490 results found
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Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
Xero Mobile - Bank Reconcilation: Notify when more than one potential match
Mobile/ipad bank reconciliation
Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)
Else payments can be matched to incorrect same value invoices - what a headache to fix later..
AND
… find and match can only search by name or invoice number -
Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)
Thank you
1 vote -
Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
1 vote -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
1 vote -
Bank Reconciliation - Files preview for transactions in Find & Match
When reconciling, it would be helpful to see if an attachment has been added, and to preview that attachment if so, rather than having to open the bill and then click on the attachment, then causing to lose the info on the reconciliation page.
1 voteHi Candooh, appreciate you engaging and raising your idea in the forums here. While we'll continue to watch if this builds momentum from the community here, we want to be open that we don't have any plans for developing preview in the Find & Match modal.
For now, you may find right clicking to open and view the transaction you'd like to preview files for in another browser tab helpful to avoid losing information you've entered in the Reconcile screen.
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Bank Reconciliation - Add an approval process
Ability to request approval for bank reconciliation and upload the bank statement
1 vote -
Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Reconciliation | Suggest previous - Move to top of screen
The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
May I suggest:
1. software updates maintain the existing settings, and
2. place the "suggest previous" at the top of the screen where Users have a chance to see it.1 voteHi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.
Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.
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Reconciliation | Find & match - Filter by outstanding
When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment
1 voteNot an idea I've seen raised yet, Lisa. Can see how this may be helpful when you have many invoices entered in your org. It's not something we have any plans around at present but we'll track the interest here and share if there's news.
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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.
1 vote -
Find and Recode - Ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
1 voteThanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
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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.
1 voteThanks 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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Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Bank accounts - Left side bar to switch accounts
Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.
1 vote -
Bank Reconciliation - Rank the best banks for reconciliation
Make the banks (like American Express) see how they need to fix their systems. It's not your fault transactions don't match up. The banks need to improve their data.
1 vote -
Bank feed - Auto update Payee name
Some bank feeds have transaction details where the bank uses a debit card reference or DF reference in the PAYEE, the reference will contain the actual PAYEE name, for example the PAYEE field will have 1234-XXXX-XXXX-1234 or 123456789DF and the reference will show the actual PAYEE. Can Xero replace the PAYEE name with the actual PAYEE if it sees the above numbers. Too many clients are not replacing the numbered PAYEE and trying to recognise the PAYEE is proving time consuming as clients are not recording the PAYEE with the correct details
1 voteHi Bip, mapping of details from your bank statement to fields in Xero are dependent on your bank institution and feed. A change in this regard is a change for all users with that same type of bank account feed and I want to be open that this isn't something that can be changed on an individual basis.
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Chart of accounts - Enable payments in bulk
Enable payments to a GL account.
It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.1 voteHi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation.
Would this achieve what you're in need of here?
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Bank Reconciliation - Pull Transaction ID from Payoneer transactions
when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.
1 vote -
Bank Reconciliation - Jump to transaction page
Would it be possible to have the option of jumping to the page a transaction is on, when searching through unreconciled transactions on the bank feed?
For example, you find the transaction inthe search bar, but then you need to flip through (sometimes dozens) of pages on the bank reconciliation screen to find it, to reconcile it. Would be amazing if we could have a 'jump to this transaction page' option.1 vote
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