195 results found
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Chart of Accounts - Extra Column to show transactions reference details
When viewing each nominal account it would be helpful if a column to show reference detail, this will save a lot of time as we currently need to click into each transaction to get the details.
1 voteThanks for sharing this idea, Maria. We understand the request to add a Reference column to the Chart of Accounts transaction view. This could make it easier to review and trace transactions without opening each one individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your use case.
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History & Notes - view user that created an account
Have history on chart of accounts to see who opened an account or changed.
1 voteThanks for connecting with our Xero Support team to feedback on our last update, Rachel. you can always react to the email notification of the status update from the idea that'll allow you to share feedback that myself and the team review, too. 🙂
Though it's possible to view the history when a change is made to an account in the chart of accounts, there's no current event that records when a user creates a new account.
We'll start to get a feel for the interest in this here, and I'll share if there are any updates.
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Spend Money - Ability to link a received refund directly to an existing Spend Money transaction
Refund transaction that links to a previous Spend money transaction
Hi Xero users,
When we received a refund for a payment, the only option is to record the received amount as a separate transaction in the same account.
There is no option to link the refund transaction to the previous completed spend transaction unless it is a Bill.
It would be very helpful if Xero can add this feature
This way, when we click on a spend transaction, we can know immediately if it is refunded or not, cause the two spend and received transactions are at different date so…4 votesHi Hayley, thanks for bringing this idea to the community. We understand that being able to link refunds back to the original transaction could simplify reconciliation and record keeping.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the linking process to work? Your input could help shape the approach.
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Bank feed - Separate Master card and sub cards feeds
Huge problem with the new update! Maybe it's just me.
Combining all company credit cards into a single feed is creating a significant problem for our accounting process.
We have five different company credit cards assigned to different departments, but the system combines all transactions into one feed and sorts them only by date. This means that at the end of each month, when employees submit their receipts, I have to sort through transactions from five different cards just to reconcile each department's expenses. With the old feeds, that was easy. With the new feed going into master account, it…
1 voteHi Lacey, thanks for sharing this suggestion. We understand how useful it could be to have clearer visibility of transactions across individual corporate cards and departments.
I've updated the status to Gaining Support so we can continue tracking community feedback. It would be great to hear which credit card provider you'd like this feature to be available for.
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Bank Feeds - Preview new statement balance prior to confirming bank statement imports
Importing Bank Feeds - When importing bank feeds, before confirming the import it would be useful to see what the new statement balance in Xero will be once the transactions have imported so you can reconcile it to the statement balance before hitting confirm.
1 voteThanks for sharing this idea, Amey. A balance preview during bank statement imports could make it easier to verify the imported statement lines before they’re added.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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Files - Warning to confirm when deleting transaction with attachments
When editing a transaction, if the user clicks the delete button, have an option to ask user, "are you sure you want to delete the transaction?"
37 votesThanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
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Bank Feed - Standard Chartered Global Private Bank
Dear Support,
Please expand bank feed connections to the Standard Chartered Global Private Bank. This will assist greatly in processing bank account information in Xero.1 voteThanks for sharing what banks you'd like to see us develop a feed with, Michelle. We'll start to feel out the appetite in this feed from the community here, and I'll share if there are any plans made for developing a feed wth Standard Chartered Global Bank.
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Cash coding - Allow user to save partial allocations
Cash coding - Allow user to save partial allocations, such as tracking categories, instead of having to add all final data to reconcile
1 voteAppreciate you raising this suggestion. Being able to save partial allocations could provide more flexibility when working through larger list of reconciliation.
At the moment, only completed entries can be saved in Cash Coding. As a workaround, you can reconcile straightforward transactions there first, then return to more complex items from the Reconcile tab.
We've moved this idea to Gaining Support so we can continue gathering feedback and understanding the demand for this capability.
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Xero Accounting App - enter a receive money transaction
In the Xero Accounting App it would be really useful to be able to enter a receive money transaction. This option is only available in the desktop version but for those that receive cash on the move it would be helpful to be able to record this via the app, particularly as it won't show up in a bank feed.
2 votesThanks for sharing this idea. We can understand how being able to create a Receive Money transaction directly in the Xero Accounting mobile app could make it easier to capture transactions while you're away from your computer.
For now, if the payment has already appeared in your bank feed, you can create the transaction during bank reconciliation in the mobile app. If it hasn't reached your bank feed yet, you'll need to wait until you're back on a web browser to enter it manually.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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Bank feed – AmBank Group Malaysia
AmBank Group Malaysia (including AmBank Islamic) currently has no direct bank feed integration with Xero. Malaysian SMEs using AmBank must manually export and upload CSV statements, which is inefficient and error-prone. We request Xero to establish a direct API-enabled bank feed with AmBank, similar to the existing CIMB and RHB Malaysia integrations. This would greatly benefit Malaysian businesses and support Xero's growing presence in Malaysia.
1 voteAppreciate you raising this idea, Azman. We can see how connecting AmBank Malaysia through a direct bank feed could help streamline reconciliation and reduce the need for manual statement imports.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep sharing interest from the community with the team as they assess future banking integrations.
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Bank feed - Display warning of consequences when attempting to disconnect feed
Before triggering direct advice to the bank to disconnect a bank feed(s), send a warning to the Xero Administrator that outlines the impending course of action in an attempt to stop an unintended consequence after archiving an active bank account.
1 voteThanks for sharing this idea, Mark. We can understand how receiving a warning before Xero sends a request to disconnect a bank feed could help prevent accidental disconnections, particularly when an active bank account is archived unintentionally.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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Reconciliation - Allow an 'Edit' option for existing batch reconciliation without requiring a 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
4 votesThanks for sharing more detail around your workflow. We understand the request to edit a reconciled batch without needing to remove and recreate it. Having the flexibility to make minor changes to an existing batch could help save time and reduce rework.
