286 results found
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Bank Reconciliation - Ability to change statement lines' date
Hi Xero,
When doing bank reconciliations, we often have to change the dates on rec lines.
It would save so much time if you did not have to click into the transaction to change the date.Likewise, in cash coding - You can change every other detail except the date, meaning you have to go back into individual transactions
Have attached screenshots.
1 voteHi Natalie, thanks for sharing your feedback here.
We can see how having the ability to edit the date on a bank statement line could help in situations where the bank processing date differs from the date you need for your reconciliation workflow.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share how this would support your reconciliation process.
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Reconciliation | Find & Match - Default to show spent/received items
In Find and Find and Match function in Bank Reconciliation
Set the "Show spent items" and "Show receive items" to default to what was last used, OR to be always on.
2 votesThanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
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Bank Reconciliation - Ability to enable or disable auto-reconciliation for Spend or 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
1 voteHi everyone, thanks for raising this idea. We understand why having separate controls for auto-reconciliation of Spend and Receive transactions would be useful, especially for teams managing different parts of the reconciliation process.
The idea is to allow users to enable or disable auto-reconciliation settings separately for Spend and Receive items, giving more flexibility over which transactions are automatically matched.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
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Bank Rules - Increase the maximum number of conditions per rule
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
4 votesThanks for sharing your idea and telling us what matters most to you.
We’ve reviewed it, and now it’s over to the community. If this idea could help your colleagues,
share it with them so they can add their vote. Other community members can also comment to add more detail on how this idea could improve their experience with Xero.
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Find and Recode - Recode Transaction window option to always show TrackingOption1&2 fields
Recode Transaction window (for recode Source Transactions) needs an option to show TrackingOption1 & TrackingOption2 fields by default so users don't have to click +Add every time
1 vote💥 Thanks so much for sharing this idea — we can see how having TrackingOption1 and TrackingOption2 show by default in the Recode Transaction window could make Find & Recode quicker and easier to use.
We’ve moved this idea to Gaining Support so we can better gauge interest and understand how helpful this change would be for customers using this feature.
If this is something others would also like to see, we’d really encourage them to add their vote and share how they’d use it. That kind of feedback helps give us a clearer picture of the impact and demand for the idea.
We’ll keep an eye on the support it receives and share any updates here as things progress.
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Bank Reconciliation - Custom templates/defaults for reconciliation adjustments
It would be so time-saving to allow us to create default shortcut options for the reconciliation adjustment instead of only being able to choose "Bank Fee" or "Minor Adjustment". My "Bank Fee" is always the same information for all field (except for the amount), so why can't I just select a button that I can name something like "MY Bank Fee Default" and it fills in the fields automatically and takes me directly to the amount field?! This would save people HOURS of time every month when reconciling.
3 votesHi there,
Thank you for this suggestion!
I’ve assessed your idea and moved it to Gaining Support. Being able to create custom adjustment shortcuts would be a massive win for efficiency, especially for practices or businesses dealing with high volumes of bank transactions.
I've also updated the title to Bank Reconciliation - Custom templates/defaults for reconciliation adjustments to help others with the same pain point find and support this.
A quick tip for now: If your bank fees always come from the same bank account or have a consistent description on your bank statement, you might be able to automate this entirely using Bank Rules.
By setting up a "Spend Money" bank rule, Xero can automatically suggest the account, description, and tax rate the moment the bank statement line hits your screen, meaning you wouldn't even need to click the Adjustment button!
We’ll keep you posted on any…
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Bank Reconciliation - Search | Enable mid-string matching
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you Dan. We appreciate you sharing your thoughts and providing a detailed example. We'll open this idea up to the community to gain more support. You can share this with your colleagues who might benefit from this as well. Cheers.
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Account transactions - Add Next and Previous navigation buttons within transaction views
When reconciling, I enter each transaction and ensure it is taxed correctly. At present I have to return to the main account transaction list, find my next transaction and enter that transaction each time.
It would be very handy to have a click through to the next transaction or click previous transaction buttons when viewing a specific transaction.
1 voteHi Leigh, thanks for your suggestion.
We understand you’re looking for a quicker way to move between transaction details, such as having next and previous navigation options when reviewing entries.
Having smoother navigation between transactions could make reviewing and correcting records more efficient.
We’ll continue to track feedback and interest from the community for this idea. In the meantime, you can open a specific transaction in a new tab for reviewing while keeping the list open in the original tab.
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Stripe - Add tracking code for Stripe fees
Stripe connected payment service - ability to add tracking code to stripe fee.
