199 results found
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Bank reconciliation AutoSuggest: Look for already existing contacts before suggesting the creation of new ones
I have already suggested this here: https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/51721467-bank-reconciliation-autosuggest-look-for-already
Today I have a fresh, dumb suggestion from AutoSuggest: "Canberra Pools" as a new contact when "Ampol - MV Fuel" already exists for a payee containing "Ampol Canberra".
Bank rules (as suggested for the previous post before it was closed to comment) will not help. Gen-AI is going to keep finding new, stupid things to suggest when there is already an existing contact, and I'm NOT going to create a new bank rule every time for something that shouldn't ever be happening. The Gen-AI is getting worse, not better, because it's training on…
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.
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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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BACS Export to include the "Ref" column so that suppliers receive a reference for their payment
For the BACS export file to include the "Ref" column that is in the Batch Payment page so that the supplier sees a reference in their bank for the payment made to them.
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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CSV Payment export - allowing for sort code and account number to be in separate columns
When exporting a payment file to CSV, to either have the sort code and account number split into two columns rather than one. Or to be able to create/design your own CSV export and choose what column set to export.
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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Add Cash Coding to Ignite Business Plans in all regions
Please make cash coding available on all pricing plans, including Ignite, in every region.
It is a core bookkeeping tool that saves time, and smaller businesses should not need to upgrade to access it.
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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1 vote
Thanks 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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Reinstate the Bank Reconciliation Detail report
At some point, the Bank Reconciliation Detail report has disappeared. Instructions on how to use it still appear in Xero Central, but the report itself is no longer available. https://central.xero.com/0/article/Bank-Reconciliation-Detail-report
We use this report at my workplace to assist in identifying which transactions are causing the bank account to not reconcile with the statement - it speeds it up significantly, as compared to going through the bank statement line by line.
Please reinstate this report.
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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negative
When using the Reconcile Period function on a credit card, you should not have to enter the beginning / ending balance as a negative. You should be able to designate that bank account as a credit card account in the settings or CoA. And then Xero should automatically know that beginning and ending balances are for a credit card. To manually have to enter as a negative takes an extra thought step and creates room for error. The program should be able to understand a credit card account vs. a checking account. QBO has this part figured out.... Xero should…
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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bill entry
Allow more than 5 Bill entries per month for the lowest tier of plan.
We are a small NFP and thought we could reduce the time needed to verify and pay our expenses by using Batch processing exported from Xero and uploaded to our bank.
Only to be stymied in this by a limit of only 5 Bills allowed to be entered each month. I think this is too small a limit and would like to see it increased to around 20.
We'd probably still have to enter some manually in the busier months, but this would cover most of…
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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Products should translate into the relevant currency when selected
When adding an item to an invoice that is in a foreign currency, the item value should be translated to the foreign currency value at XE.com's exchange rate at the time instead of just picking up the numbers and plugging them in.
Currently, if you set all of your prices in GBP, then invoice in Euros, the GBP amount will pull through when selecting an item on the invoice instead of translating to the relevant amount of Euros (i.e. if your item is £100, and you add it to an invoice which is in Euros, instead of translating it and…
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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balance sheet on app
It would be good to see the balance sheet on the app. You can get P&L but not balance sheet. The balance sheet is a sign of the company's health - the P&L is just something non-accountants want to concentrate on!
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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refresh bank on app
It would be really good to be able to refresh bank feeds on the app to make sure the information showing is up to date. Too often the app statement balance is different to the web and the web is often different to the actual bank balance. You can refresh the feed on the web to get it up to date but you can't on the app!
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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Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero
Problems with Xero Bank Reconciliation where client uses online banking for multiple payee payments. Friction between Bank payments and Xero settings.
Background
Client selects 20 creditor payees to create batch for payment processing. (20 payees is the max that Bank online processing will allow in one batch).Xero batch is then imported to bank (ANZ)online software multiple payee (as opposed to Directlink). Bank processes payee payments as individual payee payments and lists them as such on client's bank stmt. No option at bank to report on statement as one total balance.
Xero has processed creditor batch as a total and…
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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Page selector on the top of the page on the bank feed
Duplicate the page selector buttons so they are also placed at the top of the "Reconcile" page not just the bottom. When working my way from bottom to top, it would be easier if there was a page selector at the top of the same page, not just the bottom to speed up navigation.
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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Depreciation - Ability to add manual depreciation adjustments directly against an individual fixed asset.
I would like Xero to introduce the ability to post a one-off manual depreciation adjustment directly against an individual fixed asset.
At year-end, accounts compliance teams sometimes calculate an additional depreciation adjustment after reviewing the fixed asset register and the relevant capital allowance or compliance treatment. Currently, when this adjustment is posted as a manual journal, it does not update the individual asset record in Xero. This creates differences between the fixed asset register, accumulated depreciation, the nominal ledger and the year-end accounts, making reconciliation more difficult.
It would be helpful if users could select an individual asset and enter…
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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renaming accounts
Ability to rename your bank account when the default name does not reflect what type of account it is
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
The details pop up box in reconciling pots to the transaction. It is faint and blends with background and you can accidentally deal with the transaction below. Could the popup box have a stronger boundary and pointer
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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Icon visible for each bank account in the Dashboard view that has auto reconcile turned on
In the dashboard view it is difficult. You cannot tell by looking whether auto-reconcile is turned on for that bank account or not. A simple icon representing auto-reconcile turned on would be a great visual check. This thought occurred to me as I am test-driving this function in a couple of bank accounts that have fewer transaction lines going through them to build my confidence in its ability to reconcile correctly. It would also be awesome to turn it off or on with a click from the dashboard. See example of the view attached
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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Search for multiple invoices at the same time using the search field.
Search for multiple invoices at the same time using the search field
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 - 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.23 votes -
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.143 votes
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