259 results found
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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.
5 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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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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Spend/Receive Money Transaction - Show account number in View mode
This is very basic, but a search didn't reveal an answer. Maybe it exists. Maybe it doesn't. It frustrates me when I try and look back on a reconciled bank item that it only shows the account description in view mode, not the code. I can only see the account number when I enter edit mode. Please make the account number visible in view mode. It would remove ambiguity when making a similar posting and prevent accidental corruption of previous postings. Pictures below Edit vs View mode.
1 voteThanks for sharing this idea, Martin. We can understand how displaying the account code or general ledger account number when viewing a Spend or Receive Money transaction could make it quicker to review coding without needing to switch into edit mode.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know where you'd find this information most useful, such as the transaction summary or another view.
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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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Invoice Payments -Mark invoice paid by cash
Many customers pay in cash but still want an invoice sent. I need a way to mark invoices as paid in cash without it appearing to go through a bank account, as this makes reconciliation difficult. A simple “Paid in Cash” option posting to a cash or undeposited funds account would fix this.
2 votesHi Brad, 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. Cheers!
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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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Bank Rec - Use contact bank details when matching transactions
Reconciling needs to cross reference the bank details of the customer as well as the amount paid. One of the biggest admin errors we face is when we auto match the wrong statement line to invoice. If the software was looking for the bank details too this would help avoid mis match.
1 voteAppreciate the additional detail you shared, and how matching with the ability to base this on contact bank details would be useful to you, Julia.
I'll shift your idea to Gaining support so we can get a better sense of interest in this idea. Feel free to share with any colleagues that'd find this useful too!
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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 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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Bank Reconciliation - Record Spend and Receive money when reconciling
It would be useful to have the ability to record both a 'Spend Money' and a 'Receive Money' transaction when reconciling a single bank line item.
For example, when reconciling a bank deposit (money received), a user should be able to simultaneously record a portion of that money as a 'Spend Money' transaction (e.g., for cash expenses paid out of the deposit) in addition to the main 'Receive Money' entry. This would prevent the need to leave the reconciliation screen, streamlining daily workflows for businesses that handle cash deposits combined with cash expenses.
The attached screenshot illustrates a scenario where…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
In the meantime, this can be solved by adding a negative line item when creating the receive money transaction or by using the adjustment option.
We've reviewed your idea and now it's up to the community to get behind and support it.
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 - 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
9 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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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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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.
5 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 - 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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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.23 votes -
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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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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