446 results found
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Bank Reconciliation - Only autofill existing contacts when using Add details option
On the Reconcile screen, if you click the 'Add details' button for a transaction that doesn't have a suggested contact, Xero will autofill the 'To' field for the new transaction with the statement line Payee field. This is true whether or not that field matches an existing contact name and Xero doesn't indicate new contacts in any way.
I would like the option to restrict this autofill to only use existing contact names, or turn it off entirely. I have a lot of contacts where the Payee field is slightly different than the contact name in Xero and this autofill…
1 voteThanks for sharing this feedback. Automatically copying the bank statement payee into the Contact field can create duplicates when the name doesn't match an existing contact.
For recurring transactions, you can use Bank Rules to map bank statement details to the correct existing contact.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If a setting to control contact auto-fill would be useful, add your vote and share how you'd like it to work.
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Documents - Option to select org when sharing receipt from mobile gallery
Having to login to the specific Xero org on the app first before being able to send a captured receipt to the app is time consuming. Is there a way to have a dropdown menu on the 'Send to Xero' screen of all my organisations so I can select the appropriate one. Similar to when a Xero bill is sent to Xero desktop. Currently the organisation name appears anyway but there is no way to select a different organisation
1 voteThanks for sharing this with us.
We’re moving this idea to Gaining Support to help us understand how valuable this would be to the wider Xero community. The suggested experience would add an organisation dropdown to the Send to Xero screen, allowing you to choose the destination organisation directly—without needing to open the app and switch to that organisation first.
If this would make your workflow easier, please vote for the idea and add a comment sharing how you currently capture and send receipts, and how selecting the organisation from the Send to Xero screen would help.
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Xero Accounting App - enter a receive money transaction
In the Xero Accounting App it would be really useful to be able to enter a receive money transaction. This option is only available in the desktop version but for those that receive cash on the move it would be helpful to be able to record this via the app, particularly as it won't show up in a bank feed.
2 votesThanks for sharing this idea. We can understand how being able to create a Receive Money transaction directly in the Xero Accounting mobile app could make it easier to capture transactions while you're away from your computer.
For now, if the payment has already appeared in your bank feed, you can create the transaction during bank reconciliation in the mobile app. If it hasn't reached your bank feed yet, you'll need to wait until you're back on a web browser to enter it manually.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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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.
8 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 Reconciliation - Ability to split spend or receive money transaction
Ability to allocate part bank payments to a full spend money transaction already entered, instead of deleting the part payments and marking the full spend money transaction as reconciled
5 votesHi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
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Reconciliation
The details pop up box in reconciling pots to the transaction. It is faint and blends with background and you can accidentally deal with the transaction below. Could the popup box have a stronger boundary and pointer
1 voteThanks 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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Icon visible for each bank account in the Dashboard view that has auto reconcile turned on
In the dashboard view it is difficult. You cannot tell by looking whether auto-reconcile is turned on for that bank account or not. A simple icon representing auto-reconcile turned on would be a great visual check. This thought occurred to me as I am test-driving this function in a couple of bank accounts that have fewer transaction lines going through them to build my confidence in its ability to reconcile correctly. It would also be awesome to turn it off or on with a click from the dashboard. See example of the view attached
1 voteThanks 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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editing bank account transaction
Need an option to change the bank account which a spend/receive money transaction takes effect in without having to delete it and then remake it into the correct bank account.
Incredibly difficult and time wasting to do when having to move DOZENS of said transactions entered into the wrong bank account.1 voteThanks 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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Search for multiple invoices at the same time using the search field.
Search for multiple invoices at the same time using the search field
1 voteThanks 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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User Access Management - More Granular Control
Whilst the current pre-set roles Xero has done work for most organisations, it would be very useful more granular control can be set for each user.
