101 results found
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Bank Feeds - Add a Wealthsimple feed
Can you plan to add a Wealthsimple bank feed integration for corporate accounts?
1 voteThanks for sharing this idea with us. We appreciate you taking the time to suggest a Wealthsimple bank feed integration for corporate accounts.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Lock date – Allow allocations in current period
New Feature:
The ability to choose what period to allocate specific Transactions / Credits in. Current period set by default. These should be payment type and credit type transactions.If the current period is the default this will save time by not having to open a prior locked period to allocate to a payment or invoice.
The current process falsifies when the credit was taken up and allocated, by forcing you to open prior periods which the credit was generated. When the debtor takes up the credit in current months payment, by opening prior periods this alters the locked period,…1 voteHi Katrina, thanks for sharing your thoughts on lock dates. Currently, tasks like allocating credit notes or prepayments can be blocked if transactions fall before the lock date. A non-advisor user can still apply a credit note if:
- The credit note is dated before the lock date and the invoice or bill is after the lock date, or
- The invoice or bill is dated before the lock date and the credit note is after the lock date.
However, if both the credit note and the invoice or bill are dated before the lock date, a non-advisor can’t apply it. In this case, an adviser needs to either temporarily remove the lock or apply the credit note themselves.
Xero also provides both a Standard and an Adviser lock date, which lets advisers restrict staff while still completing necessary allocations and adjustments.
We’ve moved this idea to Gaining Support so we can…
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Bank Rules - previous/next rule navigation
Previous/next rule navigation buttons added to the Edit Rule page and a check box for loading the next rule on save.
This would speed up bulk editing like when first setting up or when there's been major changes.
Another useful feature would be to tie this to a bulk edit option. Select the rules, click bulk edit and then after saving the first rule, it progresses to the next selected rule and so on.
1 voteThanks for your idea, David. This has been reviewed and we'd like to get a sense of interest in this from others in the community here.
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Bank Reconciliation - Select multiple statement lines to reconcile against transactions
We have a major customer who pays multiple invoices but splits their remittance across more than a single bank statement line. There does not seem to be ability to match a bulk deposit against more than one bank statement line.
1 voteHi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
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 votes and comments about how this would be helpful for them, too!
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Bank Reconciliation - Custom templates/defaults for reconciliation adjustments
It would be so time-saving to allow us to create default shortcut options for the reconciliation adjustment instead of only being able to choose "Bank Fee" or "Minor Adjustment". My "Bank Fee" is always the same information for all field (except for the amount), so why can't I just select a button that I can name something like "MY Bank Fee Default" and it fills in the fields automatically and takes me directly to the amount field?! This would save people HOURS of time every month when reconciling.
2 votesHi there,
Thank you for this suggestion!
I’ve assessed your idea and moved it to Gaining Support. Being able to create custom adjustment shortcuts would be a massive win for efficiency, especially for practices or businesses dealing with high volumes of bank transactions.
I've also updated the title to Bank Reconciliation - Custom templates/defaults for reconciliation adjustments to help others with the same pain point find and support this.
A quick tip for now: If your bank fees always come from the same bank account or have a consistent description on your bank statement, you might be able to automate this entirely using Bank Rules.
By setting up a "Spend Money" bank rule, Xero can automatically suggest the account, description, and tax rate the moment the bank statement line hits your screen, meaning you wouldn't even need to click the Adjustment button!
We’ll keep you posted on any…
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Reporting - Analysis of bank accounts into account codes
What would be really useful would be a report that analyses historic bank account into nominal codes (p&l and balance sheet accounts). Pick start/end dates, choose weekly or monthly reporting, show opening bank balance, what came in and what went out, close bank balance, a choice of including figures gross or separating the VAT out. This does mean that Xero has to following through sales and purchase ledger payments to find out the account codes of the sales invoices and bills that were paid. I've asked Jax to do this and it can't. Come on, how about making your AI…
1 voteHi Michael, Thanks 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Practice Manager - Use the Ask feature to send and receive the Uncoded Statement Lines report
Would love to be able to send the Uncoded Statement Lines report via the Xero ask feature. It would be great if we could attach documents to the Xero Ask questions so it's much easier for the client to download the document, add their responses and re-upload to Xero Ask.
This way it provides easier visibility to firm on which clients have yet to respond to an Uncoded Statement Lines or if a bookkeeper is on vacation it is easier to jump in where needed and we aren't relying on a 3rd part platform.
1 voteHi Amanda thanks 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Banking - Recognise bank account "Spaces" or "Pots" eg Starling, Monzo etc
Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc
Most modern banks are now providing this extremely useful facility, so it would make sense for Xero to incorporate recognising these kind of transactions please (rather than us having to manually enter fake transactions to move them out of the bank account.
Xero currently doesn’t show/cope with moving money around Spaces within a bank account?Come on guys, loads of banks are going towards this kind of functionality!
