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Banking & chart of accounts

Customer ideas for bank accounts, bank feeds and chart of accounts

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Banking & chart of accounts

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5 results found

  1. Bank Reconciliation -Split payment to more than one invoice during 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…

    11 votes

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    0 comments  ·  Reconciliation  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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 🙂

  2. 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 votes

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    1 comment  ·  Reconciliation  ·  Admin →
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    Idea review  ·  AdminHasan Dhan (Admin, Xero) responded

    Hi

    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 🙂

  3. 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 vote

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    1 comment  ·  Reconciliation  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

  4. Build you you banking app

    Digital security is a must with A.I.

    0 votes

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    0 comments  ·  Bank accounts  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Heliodoro, could you share a little more detail about what you're after in your idea here? Appreciate wanting security with more A.I present however a little hard at this time to interpret what you seeing helping you with this.

  5. Bank Feeds - Allow Comonwealth Bank Personal credit card

    Bank feeds for Commonwealth Bank personal credit cards

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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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