464 results found
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General Ledger - Ability to consolidate depreciation per asset category
Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?
7 votes -
Bank Feed - Direct feed for BPoint (Commonwealth Bank Group)
We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.
7 votesHi everyone, thanks for your votes on the idea for a direct bank feed for BPoint. We're keeping this idea open to continue gathering support from the community.
At present, the level of transaction detail that appears in your main Commonwealth Bank (CBA) feed is determined by the bank. If you'd like to see more detailed BPoint information within your standard bank feed, we recommend passing this feedback on to CBA directly to see if they can make changes to the data they send.
You also may wish to explore the option of manually importing your BPoint transactions as a potential workaround to capture the details you need. If you can export this transaction data from BPoint directly, you can then import the file directly into Xero to reconcile.
We will continue to keep an eye on the interest for this idea.
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Lock date - Ability to set for a future date
To lock future dates to avoid invoices being captured in the incorrect month or year. Or to show a warning when the invoice is posted to make the user aware that the invoice is post dated
7 votes -
Bank Rules: Apply bank rules to Products and Services
Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes
7 votes -
Reconciliation: Remove archived accounts from drop-down menu
I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.
7 votes -
Cash Coding - Access notes on the coding screen
Cash Coding Discussion/Notes: When I'm cash coding transactions, it would be really helpful to access the discussions/notes on the cash coding screen. When I have a question about a transaction, I have to go find it in the account to write a note for review. It'd be great to do that straight from the cash coding screen.
7 votes -
Bank Reconciliation - Add batch toggle for 'Discuss' to 'Match' view
Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched
7 votesHi community, it’s been a while since our last update. Just wanted to share a quick status change and keep everyone in the loop.
We’ve updated the idea on bank reconciliation workflows to Gaining support, so it’s easier for the community and the product team to track interest. The idea will stay open for votes and comments, so adding any extra context about your workflow and inviting others to share their experiences can help build a clearer picture of the need.
We’ll let you know if anything changes as the idea progresses.
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Reconciliation - Create Bill instead of Spend Money
It would be very useful to be able to generate a Bill when Reconciling, instead of just being able to "Spend Money". This would allow much better tracking of transactions, since money leaving an account via Spent Money is far less visible than when a Bill is paid.
Specifically:
When PayPal is enabled as a Payment Method, and a customer pays their Invoice this way, the associated PayPal account shows two entries in the Bank Feed ready for Reconciliation:
1) A transaction fee is deducted from the PayPal account.
2) The full amount of the payment into the PayPal account.…
7 votesHi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling.
Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂
In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero.
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Bank Reconciliation - Copy transfer transaction
I would like to be able to copy a Transfer transaction.
When viewing a transaction on the "Transaction: Spend Money" screen, the "Options" menu includes a "Copy" function. However, when viewing a transaction on the "Transaction: Transfer" screen, the "Options" menu does not have the "Copy" function. Please add the "Copy" function in the "Options" menu on the "Transaction: Transfer" screen.
6 votesHi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
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Bank Reconciliation - Option to Edit rule from the Reconcile screen
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!6 votesThanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
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Bank Statement Tab Search – Show Account Transactions in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…
6 votesHi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
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Bank Feeds - Suggestion for Proactive User Notification of Bank Feed Disruptions
Would be great if users could be directly notified if there is a bank feed disruption or issue for their specific bank accounts.
6 votesThanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.
Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.
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Bank reconciliation - Increase find and match limit
Dear Xero Team,
I am a regular user of the Xero Cloud Portal and appreciate the platform's intuitive features for managing business finances.
However, I am currently facing a challenge when reconciling bank transactions. I frequently receive bulk deposits that are made up of a large number of small invoices—often exceeding 100. Unfortunately, Xero's current system limits me to matching only up to 100 invoices against a single deposit. This creates a significant bottleneck in my reconciliation process and affects my workflow efficiency.
Feature Suggestion:
It would be extremely helpful if Xero could increase the invoice matching limit to at…6 votesThanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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Bank Feeds - Suggestion for Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
6 votesThanks, Antoinette for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
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Lock Dates - Option for an auto lock date every month
The ability to have a set lock date EACH month. For example, every month by the 5th the prior month is locked for users other than the advisers. Currently you can manually do this, IF you remember.
My issues is, if I do not remember the accounting clerk will go back multiple months creating entries and causing issues.
6 votesThanks for sharing this idea about having regular automatic Lock Dates.
We've reviewed this idea here, 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 this could improve their experience with Xero.
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Bank Reconciliation - Status terms need to be changed
After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.
6 votesHi everyone, we appreciate there are different terminologies and that customers would use for different states of the bank reconciliation process within Xero. At this time we don't have changes for implementing what's bing asked here but are continuing to keep a close eye on support for this and will share if there's any progress around this here. Thanks
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Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
6 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
6 votes -
Bank Reconciliation - Show cheque number for matching payments
Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.
When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.
6 votes
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