27 results found
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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.
6 votes -
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 this7 votes -
Bank Feed - Don't remove duplicate statement lines
Xero should auto import all the transactions from the bank feeds even if it appears to be double entries of the same transaction. For example Toll fees with the same amount on the same day are only imported once into xero although all the transactions are on the bank's online profile.
5 votes -
Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
5 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
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Bankfeeds - Support for ATO Integrated Client Account
Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.
8 votes -
Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
19 votes -
Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
4 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
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