473 results found
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Auto Reconcile - Relocate Auto Reconcile toggle to Settings.
This is a big concern when there are business owners who don't understand the consequences of this feature if it is wrong. It is not tested and not trusted as far as I am concerned. It needs to be able to be removed from the reconcile screen.
It needs to be in the settings ONLY, not where it can be accidentally clicked or chosen with good intentions.20 votesHi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
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Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
20 votesHi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.
For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.
This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
Find and match on bank rec to still go green when there is an entry on the discuss tab.
Currently the right hand side of the bank rec will only turn green if there is a possible match and nothing in the discuss tab. If there is something in the discuss tab it will not turn green even if there is a match.
It would be great if the border of the box still turned green whilst displaying the comment to indicate that there is a possible match to allow the user to review and ok the transaction.
20 votes -
Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
20 votes -
Chart of Accounts - Increase "Bank Account Number" Limit
Chart of Accounts - Increase "Bank Account Number" Limit
Currently the account number is limited to 20 characters.
A International Bank Account Number (IBAN) is the standard for bank account numbers in Europe. I can be as much as 34 characters long.
Please extend the length of the Bank Account Number to 34 characters.
19 votes -
19 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
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Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
19 votes -
Find & Recode - Ability to bulk update exchange rate of multiple transactions
Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all…19 votes -
Westpac Foreign Currency Feeds (AU)
Ability to set up bank feeds for foreign currency Westpac accounts. For those that bank with Westpac in Australia
19 votesThanks for sharing your feedback and votes for adding Westpac foreign currency account feeds, community.
While a direct feed isn't currently available for these accounts, you can still keep up-to-date in Xero by manually importing your transactions.
Just to give you a bit of insight into how these feeds are built – we rely on our banking partners to make specific account types available to us. The best way to get this on Westpac's radar is for them to hear directly from you, so we encourage you to reach out to them and request support for foreign currency account bank feeds.
For this reason, we're unable to say if or when feeds might be available for these accounts, but we'll continue to keep an eye on the support for this idea, and let you know if there are any changes in this area.
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Banking - Recognise bank account "Spaces" or "Pots" eg Starling, Monzo etc
Recognising Bank Account "Spaces" or "Pots" eg Starling, Monzo etc
Most modern banks are now providing this extremely useful facility, so it would make sense for Xero to incorporate recognising these kind of transactions please (rather than us having to manually enter fake transactions to move them out of the bank account.
Xero currently doesn’t show/cope with moving money around Spaces within a bank account?Come on guys, loads of banks are going towards this kind of functionality!
We can even pay DDs right from a Space.Pls can you add maybe “sub-accounts” indented underneath each Bank account to show where…
18 votesThanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.
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 Reconciliation - reconcile transactions for multiple bank accounts at a time
I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.
Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.
Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…
18 votes -
Xero Accounting app - Bank reconciliation - allow foreign currency payments to be reconciled
Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.
On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.
A similar item would ideally be added to the Xero app so those paid in a…
18 votes -
Bank | Account transactions - Show Total of selected transactions
When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
It would be great if there was a figure showing the total of all items ticked.
It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…18 votes -
Reconcile - Create transaction without generating a new contact
Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.
18 votesHi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
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Bank Reconciliation - Contact match by additional contact details
Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.
17 votes -
Bank Rules - Add condition for transaction type
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this…
17 votes -
Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
16 votesThanks for sharing your thoughts on auto-reconciliation for invoices and bills. We know that reconciling large volumes of transactions can be time-consuming, even when most just require a quick check, so suggestions like yours are really valuable.
We’re excited to let you know that this idea is now In Development. Auto-reconciliation is currently in beta with planned rollouts, and the team is working on expanding its capabilities to make reconciling transactions faster and easier, while still giving you oversight and control.
We’re looking forward to rolling this out more broadly and making auto-reconciliation an even bigger time-saver for many organisations. You can follow our progress and learn more from our blog and support article.
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Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
16 votes -
Cash coding - Ability to add invoices to cash coding
When you are in cash coding it would be useful to be able to add an invoice to the line before it is reconciled.
If clients do not use the bills function then attaching an invoice to a transaction is time consuming and fiddly.16 votesHi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
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Bank Statements - Ability to download bank statements from the bank feed
Automatically download the bank statements from the bank feed
15 votesHi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
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