473 results found
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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 -
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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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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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.
4 votes -
Bank rules - Option to pause/disable Bank Rules
Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.
4 votesHi team, thank you for the idea here. We get there can be circumstances where you may want to switch off a bank rule temporarily and we'll continue to watch the interest this idea receives for now.
If there's any progress we will share an update with you here.
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Cash Coding - Use an 'Unknown' contact if no Payee is entered
Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.
4 votes -
Bank Rule - Set Contact Only
Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…4 votes -
Chart of Accounts - Ability to remap accounts in bulk
I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.
This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.
Post remapping the…
4 votes -
Cash Coding - Copy and paste data across multiple rows or columns
In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.
4 votes -
Search suggestions - Most recently reconciled transactions
To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating4 votes -
Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
4 votesHi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
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Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
4 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
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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.
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Checks - Ability to manually add number
I would like to be able to manually enter Check numbers. Xero thinks I printed a check, but I didn't & I am not able to use that check because it automatically goes to the next number it thinks is unused. Reconciling the bank account amount is more important than the correct check number. For example, if I misprint a check onto a blank piece of paper and need to reprint it, it wants a new check number not the number that I had which wasn't used. I currently have 12 unused checks in my pile because Xero thinks they…
3 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support.
We can see how being able to manually enter a check number would be helpful, especially where a check has been misprinted or needs to be reprinted. This would give more flexibility to keep check numbers aligned with the physical check stock while still focusing on getting the bank account reconciled.
You can now share this idea with your friends and colleagues so they can vote and comment too.
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Bank feed | Yodlee - Real time bank feed
My bank connects via Yodlee and is consistently 7-10 days behind. Upon manually refreshing it is still several days behind. This makes staying on top of reconciliation in a timely manner frustrating and at times creates more work as items that have been user entered and manually reconciled then appear again from the bank feed. The rest of Xero is great to use but this one feature is a significant negative.
3 votesHi everyone, thanks for the idea. We understand you’d like Yodlee bank feeds to update more quickly, ideally in closer to real time, so transactions are available sooner for reconciliation.
This could make it easier to manage day-to-day bookkeeping with out waiting for feed delays.
We’ll continue to monitor feedback and input from the community here.
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Reporting - Jax Auto Reconcile Report
For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
(2) export the report (3) enable the report size to be adjusted to show all fields in one page3 votesThanks so much for taking the time to share such a well thought out idea with us about a JAX auto-reconcile report 💙 We really appreciate the detail you’ve included and the way you’ve explained the impact this would have.
We’ve moved this idea to Gaining Support so we can continue to gather interest and feedback from the wider community. This helps us better understand the level of demand and gives our product teams useful context when reviewing ideas like this.
Thanks again for taking the time to share your feedback with us and help shape Xero ✨
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Xero App - Align the bank figures on the app with web
On the new home page, for each bank account, the Statement balance is on the left and the Xero balance is on the right. On the Xero app they are the opposite way around. Consistency between the two UIs would save time by reducing friction.
3 votesHi everyone, thanks for sharing this suggestion. We understand that having consistent information across mobile and desktop is important, especially when you’re checking balances or making quick decisions on the go.
The suggestion here is to align the bank balance view in the mobile app with the web version, so users can see the same balance details and have a clearer view of their reconciliation position.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback on how this impacts your mobile workflows.
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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.)3 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 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.
3 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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