536 results found
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Bank feeds - Send link to client to authorise
I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.
2 votes -
Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votesHi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
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Bank Reconciliation - Optimise mobile browser experience for 'Find & Match'
I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and not 'Find & Match'? I…2 votesHi Laine, it sounds like you're using a browser from your mobile device here. Did you know that you can now use Find and Match on the Xero Accounting app? As the apps are optimised for use on a mobile device this maybe a solution to the issue faced.
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Bank Reconciliation - Save for later option
SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they…2 votes -
Cash Coding - Ability to Save your progress
The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…2 votes -
Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
Bank Reconciliation Report - Version without trial balance, AP, AR, journals etc.
Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .2 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Account Transactions - Add a description to a Batch Deposit
It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
I know we can add a reference but being able to put your own description would also be great too.Cheers Janice Nuttney
2 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…
2 votes -
Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
2 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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Find and recode sort by other columns
Currently you can click the Inv Ref field in a results list from a search in Find & Recode and it will add a little ^ symbol to indicating it is sorting by that column.
It's not.
It's sorting by the date column.
Same if you click it again and get a \/ symbol.
Xero said that it's working as designed 🥴
Fix this madness and either remove the ability to click the column and the suggestion it's sorting (the ^ symbol) or make it work (sort by that column).
2 votes -
Account Transactions - Tab through fields for data entry
Ease of entering - ability to tab into 'Description' field when in 'Amounts are' field.
Would be great to have the ability to tab to the 'Description' field and not have to double click
2 votes -
Chart of Accounts - Profit & Loss Appropriation Account
the Profit & Loss Appropriation Account should be mandatory for all companies
2 votes -
Account transactions - Show full edit history in audit history
When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.
2 votes -
Bank accounts - Note sections for accounts
It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.
2 votes -
Allocate Spent Money to supplier invoices issued at a later date
Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.
2 votesThis is a bit backwards to the intention of what spend money transactions are designed for, Kevin.
Is there a reason reconciling the payment as a prepayment couldn't work for you here? This way when the bill is received and entered in your org you can allocate all the credit from those prepayments to the single bill without remove & redo.
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Bank rules - Ability to search by bank account
make it possible to search bank rules by the account they are associated with, to make it easier to unlock an account and archive it in the future
2 votes -
Chart of Accounts | Spending caps/limit based on budgeted amount
Is it possible to introduce a spending cap in the Xero based on the agreed/ set budget for each expense line to prevent incurring costs above the agreed/ authorised budget?
If the functionality is in place, raising a purchase order that will take the cost over the authorise budget should not be possible. Better still, if this functionality can be introduced, can it also be implemented at the tracking category level.
2 votesHi Brice, to confirm this isn't something that exists at present.
Right now, there's the ability to set a credit Limit at a customer level but not on a supplier side of things. We have an idea for this here, but appreciate what you're asking based on the budget comparative is a little different and I'll leave this idea separate so we can track he interest in each.
Welcome to add your support to the other idea if that's something you'd like to see too.
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Account transactions - Option to Remove and Copy a transaction
create a remove and copy option (similar to remove and redo) which then copies all details from the transaction you are deleting to a new transaction to then recode rather than trying to remember all the details from the transaction you are deleting
2 votesInteresting idea, Gary - will be good to get a sense of the interest in this. Can you share more detail of scenarios you're finding you encounter where you need to copy a transaction to a new one when removing it?
Is there a reason editing is not an option?- Or would this commonly be with a payment transaction against an invoice/bill?
- Don't see your idea?