Banking & chart of accounts

203 results found

1. Allow Overpayment as an item in the reconciliation instead of 3 clicks to create an overpayment

   At the moment, to create an overpayment from the reconciliation screen, I have to:
   1. Click Create
   2. Enter the contact
   3. Add Details
   4. Change received as to Overpayment (and the UI will sometimes show me this under the arrow, sometimes half a screen away!)
   5. Insert the description and click save.

   Instead, why can't the received as item show up under Create so we can simply change it there? it would reduce clicks significantly and this is how we are tracking our deposits at the moment so I have 100s of transactions that I need to do this for weekly.

   Thanks

   At the moment, to create an overpayment from the reconciliation screen, I have to:
   1. Click Create
   2. Enter the contact
   3. Add Details
   4. Change received as to Overpayment (and the UI will sometimes show me this under the arrow, sometimes half a screen away!)
   5. Insert the description and click save.

   Instead, why can't the received as item show up under Create so we can simply change it there? it would reduce clicks significantly and this is how we are tracking our deposits at the moment so I have 100s of transactions that I need to do this… more

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   submitted  ·  System responded

   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. 🙂

2. 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 bad data from everywhere, not the good data that I put into my client files.

   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… more

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   2 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

3. 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.

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   1 comment  ·  Bank accounts  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

4. editing bank account transaction

   Need an option to change the bank account which a spend/receive money transaction takes effect in without having to delete it and then remake it into the correct bank account.
   Incredibly difficult and time wasting to do when having to move DOZENS of said transactions entered into the wrong bank account.

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   submitted  ·  System responded

   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. 🙂

5. Add 'Remove and Redo' button at the bottom of the page

   Adding a 'Remove and Redo' button at the bottom of the page when reviewing auto-reconciled transaction.
   Starting the newest to oldest, when reviewing, one can mark many transactions that were incorrectly reconciled using the checkboxes. Then they would need to scroll all the way back up to press the Remove and Redo button. Adding a duplicate button at the bottom of the page would speed up the reviewing process and it would be a more natural way of doing this.

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   submitted  ·  System responded

   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. 🙂

6. Always visible menu bar

   Give users the option to lock the top menu bar. When scrolling down on a long list of unreconciled lines and I need to also open another menu of Xero (be it bills, p&l, or chart of accounts etc.) I am forced to scroll all the way back to the top before it reveals the top blue bar with the menu options. This takes time and I also loose where I was in the reconciliation list. For multitasking - it would be much easier if the top bar was locked or lockable and be there for constant access.

   Ideally a toggle would be placed on the menu bar, that allows turning this feature on and off on the go, to suit the current needs of the user.

   Give users the option to lock the top menu bar. When scrolling down on a long list of unreconciled lines and I need to also open another menu of Xero (be it bills, p&l, or chart of accounts etc.) I am forced to scroll all the way back to the top before it reveals the top blue bar with the menu options. This takes time and I also loose where I was in the reconciliation list. For multitasking - it would be much easier if the top bar was locked or lockable and be there for constant access.

   Ideally a… more

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   submitted  ·  System responded

   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. 🙂

7. 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.

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   0 comments  ·  Bank accounts  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

8. 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 too.

   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… more

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   submitted  ·  System responded

   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. 🙂

9. 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 the year really well and save us a massive amount of time in double entries, and ensure payment errors can not be made.

   We really have no need for all of the additional features that come with the next level of plan, not can we afford the pricing increase to that level, simply to be able to streamline our payments and reimbursements to our members.

   Thanks for considering.

   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… more

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   submitted  ·  System responded

   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. 🙂

10. 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 putting something like EUR115, it just puts EUR100).

    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… more

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    submitted  ·  System responded

    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. 🙂

11. 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!

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    0 comments  ·  Chart of Accounts  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

12. 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!

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    0 comments  ·  Bank feeds  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

13. 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 it is now in Xero bank recn awaiting payments and reconciliation.

    Matching does not occur because individual payments on bank stmt and total are not recognised. Therefore auto-recn does not work.

    Current Work around is in Xero Bank Recn "Remove and Redo" to remove the batch. This then puts the payments back into Accts Payable and in bank the payments can then be manually matched. This is time consuming and serious friction against automating processing.

    Solution - When exporting Xero payment batch have tick box to choose to have payments recorded in bank recn as individual payments rather that batch total.

    This matter was raised at Xero Dunedin Roadshow and recommendation was to record in this forum.

    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… more

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    submitted  ·  System responded

    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. 🙂

14. 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.

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    submitted  ·  System responded

    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. 🙂

15. Dark Mode

    There is an existing idea suggestion for implementing Dark mode that now has 550 votes on it and yet Xero still refuse to look into implementing it.

    This is something that will greatly help neurodiverse people, like myself, who suffer from sensory overload and having to stare at a white screen all day.

    It baffles me that this is just disregarded as "oh we can't do that but try these third party methods" as apparently Xero doesn't have the time and resources available to implement it.

    Yet today, I've just gone on Account Transactions and seen that the font has been changed to a childish looking one compared to the original font used.

    So please explain why you have time and resources to make cosmetic changes that no-one has asked for but don't have time to implement one that 550 people have now voted for!

    There is an existing idea suggestion for implementing Dark mode that now has 550 votes on it and yet Xero still refuse to look into implementing it.

    This is something that will greatly help neurodiverse people, like myself, who suffer from sensory overload and having to stare at a white screen all day.

    It baffles me that this is just disregarded as "oh we can't do that but try these third party methods" as apparently Xero doesn't have the time and resources available to implement it.

    Yet today, I've just gone on Account Transactions and seen that the font has… more

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    submitted  ·  System responded

    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. 🙂

16. 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 a manual depreciation adjustment, including:

    The adjustment date
    The depreciation amount
    A description or reason for the adjustment
    The relevant depreciation and accumulated depreciation accounts
    The option to specify whether the adjustment should affect future depreciation calculations

    The adjustment should update the asset’s accumulated depreciation and net book value, while maintaining a clear audit trail. Ideally, it should also allow authorised users to reverse or amend the adjustment if required.

    This feature would help keep the fixed asset register aligned with year-end compliance adjustments, reduce reconciliation differences and avoid the need to maintain separate manual calculations outside Xero.

    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… more

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    submitted  ·  System responded

    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. 🙂

17. renaming accounts

    Ability to rename your bank account when the default name does not reflect what type of account it is

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    0 comments  ·  Chart of Accounts  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

18. 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

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    submitted  ·  System responded

    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. 🙂

19. 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

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    submitted  ·  System responded

    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. 🙂

20. Search for multiple invoices at the same time using the search field.

    Search for multiple invoices at the same time using the search field

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    submitted  ·  System responded

    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. 🙂