178 results found
-
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
1 voteThanks 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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Bank Reconciliation - Ability to change statement lines' date
Hi Xero,
When doing bank reconciliations, we often have to change the dates on rec lines.
It would save so much time if you did not have to click into the transaction to change the date.Likewise, in cash coding - You can change every other detail except the date, meaning you have to go back into individual transactions
Have attached screenshots.
1 voteHi Natalie, thanks for sharing your feedback here.
We can see how having the ability to edit the date on a bank statement line could help in situations where the bank processing date differs from the date you need for your reconciliation workflow.
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 this would support your reconciliation process.
-
Bank Feeds - Automated email notifications for bank feeds issue
Xero to send out an email reminder for when a bank feed either needs refreshing, has an issue, or is due, and tag as many other users of your choice in that email.
1 voteHi everyone, thanks for raising this with the community.
We can see how email notifications for disconnected or expired bank feeds could help users stay on top of issues and take action sooner when a connection needs attention.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how proactive bank feed notifications could support your workflows.
Please keep adding your votes and sharing more detail on how you'd like these alerts to work.
-
Bank Feeds - Real time update
Given that bank transactions are now processed 24 hours a day 7 days a week, it would be good if Xero ran overnight processing everyday rath
1 voteHi Greg, thanks for raising this. We can see how running automated bank feed processing and matching on weekends as well as weekdays could help keep transaction data more consistently up to date and reduce Monday catch-up.
I’ve updated the status of this idea to Gaining Support, so if this is an update you'd like to see, please keep on voting.
-
transfer
Allow us to transfer funds between linked accounts using products like Plaid. Save so much time!
1 voteHi Jessasm, just to make sure I understand your idea here correctly, are you saying you'd like to be able to physically transfer funds between your bank accounts from within Xero?
-
Chart of Accounts - Rename Archived Accounts Without Restoring
Rename Archived Accounts in COA.
When reorganising a chart of accounts and reporting we often need to differentiate between the old way of doing things and the new. Or we archive a lot of 'Accountant Only' codes.
Since we can't filter out the archived codes - It would be great NOT to have to 'restore' them to rename to fit in with how we do things now.
1 voteHi Kali, thanks for raising this idea. We understand the ask to update details on archived accounts directly, such as account names or codes, without needing to temporarily restore them first.
We've updated this idea to Gaining Support. We encourage the community to vote on this idea if you’d find this Chart of Accounts improvement useful.
-
JAX | Access Larger Dataset and Capability
Our company is a BIG proponent of the use of AI technologies. But because we don't currently integrate with Xero directly with our AI tool, I was hoping to use JAX to retrieve the information that we need.
Unfortunately JAX has a very limited subset of info it can retrieve making the results not very useful. It would be more helpful if JAX could have more lines of information or more results back from whatever query it did in the back end, so that I can get the data out on my side.
My example is that I asked JAX…
1 voteHi Sean, thanks for sharing this idea. We understand tat giving JAX access to a larger dataset and support deeper historical analysis could improve function.
The idea is to expand JAX’s data access and processing capabilities, allowing users to ask broader questions across more historical data and gain deeper insights without needing to manually combine data in Xero.
We encourage the community to share some more use cases and how JAX could be improved.
-
Bank Reconciliation - Ability to enable or disable auto-reconciliation for Spend or Receive items
When auto-reconciling, separate spend items from received items. The Aged Receivables department does not find the auto-reconcile feature useful, whereas it is beneficial for the Aged Payables department.
There should be an option to enable auto-reconciliation for spend items while disabling it for received items
1 voteHi everyone, thanks for raising this idea. We understand why having separate controls for auto-reconciliation of Spend and Receive transactions would be useful, especially for teams managing different parts of the reconciliation process.
The idea is to allow users to enable or disable auto-reconciliation settings separately for Spend and Receive items, giving more flexibility over which transactions are automatically matched.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
-
Bank Feed - Tradition Capital bank feed
For Xero to expand their bank feed connections to develop a feed for Tradition Capital Bank located in the US - Minnesota and Arizona.
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!
-
Bank Feeds - Update existing line when Revolut expense sync
I have a linked Revolut Business account. Transactions are showing up correctly. The issue comes when an already reconciled transactions is marked as expense in Revolut (and adding an invoice). Those expenses comes as a separate transactions in Xero.
The expected behavior is to update the existing transaction and add the expense info (attachment, category) to it.
1 voteHi Stefan, thanks for raising this idea. We understand why automatically matching Revolut expense syncs with existing transactions could help keep your bank reconciliation cleaner and reduce manual review.
Currently, when synced expenses create separate lines instead of updating existing records.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gather more votes.
-
Consolidated Accounts - Intercompany Journal Mirroring
Intercompany Journal Mirroring
The Problem
When a user posts a manual journal in one Xero entity (e.g. to record an intercompany loan, recharge, or allocation), they must manually replicate the corresponding entry in the linked entity. This is time-consuming, error-prone, and breaks the audit trail across the group.
The Proposed Solution
Extend the existing Xero Network connectivity to support automated intercompany journal drafting i.e. when a manual journal is posted in Entity A, Xero drafts the mirror journal in the linked Entity B, ready for review and approval.
Key Features to Consider
- Linked entity mapping — Users define which accounts…
2 votesSorry Robert accidental post on the wrong idea! As per Malcolm's suggestion you can use the Xero network to send invoices from one company to another to create as a bill in the other. We don't have any plans to extend the Xero network to journals but for now we'll get a sense of interest from the wider community.
-
Bank Rules | Contact details - add purchase defaults on the fly
Thank you for adding these fields when adding a contact on the fly. Can you please also add in the field for the expense acct that this contact should normally be coded to. Right now I have to save the contact, finish my bank rules, then go pull up contacts, find the vendor then go to the bottom and give it the gl number.
1 voteGreat to hear your flow of work in your idea here, Emelie - Can see how being able to add this detail on the fly when creating your bank rules could save you time.
This isn't something we have planned just yet but will get a gauge of interest from your idea and be sure to share if there are any updates for this, here.
- Don't see your idea?