458 results found
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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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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 -
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
6 votes -
Batch Deposit - Create multi contact deposit without invoices
In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot…6 votes -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
6 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
6 votes -
Bank Reconciliation - Match payment to more than 50 invoices
I would like to see the limitation of receiving payment on 50 inovices be increased or removed completely. I Have a trucking company that issues hundreds of trip invoices to it's customers and the limit of receiving payment on 50 invoices at a time doesnt work for them.
6 votes -
Bank transactions - Ability to post payments without a contact
Require the ability to post net wages, loans, drawings without a contact. This information should not be accessible in the customer/supplier ledger/contact section.
6 votesHi team, returning to the idea here we'd like to update.
As noted in our last update we appreciate that managing a loan is a little different and we have a help article that suggests the best way for handling these type of transactions.
For transactions you'd rather not specify the contact you could have a generic contact that these sort of transactions are coded too.
We appreciate this isn't the solution you're after but want to be upfront that this isn't something we have plans to change in the near term.
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Account transactions - Credit note/payment allocation to be supplemented by document number
I need CN and (over)payment allocation lines in Account Transactions to be supplemented by invoice number as unique document number. Currently, there is a link through Reference, but Reference might not be unique entry, and so tracking credit note allocation is not impossible. Thanks.
6 votes -
Bank Reconciliation - Ability to import PDF in other regions (exc. US and CA)
Ability to import a PDF statement directly to xero instead of having to spend a fortune on PDF to CSV software like Dext for example
5 votesHi everyone, thanks for sharing your feedback on being able to import PDF bank statements directly into Xero in the UK.
We can see how this would make it easier to get bank data into Xero without needing third-party conversion tools.
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 feeds: Last refresh date to show on dashboard
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)5 votesThanks for sharing your idea about have the bank feed's last refresh date visible on the homepage.
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 Accounts - Uncoded statement lines button visible on page
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.5 votesThanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.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 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.
5 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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Xero Accounting App - Edit reconciled account transactions
It would be help helpful to be able to edit reconciled transactions within the Xero phone application.
I often want to fix something on the go and have to wait until I can get to a computer.
5 votesThanks for sharing this idea about editing reconciled transactions in the Xero mobile app. We appreciate you letting us know how this could improve your workflow.
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 reconciliation - Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
5 votesHi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
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Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.5 votes -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
5 votes -
Bank feed - Cynergy Business Saver account
For Xero to expand their bank feed connections to develop feed that supports Cynergy Business Saver accounts.
Xero claim to support all bank account types but it does not work with Business Saver accounts.
Note, I do not have a business current account with Cynergy, only a Busines Saver account.
4 votesHi Paul, thanks for sharing this suggestion. We understand the request for a direct bank feed for Cynergy Business Saver accounts, which could reduce the need to manually download and import bank statements. You can refer to this article for more information on supported accounts.
I’ve updated the status to Gaining Support so we can continue tracking interest. While there are no immediate plans from Cynergy to support this account type for bank feed, we’ll keep monitoring feedbacks in this space and update you here if there's movement with this request.
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Find & Match - Show subtotal of selected transactions(Find & match section 1)
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
4 votesThanks for your feedback, appreciate how a subtotal of just the selected transactions in section 1 may differ to the full subtotal of transactions shown in section 3.
We'll get a broader sense of interest from your idea here. It's not something we have plans around at present but we'll share if there's any change.
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