Banking & chart of accounts

27 results found

1. Bank feeds - introduce bank feeds in Nigeria

   Proposal Title:
   Introducing Xero Bank Feeds for Nigerian Financial Institutions
   Introduction:
   The absence of direct bank feeds in Nigeria creates unnecessary manual work and increases the risk of errors. We propose the introduction of bank feeds for key Nigerian banks to enhance efficiency and accuracy.
   Objective:
   To enable seamless, secure, and automated bank feeds in Xero, reducing reliance on manual imports and strengthening audit readiness.
   Problem Statement:
   Currently, users must manually import bank statements. This process is:

   Time-consuming and repetitive
   Prone to human error and reconciliation delays
   A barrier to real-time financial reporting and compliance
   Proposed Solution:
   Xero should partner with major Nigerian banks to establish secure, automated bank feeds. Priority institutions include:

   Access Bank
   Fidelity Bank
   Guaranty Trust Bank PLC
   First Bank of Nigeria
   This integration will align Nigerian users with global Xero standards, ensuring consistent workflows across regions.
   Scope:

   Technical integration between Xero and the listed banks
   Testing and rollout for users in Nigeria
   Ongoing support and updates to maintain feed reliability
   Communication to users highlighting the new feature
   Social Proof:

   This initiative has strong support, recognizing its potential to reduce manual imports and improve compliance.
   Call to Action:
   We respectfully request that Xero prioritize the introduction of bank feeds for Nigerian banks. This initiative will significantly reduce manual work, improve accuracy, and strengthen Xero’s value proposition in one of Africa’s largest economies.

   Proposal Title:
   Introducing Xero Bank Feeds for Nigerian Financial Institutions
   Introduction:
   The absence of direct bank feeds in Nigeria creates unnecessary manual work and increases the risk of errors. We propose the introduction of bank feeds for key Nigerian banks to enhance efficiency and accuracy.
   Objective:
   To enable seamless, secure, and automated bank feeds in Xero, reducing reliance on manual imports and strengthening audit readiness.
   Problem Statement:
   Currently, users must manually import bank statements. This process is:

   Time-consuming and repetitive
   Prone to human error and reconciliation delays
   A barrier to real-time financial reporting and compliance
   Proposed Solution:
   Xero should partner… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

2. Checking bank account numbers when setting up direct bank feeds

   We have twice had clients attach the wrong bank account to the Xero bank accounts when setting up direct bank feeds. Obviously they should check the bank account number when attaching the account but there should be a check in the software to prevent or at least warn against this.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

3. RBC Line of Credit Feeds

   The new RBC connector cannot see the Line of Credit feeds and has to be refreshed separately compared to the old connector (Yodlee?)

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

4. improve form to link co-op bank account

   When linking a Co-Operative Bank Business account it is currently necessary to download and print off a pre-populated form, sign and then upload. Two weeks later you (I assume this is a common experience) receive a message saying the bank account number needed to be 16 digits. You then need to do the whole thing again, this time adding two zeros to the end of the bank account number so the system can recognise it.

   Ideally of course non of this would be necessary but I think the piece of paper itself is a Co-Op problem not a Xero one. In the absence of this, please help the system to understand that two zeros are needed at the end of the 'normal' 14 digit number (sort code followed by bank account number followed by 00). This is an absolute waste of time currently. OR don't populate the form and be clear the number needs to be 16 digits and we will find it on our statement. Populating it incorrectly is the worst of all possible worlds.

   When linking a Co-Operative Bank Business account it is currently necessary to download and print off a pre-populated form, sign and then upload. Two weeks later you (I assume this is a common experience) receive a message saying the bank account number needed to be 16 digits. You then need to do the whole thing again, this time adding two zeros to the end of the bank account number so the system can recognise it.

   Ideally of course non of this would be necessary but I think the piece of paper itself is a Co-Op problem not a Xero one.… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

5. Bank feed email reminders

   Xero to send out an email reminder for when a bank feed either needs refreshing, has an issue, or is due, and tag as many other users of your choice in that email.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

6. 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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7. 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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   submitted  ·  4 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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8. 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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   submitted  ·  2 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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9. 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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10. 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.

11. 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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12. 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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13. 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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    submitted  ·  4 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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14. 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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    submitted  ·  0 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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15. 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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16. 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.

17. 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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    submitted  ·  3 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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18. 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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19. 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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20. 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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    submitted  ·  0 comments  ·  Bank feeds  ·  delete…  ·  Admin →
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