473 results found
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Edit Bank Account
When editing a transaction, I want to be able to edit the bank account the transaction is in.
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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close period
Have an additional date which is the driver for the bill/invoice/journal to be posted into the current period. This would enable invoices dated in prior months to the current period to have correct due dates calculated.
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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Jax Auto-Reconciliation for Bank Rules ONLY
It would be super helpful if Jax could Auto-Reconcile Bank Rules ONLY as it does not correctly allocate the other transactions but bank rules are fine to be auto reconciled.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
2 votesHi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.
In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.
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Bank Reconciliation - Ability to change statement lines' date
Hi Xero,
When doing bank reconciliations, we often have to change the dates on rec lines.
It would save so much time if you did not have to click into the transaction to change the date.Likewise, in cash coding - You can change every other detail except the date, meaning you have to go back into individual transactions
Have attached screenshots.
2 votesHi Natalie, thanks for sharing your feedback here.
We can see how having the ability to edit the date on a bank statement line could help in situations where the bank processing date differs from the date you need for your reconciliation workflow.
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 this would support your reconciliation process.
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Bank Reconciliation - Ability to enable or disable auto-reconciliation for Spend or Receive items
When auto-reconciling, separate spend items from received items. The Aged Receivables department does not find the auto-reconcile feature useful, whereas it is beneficial for the Aged Payables department.
There should be an option to enable auto-reconciliation for spend items while disabling it for received items
2 votesHi everyone, thanks for raising this idea. We understand why having separate controls for auto-reconciliation of Spend and Receive transactions would be useful, especially for teams managing different parts of the reconciliation process.
The idea is to allow users to enable or disable auto-reconciliation settings separately for Spend and Receive items, giving more flexibility over which transactions are automatically matched.
We encourage the community to vote on this idea if you’d find this workflow 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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Non-Current Liabilities - Ability to add bank feed
Set up mortgage or long term bank loan accounts as Non-current liabilities but still enable the user to connect a bank feed. This will ensure the coding and processing burden is reduced when reconciling loan accounts and will ensure the Cashflow statement is correct.
2 votesThanks for taking the time to share this idea with us 💥 We really appreciate you explaining how this could help reduce the coding and processing effort involved in reconciling loan and mortgage accounts, while also supporting more accurate reporting.
We’ve now moved your idea to Gaining Support so we can continue to track interest and feedback from others who’d also like to see this in Xero.
Thanks again for raising this with us and for sharing the impact this would have for you.
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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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Bank Feed - Caixa Bank
Could you please look into integration with Caixa Bank? Such a pain doing manual import of bank statements
2 votesThanks for sharing your idea, Ellen. We appreciate there are more banks our customers would like to see us to connect with and save manual efforts involved in having to import bank statements manually.
We'l start to get a sense of the wider interest in a feed with Caixa and I'll be sure to let you know here if there are any plans made for this.
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Account Transactions Report - View bank statement particulars on the report instead of transactions detail
I would imagine many Xero files have at some time had a person going click happy with the OK button on the dashboard and reconciling to the incorrect entry.
By simply adding a column to choose Bank Statement Particulars in the Account Transactions report we could visually see easily if lines were reconciled to the wrong entry. This is not creating a new report but simply adding access to another column.2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to view original bank statement details directly within the Account Transactions report to make auditing and reconciliation easier.
Having bank particulars visible alongside ledger data could help you quickly verify entries without needing to switch between reports or screens.
We’ll continue to collect feedback and interest from the community.
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Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen
Show how many lines to reconcile per month:
I only use Xero once month, to do last months accounts. I know some people go in every day, or every few days and reconcile a few transactions, but I just do it all once a month and print the end of month reports. I am sure a large portion of people do this too.
I reconcile all previous months transactions, and run the reports. Say it is 8 April, I don't need to reconcile any transactions for April. I just want to close off March.
Therefore I want the blue "Reconcile…
2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Add automatic bank feed support for Hong Leong Bank ConnectFirst business accounts
Xero urgently needs to add support for Hong Leong Bank commercial banking accounts (ConnectFirst) for automatic bank feeds and auto reconciliation. Right now, the Hong Leong connection appears limited to personal banking, which is not useful for many real business users.
For companies like ours, the actual operating account is under ConnectFirst, not personal banking. Without commercial bank feed support, we are forced into manual uploads and manual reconciliation, which defeats the purpose of automation and increases admin workload and error risk.
Please add Hong Leong ConnectFirst support as soon as possible. This would be a high-impact improvement for Malaysian…
2 votesHi Rex, thanks for sharing this suggestion. We understand you’re looking for automatic bank feeds for Hong Leong Bank ConnectFirst business accounts, so transactions can flow directly into Xero without needing manual imports.
Having a direct connection could help make reconciliation more efficient and reduce extra steps when managing daily finances.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feeds - Streamline 2FA loops for RBC
New RBC Royal Bank Feed Flinks is very cumbersome for 2FA it asks for the code twice. It also cannot see the Line of Credit feeds that has to be refreshed separately compared to the old connector (Yodlee?). Would be great if you could give feedback to Flinks for a faster connection.
2 votesHi Samantha, thanks for sharing your feedback on this. The suggestion here is to streamline the two-factor authentication (2FA) process for RBC bank feeds, reducing the need to re-verify as often when accessing your connected accounts.
We’ve updated this idea to **Gaining Support** so we can continue tracking interest and share your feedback with our teams.
A quick note: this post also mentions support for RBC Line of Credit feeds. To keep ideas focused on one improvement at a time, please create a separate idea for that request so it can gather its own feedback and support.
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Reconciliation | Find & Match - Default to show spent/received items
In Find and Find and Match function in Bank Reconciliation
Set the "Show spent items" and "Show receive items" to default to what was last used, OR to be always on.
2 votesThanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
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Bank Feed - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
2 votesHi Saara, we can see how updates to the labels or instructions in the bank feed connection flow could help make setup clearer and reduce the chance of selecting the wrong account.
We'll continue tracking interest and share the feedback with our product teams.
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Third party payment Reconciliation - Simplify reconciliation
Improved Integration with Payment Platforms for Bank Feeds
I would like to suggest deeper integration between Xero and payment providers such as:
Stripe
GoCardless
Square
Specifically, it would be valuable if Xero could automatically import bank feeds from clearing accounts linked to these payment platforms.
Many businesses process large volumes of transactions through these providers, and reconciliation of clearing accounts can become time-consuming. Automated bank feeds for these accounts would streamline reconciliation, improve visibility over cash flow, and reduce manual data handling.
2 votesHi Matheus , thanks for sharing your idea, and letting us know the changes that matter most for you. Can appreciate the need to simplify the reconciliation process when processing a third party payment. We'll open this idea up to the community to get more support and traction. Cheers!
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Bank Reconciliation - Search | Enable mid-string matching
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you Dan. We appreciate you sharing your thoughts and providing a detailed example. We'll open this idea up to the community to gain more support. You can share this with your colleagues who might benefit from this as well. Cheers.
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