5 results found
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Bank Feed - Discover Bank
For Xero to add back the bank feed connection for Discover Bank.
1 voteThanks so much for sharing this idea and letting us know you’d like to connect your Discover account in Xero. The good news is that a Discover bank feed is currently available.
If you’re having trouble finding or connecting it or you have a Savings, CD or Card account you will need to connect through Capital One instead. If you need more help our Xero Support team will be happy to help look into this and guide you through getting it up and running. You can raise a case with Xero Support here. 😊
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Chart of accounts
The chart of accounts should be a “live” trial balance- always showing the the balance as of today.
It should also have a date filter so you can quickly change the date of the balances shown.
This is how it works in Business Central. Much cleaner and quicker than the ten clicks to go to reports, find the right report, adjust all the filters… etc.
1 voteYou can already see this in Xero Paul! When you go to the Chart of Accounts it shows up-to-date balances as of today because Xero calculates each balance from all recorded transactions up to the current date; revenue and expense accounts show current financial-year totals, while asset, liability and equity accounts show today’s balance.We have a bit if help around this in Xero Central😊
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Swing/Switching accounts
Balance Sheet accounts should have a tick box to provide the option to treat them as a swing/switching account so that it automatically reclassifies itself between an asset and a liability depending on whether its closing balance is positive or negative.
1 voteHi Belinda, the suggestion described here is supported through Switch Rules on the Balance Sheet. This is useful for accounts where the balance can move between a debit and credit position from one reporting period to another.
Once configured, the account can automatically appear in the appropriate asset or liability section based on its balance.
I’ve updated the status to Existing Functionality and closed the idea for voting.
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B
I want to add a bank account to my website so that I can receive money directly to me
1 voteHi there, from our understanding of this idea, it sounds like you're looking to have bank account details displayed on invoices, along with an option for customers to make payments online.
This functionality is already available in Xero through Invoice Settings and Payment Services. As a result, we've updated the status to Existing Functionality and closed the idea for voting.
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Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesHi Christanne, reviewing your idea here again I wanted to confirm that this functionality is already available. You can select the transactions that you'd like to apply an existing rule to and from the header of the grid you'll see an option to 'Apply rule'. If needed you can then make any changes to the rows before you save and reconcile. 😊
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