355 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.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
45 votes -
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 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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provide option to remove credit notes from reconciliation selection
provide an an option to remove the newly introduced feature where credit notes show up when selecting transactions for reconciling bank account.
Unless one refunds these credit notes they have no business showing up in the bank reconcilliations. Unneccessary transactions hinder ease of oversight & complicates the process unneccessarily2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank account switcher ordering
Previously, when the order of the bank accounts was changed on the bank accounts screen it also changed in the drop down menu (also apparently known as the bank account switcher!) However, since the recent change to the bank accounts screen & the way to change the order, any changes are no longer reflected in the drop down list. Absolutely ridiculous - if you want to change the order then you need this changed in both places!!!
Xero, please correct this programming error ASAP.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Pay wages directly through Xero
It would be great to be able to pay all employees as a batch directly in Xero. Currently you can export a file for the bank, but being able to do it in Xero like we can with bill payments would be really useful and time-efficient.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Make bank account search consistent across all areas - enable mid-string matching in transfer reconciliation
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Reconciliation - Automatic coding of transfers between bank accounts
It would be great if Xero could automatically do the transfer between Xero bank accounts.
This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.21 votes -
colour code
Colour code options in bank feed to help Dyslexic customers
I am dyslexic and I often struggle to read the bank feed transactions easily. What would really help is if you could have the option to colour code them to help see which transactions relate to what. Im sure this would help many more people than just those with dyslexia but also would be very beneficial for those with this specific disability. I have included a mock up of what it could look like. Thank you.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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duplicates
Tool to identify and rectify duplicate transactions in "Account Transactions".
We often find the bank feeds have doubled-up and unknowingly (or through the automation) we have reconciled duplicate transactions that screws up our reconciled balances in the accounts in Xero. It takes ages to manually identify duplicates.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Restrict reconciliation from initial screen
Option (in Settings) not to allow creation of new transaction to reconcile incoming payment and only allow reconciliation against either existing invoices or from the Match/Create form. We have had a couple of occasions where clicking OK in error on a transaction creates a new transaction that fully reconciles a payment leaving invoices unreconciled and sending overdue emails.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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It should be possible to highlight and change spent transactions to received transactions as I have just got to redo 20 minutes work!
I don't think this is possible but it would be a real help to be able to highlight transactions so you can change them to the other column as I've just spent 20 mins on the Spend column when it should have been Received as I forgot to change it at the start !!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reconciliation Tab Idea
Filter by transactions that have matches to them.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Accounts
We have over 120 bank accounts on Xero - could we have some form of search function when paying an invoice - we have to look through a lot.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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 page1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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.131 votes
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