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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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4 results found

  1. Deposit Button for Invoices "Paid." Currently, in the Sales Overview>Invoices page, at the Awaiting Payment tab, there is a Deposit button. I wonder if you would please add the Deposit button to the Paid tab? The Deposit option in the Awaiting Payment is not functional for us as we cannot deposit payments which we have not yet received. However, we can deposit payments for Paid invoices. This is a critical feature for our business. Please refer to screenshots below. Thank you.

    2 votes

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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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. I would like to be able to manually enter Check numbers. Xero thinks I printed a check, but I didn't & I am not able to use that check because it automatically goes to the next number it thinks is unused. Reconciling the bank account amount is more important than the correct check number. For example, if I misprint a check onto a blank piece of paper and need to reprint it, it wants a new check number not the number that I had which wasn't used. I currently have 12 unused checks in my pile because Xero thinks they…

    2 votes

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  3. Set up mortgage or long term bank loan accounts as Non-current liabilities but still enable the user to connect a bank feed. This will ensure the coding and processing burden is reduced when reconciling loan accounts and will ensure the Cashflow statement is correct.

    2 votes

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  4. 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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