6 results found
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Bank Statements - Ability to download bank statements from the bank feed
Automatically download the bank statements from the bank feed
8 votesHi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
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Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and this…
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
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Bank accounts - Change balance formatting
Please change the font and bold the balances on the accounts main screen and move the balance back to the left where it was previously.
I can't figure out why you made this change in the first place as there was nothing wrong with the setup of the old Bank Accounts screen. I do like the added width but you've made it harder to see the balance quickly and it just isn't as user friendly view IMO.
5 votesThanks Jim, appreciate your feedback and have shared this back with the team. We don't have any immediate changes planned for this but will keep an eye on interest here and share if there are any updates.
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Bank Accounts - Uncoded statement lines button visible on page
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.3 votesThanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Accounts - Bring back the Transfer money option
Why do your devs keep burying things, that we need to frequently use, under menus?
Please bring the "Transfer Money" quick button back to the Bank Accounts main page, rather than bury it under the 3-dot menu. That added click each time is incredibly annoying and takes away from the user experience.
Side by side comparison below.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Jim. We will start gaining some support on this idea so that other users who wish to see this can also add their vote in. We'll monitor this space for more traction.
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Reporting - Analysis of bank accounts into account codes
What would be really useful would be a report that analyses historic bank account into nominal codes (p&l and balance sheet accounts). Pick start/end dates, choose weekly or monthly reporting, show opening bank balance, what came in and what went out, close bank balance, a choice of including figures gross or separating the VAT out. This does mean that Xero has to following through sales and purchase ledger payments to find out the account codes of the sales invoices and bills that were paid. I've asked Jax to do this and it can't. Come on, how about making your AI…
1 voteHi Michael, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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