95 results found
-
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?
-
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.
-
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!
-
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.
-
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!
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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?
-
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.
-
Cash coding - Floating headers in cash coding screen
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS12 votesHi everyone, just a quick update to let you know we’ve reviewed this idea and marked it as Gaining Support.
The suggestion to add floating headers in the cash coding screen makes a lot of sense, especially for those of you working through long lists of transactions.
We’re keeping an eye on how much interest this gets, so if it’s something that would help you, feel free to add your vote or leave a comment. That kind of input really helps when we're looking at what to prioritise next.
-
Overpayment - Ability to change to Credit Note
Convert Overpayment to Credit Note, or treat Overpayment the same as Credit note.
We have a lot of customers who double pay their invoices and several who would like to see what credit they have on their account as they will order again - so don't bother with a refund.
Creating overpayments seems like the most logical thing to do, but the functionality of overpayments is lacking in every way. There is no way to send a pdf version of an overpayment to a customer except for printing a statement. I've upvoted the suggestion to add printing functionality, but that…
10 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
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.
-
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.
- Don't see your idea?