458 results found
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Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…2 votes -
Banking Feed Login - Direct Xero Notification
Banking Feed Login - Direct Xero Notification
I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.
2 votesAppreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.
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Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
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On focus the code dropdown should clear
In the dcoding screen, if there's already a code selected then the user has to manually empty the existing code to be able to type another. This is just clunky - when the dropdown is enabled it should either clear the field or allow the user to start typing a new code.
2 votesSorry for the delayed follow up here, Kevin. When you mention the dcoding screen would this be find & recode or somewhere a bit different in Xero?
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Bank Statements - Specify whether Direct/Prepayments/Overpayments on the CSV file
When importing bank statements, it would be very useful if we could select (already in the csv perhaps) whether the payment is to be a Direct Payment, or rather a Prepayment.
We receive almost exclusively prepayments, and I find that when I import the statement, that I cannot select that the income lines should be treated as Prepayment.
2 votes -
Bank Account | Account transactions - Export filtered transactions directly from screen
When searching for specific bank transactions(s) using the filter option, when found, it would be good to be able to export your findings directly from your screen. This would prove to be a very efficient way of exporting specific data quickly.
2 votesThanks for your idea, Lynn. While not exactly the same we have a somewhat similar idea across here. If you feel they're close enough I can merge?
This isn't something we have any plans for atm, however we'll get a sense of the interest in this from community and let you know if there's any updates.
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Check Images
It would be helpful if you could provide check images as attachments directly on the corresponding transactions in Xero’s bank feed, with an attachment icon that can be clicked to view the image while reconciling.
This would be especially helpful when the bank reference tends to only says “Check” or provides limited details. Being able to open the check image from that transaction would make it easier to identify the payee and code the payment without logging into the bank or requesting a copy from the client.
1 voteThanks 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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For all of us, unlock AR and AP. Every accountant I know has made JE's to these accounts. Please don't make me switch back to Quickbooks!!
For all of us, unlock AR and AP. Every accountant I know has made JE's to these accounts. Please don't make me switch back to Quickbooks!!
1 voteThanks 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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Add "switch bank account" dropdown to Reconcile Period tab
I appreciate the drop-down menu for quick switching between bank accounts on the top left of the Reconcile, Cash Coding, Bank Statements, and Account Transactions tabs.
However, this menu is absent from the Reconcile Period tab, which is the one place where it would be most useful. I'm always trying to switch rapid-fire between bank accounts when doing my month-end reconciliations, and need to click out of the tab each time (or return to the Home page) in order to do so.
Thanks!
1 voteThanks 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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Terminology for Spend Money vs Receipt
In the web instance of Xero, you select SPEND MONEY and in the app version you use RECEIPT. Both do the same thing, yet the terminology is different. Having the terminology consistent across the platform is vital for a good customer experience.
1 voteThanks 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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Feature Request: Bulk Allocation of Multiple Payments Against One Sales Invoice or Bill in Cash Coding
Feature Request: Bulk Allocation of Multiple Payments Against One Sales Invoice in Cash Coding
Dear Xero Development Team,
I would like to bring to your attention an inconvenience in Xero's bank reconciliation process, particularly when using the "Reconcile" and "Cash Coding" features.
In our business, we sometimes receive hundreds of individual payments against one particular Monthly Sales Invoice. The total amount allocated against a single invoice can sometimes exceed £600,000.
Currently, we have to reconcile and allocate each individual payment separately against the relevant sales invoice. This is a very time-consuming and repetitive process, particularly when dealing with hundreds of…
1 voteThanks 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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Add an option to display the base-currency value for foreign-currency invoices directly on the reconciliation screen.
Add an option to display the base-currency value for foreign-currency invoices directly on the reconciliation screen.
1 voteThanks 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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Bank Feed – Hong Leong Bank (HL Bank Singapore) ConnectFirst (CF) business accounts
Request XERO to expand bank feed connections to the Hong Leong Bank (HL Bank Singapore) ConnectFirst (CF) business accounts. This establishment & integration would greatly benefit Singapore businesses & support Xero's growing presence in Singapore.
1 voteHi Ann, thanks for sharing and letting us know the changes that matter most for you.
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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Reinstate the Bank Reconciliation Detail report
At some point, the Bank Reconciliation Detail report has disappeared. Instructions on how to use it still appear in Xero Central, but the report itself is no longer available. https://central.xero.com/0/article/Bank-Reconciliation-Detail-report
We use this report at my workplace to assist in identifying which transactions are causing the bank account to not reconcile with the statement - it speeds it up significantly, as compared to going through the bank statement line by line.
Please reinstate this report.
1 voteThanks 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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negative
When using the Reconcile Period function on a credit card, you should not have to enter the beginning / ending balance as a negative. You should be able to designate that bank account as a credit card account in the settings or CoA. And then Xero should automatically know that beginning and ending balances are for a credit card. To manually have to enter as a negative takes an extra thought step and creates room for error. The program should be able to understand a credit card account vs. a checking account. QBO has this part figured out.... Xero should…
1 voteThanks 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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bill entry
Allow more than 5 Bill entries per month for the lowest tier of plan.
We are a small NFP and thought we could reduce the time needed to verify and pay our expenses by using Batch processing exported from Xero and uploaded to our bank.
Only to be stymied in this by a limit of only 5 Bills allowed to be entered each month. I think this is too small a limit and would like to see it increased to around 20.
We'd probably still have to enter some manually in the busier months, but this would cover most of…
1 voteThanks 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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Products should translate into the relevant currency when selected
When adding an item to an invoice that is in a foreign currency, the item value should be translated to the foreign currency value at XE.com's exchange rate at the time instead of just picking up the numbers and plugging them in.
Currently, if you set all of your prices in GBP, then invoice in Euros, the GBP amount will pull through when selecting an item on the invoice instead of translating to the relevant amount of Euros (i.e. if your item is £100, and you add it to an invoice which is in Euros, instead of translating it and…
1 voteThanks 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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balance sheet on app
It would be good to see the balance sheet on the app. You can get P&L but not balance sheet. The balance sheet is a sign of the company's health - the P&L is just something non-accountants want to concentrate on!
1 voteThanks 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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refresh bank on app
It would be really good to be able to refresh bank feeds on the app to make sure the information showing is up to date. Too often the app statement balance is different to the web and the web is often different to the actual bank balance. You can refresh the feed on the web to get it up to date but you can't on the app!
1 voteThanks 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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Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero
Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero settings.
Background
Client selects 20 creditor payees to create batch for payment processing. (20 payees is the max that Bank online processing will allow in one batch).Xero batch is then imported to bank (ANZ)online software multiple payee (as opposed to Directlink). Bank processes payee payments as individual payee payments and lists them as such on client's bank stmt. No option at bank to report on statement as one total balance.
Xero has processed creditor batch as a total and…
1 voteThanks 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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