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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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89 results found

  1. 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

    10 votes

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     ·  4 comments  ·  Bank feeds  ·  Admin →
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  2. Please instate bank feeds for ABN AMRO bank (the Netherlands). I joined Xero for its highly automated systems. Now I still have to download and import bank statements manually.

    It adds insult to injury for the fact I have to sign up to a premium plan to be able to account in a mere two currencies. For small traders like myself with low turn-overs and no need for the majority of features larger companies need, this feels deeply inappropriate and unfair. (another idea about this topic is already live elsewhere)

    8 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hey everyone, thanks for the support on this idea.

    While our Open Banking connections in the EU currently cover only Denmark and Ireland, you can still keep your ABN AMRO transactions up to date in Xero by manually importing your statements.

    We'll keep en eye on the support for this here, and let you know of any updates in this area. Thanks for taking the time to share!

  3. I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi Martin, it's not a feed we have immediate plans for atm. However it'd be good for us to get a sense of the demand in this through your idea here.

    We will keep an eye on the support in this and share if there are any updates.

  4. Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.

    26 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Hi everyone, really appreciate you sharing this idea.

    We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.

    In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.

    A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.

  5. American Express Business in Hong Kong
    As many Business Owners in Hong Kong, I got American Express Businesss Credit Card. I still don't understand why we don't have the direct feed while some software with less accounting features like Odoo already got it.
    It is urgent for Xero to arrange the direct feed on American Express Business Credit Card in Hong Kong!

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea for a direct feed for American Express cards in Hong Kong and it's now up to the community to 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.

  6. Are there any plans to include Griffin Bank for automatic bank feeds soon?

    2 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.

    We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  7. Having RHB Malaysia corporate bank account feed in Xero.

    1 vote

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    1 comment  ·  Bank feeds  ·  Admin →
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    Thanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.

    This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.

    You can find out and stay updated with Xero releases on Xero Central.

  8. 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.

    6 votes

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  9. Could you please look into connecting to the Bulkley Valley Credit Union (BC, Canada).

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Thanks, Megan for submitting your idea! We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.

  10. 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…

    6 votes

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    3 comments  ·  Bank feeds  ·  Admin →
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  11. 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

    2 votes

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  12. 2 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    When you say one click bank refresh, is there a specific place you'd be looking for this option, Martin? Currently there are some types of bank feeds that have an option to Refresh bank feed.

    However how often a bank feed updates depends on your bank and each bank does things a little differently.

    You can find the specifics for each bank feed here. It includes when they update, how often and if a manual refresh is available.

    If you think your bank feeds might not be syncing correctly, you can check current or recent bank feed delays and issues on our status page - You can also access this from within Xero by clicking on the View status updates option from your bank feed menu.

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

    Xero currently uses the old logo.

    3 votes

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  14. Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
    Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!

    I have so many issues with Square! And it is one of the most widely used payment processors!

    A recent example -
    A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…

    36 votes

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    5 comments  ·  Bank feeds  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.

    As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these. 

    Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.

  15. Add Country Bank to supported banks.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    We appreciate you sharing your suggestion! This idea is now classified as Gaining Support. Introducing a direct feed for Country Bank (US) would simplify transaction imports and speed up reconciliation processes.

    In the meantime, you can always manually import the statement lines for Country Bank (US) into Xero,.

    If this feature would be helpful to you, we encourage you to vote or comment. Every bit of feedback helps us improve Xero.

    Thank you for your involvement in the Xero Product Ideas community.

  16. Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    We appreciate you sharing your idea and highlighting the changes you need!

    We've given it a review, and now it's over to the community for support. It's time to rally the votes! Please share this with any colleagues who would also benefit. They can vote for your idea and add comments to share details on how it would improve their Xero experience.

  17. As the old 'GoCardless for Xero' integration is no longer being developed.

    And the new 'GCiX' GoCardless as a payment service integration is even less functional.

    Stripe, Paypal, Tyro and eWay all have bank feeds.

    We need a functional bank feed for GoCardless.

    33 votes

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    12 comments  ·  Bank feeds  ·  Admin →
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    Hey everyone, thanks for all the support and engagement on this idea. 

    To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.

    While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.

    We’ll be sure to post an update here if our plans change.

  18. 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?

    3 votes

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  19. 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.

    2 votes

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  20. Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.

    1 vote

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