380 results found
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Accepting crypto payments
With the acceptance of crypto becoming more and more prevalent, and its legality being celebrated, would love to see certain cryptos, especially those with a community concept behind them (ETN= electronium is using profits to replant seagrass around the continents) as well as some of the major players BTC, ETH, XRP etc able to be used to pay/receive on invoices just like debit/credit cards. Especially in our field of work as booked hire/Chaueffer
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have a Stripe feed in (as a "bank account), but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction field.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have set up a Stripe feed, but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction field.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Stripe - Include transaction details
To enable Stripe reconciliations in Xero I have a Stripe feed in (as a "bank account), but unfortunately it is lacking in information, so when doing reconciliations you still need to open Stripe to find out what payments are for. It would save SO much time if the metadata could be brought through on the feed too, or if there was a way of including more information in the transaction field.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability To Change Stripe Payment Transaction Dates
We have an issue with our Stripe integration with Xero. Stripe creates payment transactions in Xero and then when the payout comes in on the bank feed, it matches the payment transactions to the payout, which would be handy except that it's causing problems with reconciliation because if the payment transactions are created late in a calendar month (for example, 29th December) and the payout arrives in the bank account in the following month (for example, 3rd January) the bank statement closing balance doesn't match with the balance sheet closing balance.
The only way to currently fix this is to…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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graph
Bring back the six month graph in the Bank Account list screen. I regularly use this to hover over the graph and see my credit card balance over time. I can no longer do this. Why is Xero removing features?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Checks Written
Currently, a check written is downloaded in the feed with the date the check cleared and no payee name. It would be fantastic if AI could read the check, enter the payee and the date the check was actually written rather than the date it cleared. That would save the user from having to look up the check on the bank website and manually editing it so that the bank reconciliation is actually correct.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Checks
I never thought it would be possible but I am amazed at what AI has been able to achieve.
When downloading the bank feed, checks written by the company come across with no payee and the date is the date the check cleared rather than the date the check was written. It would be incredible if AI could read the check, input the payee and the date the check was written. That would save the user having to go to the bank site and pull up the check and manually editing the feed.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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change quotes to estimates
change the name quotes to Estimates
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Auto reconciliation on match only
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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first national bank
Please fix the bank feeds with First National Bank South Africa
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Receipts - Automatically linking to bank transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
3 votes -
Find and Recode - Option to recode reference
Find & Recode - Reference field
There is an idea posted that says you can already add or change tracking through Find & Recode. I have just been advised in Help by a specialist that I cannot add or change the Reference field of the Invoice Number field for multiple transactions as a group. Even though the Find and Recode article online AND the answer to the previous idea says that you can. Having to manually update the Reference one by one on each transaction is frustrating and time consuming.2 votes -
Bank Reconciliation - Add a column in the bank statement tab that show the Account the transactions are coded to.
This will assist when coding transactions and/ or reviewing transactions without having to manually click into each individual transaction.
3 votes -
Chart of Accounts - Export to include organisation name
I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.
Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?
Thanks for your support!
2 votes -
Find and Recode - Cash Mode
To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.
1 vote -
Bank Rule - Part pay existing bill (like the split function)
Ability to set up a bank rule to pay off an existing bill that is paid in monthly instalments. Currently have to manually allocate the monthly payment to a bill using the match and split function but it would be useful if a rule could be set up for this.
1 vote -
Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
4 votes -
Search Function on Bank - Received or Spent
In the search function under the Bank Statements or Account Transactions tab,
It would be great to filter only received or spent transactions.1 voteHi Tiaan, while you can't filter or search by money received or spent you can order your transactions from the Account transactions tab by Received or Spent by clicking on the column header. Does this achieve what you're in need of here, or could you share a bit more detail of what you're often looking to find? If needed you could add a date search to filter these down further.
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