84 results found
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Spend Money - "Save" vs "Save and Close" - Add an option for Save (continue editing) similar to bills
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item.
I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi Sandy, thanks for sharing your idea for having a "Save (continue editing)".
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 - Add a column in the bank statement tab that show the Account the transactions are coded to.
This will assist when coding transactions and/ or reviewing transactions without having to manually click into each individual transaction.
6 votesHi team, while this isn't possible to view from the Bank Statements tab of a bank account you can currently run the Account Transactions report and add a related account column to see both the bank account and the account a transaction from that account is coded to.
With new auto bank reconciliation which is currently in beta you'll be able to get a view of the account that has been auto reconciled is coded to. 🙂
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Banking & Transactions - Suggestion for displaying the running difference when detailing transactions
When 'Adding details' or editing a transaction, the running total amount needs to equal the original transaction amount (money receive or spent). Some businesses require entering multiple line item entries in order to balance a deposit or withdraw. XERO states the total amount entered at the bottom, but does not state the 'Mathematical Difference' between the original transaction amount & the running total. In order to determine this, a manual calculator is needed. XERO should state the running total as well as the running difference.
1 voteThanks 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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Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
3 votesHi everyone, thanks for sharing your feedback on this idea. We appreciate you taking the time to explain how auto-search in the Find and Match screen could help streamline your reconciliation 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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1 vote
Thank you for contributing to our product roadmap and highlighting the changes that are important to you. We have completed our initial review, and your idea is now open for community support.
To help this suggestion gain traction, please encourage your colleagues to vote for it as well. Other users can now add comments to explain how this feature would enhance their workflow in Xero."
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Bank Reconciliation - Copy details from statement line into spend/receive money
Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…
15 votesHi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.
We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.
At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.
We’ll continue to track feedback and interest from the community for this idea.
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Cash Coding - Disable "Save & Reconcile All' button if nothing is ticked
Perhaps it's a bug but, while using cash coding /fast coding of a bank account, if nothing is ticked, I can still click 'Save & Reconcile all', which I have done by mistake on 2 occasions, causing panic and painstaking efforts to find out what had been coded and undo it (it was many things that were not meant to use the bank rule or needed further details) EG on the cash code screen , transactions that match bank rule are prefilled, which is great, but does not mean they are ready, so I should only be able to click…
1 voteHey! We appreciate you taking time to let us know how we could improve the Cash Coding screen for you. You're right that this is currently designed to accept the suggested reconciliations, even if you haven't ticked anything yourself.
This idea can now 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 - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
2 votesHi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.
Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.
This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.
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Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
2 votesHi Jason, thanks for raising your idea for an efficient way to deal with checks when reconciling.
We've reviewed your idea and have now updated the status so that the community can 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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Reconciliation | Bank fee - Cursor default to contact
When adding a bank fee adjustment during the details entry of a reconciliation, it'd save a click to automatically place the cursor focus on the contact field. This already happens when we click to add details to a reconciliation, so it makes sense for the same behavior to occur when we click to add a bank fee adjustment. One click...hundreds of times...lots of efficiency!
2 votesBig thanks to Matthew for kicking things on this! The idea is to have the cursor default to the contact field when adding a bank fee during reconciliation. It’s a small change, but when you’re working through heaps of transactions, it can save a lot of time.
If this would make your workflow smoother, we’d love to hear more from you. Add your vote or drop a comment to let us know, it helps the product team see how much this matters across the community.
We’ll keep you posted here as things move along.
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Bank Reconciliation - Option to Save a draft reconciliation for completing later
Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to…11 votesHi everyone, thanks for sharing your feedback here. It has been a while so we just want to refresh this idea's status.
We can see how being able to save a draft reconciliation would help when you're working through more complex matches or need to step away before finishing. Having your progress saved could make it easier to pick up where you left off without starting again.
I've updated the status of this idea to Gaining Support, so please keep adding your votes and share how this would fit into your reconciliation workflow.
