9 results found
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Bank Feed - South Africa
Good day,
The bank feed is currently taking days to load new transaction into the system to be reconciled. This cause issues like outstanding payment emails being sent automatically to clients even though the money is in the account already, it is just not yet pulled through to the system yet. Admin gets piled up.
It would be ideal if the transactions would show on the system the same time it shows in the bank as well. And not wait days to be pulled through.
Let me know if you need any further clarification from my side.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Hubdoc upload
Can you make the facility to upload bank statements to Hubdoc available in the UK.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Edit option as well as full Remove and redo
We make one Batch payment to suppliers each day. So we simply reconcile on the 'Find and Match' screen against the bills or overpayments. If however, we accidentally paid reconciled a payment to the wrong supplier, we have to 'Remove & Redo' the full payment - and then re-reconcile correctly.
Xero should have the ability to simply EDIT the reconciliation to change allow us to change the contact or whatever other permutations might be.
Or atleast include this in the Find and Recode facility somehow
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Establish Bank Feed for Bank of Singapore (An OCBC Company)
Dear Support,
Please expand bank feed connections to the Bank of Singapore (An OCBC Company). This will assist greatly in processing bank account information in Xero.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Show the next page at the top of the reconciliation pages as well as at the bottom?
Currently, when we select the next page (up or down) at the bottom of the screen, the next page starts at the bottom so we need to scroll back to the top to continue reconciling
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Pin ribbon on top of Bank Reconciliation
I think it would be functional to be able to pin the blue Xero ribbon (or taskbar) on top of your screen. At the moment I have to scroll to the top to view it and navigate to bills, invoices, etc. and it would be nice to have the option to pin it.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Credit Cards - Ability to have sub cards grouped together
It would be helpful to merge like-cards into one Parent card. The Parent Card could have a customized title that makes sense to the business. It would be intuitive if we could merge cards under a Parent Card by dragging like-cards together... similar to how you can merge apps to create a folder in the Apple iPhone. In Trello (free version), I like the way you can see the title of the Parent Card, with the Child Cards stacked in mini-card style. You could just give the most critical info on that Child Card (i.e., name of bank account, #…
1 voteHi Karin, we'd like to get a bit more information on what you are proposing so we can understand exactly what you are wanting to see. Currently you can select where the bank account widgets sit on the new Homepage so you can group them together, but if you are envisioning something different let us know with as much detail so we can look into this properly.
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Open Banking: Enable for all UK banks to allow updates on demand
ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…
11 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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