294 results found
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Pricing Plans - Add Cash Coding to Starter plan
Adding cash coding into Xero Starter Plan
Purpose: It will help the accountant's work easier in reconciling their client’s account.
198 votes -
Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
165 votes -
Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero
Ability to reconcile clearing,control and non-bank accounts in Xero.
Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.
165 votesHello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
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Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
157 votesHi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
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Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.132 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
99 votes -
Bank Reconciliation - Match multiple payments to one invoice
Ability to match multiple transactions to one invoice, then reconcile it.
Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.
93 votes -
Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page
Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.
83 votes -
Bank reconciliation - Apply bank rules automatically by default
Ability to automatically apply bank rules by default.
Purpose: To save time from having to manually choose to turn-on bank rules.
82 votesHeya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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Cash coding - Filter and Search
Filter/Search in Cash coding screen.
Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.
66 votes -
Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
63 votes -
Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
57 votes -
Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
57 votes -
Bank Reconciliation: Add the ability to search by contact account number when matching transactions
Bank Reconciliation - Match Does Not Work with Contact Account Numbers
The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.
54 votes -
Find and Recode - Edit payment Bank Account
Ability to make ‘find and recode’ to change/edit the Bank Account involved.
Purpose: It saves people time from having to redo the complete transactions.
50 votes -
Bank statement - Filter by spent or received
Bank statement search needs to allow the user to filter the search by spent or received as the amounts elements apply to both spent and received.
Also - please fix the bug with status being ignored by the search.
47 votes -
Bank Rules - Report to review bank rules and their application
Bank Rules Report
To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc46 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
45 votes -
Chart of accounts - Add Livestock Trading Account Calculations
Ability to add full livestock trading accounts to Xero.
Purpose: some of the bookkeeper’s clients can benefit by having a way of tracking livestock within xero.
45 votes -
Receive Money - Ability to assign to a project
User can allocate a Project from spend monies directly from the bank reconciliations, but cannot allocate received monies to a Project?
43 votes
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