23 results found
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Bank feed - FNB South Africa
Bank feed interruptions - First National Bank is causing huge delays and back log of work piling up. I've not been able to connect or refresh clients bank feeds since mid Feb. This is really an ongoing issue.
9 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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The bank feed needs to be refreshable for ALL BANKS
ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…
8 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Filter Bank Statement Tab by deleted
It would be good to have the ability to sort or filter the Bank Statement lines by "deleted" so you don't need to scroll through to find the deleted statement lines.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Align UI with the Xero app to save time
On the new home page, for each bank account, the Statement balance is on the left and the Xero balance is on the right. On the Xero app they are the opposite way around. Consistency between the two UIs would save time by reducing friction.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XERO auto reconciled report
For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
(2) export the report (3) enable the report size to be adjusted to show all fields in one page2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank Feed - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Upload remittance advice from customer and Xero auto match existing invoices/credit notes
In Bank rec window, when you try to reconcile a money receive, you could upload the remittance advice from customer PDF or excel, then Xero could auto match all the existing invoices/credit notes
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reconciliation issue
The “Allocate Credit Balance” screen when applying supplier credit notes to bills is confusing and misleading.
The “Amount to Credit” input fields appear inactive because there is no cursor change, highlight, or visual focus indicator when hovering or clicking into the fields. This makes users believe the fields are disabled.
Additionally, the checkbox on the left suggests it must be selected before entering an amount, but it does not actually control allocation behaviour. This creates confusion during supplier reconciliation workflows.
This resulted in unnecessary troubleshooting time and could easily be improved with clearer input focus styling or better checkbox behaviour.
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1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Mobile App - allow more widget options on the dashboard
Unlike the dashboard on the web, the dashboard on the android mobile app does not have a widgets for Chart of Accounts Watchlist or Tasks. It would be good if it did
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Create tracking categories directly in invoices/bills/reconciliation
The ability to create new tracking categories at the time of reconciling payments or creating invoices or bills would be super helpful. I work for a charity and we have grants to track, and it is annoying having to go into tracking categories to create new ones every time we get a different grant. We have two types of tracking categories - one I've named "revenue sources" and the other named "Budget". To be able to add a new grant to 'revenue sources' at the time of inputting the invoice would be super helpful.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank Transfer Rule - allow "isReconciled" on from/to account
Similar to how "isReconciled" is supported by the API, allow it to be specified for the from/to account when creating a Bank Transfer rule. This would simplify the transfer process from external sources that are reconciled outside Xero.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Morgan stanley
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 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Chart of accounts watchlist
We utilise the chart of accounts watchlist as a quick snap shot of our month. It would be great to be able to add a previous month option to this. So we can see this month, previous month & YTD in this watchlist without having to run a P&L report to cross check everything
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Adding Al Baraka Bank to list of banks
I represent Albaraka Bank South Africa, and we’re interested in becoming a supported direct bank feed within Xero so that our mutual clients can pull statements directly into the platform.
Could someone from your banking integrations or partnerships team please reach out to me to discuss the process and requirements?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month.
Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month. This tracking is useful to help monitor where the bussiness's cashflow is heading. Ultimatley, I would like to see options as to how far back you can view the cash flow trackiong graph.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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add Desjardins to bank feed
add Desjardins Bank (Quebec, Canada) to bank feed
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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reconcile bill and invoice by foreign currency bank
HKD is our book base currency, For Instance, our invoice or bills is EUR, we receive/paid by GBP but we can not use GBP bank for reconcile directly. Pls fix
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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