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Reconciliation - Change reporting date for reconciliation of checks
When I enter the month of the bank statement with the bank statement beginning and ending balances and want to make sure all of the transactions from that month's bank statement are accounted for, checks that were written in a previous month but not posted in the bank statement until another month aren't showing up in coded transactions in the month where the bank transaction occurred. The reconciliation with the check payment and the bank transaction can be made, but the transaction doesn't show up in coded transactions section of the bank reconciliation detail report for the month the bank…
2 votesThank you for sharing this detailed idea about how the reporting date is handled for reconciled checks.
We understand the issue you've described. When a check from a previous period clears the bank, the reconciliation report posts the transaction to the month the check was written, not the month it actually appeared on the bank statement. We can definitely see how this makes it challenging to use the report to verify a specific month's bank activity.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how changing the reporting date for reconciled transactions could improve their experience with Xero.
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Reconcile period - Tab from Start date to end date
Fix Tabbing issue when creating reconcile period. When creating a reconcile period I enter the first date of a Statement Date Range, hit tab and instead of going to the last date of the Statement Date Range where it should go, it weirdly tabs to the opening statement balance, forcing me to go back and click on the ending date box.
2 votesThanks for your post here , Brenda.
Appreciate some customers prefer to use the keyboard to enter data. I've checked this in with our product team and can confirm, currently if you're entering a date via the keyboard and then press Tab, the cursor will move to the opening balances field.
Appreciate it's not the solution you're asking here, however atm you can press the return key to select the date from the date picker, which will automatically move the cursor to the end of the date field.
We're keeping a watchful eye on the interest of the idea to understand the interest in this.
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Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
25 votesHi team, while we appreciate the support here we want to be open that we don't have any plans for introducing the ability to undo or reverse a find & recode that has been performed. We appreciate the impact using the feature can have which is why it is currently only available to users with the Advisor role and we also suggest checking in with your adviser before making use of this feature.
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Bank Reconciliation - Option to switch Spend Money to Receive Money
Bank accounts that do not have bank feeds - Spend money should have a reverse function in case a spend money is used when it is supposed to be a receive money.
13 votesThanks for sharing this idea with us 🙂 I can absolutely see why being able to switch a transaction from Spend Money to Receive Money in the Account Transactions tab, without having to delete and recreate it, would be helpful.
At the moment, this isn’t something Xero supports, but I’ve passed your feedback on as a product idea so it can gain visibility with the team. We really appreciate you taking the time to let us know, as suggestions like this help highlight where we can improve the experience.
While I can’t promise if or when this might be introduced, your feedback has been noted and shared with the relevant team.
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Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
23 votesHi everyone, thanks for keeping this conversation going and sharing your workflows. It has been awhile since this was raised, so we just wanted to refresh the status.
We understand you’re looking for payments in bank reconciliation to automatically match against the oldest outstanding invoices first, given that other details are relevant.
Having more control over the matching order could make payment allocation easier for businesses managing a high volume of invoices.
We’ll continue to track feedback and interest from the community for this idea, so please share your suggestion and use case for this feature.
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Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.30 votesHi everyone, we thoroughly appreciate the interest and sharing how this feature would be beneficial to you here.
As you may have seen when reconciling or through other updates, we have introduced credit notes into the reconcile experience where you can now find and select credit notes directly from the Find & Match screen.
We understand there are other transactions types our customer would like this functionality extended to and are continuing to consider how we may expand this overtime.
We will share further any further updates around this with you here. Thanks
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Reconciliation | Bank Transfer - Attach file
Bank Transfers - they are great and easy - but it would be awesome if we could just improve them in the following ways - some of these suggestions incorporates other suggestions - but thinking if you are working on improving this functionality - it would be great to do it all at once. Currently when you create a transfer from the Bank feed - you can only select a bank account and enter a reference - it would be great if you could also, add tracking code(s) on that screen too (as currently if you need to attach tracking…
28 votesHi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.
Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.
We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks
- Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
- Account Transactions - Edit transaction dates without remove…
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Bank rules - Option to pause/disable Bank Rules
Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.
4 votesHi team, thank you for the idea here. We get there can be circumstances where you may want to switch off a bank rule temporarily and we'll continue to watch the interest this idea receives for now.
If there's any progress we will share an update with you here.
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Bank reconciliation - Import spend & receive money transactions
An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions
112 votesHi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
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