473 results found
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transfer
Allow us to transfer funds between linked accounts using products like Plaid. Save so much time!
1 voteHi Jessasm, just to make sure I understand your idea here correctly, are you saying you'd like to be able to physically transfer funds between your bank accounts from within Xero?
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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.
1 voteAppreciate 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.
1 voteHi 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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JAX | Access Larger Dataset and Capability
Our company is a BIG proponent of the use of AI technologies. But because we don't currently integrate with Xero directly with our AI tool, I was hoping to use JAX to retrieve the information that we need.
Unfortunately JAX has a very limited subset of info it can retrieve making the results not very useful. It would be more helpful if JAX could have more lines of information or more results back from whatever query it did in the back end, so that I can get the data out on my side.
My example is that I asked JAX…
1 voteHi Sean, thanks for sharing this idea. We understand tat giving JAX access to a larger dataset and support deeper historical analysis could improve function.
The idea is to expand JAX’s data access and processing capabilities, allowing users to ask broader questions across more historical data and gain deeper insights without needing to manually combine data in Xero.
We encourage the community to share some more use cases and how JAX could be improved.
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Find & Match - Show subtotal of selected transactions(Find & match section 1)
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
1 voteThanks for your feedback, appreciate how a subtotal of just the selected transactions in section 1 may differ to the full subtotal of transactions shown in section 3.
We'll get a broader sense of interest from your idea here. It's not something we have plans around at present but we'll share if there's any change.
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Bank Feed - Tradition Capital bank feed
For Xero to expand their bank feed connections to develop a feed for Tradition Capital Bank located in the US - Minnesota and Arizona.
1 voteThanks for sharing your idea, 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!
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Bank Rules | Contact details - add purchase defaults on the fly
Thank you for adding these fields when adding a contact on the fly. Can you please also add in the field for the expense acct that this contact should normally be coded to. Right now I have to save the contact, finish my bank rules, then go pull up contacts, find the vendor then go to the bottom and give it the gl number.
1 voteGreat to hear your flow of work in your idea here, Emelie - Can see how being able to add this detail on the fly when creating your bank rules could save you time.
This isn't something we have planned just yet but will get a gauge of interest from your idea and be sure to share if there are any updates for this, here.
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Find and Recode - Recode Transaction window option to always show TrackingOption1&2 fields
Recode Transaction window (for recode Source Transactions) needs an option to show TrackingOption1 & TrackingOption2 fields by default so users don't have to click +Add every time
1 vote💥 Thanks so much for sharing this idea — we can see how having TrackingOption1 and TrackingOption2 show by default in the Recode Transaction window could make Find & Recode quicker and easier to use.
We’ve moved this idea to Gaining Support so we can better gauge interest and understand how helpful this change would be for customers using this feature.
If this is something others would also like to see, we’d really encourage them to add their vote and share how they’d use it. That kind of feedback helps give us a clearer picture of the impact and demand for the idea.
We’ll keep an eye on the support it receives and share any updates here as things progress.
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Bank Statement - Ability to import pdf (UK)
Ability to import a PDF statement directly to xero instead of having to spend a fortune on PDF to CSV software like Dext for example
1 voteHi everyone, thanks for sharing your feedback on being able to import PDF bank statements directly into Xero in the UK.
We can see how this would make it easier to get bank data into Xero without needing third-party conversion tools.
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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Account transactions - Add Next and Previous navigation buttons within transaction views
When reconciling, I enter each transaction and ensure it is taxed correctly. At present I have to return to the main account transaction list, find my next transaction and enter that transaction each time.
It would be very handy to have a click through to the next transaction or click previous transaction buttons when viewing a specific transaction.
1 voteHi Leigh, thanks for your suggestion.
We understand you’re looking for a quicker way to move between transaction details, such as having next and previous navigation options when reviewing entries.
Having smoother navigation between transactions could make reviewing and correcting records more efficient.
We’ll continue to track feedback and interest from the community for this idea. In the meantime, you can open a specific transaction in a new tab for reviewing while keeping the list open in the original tab.
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Bank Feed to Japanese Bank (Rakuten Bank)
It would be great if Xero can support Japanese banks in the Bank Feed. Been looking for any API to help me connect the Rakuten Bank to Xero but I found nothing.
1 voteThanks for sharing your idea, 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!
We'll keep an eye on the interest that builds in this here and be sure to let you know if there are any developments planned to support this feed.
