19 results found
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Receipts - Automatically linking to bank transaction
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
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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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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 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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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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Reconciliation - Send Receipt option for incoming payments
Once an incoming payment item has been reconciled, please have a button on that screen with an option to send a receipt for that payment. Currently you need to have another window open with transactions to send a receipt or you need to come out of reconciling and go into bank transactions, its time consuming when you have lots of payments to reconcile a button on the screen would be quick and easy.
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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EASIER TO RECONCILE BETWEEN PAID IN AND PAID OUT
Allow a filter which enables you to only see paid in or paid out at a time. E.g if I only want to see and reconcile amounts paid in it would show purely that and not amounts /statement lines gone out and vice versa.
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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Attachment to bank feed
Clients should be able to attach the vouchers to the bank feeds then the accountant can review the voucher and code the transaction. As it is, whoever attaches the voucher has to code the transaction. This is risky for a non-accountant. If the accountant is sent attachments and they have to work out what bank feed it relates to before coding it is inefficient.
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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remove bill from batch payment
We need the functionality to change batch payments without removing all allocations - sometimes an invoice or bill is reconciled as part of a batch payment incorrectly. We really need the option to be able to remove individual allocations within the batch and change it to an overpayment (or move it to another bill/invoice). This is particularly critical for companies that pay statement balances for large numbers of invoices, say at the end of the month.
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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Improved Integration with Payment Platforms for Bank Feeds
Improved Integration with Payment Platforms for Bank Feeds
I would like to suggest deeper integration between Xero and payment providers such as:
Stripe
GoCardless
Square
Specifically, it would be valuable if Xero could automatically import bank feeds from clearing accounts linked to these payment platforms.
Many businesses process large volumes of transactions through these providers, and reconciliation of clearing accounts can become time-consuming. Automated bank feeds for these accounts would streamline reconciliation, improve visibility over cash flow, and reduce manual data handling.
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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Ability to add info to each bank account
Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.
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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flexible bank account list
The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.
Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
As we have over 70 bank accounts, that would be very helpful.Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts"…
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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receiving cash on site
Many customers pay in cash but still want an invoice sent. I need a way to mark invoices as paid in cash without it appearing to go through a bank account, as this makes reconciliation difficult. A simple “Paid in Cash” option posting to a cash or undeposited funds account would fix this.
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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Overpayment by contact
SIMPLY ALLOW ANY AMOUNT OF PAYMENT TO BE CREDITED TO A CONTACT DIRECTLY WHEN OVERPAYMENT IS DONE. SYSTEM IS TOO TIMEOUS. MANY OF OUR CUSTOMERS OVERPAY
1 voteHi Hester, trying to better understand your needs here. Currently when you create an overpayment for a contact the overpaid amount will remain available on that contacts record to either be applied to a subsequent invoice or refunded. Can you explain a little more on your business process and why the current options don't suit?
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Bank | Reconcile period - Ability to toggle between bank accounts
In the new Reconciliation module (screen?) there should be a dropdown here (see screenshot) to toggle/navigate between bank accounts so I don't have to click back to Bank Accounts then have to click into the Bank Account to then click AGAIN into the Reconcile module. It saves only one click but three screens of loading time - HUGE TIME SUCK.
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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sequentially number transactions in order of creation
Include a unique sequence number for each transaction on Xero in the order of creation.
For someone who outsources the work to external accountants but need to review each transaction, tracking reviewed transactions is easy as each transaction has a unique sequence number. Tracking backdated transactions is also more efficient if the transactions are sequentially numbered in creation order
This can indicate gaps in sequence to search for deleted transactions
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 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…
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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