We use tracking codes for all P&L transactions, connected payment service does not have tracking code option so need to add tracking code manually to all reconciled stripe fees - there are a lot to recode. Since its a connected payment service it takes precedence over any bank rule, so change needs to happen in connected payment service.2 votesThanks for the feedback, Nicole. Appreciate how this could be handy if you have a lot of payment fees that are needing to be coded.
We don't have any immediate plans on this but will start to track the interest here and share if there are any plans made.
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Bank Reconciliation - Automatic coding of transfers between bank accounts
It would be great if Xero could automatically do the transfer between Xero bank accounts.
This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.22 votes -
Bank | Account transactions - show source type e.g Invoice / Bill
On the Account Transactions screen for Reconciled transactions. Would be great to have columns to show the Reconcillation Type and Payment Type (Invoice, Bill etc).
This would make it easier to identify and sort transactions on that screen
1 voteAppreciate you sharing how viewing this information from the Account Transactions of a bank account would be useful to you, jason.
While this isn't something we have plans to add just atm, we'll start to get a sense of the interest fro others in this here. I'll share if there are any updates.
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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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 votesThanks for the extra detail, Sandy. We don't have any direct plans around this atm, however we're working on automated bank reconciliation which should help cut down the manual entry of reconciliations for spend money transactions overtime.
There is also Bank rules that can pick on particulars of your statement lines to help with reconciling - However, it sounds like you're manually creating these transactions before they're reconciled?
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Bank Reconciliation - Send Overpayment Query Emails to Customers
wanted to suggest an enhancement to how overpayments are handled within Xero.
In situations where we receive a customer overpayment that cannot be immediately allocated, the current process requires us to step outside of Xero to contact the customer and clarify what the payment relates to.
What would be highly beneficial is:
A built-in option to trigger an “Overpayment Query” email directly from within Xero.Proposed functionality:
A button/action against an overpayment (e.g. “Query Customer”)
Pre-populated email template including:
Customer name
Payment amount
Payment date/reference
Ability to customise the message before sending
Email sent directly from Xero and logged against…1 voteHi John, thanks for your detailed suggestion. We understand you’re looking for a way to send an overpayment query email directly from the bank reconciliation screen when a customer payment doesn’t match an invoice.
Having this option within the reconciliation workflow could help make it easier to resolve payment queries without needing to move between different tools.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Banking - Account transactions display ability to show if there are attachments
Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you
1 voteThanks for sharing your thoughts with us.
Just to check is this from the Account Transactions screen of the bank account that you're referring to? - Atm, where there is a file attached to the transaction a file icon along with a number is shown in the far right of the grid on the Account Transactions screen.
Appreciate you're asking a little further that you'd like to be able to include the document name, being open considering document names can be quite long and there would also need to be consideration for what shows when there are multiple documents attached this isn't something we have any plans around right now but will gain a sense of the interest your idea builds in the community here.
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Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.133 votes -
Bank Reconciliation - Export search results to CSV
Can we please have the ability to export bank statement search results to a csv file?
Every day I wish that was possible!
Thanks
7 votesThanks for sharing your idea of exporting bank statement search results to CSV.
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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Xero Accounting App - Edit reconciled account transactions
It would be help helpful to be able to edit reconciled transactions within the Xero phone application.
I often want to fix something on the go and have to wait until I can get to a computer.
4 votesThanks for sharing this idea about editing reconciled transactions in the Xero mobile app. We appreciate you letting us know how this could improve 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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Bank Reconciliation - use the bank feed as a calculator
Use the bank feed as a calculator. Insert tick boxes and select the relevant tick box for money received and/or spent to calculate totals
For example, have a tick function (such as a tick within the Bills section) to add payments into / out of bank account.
The benefit could be to help users reconcile individual payments in the bank account against other ledgers used within the users business whether online or offline
See attached screenshot with example of tick boxes
1 voteHi Gary, thanks 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. 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 - Increase find and match limit
Dear Xero Team,
I am a regular user of the Xero Cloud Portal and appreciate the platform's intuitive features for managing business finances.
However, I am currently facing a challenge when reconciling bank transactions. I frequently receive bulk deposits that are made up of a large number of small invoices—often exceeding 100. Unfortunately, Xero's current system limits me to matching only up to 100 invoices against a single deposit. This creates a significant bottleneck in my reconciliation process and affects my workflow efficiency.
Feature Suggestion:
It would be extremely helpful if Xero could increase the invoice matching limit to at…6 votesThanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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