In the meantime, you can leverage the Batch Payment feature to select relevant bills and credit notes from the Bills list, and create a batch payment transaction. You can then simply match the batch payment transaction to the statement line without having to manually select each bills from the Find & Match table.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to use it.
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Bank Feeds - Establish direct bank feed connection 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 voteThanks for taking the time to suggest this. We understand the request to add Bank of Singapore as a supported bank feed connection. This could help customers and advisors spend less time managing manual statement uploads.
For now, bank transactions can be brought into Xero by importing a supported statement file from your banking provider.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this connection would help your business, add your vote and let us know more about your setup.
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Bank feeds - introduce bank feeds in Nigeria
Proposal Title:
Introducing Xero Bank Feeds for Nigerian Financial Institutions
Introduction:
The absence of direct bank feeds in Nigeria creates unnecessary manual work and increases the risk of errors. We propose the introduction of bank feeds for key Nigerian banks to enhance efficiency and accuracy.
Objective:
To enable seamless, secure, and automated bank feeds in Xero, reducing reliance on manual imports and strengthening audit readiness.
Problem Statement:
Currently, users must manually import bank statements. This process is:Time-consuming and repetitive
Prone to human error and reconciliation delays
A barrier to real-time financial reporting and compliance
Proposed Solution:
Xero should partner…2 votesThanks for bringing this to our attention Courtney! We appreciate the time taken and the details around which banks would be most beneficial. Others in the community are now able to vote and comment on the idea so we can gauge interest and pass this onto the Product team.
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Bank Feeds - Validate bank account numbers when setting up direct bank feeds
We have twice had clients attach the wrong bank account to the Xero bank accounts when setting up direct bank feeds. Obviously they should check the bank account number when attaching the account but there should be a check in the software to prevent or at least warn against this.
2 votesHi there, appreciate you for putting this forward. We can see how validating bank account numbers during direct bank feed setup could help reduce errors and give users more confidence when connecting their accounts.
We just want to highlight that users have the option to edit and change bank account numbers from the Chart Of Accounts screen after the bank feed is connected.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how this would improve your bank feed setup process.
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Bank Feeds - Enable direct bank feeds for Royal Bank of Canada (RBC) Line of Credit accounts
The new RBC connector cannot see the Line of Credit feeds and has to be refreshed separately compared to the old connector (Yodlee?)
1 voteHi Samantha, thanks for highlighting this improvement. We understand the ask to have a direct bank feed for RBC Line of Credit accounts could make it much easier to keep borrowing activity and repayments up to date without relying on manual imports.
At the moment, direct feeds for some RBC Line of Credit accounts aren't available. This means transactions may need to be imported manually, which can add extra steps when reconciling your accounts and monitoring balances.
In the meantime, you can download transactions from your RBC Online Banking account and import them into Xero using the Import a Statement option. This helps keep your account up to date while continuing to reconcile activity in Xero.
We'll continue to track interest and gather more input from others who'd benefit from this capability.
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Bank Feeds - Streamline the authority form for Co-operative Bank account
When linking a Co-Operative Bank Business account it is currently necessary to download and print off a pre-populated form, sign and then upload. Two weeks later you (I assume this is a common experience) receive a message saying the bank account number needed to be 16 digits. You then need to do the whole thing again, this time adding two zeros to the end of the bank account number so the system can recognise it.
Ideally of course non of this would be necessary but I think the piece of paper itself is a Co-Op problem not a Xero one.…
1 voteHi Carolyn, thanks for raising this with the community. We can see how a simpler way to connect Co-operative Bank accounts could make getting started with bank feeds much easier.
At the moment, the setup process for some bank feeds is determined by the bank's requirements, which may include completing and submitting an authority form before the feed can be activated. While waiting for the bank feed to be approved, you can import bank statements manually using CSV files to keep your accounts up to date and continue reconciling transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd like to share more, it would be helpful to know which part of the setup process caused the most friction, whether it was the forms, the approval timeframe, or something else.
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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
2 votesHi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.
In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.
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Bank Reconciliation - Ability to "park" or hold complex transactions in a separate tab on the Reconcile screen
Suspension of transactions waiting for more information
Please please please
When doing the reconciliations can there be a quick action button that lets me set aside this transaction for now so I can continue with the easier reconciliations and then come back to these ones.
Ideally the selected transactions would change colour and stay at the top of the list for revisiting. Even perhaps with a line underneath them to delineate from the main recon list.
The "suspension list" would not be part of the scrolling or page selection, as we need to easily see that they still need to…1 voteHi Dianne, thanks for sharing your feedback here.
Having a way to temporarily park bank statement lines during reconciliation could make it easier to work through high volumes of transactions without losing your place when an item needs further investigation.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please continue to vote and share how you currently manage these transactions. Your feedback helps us better understand how this could support different reconciliation workflows.
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Chart of Accounts - Increase the maximum character length for Account Codes
The current limit is 10 alphanumeric digits. I work with non-profits and need to be able to approximate segmented accounts. At 10 digits, we are up against the limits of what can be encoded. With longer account codes, we could not only encode more information, but also add delimiters to improve readability and extensibility. Longer account codes would also be a workaround for the fact that we cannot create custom report codes. I still think that's a good idea, but I understand it might be technically difficult. I cannot imagine that simply allowing longer account codes would be a big…
3 votesHi Andrew, thanks for highlighting this idea. We can see how having support for longer account codes would make it easier for businesses with more complex chart of accounts structures, or those migrating from other systems, to retain their existing account numbering.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share how longer account codes would support your accounting workflow.
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