Banking & chart of accounts

41 results found

1. Bank Reconciliation - Available balance including Overdraft

   In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.

   Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.

   Should also be a simple feature to add.

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   submitted  ·  4 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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2. Bank Reconciliation - Suggest matches for total of multiple transactions for the same Contact

   In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.

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3. Bank Feed - J.P. Morgan Chase CHASAU2X

   Bank Feed - J.P. Morgan Chase

   For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank

   CHASAU2X

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4. E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and find third-party apps that support dual-language invoicing and ZATCA e-invoicing compliance (e.g., Sahab, Fatoorah, ZATCA E-invoice solutions).
   These apps can automatically generate invoices in both English and Arabic, ensuring compliance with Saudi tax laws.
   App Features:

   The integration app should allow for:
   Automatic generation of English & Arabic language invoices.
   Support for QR code generation on invoices (for ZATCA compliance).
   B. Manual Template Customization (If No Integration App is Available)
   Custom Invoice Templates:

   Xero allows you to customize invoice templates, but this typically requires a developer or technical setup.
   To create a dual-language invoice, the template must be manually edited to include both English and Arabic fields for items such as product descriptions, taxes, and terms.
   Steps:

   Go to Settings > Invoice Settings.
   Customize the template by adding fields for both English and Arabic.
   Use HTML or CSS (if needed) to create a format that displays both languages side by side.
   However, this method can be complex and might not automatically adapt to various languages.

   1. Adding QR Code for ZATCA Compliance on Invoices ZATCA requires invoices to include a QR code that contains the invoice details for validation. This can be added through integrations or custom development.

   A. Using a ZATCA-Compliance App
   Many third-party apps in Xero’s marketplace can automatically generate QR codes for ZATCA-compliant invoices.
   Example: Integration with platforms like Fatoorah, Sahab, or ZATCA API can automatically add the QR code.
   Ensure that the app includes the following data in the QR code:
   Invoice ID
   VAT Amount
   VAT Rate (15%)
   Transaction Date
   B. QR Code Manual Generation (Custom Solution)
   If you’re working with custom templates:
   Generate QR Codes via a third-party tool (e.g., QR Code API or Google’s Chart API) and manually embed it in the invoice template.
   Use the ZATCA specifications to ensure the correct data is embedded within the QR code for ZATCA compliance.
   3. Steps to Implement Dual-Language Invoices and QR Code in Xero
   Step 1: Install Third-Party App for ZATCA Compliance (Dual-Language & QR Code)
   Go to Xero Marketplace and install a third-party app that supports:
   Dual-language invoices (English & Arabic).
   QR code generation for ZATCA compliance.
   Integration with ZATCA API for e-invoice submission.
   Recommended Apps:

   Fatoorah or Sahab (supports e-invoicing in Saudi Arabia).
   Step 2: Set Up Language Preferences
   In the third-party app, configure the default language to show both English and Arabic.
   Ensure that Arabic translations for products/services, VAT details, and terms are accurate.
   Step 3: Enable QR Code Generation
   Ensure the integration app is configured to automatically generate a ZATCA-compliant QR code.
   The QR code should contain the necessary details such as:
   Invoice number
   Date of issue
   Tax amount
   VAT breakdown
   Step 4: Create and Send Dual-Language Invoices
   When creating a new invoice, the dual-language invoice will be generated automatically (both English and Arabic).
   The QR code will also be included on the invoice for ZATCA compliance.
   Preview the invoice and ensure both languages appear, and the QR code is scannable.
   Step 5: Submit to ZATCA (if integrated)
   If the third-party app supports direct ZATCA submission, invoices will automatically be submitted to the ZATCA portal.
   If not, you can manually submit e-invoices via the ZATCA system or use the app’s API.
   4. Conclusion
   While Xero doesn’t natively support dual-language invoices with QR codes for ZATCA compliance, integrating third-party solutions can streamline the process. Here’s a quick summary:

   Install a ZATCA-compliant third-party app (e.g., Fatoorah or Sahab) for automatic generation of dual-language invoices (English and Arabic) and QR codes.
   Configure the language settings in the app and ensure QR code generation is enabled.
   Generate, preview, and send ZATCA-compliant invoices to your clients.
   By leveraging the right tools and integrations, you can meet Saudi Arabia’s e-invoicing regulations while maintaining efficient operations in Xero.

