14 results found
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Pop-Ups, Banners, Advertising - oh my....
Pop-Ups, Banners, Advertising - oh my....
Seriously this is a whole lot of visual noise that we don't need. Its scattered though your program forcing me to address it and close it constantly.
We have to have a options to turn these things off - there are already so many extra clicks and movements with the deplorable "updates" and we are now forced to either deal with this visual noise and clutter or take longer still with extra clicks to dismiss these all because of what...
Greed?
For the sake of change?
Its certainly not improvement because I am yet…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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Spend Money - Prefill last entered transaction
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
2 votesHi
We appreciate you sharing your idea and why you would find pre-filling information from the previous transaction useful, Sandy.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Recap Transaction
Recap Transaction is an essential feature in any accounting software. With a single click, it shows all details of a transaction including which accounts are debited and which are credited. This eliminates the need to sift through lengthy journal reports to locate specific transactions.
1 voteHi Sandy, it'd be good to get a bit more understanding of the common situation and where you'd like to be able to view this option from. For example would you generally be looking at the transaction from the Bank account, or another page in Xero? Can you share any detail about situations that lead you to this? It may help others associate with your idea here and our product team understand the pain points or consider possible solutions.
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commonwealth bank
Bank feeds for Commonwealth Bank personal credit cards
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 Reconciliation - Allow “Split” from "2. view your selected transactions" section in bank reconciliation
When reconciling bank transactions in Blue Xero, the "Split" option is currently only available at the individual transaction level in the "1. Find & select matching transactions" section.
It would be much more efficient if the "Split" option were also available in the "2. View your selected transactions" section. This would allow users to first select all invoices or bills that form part of a single payment, and then apply the split at that point, rather than needing to split each invoice or bill individually.
Additionally, if an invoice is selected without being split and the user moves on to…
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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permissions
Some users, including the view only users don't need to see anything about the bank accounts. When selecting what some users can access, the bank account in particular should always have a tick box to be able to not tick, most others should be able to be toggled also.
I have one user I would like to allow access to view only customer details and products & serves only but my only option is to give them standard access because products & services isn't shown on invoice only mode.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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Instant international payments
Ability to collect instant international payments from customers (next day settlement). Having this feature will improve international trade as foreign inbound payments currently take 4 - 7 days depending on the currency.
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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Consolidated Reconciliation View
Consolidate all reconciliation entries for all accounts into a single view.
It is extremely inconvenient to have to switch between all accounts to view and make reconciliations.
This issue becomes more problematic with the number of accounts being high. A large number of unnecessary page changes can be eliminated with a consolidated view.
A single consolidated view could also better visualize the relationships of accounts for automatically suggested reconciliation entries.
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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report that shows unreconciled account transactions for multiple bank accounts at once
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and 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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Bank rules - increase the number of conditions
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank rule - custom order
When selecting to apply bank rules manually they are automatically shown in alphabetical order. I can see that this will be helpful for many, but it would also be useful to be able to manually set the order.
We have so many, I've had to apply numbers in the rule names e.g '1 - name a' '1 - name b' '2 - name a' '2 - name b'
Instead I'd like to be able to categories / group / manually order them.
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 rules - Improve view & scroll
It would be really helpful if the way the list of bank rules is displayed, when selecting them in the cash coding screen, was improved and made more user friendly.
Often I have to manually apply bank rules (due to other bank rule limitations). We have a lot, so this means scrolling through the list each time.
The arrow to display the whole list is tiny, requiring precise hovering to select it, and each click only moves the list at once.
They could be displayed in a better way, at least in columns, and more shown at once.
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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Two Xero Profiles, One Bank Account, "Reconcile" needs to sync between the two profiles
Right now, I’m running two separate Xero profiles — one for my workshop and one for my retail business — but both use the same bank account. Because of this, the same bank transactions feed into both profiles, which means I’m having to reconcile everything twice.
In the Reconcile screen, it would really help to have an additional dropdown that auto-defaults to the profile I’m currently in, but also lets me switch to the other one. Essentially, the two profiles would need to sync with each other, so the figures stay accurate, while still allowing me to view revenue and…
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 Reconciliation: Mixed Spend/Receive Transactions
It would be useful to have the ability to record both a 'Spend Money' and a 'Receive Money' transaction when reconciling a single bank line item.
For example, when reconciling a bank deposit (money received), a user should be able to simultaneously record a portion of that money as a 'Spend Money' transaction (e.g., for cash expenses paid out of the deposit) in addition to the main 'Receive Money' entry. This would prevent the need to leave the reconciliation screen, streamlining daily workflows for businesses that handle cash deposits combined with cash expenses.
The attached screenshot illustrates a scenario where…
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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