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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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44 results found

  1. 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

    17 votes

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    submitted  ·  6 comments  ·  Bank feeds  ·  Admin →
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  2. Bank Feed | Manual Imports - Support for OFX v2

    We have started working with a new bank and they use OFX v2. It seems Xero only supports v1.
    Would be great if Xero can support this new version of OFX.

    4 votes

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    3 comments  ·  Bank feeds  ·  Admin →
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  3. 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.

    3 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Are 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.🙂

  4. Dashboard - Show Bank Feed expiry date

    Can the bank feed expiry date be shown on the dashboard or perhaps in the bank account screen rectangle for each account. It is a frustrating task to have to repeatedly contact clients to update this .... and worse they tend to blame Xero for the functionality rather than GDPR

    4 votes

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    1 comment  ·  Bank feeds  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for showing your interest through product ideas. It'd be good to get more understanding of what seeing the expiry date of your bank feed on the dashboard would help you achieve? And, how you feel this will benefit your workflow.

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