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.

5. Bendigo Bank logo

   Can you please update the Bendigo Bank logo to the new and updated version.

   Xero currently uses the old logo.

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6. Shopify - Bank Feed for Shopify

   Bank Feed for Shopify
   I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?

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7. Bank Feed | Chase - support for Certificate of Deposit (CD) accounts

   As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.

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8. Bank Feeds - Bank feeds from Macquarie Bank

   Ive moved form Quickbooks to Xero (I guess this is common).
   Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
   It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.

   Cheers

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9. Bank Reconciliation - Allow correction of exchange rate on account transactions

   As the Open Banking Credit card transactions with Fx amounts are still being incorrectly imported, allow the transactions to be edited rather than every month having to delete the existing transaction and create a new one.

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10. Bank Feeds - Collaborate with banks and improve the information that's imported

    Bank feeds are critical to a business's accounting system.
    Detail on those feeds is also critical.
    BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
    See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
    The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
    The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
    Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer service representative who doesn't even know what Xero is, let alone bank feeds.
    Xero bank feeds team should contact the bank and speak to whoever maintains their bank feeds and they should work together to improve the bank feed beyond barely-useable-mediocre, to acceptable 🤗
    Thank you

    Bank feeds are critical to a business's accounting system.
    Detail on those feeds is also critical.
    BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
    See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
    The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
    The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
    Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer… more

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    submitted  ·  0 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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11. Banking Feed Login - Direct Xero Notification

    Banking Feed Login - Direct Xero Notification

    I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.

12. Stripe - connecting to other currency accounts

    Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able to have for others or at least for the EUR . Thank you

    Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able… more

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13. Bank Feeds - Automatic Bank Feed with Maybank

    Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!

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14. Bank feeds - Rayne State Bank (US)

    Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

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15. Bank Feeds - Bank Feeds for ethical banks

    Our charity places values first and in searching for a new current account for our organisation, ones with high ethical standards that synchronise with Xero is a very restricted field. CAF, Unity Trust, Triodos for example do not have bank feeds and they say this capacity sits with Xero. We currently bank with The Cooperative that scores well, and we have had to leave Barclays who have been exposed as very poor. To reduce risk we must have another account so my idea is that Xero takes the lead on establishing connections with more ethical banks enabling better choice for stakeholders and encouraging better banking practices.

    Our charity places values first and in searching for a new current account for our organisation, ones with high ethical standards that synchronise with Xero is a very restricted field. CAF, Unity Trust, Triodos for example do not have bank feeds and they say this capacity sits with Xero. We currently bank with The Cooperative that scores well, and we have had to leave Barclays who have been exposed as very poor. To reduce risk we must have another account so my idea is that Xero takes the lead on establishing connections with more ethical banks enabling better choice for… more

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    submitted  ·  4 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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16. Bank feeds - Send link to client to authorise

    I would like to be able to send a bank/xero link to connect the AMEX credit card feeds or other banks that enable linking via internet banking, rather than having to add the client as a user in Xero first to be able to connect bank feeds via a link. This seems to complicate the signing of completed financials and tax returns sent from xero to the client for signature. It asks them to login (when their email is connected with a Xero account just so they could link internet banking) and many clients are finding it frustrating.

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17. Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend

    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 codes to a bank transfer, you have to create the transfer manually which is so time consuming) and that there was an add details functionality - which enabled you to attach document (similar to the create option) and to split the transfer over multiple bank accounts (eg when a Transfer is happening to pay multiple credit cards). It would then be great after the transfer transaction has been created, if you could also amend the transfer transaction rather than have to delete it and recreate it. Thanks

    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… more

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    submitted  ·  9 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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18. Bank feeds - Allow direct bank feeds with Discovery Bank

    Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.

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19. Bank Feeds - Customise fields in the Account Transactions tab

    It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.

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    submitted  ·  2 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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20. Bank Reconciliation - Use Bank Rules to record fees

    It would be wonderful if in Bank rules we could also include the fee that will be taken out.
    Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this

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    submitted  ·  AdminEthan M (Admin, Xero) responded