Banking & chart of accounts

5 results found

1. Make ANZ Bank Feeds 7 days not Tuesday to Saturday

   Improve ANZ bank feed to be everyday rather than Tuesday to Saturday. NZ businesses work 7 days and make and receive payments on those days, waiting to Tuesday to get them means the otherwise up to date data is incomplete. The other major NZ banks provide 7 day updates so it is obviously an ANZ thing that they are scheduling them for the weekends or Public Holidays.

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   0 comments  ·  Bank feeds  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Appreciate you sharing this feedback, Dean. We understand how having ANZ bank feeds update across weekends could make it easier to keep transaction records current for businesses that operates daily.

   As ANZ controls when transaction data is made available for the feed, there’s limited action we can take within Xero to change the schedule. We’ve updated the status to Feedback for now as we cannot commit to idea of this nature. However, we've noted down your feedback for our team's review.

2. API - Allow secure, auditable bank reconciliation and matching

   Xero currently requires bank reconciliation to be completed in the web interface. The Accounting API does not expose unreconciled bank statement lines or provide actions to match and reconcile them.

   Please add a secure, auditable API that lets authorised integrations and AI agents:

   • retrieve unreconciled bank statement lines and candidate matches
   • match lines to invoices, bills, payments, bank transactions and transfers
   • create permitted adjustments or splits
   • prepare a reconciliation for human review, or complete it when explicitly authorised
   • undo or correct a reconciliation using controlled permissions

   Safety controls should include dedicated OAuth scopes and roles, organisation-level opt-in, draft-only and approval-required modes, confidence thresholds, idempotency keys, dry-run/validation responses, and a complete audit trail showing the user, app or agent responsible for every action.

   This would let accountants and bookkeepers use agents and custom workflows to prepare high-volume reconciliations while keeping humans in control. Today an agent can analyse accounting records through APIs, but it must switch to the webpage to finish every match. That prevents reliable end-to-end automation and creates unnecessary manual work.

   A narrower existing request covers reconciling both sides of bank transfers. This request is for a general reconciliation API across bank statement lines and their possible matches.

   Xero currently requires bank reconciliation to be completed in the web interface. The Accounting API does not expose unreconciled bank statement lines or provide actions to match and reconcile them.

   Please add a secure, auditable API that lets authorised integrations and AI agents:

   • retrieve unreconciled bank statement lines and candidate matches
   • match lines to invoices, bills, payments, bank transactions and transfers
   • create permitted adjustments or splits
   • prepare a reconciliation for human review, or complete it when explicitly authorised
   • undo or correct a reconciliation using controlled permissions

   Safety controls should include dedicated OAuth scopes and roles,… more

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   0 comments  ·  Reconciliation  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Cesar, while we appreciate your feedback we have a Developer ideas forum where ideas surrounding the API are best [aced and can be considered and updated by the appropriate teams.

   Having done a quick search of the idea in that forum it does appear we have an existing post surrounding your idea here and I want to be open that this isn't something our teams have plans of implementing - you can read more around this here.

3. Use Claude to Reconcile Accounts

   We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.

   It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.

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   0 comments  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Marc, appreciate you sharing this suggestion here. As this idea is related to a third party system (Claude), this will be best raised in our Xero Developers Idea page instead.

4. Improving Auto-Reconciliation Functionality

   Just a few ideas our team has come up with from testing out the system on our accounts:

   • Incrementing the Reference Number - Each of our transactions uses a unique reference number and has a different pre-fix on each account we use Xero for, it should be possible for Xero to detect this and increment it by one for each transaction that the auto-reconciliation handles.

   • Interaction between the auto-reconciliation and other apps, i.e. Dext - We use Dext to provide information and upload photos of receipts and invoices for transactions; there should be a way to enable the auto-reconciliation to work with this so we don't need to later go in and update the transaction with a picture or scan each time

   • Detecting when not to auto-reconcile - For some transactions, like freelancers, we might be assigning them to different projects from one month to the next so the auto-reconciliation should check back on the last three times we paid a specific payee and then if it's inconsistent it shouldn't attempt to guess at an auto-reconciliation

   Just a few ideas our team has come up with from testing out the system on our accounts:

   • Incrementing the Reference Number - Each of our transactions uses a unique reference number and has a different pre-fix on each account we use Xero for, it should be possible for Xero to detect this and increment it by one for each transaction that the auto-reconciliation handles.

   • Interaction between the auto-reconciliation and other apps, i.e. Dext - We use Dext to provide information and upload photos of receipts and invoices for transactions; there should be a way to enable the auto-reconciliation to… more

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   0 comments  ·  Reconciliation  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for sharing these suggestions around Auto-Reconciliation.

   There are several different improvements covered here, including automatic reference numbering, attaching receipts from Dext, and applying project logic based on transaction history. Each of these could be considered separately, so we’ve updated the status to Feedback.

   To help the community vote on each request individually and give our product teams clearer feedback, please create a separate idea for each improvement. For ideas related to third party apps such as Dext, this will need to be raised via Xero Developers Idea page instead.

5. Pricing Plans - Add Cash Coding to Starter plan

   Adding cash coding into Xero Starter Plan

   Purpose: It will help the accountant's work easier in reconciling their client’s account.

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   98 comments  ·  Reconciliation  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we've made a few changes to our plans since this idea was created and to update here - cash coding is now supported on all Business Plans in most regions.

   We recognise some small businesses may still deal with many transactions in a month and this tool allows you to bulk reconcile your bank account, saving you time to work on the important things. 🙂

   We really value your input and support through this idea over the years, and apologise we've not provided an update here sooner.

   Moving forward, while your feedback here's all been shared back with our teams, internally we will no longer be accepting ideas for pricing plan or plan structures as we cannot make commitments to ideas of this nature. Thanks for all your engagement.