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Bank | Account transactions - show source type e.g Invoice / Bill
On the Account Transactions screen for Reconciled transactions. Would be great to have columns to show the Reconcillation Type and Payment Type (Invoice, Bill etc).
This would make it easier to identify and sort transactions on that screen
1 voteAppreciate you sharing how viewing this information from the Account Transactions of a bank account would be useful to you, jason.
While this isn't something we have plans to add just atm, we'll start to get a sense of the interest fro others in this here. I'll share if there are any updates.
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Bank Reconciliation - Send Overpayment Query Emails to Customers
wanted to suggest an enhancement to how overpayments are handled within Xero.
In situations where we receive a customer overpayment that cannot be immediately allocated, the current process requires us to step outside of Xero to contact the customer and clarify what the payment relates to.
What would be highly beneficial is:
A built-in option to trigger an “Overpayment Query” email directly from within Xero.Proposed functionality:
A button/action against an overpayment (e.g. “Query Customer”)
Pre-populated email template including:
Customer name
Payment amount
Payment date/reference
Ability to customise the message before sending
Email sent directly from Xero and logged against…1 voteHi John, thanks for your detailed suggestion. We understand you’re looking for a way to send an overpayment query email directly from the bank reconciliation screen when a customer payment doesn’t match an invoice.
Having this option within the reconciliation workflow could help make it easier to resolve payment queries without needing to move between different tools.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Banking - Account transactions display ability to show if there are attachments
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
1 voteThanks for sharing your thoughts with us.
Just to check is this from the Account Transactions screen of the bank account that you're referring to? - Atm, where there is a file attached to the transaction a file icon along with a number is shown in the far right of the grid on the Account Transactions screen.
Appreciate you're asking a little further that you'd like to be able to include the document name, being open considering document names can be quite long and there would also need to be consideration for what shows when there are multiple documents attached this isn't something we have any plans around right now but will gain a sense of the interest your idea builds in the community here.
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Find & Recode - Find & Recode to recode dates
It would be great if we could recode the dates on invoices - and I'm not meaning due dates. We have holiday programmes running in April and start advertising them in March. Our online booking system sends through the new invoices to be approved at the time of booking. This would be fine except our financial year runs 1 April - 31 March and we have to manually change the date each invoice was issued to an April date. This gets very frustrating and time consuming.
1 voteThanks for sharing your idea, 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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Bank Feeds - Add bank feeds for Morgan Stanley investment account
Support Morgan Stanley Client Serv.
Just signed up for Xero today, and now I have to cancel because you don't support my bank. Worth mentioning that MS doesn't provide acceptable export options for their data, so there isn't a clean method for me to transform their data to get it into Xero. I will mention that QBO perfectly integrates with it, so clearly the pipeline has been built by someone.1 voteHi Seth, thanks for sharing this suggestion. It’s clear that bank feeds for Morgan Stanley investment accounts would reduce manual imports and make it easier to keep investment data up to date in Xero.
We'll continue to track the interest around this idea for our Product team's review.
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Bank feed for Desjardins Bank (Quebec, Canada)
add Desjardins Bank (Quebec, Canada) to bank feed
1 voteThanks for sharing how we could improve your experience with Xero by providing a feed for Desjardins Bank.
We'll start to get a. sense of the wider interest for a feed with this bank here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there is any news we'll update you here.
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Bank Account - Ability to add info to each bank account
Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.
1 voteHi Susan Thanks for sharing your idea here. We've opened this idea up to the community to gain more support. We'll monitor this space in the meantime. Please feel free to share this idea colleagues that might benefit from this idea! Cheers!
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Invoice Payments -Mark invoice paid by cash
Many customers pay in cash but still want an invoice sent. I need a way to mark invoices as paid in cash without it appearing to go through a bank account, as this makes reconciliation difficult. A simple “Paid in Cash” option posting to a cash or undeposited funds account would fix this.
1 voteHi Brad, thanks for sharing your idea, 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. Cheers!
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Invoicing - EIS integration in The Philippines
Hopefully someone at Xero reads this.
The Philippines is a market that Xero should really focus on.
The BIR is now introducing the EIS program which leans perfectly to Xero integration, not a middle man. Companies are running everywhere to Netsuite and SAP as Xero aren't across what is happening.
Whilst currently limited to larger entities the roadmaps seem to indicate that the business size for compliance will get smaller over time.
If XERO can organise the bank feeds from the top banks and integrate with BIR, your business in The Philippines will grow much much larger - https://eis-cert.bir.gov.ph/#/main
1 voteThanks for sharing your idea, 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.
- Don't see your idea?