We can even pay DDs right from a Space.Pls can you add maybe “sub-accounts” indented underneath each Bank account to show where…
2 votesThanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Account - Add 'Reconciled By' column and filter to Reconciled Transactions
I'm just exploring the new "Reconciled Transactions" page and was just thinking how great it would be if, in addition to the "Method" column, there was something like a "Reconciler" column which would show which user reconciled the transaction. This would also be great as a you only want to review the transactions reconciled by a particular user, e.g., the client as an accountant or the owner of the file might like to review a bookkeeper's reconciling. Or even just to see who is the predominant reconciler would make this feature extremely helpful.
2 votesThanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
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Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards
Bank feeds for Commonwealth Bank personal credit cards
2 votesHi Ben,
Thanks for sharing your idea. I’ve moved this to Gaining Support.
Currently, our direct feed agreement with CBA is limited to their business and corporate products. However, with the ongoing rollout of Open Banking in Australia, we know there is a lot of interest in seeing more personal account types supported.
I’ve updated the title to "Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards" so other community members can easily find this and add their votes.
Quick Tip for now: Until a direct feed is available, the most efficient way to get those transactions in is to download an OFX or CSV file from NetBank and use the "Import a Statement" feature in Xero. You can find a step-by-step guide on manual imports here.
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Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and this…
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
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Bank Rules - Increase the maximum number of conditions per rule
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
4 votesThanks for sharing your idea and telling us what matters most to you.
We’ve reviewed it, and now it’s over to the community. If this idea could help your colleagues,
share it with them so they can add their vote. Other community members can also comment to add more detail on how this idea could improve their experience with Xero.
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Bank rules - Improve view & scroll
It would be really helpful if the way the list of bank rules is displayed, when selecting them in the cash coding screen, was improved and made more user friendly.
Often I have to manually apply bank rules (due to other bank rule limitations). We have a lot, so this means scrolling through the list each time.
The arrow to display the whole list is tiny, requiring precise hovering to select it, and each click only moves the list at once.
They could be displayed in a better way, at least in columns, and more shown at once.
4 votesThanks 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. Feel free to share this idea with other colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reconciliation - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
2 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Stripe - Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
1 voteHi Allison thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this to gain some more support from the community so other users who would find this change handy can also add their vote here. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Reconciliation - Record Spend and Receive money when reconciling
It would be useful to have the ability to record both a 'Spend Money' and a 'Receive Money' transaction when reconciling a single bank line item.
For example, when reconciling a bank deposit (money received), a user should be able to simultaneously record a portion of that money as a 'Spend Money' transaction (e.g., for cash expenses paid out of the deposit) in addition to the main 'Receive Money' entry. This would prevent the need to leave the reconciliation screen, streamlining daily workflows for businesses that handle cash deposits combined with cash expenses.
The attached screenshot illustrates a scenario where…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
In the meantime, this can be solved by adding a negative line item when creating the receive money transaction or by using the adjustment option.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Auto Reconcile - Relocate Auto Reconcile toggle to Settings.
This is a big concern when there are business owners who don't understand the consequences of this feature if it is wrong. It is not tested and not trusted as far as I am concerned. It needs to be able to be removed from the reconcile screen.
It needs to be in the settings ONLY, not where it can be accidentally clicked or chosen with good intentions.6 votesHi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
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Bank Rec | Adjustments - Use Tab key to confirm selection instead of Enter
As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.
Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.
This is (fortunately) still the case in the Create transaction screen.
This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.
This functionality has been removed from Adjustments > Bank Fee function.
It's annoying as ****. Just fix…
2 votesThanks 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Feed - Ability to refresh on demand via open banking
Create relevant pull program that will reach out from XERO execute the NZ bank feed. Meaning a bank feed on demand, rather than at scheduled times. So using the open banking API's that already exist in the NZ banking environment, send a call from XERO to execute the Bank outbound API with the relevant bank feed data, and pull into the XERO inbound API. Then the bank reconciliations in XERO can be then be done on demand as required,
1 voteThanks for sharing your idea here, Mike. Out of interest is there a reason the current automated bank feeds aren't working for your needs?
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Cash Coding - Improve sorting and sort logic
Improve the sorting functionality within the Cash Coding screen to sort by Account. When I review the transactions (esp ones that have rules) it's difficult to assess if they've been categorized correctly and might need changes.
Additional ask would be to improve the sort logic that already exists. When you sort by Description it should show A-Z and then blanks at the bottom, or Z-A with blanks at the start. But you can see in the screenshot it's sorted by Description but one transaction is floating in the middle of blanks...why?
24 votesHi everyone! thank you so much for taking the time to share your idea with us! We really appreciate you flagging that the sorting function on cash coding isn't quite sorting the blanks first, but instead is just going straight from ascending to descending by date (or vice versa). We are moving this idea over now so it can gather more support from the rest of the community. Please feel free to share it with any of your peers who would also love to see this feature implemented.
We'll be keeping a close eye on this space in the meantime. Thanks again for your valuable input.
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