6 results found
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Bank Statement deleted lines
It would be great if there's the option to entirely delete the wrong imported bank statement for Example
an error happened and an entire bank statement has been imported with future dates. and it will continue be shown for future years. My suggestion is to have at least a (Hide) or (unhide) option for the deleted lines.
Please consider this issue facing us.
Thank you,1 voteHi Meena, while individual statements lines are still restorable in your organisation, it's possible to delete an entire bank statement that was incorrectly imported which will remove it from your org. We have a bit of help on how to do this here.
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bank feed jumping
Hi
When reconciling transactions in the bank feed, the page keeps jumping up when I skip transactions. It makes it hard to keep my place and slows everything down. Please can this be fixed?1 voteHi Anishta, this does sound like unexpected behaviour and I'd recommend raising a case with our Xero Support team who can get a better look at the page jumping you've mentioned to be able to raise this with our product team if not working as expected. You can get in touch with the team through Xero Central.
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monzo lite
Monzo Lite doesnt connect to Xero! This is going to be an issue for MTD clients, can we get this resolved.
1 voteThanks for your feedback, Hannah. We have a dedicated forum for submitting ideas for integrations you'd like to see Xero develop and I'd recommend adding your idea here too.
There, we have experts and there will be other like-minded individuals who may want to support your idea.
I had a quick look but it doesn't appear anyone has started an idea to integrate Monzo lite yet. Welcome to come back here to copy and paste the details you've shared when creating an idea in the Developer idea forums.
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1 vote
Hi Laureen, thanks for sharing this feedback. We understand why having more options for connecting bank accounts beyond a single provider could be valuable, especially when setting up reliable bank feeds for your day-to-day workflows.
Bank feed connection options can vary depending on your financial institution, account type, and region. We appreciate the suggestion and would like to better understand which banks or specific connection scenarios are creating challenges.
I’ve updated the status of this post to Feedback for now as we'll need more details on which bank and account type this request is for. Feel free to update us and we can review the idea again.
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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.
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 voteSorry to hear the troubles you're running into here, Jeff. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Attachment to bank feed
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 voteHey Peter, thanks for raising this idea with us. We just need to clarify a few things as we are not sure what is meant by 'voucher'. I am assuming you mean an attachment (receipt) that is uploaded when reconciling a bank statement line as this would happen when a transaction is created (coded) in the Reconcile tab in the bank account. However if you could give us more detail we can review this idea fully.
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