458 results found
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Bank reconciliation AutoSuggest: Look for already existing contacts before suggesting the creation of new ones
I have already suggested this here: https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/51721467-bank-reconciliation-autosuggest-look-for-already
Today I have a fresh, dumb suggestion from AutoSuggest: "Canberra Pools" as a new contact when "Ampol - MV Fuel" already exists for a payee containing "Ampol Canberra".
Bank rules (as suggested for the previous post before it was closed to comment) will not help. Gen-AI is going to keep finding new, stupid things to suggest when there is already an existing contact, and I'm NOT going to create a new bank rule every time for something that shouldn't ever be happening. The Gen-AI is getting worse, not better, because it's training 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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Page selector on the top of the page on the bank feed
Duplicate the page selector buttons so they are also placed at the top of the "Reconcile" page not just the bottom. When working my way from bottom to top, it would be easier if there was a page selector at the top of the same page, not just the bottom to speed up navigation.
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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Depreciation - Ability to add manual depreciation adjustments directly against an individual fixed asset.
I would like Xero to introduce the ability to post a one-off manual depreciation adjustment directly against an individual fixed asset.
At year-end, accounts compliance teams sometimes calculate an additional depreciation adjustment after reviewing the fixed asset register and the relevant capital allowance or compliance treatment. Currently, when this adjustment is posted as a manual journal, it does not update the individual asset record in Xero. This creates differences between the fixed asset register, accumulated depreciation, the nominal ledger and the year-end accounts, making reconciliation more difficult.
It would be helpful if users could select an individual asset and enter…
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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renaming accounts
Ability to rename your bank account when the default name does not reflect what type of account it is
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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Reconciliation
The details pop up box in reconciling pots to the transaction. It is faint and blends with background and you can accidentally deal with the transaction below. Could the popup box have a stronger boundary and pointer
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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Icon visible for each bank account in the Dashboard view that has auto reconcile turned on
In the dashboard view it is difficult. You cannot tell by looking whether auto-reconcile is turned on for that bank account or not. A simple icon representing auto-reconcile turned on would be a great visual check. This thought occurred to me as I am test-driving this function in a couple of bank accounts that have fewer transaction lines going through them to build my confidence in its ability to reconcile correctly. It would also be awesome to turn it off or on with a click from the dashboard. See example of the view attached
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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Search for multiple invoices at the same time using the search field.
Search for multiple invoices at the same time using the search field
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 - Change set up for start date to make this more obvious
The current Xero set-up does not allow the user to change the start date for a bank feed once it has been activated. The start date must be input during the initial set-up and if missed (since it defaults to current date) or is mistyped in error you have to upload historical bank data by CSV. An option in the Bank Account menu to enter an earlier start date would be very useful. Failing that, remove the default so you have to input a start date at initial set-up and a question coming on after that to double check that…
1 voteHi Sanjit, appreciate if missed this can result in extra manual work to back date and import older statement lines to your bank account in Xero.
Enabling the ability to change the start date once set up does create quite a few complexities, however I've slightly altered the title of your idea to reflect the behaviour of setup and we'll start to get a wider sense from the community in this here.
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Chart of Accounts - Filter accounts by non-zero balances
In chart of accounts create filter listing items greater than 0 t allow a succinct list pertinent to your codes. The filter could be applied to all columns to allow greater flexibility.
1 voteHi Steven, a filter to show only accounts with balances could make the Chart of Accounts easier to review, particularly for organisations with a large number of accounts.
In the meantime, the Trial Balance report can be used to hide zero-balance accounts and show the accounts with activity.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would improve your workflow, add your vote and share your feedback.
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Bank Reconciliation - Automatically clear suggested matches when recording a prepayment
When reconciling bank statement lines, Xero sometimes automatically selects suggested matches (such as invoices) that may not be correct. If I use the Create tab to record a prepayment, the previous suggested match remains selected. This increases the risk of reconciling to the wrong transaction, as I have to manually untick the incorrect match before reconciling.
It would be much more intuitive and safer if, after creating a prepayment, Xero automatically cleared any previously selected matches so that only the new prepayment is selected for reconciliation. This change would reduce errors and make the workflow more efficient.
1 voteAppreciate you sharing this, Donna. The idea is to automatically clear any selected Match items when creating a prepayment during reconciliation, so they can't remain selected by mistake.
I’ve moved this to Gaining Support so we can continue gathering feedback. How would you expect this to work in Xero?
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Bank Reconciliation - Only autofill existing contacts when using Add details option
On the Reconcile screen, if you click the 'Add details' button for a transaction that doesn't have a suggested contact, Xero will autofill the 'To' field for the new transaction with the statement line Payee field. This is true whether or not that field matches an existing contact name and Xero doesn't indicate new contacts in any way.
I would like the option to restrict this autofill to only use existing contact names, or turn it off entirely. I have a lot of contacts where the Payee field is slightly different than the contact name in Xero and this autofill…
1 voteThanks for sharing this feedback. Automatically copying the bank statement payee into the Contact field can create duplicates when the name doesn't match an existing contact.
For recurring transactions, you can use Bank Rules to map bank statement details to the correct existing contact.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If a setting to control contact auto-fill would be useful, add your vote and share how you'd like it to work.
