458 results found
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Bank Reconciliation - Show difference between Statement Balance and the balance at the actual bank
Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.
It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.
3 votes -
Bank Rules - Ability to set Date range as a criteria for application
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
3 votesHi everyone, thank you for clarification of the idea here. Can understand how being able to set the date range or end date of a bank rules application could help with more accurate application and efficiency in reconciling.
As you'll be aware auto bank reconciliation has now also been rolled out to organisations and leverages bank rules as a means to help reconcile your accounts so regular review and update of your rules can further assist in using this tool.
I'd like to be honest here that there are no plans at this point for extending criteria of rules to be able to accommodate this idea, however we'd like to continue to gather interest through this idea and can keep yu in the know if there are any updates.
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Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votesHi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
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Chart of Accounts - Export Chart of Accounts with current & last financial year balances including zero balances
It could be useful to export the chart of accounts with current and last financial year balances including zero balances to see which account codes are not in use. Helping to simplify chart of accounts.
3 votesHi team, we don't have any plans for developing a export directly from Chart of Accounts with current and last financial year balances.
However, you may find you can get what you need by running the General Ledger Summary report, and including the option to show Opening and closing balances along with Net movement so you can see accounts that have had movement in the period versus those that haven't.
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Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
3 votesHi team, not getting a lot of traction from the community in this idea we will soon remove it from the forums.
Appreciate not the ideal solution but if you'd like to test a bank rules applications it would be possible to manually import some statement lines into the demo company to be able to set up and try out a rule.
If this is still important to you welcome to start it again to see if there is renewed interest. Thanks
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BACS Export to include the "Ref" column so that suppliers receive a reference for their payment
For the BACS export file to include the "Ref" column that is in the Batch Payment page so that the supplier sees a reference in their bank for the payment made to them.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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PayPal feed - Show all foreign currency transaction in one bank account
When a new Paypal account is created in Xero and it's integrated with Paypal for bank feeds, all transactions from all the currencies appear in one bank account. However, when due to any reason, this Paypal account in Xero is disconnected from automatic feeds, and is reconnected, all of a sudden Xero pushes to create a new bank account for each currency in Paypal.
It will be very helpful if there's at least an option to either have one bank account for all Paypal currencies (just like it's done in the first time integration), or have a separate bank account…
2 votesThanks for highlighting this improvement. Being able to choose between a single multi-currency bank account and separate currency accounts when connecting PayPal could give businesses more flexibility and help keep their Chart of Accounts organised.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share how you’d like the reconnection process to handle currencies.
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Cash Coding - Spend and Receive Totals
Have a total for each of the spent & received columns in the Fast coding screen. When the checkbox is ticked the total decreases and vice versa. Have a print button to print the data.
2 votesThanks for sharing this idea. Adding visible totals for the Spend and Receive columns in Cash Coding, with the totals updating as rows are selected, would make it easier to review and reconcile transactions. A print option would also help users retain or review the coded data outside Xero.
We’re moving this idea to Gaining Support so we can better understand how broadly this would help. If this would improve your workflow, please vote for the idea and share details about how you would use the totals or print output.
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Bank Reconciliation - Filter or view for bank transactions matching bank rules
On the Bank Reconciliation screen, please add a filter or checkbox to show only transactions where Xero has identified a matching bank rule. Essentially, “Here are all the lines that match the criteria of a bank rule.”
At present, these transactions are mixed in with all other unreconciled bank transactions. This means users must work through or scroll past numerous transactions to identify those where a bank rule is available.
A simple filter such as “Bank rule matches only” would allow users to quickly review and reconcile all transactions that have triggered a bank rule in one batch.
This would…
2 votesThanks for sharing this feedback. Having a way to quickly isolate transactions matched by bank rules could make high-volume bank reconciliation easier to manage.
We’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, let us know how you’d like to use it.
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History & Notes - view user that created an account
Have history on chart of accounts to see who opened an account or changed.
2 votesThanks for connecting with our Xero Support team to feedback on our last update, Rachel. you can always react to the email notification of the status update from the idea that'll allow you to share feedback that myself and the team review, too. 🙂
Though it's possible to view the history when a change is made to an account in the chart of accounts, there's no current event that records when a user creates a new account.
We'll start to get a feel for the interest in this here, and I'll share if there are any updates.
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Bank Feed - Standard Chartered Global Private Bank
Dear Support,
Please expand bank feed connections to the Standard Chartered Global Private Bank. This will assist greatly in processing bank account information in Xero.2 votesThanks for sharing what banks you'd like to see us develop a feed with, Michelle. We'll start to feel out the appetite in this feed from the community here, and I'll share if there are any plans made for developing a feed wth Standard Chartered Global Bank.
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Bank feed – AmBank Group Malaysia
AmBank Group Malaysia (including AmBank Islamic) currently has no direct bank feed integration with Xero. Malaysian SMEs using AmBank must manually export and upload CSV statements, which is inefficient and error-prone. We request Xero to establish a direct API-enabled bank feed with AmBank, similar to the existing CIMB and RHB Malaysia integrations. This would greatly benefit Malaysian businesses and support Xero's growing presence in Malaysia.
