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Banking & chart of accounts

Customer ideas for bank accounts, bank feeds and chart of accounts

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Banking & chart of accounts

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7 results found

  1. It would be good to have the ability to sort or filter the Bank Statement lines by "deleted" so you don't need to scroll through to find the deleted statement lines.

    4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. In Bank rec window, when you try to reconcile a money receive, you could upload the remittance advice from customer PDF or excel, then Xero could auto match all the existing invoices/credit notes

    2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
    (2) export the report (3) enable the report size to be adjusted to show all fields in one page

    2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. 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 vote

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    Hi 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?

  5. The “Allocate Credit Balance” screen when applying supplier credit notes to bills is confusing and misleading.

    The “Amount to Credit” input fields appear inactive because there is no cursor change, highlight, or visual focus indicator when hovering or clicking into the fields. This makes users believe the fields are disabled.

    Additionally, the checkbox on the left suggests it must be selected before entering an amount, but it does not actually control allocation behaviour. This creates confusion during supplier reconciliation workflows.

    This resulted in unnecessary troubleshooting time and could easily be improved with clearer input focus styling or better checkbox behaviour.

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  6. We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  7. HKD is our book base currency, For Instance, our invoice or bills is EUR, we receive/paid by GBP but we can not use GBP bank for reconcile directly. Pls fix

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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