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Bank Rec - Horizontal & Vertical Navigation using Tab+Arrow Keys
Please add the feature so users can navigate side to side and up and down by holding tab while using arrow keys in the Reconciliation screen, especially in the table under add details on a transaction
1 voteThanks for your feedback here, Carver. As you may have found this feature is now available within invoicing, purchase orders, quotes and the quick view for bills.
We'll keep an eye on the interest around this in the Bank Reconciliation space here and I'll share if there are any updates.
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Bank Feed - KEB Hana
Bank feed for KEB Hana Bank Global.
1 voteThanks for sharing your idea about adding this bank feed to Xero, and for letting us know how it would make managing your finances easier.
We’ve reviewed your idea, and we’d now like to get a sense of the support for this from the community. Feel free to share it with colleagues who’d also find this bank feed useful, so they can add their support too. Community members can also comment on the idea to share more detail about how adding this bank feed could improve their experience with Xero.
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Bank reconciliation: add transaction default contact
During bank reconciliation we deal with many customers that slightly over/underpay their invoices, which makes it necessary for us to create overpayments often.
Suggestion: when a payment is partially matched during reconciliation (the user has checked one or more invoices to match with the same contact) and the user selects 'New Transaction' to allocate the remainder, Xero should prefill the contact field with the same contact that the user has already matched.
Reason: Xero makes it a bit too easy to accidentally create new contacts when a user types into the contact field, sees the correct contact showing, but does…1 voteThanks for sharing this idea with the Xero community. We appreciate the time you’ve taken to explain your suggestion for carrying the contact from a matched invoice or bill through to an additional transaction during bank reconciliation. We’re moving this idea to Gaining Support so we can gauge community interest and hear from other customers who would find this useful in their day-to-day workflows. Votes and comments help us understand how broadly an idea would benefit the community and allow others with a similar need to add their support. If this idea would be valuable to you, please vote for it and share any additional feedback or examples in the comments.
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Documents - Option to select org when sharing receipt from mobile gallery
Having to login to the specific Xero org on the app first before being able to send a captured receipt to the app is time consuming. Is there a way to have a dropdown menu on the 'Send to Xero' screen of all my organisations so I can select the appropriate one. Similar to when a Xero bill is sent to Xero desktop. Currently the organisation name appears anyway but there is no way to select a different organisation
1 voteThanks for sharing this with us.
We’re moving this idea to Gaining Support to help us understand how valuable this would be to the wider Xero community. The suggested experience would add an organisation dropdown to the Send to Xero screen, allowing you to choose the destination organisation directly—without needing to open the app and switch to that organisation first.
If this would make your workflow easier, please vote for the idea and add a comment sharing how you currently capture and send receipts, and how selecting the organisation from the Send to Xero screen would help.
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Chart of Accounts - Extra Column to show transactions reference details
When viewing each nominal account it would be helpful if a column to show reference detail, this will save a lot of time as we currently need to click into each transaction to get the details.
1 voteThanks for sharing this idea, Maria. We understand the request to add a Reference column to the Chart of Accounts transaction view. This could make it easier to review and trace transactions without opening each one individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your use case.
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Customer Statement - Change Overpayment term to Direct Payment
Because overpayments are the only means of receiving or spending money directly in the control accounts (A/R and A/P), they should be called direct payment. On a statement, the activity is called Overpayment, which confuses clients. To the layman, overpayment indicates an error in payment.
If not Direct Payment, can it be called Payment?
1 voteThanks for sharing your feedback here. We understand the request for statements to use terminology that better matches the type of payment being recorded, rather than displaying Overpayment.
I’ve moved this post to Gaining Support so we can continue gathering community feedback. If this is something you’d use, let us know what label you’d choose and why.
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Xero Accounting App - Bulk transaction reconciliation in the mobile app
The app needs SO MUCH more functionality including the ability to multiple select transactions that aren’t tax deductions and then send them to an account all at once. That’s what takes up the most time, painfully going through every transaction separately. You should be able to multi-select a bunch and then send them to an account
1 voteThanks for highlighting this improvement. The request is for bulk actions in bank reconciliation, allowing users to choose multiple transactions and apply reconciliation or categorisation in a single action via the Xero Accounting App.
This could be particularly useful for groups of transactions that need the same treatment, rather than processing each line separately.
I’ve updated the status to Gaining Support so we can continue gathering feedback. Let us know what types of transactions you’d most often process in bulk.
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Navigation - Option to disable or remove "Leave Site?" unload confirmation prompt
The unload confirmation prompt "leave site?" added (what feels like) hundreds of additional clicks to my tired hand.
Please remove the "leave site?" prompt.
1 voteAppreciate you bringing this to the community. We understand the request for a user setting to disable the browser unload confirmation when navigating away from Xero.
The prompt can be useful when there are unsaved changes, while an option to turn it off could be preferred by users who don't need the additional confirmation.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and let us know on which screen you’d prefer this setting to work.
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Bank Feeds - Preview new statement balance prior to confirming bank statement imports
Importing Bank Feeds - When importing bank feeds, before confirming the import it would be useful to see what the new statement balance in Xero will be once the transactions have imported so you can reconcile it to the statement balance before hitting confirm.
1 voteThanks for sharing this idea, Amey. A balance preview during bank statement imports could make it easier to verify the imported statement lines before they’re added.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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