23 results found
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Open Banking: Enable for all UK banks to allow updates on demand
ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…
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Deposit Button for Invoices Paid
Deposit Button for Invoices "Paid." Currently, in the Sales Overview>Invoices page, at the Awaiting Payment tab, there is a Deposit button. I wonder if you would please add the Deposit button to the Paid tab? The Deposit option in the Awaiting Payment is not functional for us as we cannot deposit payments which we have not yet received. However, we can deposit payments for Paid invoices. This is a critical feature for our business. Please refer to screenshots below. Thank you.
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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Intercompany Journal Mirroring
Intercompany Journal Mirroring
The Problem
When a user posts a manual journal in one Xero entity (e.g. to record an intercompany loan, recharge, or allocation), they must manually replicate the corresponding entry in the linked entity. This is time-consuming, error-prone, and breaks the audit trail across the group.
The Proposed Solution
Extend the existing Xero Network connectivity to support automated intercompany journal drafting i.e. when a manual journal is posted in Entity A, Xero drafts the mirror journal in the linked Entity B, ready for review and approval.
Key Features to Consider
- Linked entity mapping — Users define which accounts…
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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displaying the nominal accounts in nominal account code rather than alphabetically
when adding budgets can we have the option of displaying the nominal accounts in nominal account code order rather than alphabetically
3 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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Check numbering
I would like to be able to manually enter Check numbers. Xero thinks I printed a check, but I didn't & I am not able to use that check because it automatically goes to the next number it thinks is unused. Reconciling the bank account amount is more important than the correct check number. For example, if I misprint a check onto a blank piece of paper and need to reprint it, it wants a new check number not the number that I had which wasn't used. I currently have 12 unused checks in my pile because Xero thinks they…
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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Report - Show reconciliation date
Hi,
What about generate a report that lists reconciliations by date reconciled, rather than date of transaction?
That way, if you realise after some time that you have made a mistake in your reconciliations, you can easily identify it having happened during the current session or a previous session of data entry.2 votesHi Su, is there a specific report you'd find this information most useful to view?
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Profit and loss presentation
Our board have frequently asked that our management accounts/Profit and loss etc is displayed not in alphabetical order but in order of value. Currently, I manually change the order but this takes far too long.
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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Bank loan and mortgage accounts set up with bank feeds but without being classified as bank accounts
Set up mortgage or long term bank loan accounts as Non-current liabilities but still enable the user to connect a bank feed. This will ensure the coding and processing burden is reduced when reconciling loan accounts and will ensure the Cashflow statement is correct.
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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Shortcut to Bank Reconciliation
Currently accessing the bank rec needs to be done by going to Home and then Bank Reconciliation. Please would you add a shortcut for this on the menu bar?
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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Filter for only Payments (Refunds) on Matching Transaction Screen
On the Find and Select Matching Transactions screen, it would be nice to have a filter that only displays payments and refunds (IE - excludes the unpaid invoices). I record payments on the day that the credit card was posted, but don't reconcile until the deposit. A great deal of my customers are on payment plans, so hiding the unpaid invoices would speed things up for me.
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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1 vote
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Rename Archived Accounts in COA
Rename Archived Accounts in COA.
When reorganising a chart of accounts and reporting we often need to differentiate between the old way of doing things and the new. Or we archive a lot of 'Accountant Only' codes.
Since we can't filter out the archived codes - It would be great NOT to have to 'restore' them to rename to fit in with how we do things now.
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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JAX | Access Larger Dataset
Our company is a BIG proponent of the use of AI technologies. But because we don't currently integrate with Xero directly with our AI tool, I was hoping to use JAX to retrieve the information that we need.
Unfortunately JAX has a very limited subset of info it can retrieve making the results not very useful. It would be more helpful if JAX could have more lines of information or more results back from whatever query it did in the back end, so that I can get the data out on my side.
My example is that I asked JAX…
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watchlist
On the old watchlist, all the accounts that I monitor daily are visible without having to scroll and it gives a clear view of the watchlist accounts.
On the new watchlist, I'm forced to scroll through the list in a much smaller panel. it's awkward and hard to view...also, when I refresh the entire screen the values do not update automatically. I have to refresh the particular panel for the figures to update.
Remove the scroll bar on the right and revert to displaying all the chosen accounts in one long panel without having to scroll.
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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Lock screen view for menu bars
To keep the header ( blue line ) and the white menu bar at the top of screen locked so always visible when scrolling through data.
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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Auto-Reconciliation Toggle for Spend and Receive Items
When auto-reconciling, separate spend items from received items. The Aged Receivables department does not find the auto-reconcile feature useful, whereas it is beneficial for the Aged Payables department.
There should be an option to enable auto-reconciliation for spend items while disabling it for received items
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When a Revolut transaction is reconciled in Xero and then an expense is added to this transaction in Revolut a second transaction is created
I have a linked Revolut Business account. Transactions are showing up correctly. The issue comes when an already reconciled transactions is marked as expense in Revolut (and adding an invoice). Those expenses comes as a separate transactions in Xero.
The expected behavior is to update the existing transaction and add the expense info (attachment, category) to it.
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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Fixed Assets - Intangible Assets
It would be useful to be able to add intangible assets to the Fixed Asset Register and actually have them classified as intangible assets on the register, rather than everything being classed as a tangible asset as it is currently. Then you could expand on this and allow setting for annual impairment write-offs or amortisation policies.
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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Intercompany Loan Accounts & FX Revaluation
Intercompany Loan Accounts & FX Revaluation
The Workaround
Because Xero only performs automatic foreign currency revaluation on bank accounts, you're having to classify intercompany loan accounts as bank accounts, purely to get the FX conversion functionality, even though they are not 'bank accounts'
Why This Is Problematic
- Without changing the layout, it misrepresents the account type in the chart of accounts and on the balance sheet by default, which if left, undermines the integrity of financial reporting, particularly when producing statutory accounts or group consolidations
- It's a compliance headache as auditors and accountants expect loan accounts to look like loan…
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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template
I would like to be able to create templates for common manual journals I need to post. I have to create journals to deal with VMS and Sale on Commission transactions and having the accounts, VAT code and comments already in a template would save time and mistakes creating these. Also, being able to fix the debit and credit fields for each account would ensure the journal is entered correctly.
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