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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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8 results found

  1. Bank feed interruptions - First National Bank is causing huge delays and back log of work piling up. I've not been able to connect or refresh clients bank feeds since mid Feb. This is really an ongoing issue.

    9 votes

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    7 comments  ·  Bank feeds  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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  2. ALL banks should be able to refresh. I am with The Co-op for my business banking. I was previously with Quickbooks for my accounting software and was able to refresh my bank feed whenever I needed to. With Xero I can't. Being on top of the money in the bank is crucial to business owners. Having to wait a day, or sometimes days, for the information to feed in is debilitating and very frustrating. If the bank can provide the feed to one accounting software company, then the problem is not with the bank. Please, Xero. Please sort this out.…

    8 votes

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    2 comments  ·  Bank feeds  ·  Admin →
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  3. When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.

    2 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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  5. Support Morgan Stanley Client Serv.
    Just signed up for Xero today, and now I have to cancel because you don't support my bank. Worth mentioning that MS doesn't provide acceptable export options for their data, so there isn't a clean method for me to transform their data to get it into Xero. I will mention that QBO perfectly integrates with it, so clearly the pipeline has been built by someone.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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  6. Bank balance tracking has disappeared from the new home page, and when you click on accounts it only tracks the balance for the last month. This tracking is useful to help monitor where the bussiness's cashflow is heading. Ultimatley, I would like to see options as to how far back you can view the cash flow trackiong graph.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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  7. add Desjardins Bank (Quebec, Canada) to bank feed

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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  8. Clients should be able to attach the vouchers to the bank feeds then the accountant can review the voucher and code the transaction. As it is, whoever attaches the voucher has to code the transaction. This is risky for a non-accountant. If the accountant is sent attachments and they have to work out what bank feed it relates to before coding it is inefficient.

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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