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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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5 results found

  1. It would be great to be able to pay all employees as a batch directly in Xero. Currently you can export a file for the bank, but being able to do it in Xero like we can with bill payments would be really useful and time-efficient.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. Similar to how "isReconciled" is supported by the API, allow it to be specified for the from/to account when creating a Bank Transfer rule. This would simplify the transfer process from external sources that are reconciled outside Xero.

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. I represent Albaraka Bank South Africa, and we’re interested in becoming a supported direct bank feed within Xero so that our mutual clients can pull statements directly into the platform.

    Could someone from your banking integrations or partnerships team please reach out to me to discuss the process and requirements?

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. The current "Bank Accounts" list has these oversized widgets for each bank account, but at least all bank accounts are listed which is a huge plus compared to the disastrous new Dashboard.

    Would be it possible to have the widgets smaller for each account, like on your new dashboard or have them adjustable so that I can have 2, 3 or even 4 bank accounts in 1 row?
    As we have over 70 bank accounts, that would be very helpful.

    Also , it would be a real improvement if bank accounts could be grouped in folders on the "Bank Accounts"…

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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