap accounts in bulk
I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.
This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.
Post remapping the…
2 votes -
Bank Feeds - BNZ feed to be 7 days, not just Tuesday-Saturday
Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.
8 votesHi everyone, thanks for your feedback on the frequency of the BNZ bank feed. We understand that getting timely transaction data is crucial for keeping your accounts up-to-date.
The way the direct feed from BNZ is currently set up means that transactions made over weekends and public holidays are sent through to us on the following business day. This is why you'll typically see these transactions appear in Xero on a Tuesday.
We will keep this idea open for the community to continue voting on. Your votes help us, and our banking partners like BNZ, to gauge demand and prioritise these potential improvements. We’ll be sure to post an update here if there’s any news to share.
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Bank Reconciliation - reconcile transactions for multiple bank accounts at a time
I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.
Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.
Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…
9 votes -
Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
4 votes -
Chart of accounts | Add Opening & Closing Stock to default COA
The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.
4 votes
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