286 results found
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Pin ribbon on top of Bank Reconciliation
I think it would be functional to be able to pin the blue Xero ribbon (or taskbar) on top of your screen. At the moment I have to scroll to the top to view it and navigate to bills, invoices, etc. and it would be nice to have the option to pin it.
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.
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 | Reconcile period - Ability to delete draft period
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
31 votesHi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.
For the time being, you can change the dates to essentially reset this to the period you want to reconcile.
To open the period in an editable state from the 'All periods' list:
- Select the "Continue" button on a draft period, or
- Select "Edit" on a locked period, then "Continue" in the modal to unlock it
From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.
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Auto reconciliation - Reconcile only when all fields match
The auto reconciliation feature in Beta is great but it would be appreciated if you could tailor what to reconciliation. Eg only auto process things that match not create new invoices (from memory). We need to upload tax invoices on all purchases, by auto creating it is skipping this important step. If people have already uploaded (via expenses) then its ok.
5 votesHi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!
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Bank Reconciliation - Set default currency filter in Bank Reconciliation
Feature request: option to change default currency filter in Bank Reconciliation
Hello Xero team,
I’d like to submit a feature request regarding the Bank Reconciliation → Find & Match workflow for multi-currency transactions.When reconciling a bank transaction, Xero defaults to filtering matches to the same currency as the bank account. In cases where the transaction relates to an invoice or bill in a different currency, the user has to manually untick the “same currency only” filter each time.
For users who regularly work with multi-currency transactions, this becomes a repetitive step and an easy thing to miss.
Feature request:
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5 votesThanks for sharing your idea, and letting us know how the ability to set a default for the currency filter in bank reconciliation would aid your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Cash Coding - Bulk assign expenses to Projects
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how bulk assignment to projects during cash coding improve your workflow especially with grouped transactions from travel or project work.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reconciliation - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
5 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Reporting - Jax Auto Reconcile Report
For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
(2) export the report (3) enable the report size to be adjusted to show all fields in one page3 votesThanks so much for taking the time to share such a well thought out idea with us about a JAX auto-reconcile report 💙 We really appreciate the detail you’ve included and the way you’ve explained the impact this would have.
We’ve moved this idea to Gaining Support so we can continue to gather interest and feedback from the wider community. This helps us better understand the level of demand and gives our product teams useful context when reviewing ideas like this.
Thanks again for taking the time to share your feedback with us and help shape Xero ✨
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Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
24 votesHey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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.
6 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this idea with other colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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unreconcile auto-reconciled transactions
Develop a way to bulk unreconcile auto-reonciled transactions. I've taken over a Xero file and found hundreds of errors with the auto-reconciled transactions. The client can't afford to pay me to fix it all. There should be a way to bulk undo a system that cannot be guaranteed to be accurate.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Find and Recode - Filter by Account Type
It would be helpful to be able to filter items to find and recode by income statement or balance sheet items rather than having to sort by code and selecting the applicable ones or filtering by ALL the applicable codes, which is very time consuming.
2 votesHi everyone, thanks for sharing this idea ✨. We’ve reviewed your suggestion to be able to search within Find and Recode by account type, rather than needing to search by individual account. We’re moving this idea to Gaining Support so it can build support from the wider community. This status means the idea is open for votes and comments, which helps us gauge how useful this change would be for others and gather more detail on the workflows it could improve.
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Cash coding - Allow user to save partial allocations
Cash coding - Allow user to save partial allocations, such as tracking categories, instead of having to add all final data to reconcile
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Jax Auto-Reconciliation for Bank Rules ONLY
It would be super helpful if Jax could Auto-Reconcile Bank Rules ONLY as it does not correctly allocate the other transactions but bank rules are fine to be auto reconciled.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reconciliation
An undo button would be extremely helpful for accountants and business owners when reconciling. I know my clients would appreciate an undo button to show up at the bottom corner of the page for approx 5 seconds.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reconciliation - Allow an 'Edit' option for existing batch reconciliation without requiring a full Remove and Redo
We make one Batch payment to suppliers each day. So we simply reconcile on the 'Find and Match' screen against the bills or overpayments. If however, we accidentally paid reconciled a payment to the wrong supplier, we have to 'Remove & Redo' the full payment - and then re-reconcile correctly.
Xero should have the ability to simply EDIT the reconciliation to change allow us to change the contact or whatever other permutations might be.
Or atleast include this in the Find and Recode facility somehow
1 voteThanks for sharing more detail around your workflow. We understand the request to edit a reconciled batch without needing to remove and recreate it. Having the flexibility to make minor changes to an existing batch could help save time and reduce rework.
In the meantime, you can leverage the Batch Payment feature to select relevant bills and credit notes from the Bills list, and create a batch payment transaction. You can then simply match the batch payment transaction to the statement line without having to manually select each bills from the Find & Match table.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to use it.
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Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen
Show how many lines to reconcile per month:
I only use Xero once month, to do last months accounts. I know some people go in every day, or every few days and reconcile a few transactions, but I just do it all once a month and print the end of month reports. I am sure a large portion of people do this too.
I reconcile all previous months transactions, and run the reports. Say it is 8 April, I don't need to reconcile any transactions for April. I just want to close off March.
Therefore I want the blue "Reconcile…
2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Reconciliation - Copy transfer transaction
I would like to be able to copy a Transfer transaction.
When viewing a transaction on the "Transaction: Spend Money" screen, the "Options" menu includes a "Copy" function. However, when viewing a transaction on the "Transaction: Transfer" screen, the "Options" menu does not have the "Copy" function. Please add the "Copy" function in the "Options" menu on the "Transaction: Transfer" screen.
6 votesHi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
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Reconciliation - Autofill account and tax when applying a bank fee
It is frustrating when manually reconciling transactions when a variance is a bank transaction fee and I select 'Bank Fee' as the reason for the difference only to then have to select bank fee again when completing the transaction line presented for the Bank Fee.
Surely, if I have selected 'Bank Fee' as the reason for the difference, the line presented could have the 'Bank Fee' nominal account pre-selected and the appropriate Tax Rate populated given that it is for a Bank Fee?
It's only a small thing, but it bugs me.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how autofilling the account and tax fields when applying a bank fee could streamline reconciliation.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Reconciliation - Ability to "park" or hold complex transactions in a separate tab on the Reconcile screen
Suspension of transactions waiting for more information
Please please please
When doing the reconciliations can there be a quick action button that lets me set aside this transaction for now so I can continue with the easier reconciliations and then come back to these ones.
Ideally the selected transactions would change colour and stay at the top of the list for revisiting. Even perhaps with a line underneath them to delineate from the main recon list.
The "suspension list" would not be part of the scrolling or page selection, as we need to easily see that they still need to…1 voteHi Dianne, thanks for sharing your feedback here.
Having a way to temporarily park bank statement lines during reconciliation could make it easier to work through high volumes of transactions without losing your place when an item needs further investigation.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please continue to vote and share how you currently manage these transactions. Your feedback helps us better understand how this could support different reconciliation workflows.
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Bank Reconciliation - Option to Edit rule from the Reconcile screen
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!6 votesThanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
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