2 votesAppreciate you raising this idea, Azman. We can see how connecting AmBank Malaysia through a direct bank feed could help streamline reconciliation and reduce the need for manual statement imports.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep sharing interest from the community with the team as they assess future banking integrations.
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Bank feeds - introduce bank feeds in Nigeria
Proposal Title:
Introducing Xero Bank Feeds for Nigerian Financial Institutions
Introduction:
The absence of direct bank feeds in Nigeria creates unnecessary manual work and increases the risk of errors. We propose the introduction of bank feeds for key Nigerian banks to enhance efficiency and accuracy.
Objective:
To enable seamless, secure, and automated bank feeds in Xero, reducing reliance on manual imports and strengthening audit readiness.
Problem Statement:
Currently, users must manually import bank statements. This process is:Time-consuming and repetitive
Prone to human error and reconciliation delays
A barrier to real-time financial reporting and compliance
Proposed Solution:
Xero should partner…2 votesThanks for bringing this to our attention Courtney! We appreciate the time taken and the details around which banks would be most beneficial. Others in the community are now able to vote and comment on the idea so we can gauge interest and pass this onto the Product team.
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Bank Feeds - Validate bank account numbers when setting up direct bank feeds
We have twice had clients attach the wrong bank account to the Xero bank accounts when setting up direct bank feeds. Obviously they should check the bank account number when attaching the account but there should be a check in the software to prevent or at least warn against this.
2 votesHi there, appreciate you for putting this forward. We can see how validating bank account numbers during direct bank feed setup could help reduce errors and give users more confidence when connecting their accounts.
We just want to highlight that users have the option to edit and change bank account numbers from the Chart Of Accounts screen after the bank feed is connected.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share how this would improve your bank feed setup process.
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Bank Feeds - Automated email notifications for bank feeds issue
Xero to send out an email reminder for when a bank feed either needs refreshing, has an issue, or is due, and tag as many other users of your choice in that email.
2 votesHi everyone, thanks for raising this with the community.
We can see how email notifications for disconnected or expired bank feeds could help users stay on top of issues and take action sooner when a connection needs attention.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how proactive bank feed notifications could support your workflows.
Please keep adding your votes and sharing more detail on how you'd like these alerts to work.
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Bank Feeds - Real time update
Given that bank transactions are now processed 24 hours a day 7 days a week, it would be good if Xero ran overnight processing everyday rath
2 votesHi Greg, thanks for raising this. We can see how running automated bank feed processing and matching on weekends as well as weekdays could help keep transaction data more consistently up to date and reduce Monday catch-up.
I’ve updated the status of this idea to Gaining Support, so if this is an update you'd like to see, please keep on voting.
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Bank Rec - Use contact bank details when matching transactions
Reconciling needs to cross reference the bank details of the customer as well as the amount paid. One of the biggest admin errors we face is when we auto match the wrong statement line to invoice. If the software was looking for the bank details too this would help avoid mis match.
2 votesAppreciate the additional detail you shared, and how matching with the ability to base this on contact bank details would be useful to you, Julia.
I'll shift your idea to Gaining support so we can get a better sense of interest in this idea. Feel free to share with any colleagues that'd find this useful too!
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Chart of Accounts - Rename Archived Accounts Without Restoring
Rename Archived Accounts in COA.
When reorganising a chart of accounts and reporting we often need to differentiate between the old way of doing things and the new. Or we archive a lot of 'Accountant Only' codes.
Since we can't filter out the archived codes - It would be great NOT to have to 'restore' them to rename to fit in with how we do things now.
2 votesHi Kali, thanks for raising this idea. We understand the ask to update details on archived accounts directly, such as account names or codes, without needing to temporarily restore them first.
We've updated this idea to Gaining Support. We encourage the community to vote on this idea if you’d find this Chart of Accounts improvement useful.
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Bank Feeds - Update existing line when Revolut expense sync
I have a linked Revolut Business account. Transactions are showing up correctly. The issue comes when an already reconciled transactions is marked as expense in Revolut (and adding an invoice). Those expenses comes as a separate transactions in Xero.
The expected behavior is to update the existing transaction and add the expense info (attachment, category) to it.
2 votesHi Stefan, thanks for raising this idea. We understand why automatically matching Revolut expense syncs with existing transactions could help keep your bank reconciliation cleaner and reduce manual review.
Currently, when synced expenses create separate lines instead of updating existing records.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gather more votes.
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Find and Recode - Filter by Account Type
It would be helpful to be able to filter items to find and recode by income statement or balance sheet items rather than having to sort by code and selecting the applicable ones or filtering by ALL the applicable codes, which is very time consuming.
2 votesHi everyone, thanks for sharing this idea ✨. We’ve reviewed your suggestion to be able to search within Find and Recode by account type, rather than needing to search by individual account. We’re moving this idea to Gaining Support so it can build support from the wider community. This status means the idea is open for votes and comments, which helps us gauge how useful this change would be for others and gather more detail on the workflows it could improve.
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