306 results found
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Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
36 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
2 votes -
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.4 votes -
Find & Recode - Ability to split transactions
A function within Find and Recode that can split code each transaction by a percentage.
This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.
Account | Tax Rate | Percentage
Add another line8 votes -
Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesAppreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?
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Find and Recode- contact groups
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
9 votes -
Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes -
Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
16 votesThanks for sharing your thoughts on auto-reconciliation for invoices and bills. We know that reconciling large volumes of transactions can be time-consuming, even when most just require a quick check, so suggestions like yours are really valuable.
We’re excited to let you know that this idea is now In Development. Auto-reconciliation is currently in beta with planned rollouts, and the team is working on expanding its capabilities to make reconciling transactions faster and easier, while still giving you oversight and control.
We’re looking forward to rolling this out more broadly and making auto-reconciliation an even bigger time-saver for many organisations. You can follow our progress and learn more from our blog and support article.
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Find and Recode - Option to switch "Received as" to Prepayment, Overpayment, etc
Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.
I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!
3 votes -
Navigation | Bank Accounts - Drag and drop accounts to move
In Accounting and Bank accounts, i would love to be able to drop and drag bank accounts to put them in order, Currently you have to click each account to move it to where you need it. This is fine if you only have 10 or under bank accounts but if you get to over 100 plus it's a very slow process
2 votes -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
4 votes -
Bank Reconciliation - Upload receipts from other apps to reconcile with statement lines
The ability to match and upload receipts and invoices stored and analyzed on any number of different apps to simple bank transactions downloaded and categorized in xero based on the exact amount and the relative date only. Do this without the complication of further analysis in xero such as matching or paying bills.
Background and use case: For any business primarily downloading and categorizing expenses from various bank and cc accounts and not using xero to bill customers and create invoices.2 votesHi Scott, I know it's been a while since you first raised this idea however we're rolling out a new Smart Document Capture feature in Files that may accommodate your needs here.
It's currently only available to UK organisation but will be released to other regions over the coming months.
Smart Document capture will read your uploaded file to help you create and autofill fields of your transactions, including Receive and Spend money where you may not wanter enter as a Bill or Invoice. 🙂
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Bank Reconciliation - Show cheque number for matching payments
Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.
When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.
6 votes -
Reconciliation - Show Variable number of Statement Lines per page
Please in the Interests of response times, can you make the Reconciliation page size VARIABLE ?
With 50 LInes per page the screen response time is TOO SLOW, especially with a filter applied.Less lines shown per page would make the screen faster.
6 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
6 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
32 votes -
Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
5 votes -
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
6 votes -
Bank Reconciliation - Auto reconcile Paypal
Auto reconcile Paypal - as someone who is not able to do this every day, to reconcile Paypal takes an incredible amount of my time - is there some way this can be automatically done?.....
2 votes -
Bank Rules - Ability to set Date as a criteria
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
3 votesHi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
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