464 results found
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Auto reconciliation - Reconcile only when all fields match
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
5 votesHi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!
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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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Bank Reconciliation - Ability to split spend or receive money transaction
Ability to allocate part bank payments to a full spend money transaction already entered, instead of deleting the part payments and marking the full spend money transaction as reconciled
4 votesHi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
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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.4 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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Reconciliation - Autofill account and tax when applying a bank fee
It is frustrating when manually reconciling transactions when a variance is a bank transaction fee and I select 'Bank Fee' as the reason for the difference only to then have to select bank fee again when completing the transaction line presented for the Bank Fee.
Surely, if I have selected 'Bank Fee' as the reason for the difference, the line presented could have the 'Bank Fee' nominal account pre-selected and the appropriate Tax Rate populated given that it is for a Bank Fee?
It's only a small thing, but it bugs me.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how autofilling the account and tax fields when applying a bank fee could streamline reconciliation.
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,…4 votesHi 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 - 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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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.
4 votesHi 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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Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
4 votesHi everyone, thanks for sharing your feedback on this idea. We appreciate you taking the time to explain how auto-search in the Find and Match screen could help streamline your reconciliation 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 Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
4 votes -
Find and Recode - Option to recode reference
Find & Recode - Reference field
There is an idea posted that says you can already add or change tracking through Find & Recode. I have just been advised in Help by a specialist that I cannot add or change the Reference field of the Invoice Number field for multiple transactions as a group. Even though the Find and Recode article online AND the answer to the previous idea says that you can. Having to manually update the Reference one by one on each transaction is frustrating and time consuming.4 votes -
Chart of accounts - Ability to set billable expense based on account
The ability to automate billable expense assignment by GL code. If you code to a certain GL code you want it assigned automatically as a billable expense for a certain customer. This helps with intercompany on-charges.
4 votesInteresting way of considering how this feature could work, Theresa.
It'd be good to see if others in the community would find this workflow useful to them as well. We'll keep an eye on the support for this here.
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Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
4 votesHi team, we appreciate interest in expanding our bank feed connections. Maybank is a feed that we're looking into so I'll keep you updated here for further news around this. 🙂
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Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?4 votes -
Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
4 votesHi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
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