ALL STAFF
With the workflow of my organisation for example, suppliers' bills are automatically uploaded via email and sit in the "Draft" tab. My staff will then go through the bills, modify / update the details of the bill, and Save and Submit for Approval once they are satisfied with the products from the supplier.MANAGER / ACCOUNTS
The manager will look through the list under "Awaiting approval" tab, verify the accuracy of the…1 voteThanks 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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Barclaycard feed to fatch Account name / payer / Card holder
Barclaycard statement has Account name which should be reflected while syncing in Xero integration as Payer. Example, We have 3 credit cards under one barclaycard account. now while integrated the barclaycard it auto fatches the transection amount, description and date only, but there is a separate field called 'Account name' in the barcalaycard transection statement wicich reflects the payer name or the card holder name which is the only source we can identify and account for the expenses and managing bills collection from the payer or the card holder. I have raised this concern a year ago with barclays team…
1 voteHi 👋 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 🙂
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Cash Coding - Bulk assign expenses to Projects
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how bulk assignment to projects during cash coding improve your workflow especially with grouped transactions from travel or project work.
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 feeds: Last refresh date to show on dashboard
For bank accounts, add the date that the account was last refreshed in Xero. Currently, it only shows the date of the last transaction, but I can't tell if my last feed failed or if there just weren't any new transactions. Seeing the last successful refresh would tell me if I need to refresh again.
(One of my accounts requires MFA every time, so Xero always shows a manual "Refresh" button, and so that doesn't tell me whether or not the feed succeeded.)4 votesThanks for sharing your idea about have the bank feed's last refresh date visible on the homepage.
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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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
2 votesHi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.
In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.
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Chart of Accounts - Increase the maximum character length for Account Codes
The current limit is 10 alphanumeric digits. I work with non-profits and need to be able to approximate segmented accounts. At 10 digits, we are up against the limits of what can be encoded. With longer account codes, we could not only encode more information, but also add delimiters to improve readability and extensibility. Longer account codes would also be a workaround for the fact that we cannot create custom report codes. I still think that's a good idea, but I understand it might be technically difficult. I cannot imagine that simply allowing longer account codes would be a big…
3 votesHi Andrew, thanks for highlighting this idea. We can see how having support for longer account codes would make it easier for businesses with more complex chart of accounts structures, or those migrating from other systems, to retain their existing account numbering.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share how longer account codes would support your accounting workflow.
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Checks - Ability to manually add number
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…
3 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support.
We can see how being able to manually enter a check number would be helpful, especially where a check has been misprinted or needs to be reprinted. This would give more flexibility to keep check numbers aligned with the physical check stock while still focusing on getting the bank account reconciled.
You can now share this idea with your friends and colleagues so they can vote and comment too.
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Bank Reconciliation - Set default currency filter in Bank Reconciliation
Feature request: option to change default currency filter in Bank Reconciliation
Hello Xero team,
I’d like to submit a feature request regarding the Bank Reconciliation → Find & Match workflow for multi-currency transactions.When reconciling a bank transaction, Xero defaults to filtering matches to the same currency as the bank account. In cases where the transaction relates to an invoice or bill in a different currency, the user has to manually untick the “same currency only” filter each time.
For users who regularly work with multi-currency transactions, this becomes a repetitive step and an easy thing to miss.
Feature request:
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7 votesThanks for sharing your idea, and letting us know how the ability to set a default for the currency filter in bank reconciliation would aid your workflow.
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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Reconciliation - menu to jump to next account to reconcile
When in a bank account and want to reconcile another bank bank account, it would be really handy from the drop down where we can choose the next bank account to go to, if the number of unreconciled items could also be visible within next to the name of the bank account.
This stops going back to the homepage to see which account to go into next to reconcile.
Example provided
8 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Reconciliation | Account transactions - Change terminology for payments
On the bank account transactions pages, when someone has paid one of my invoices, it displays as 'Payment: Joe Bloggs', it should display as 'Receipt: Joe Bloggs' as i have received the monies not paid them.
8 votesThanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
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Bank feed - Change set up for start date to make this more obvious
The current Xero set-up does not allow the user to change the start date for a bank feed once it has been activated. The start date must be input during the initial set-up and if missed (since it defaults to current date) or is mistyped in error you have to upload historical bank data by CSV. An option in the Bank Account menu to enter an earlier start date would be very useful. Failing that, remove the default so you have to input a start date at initial set-up and a question coming on after that to double check that…
1 voteHi Sanjit, appreciate if missed this can result in extra manual work to back date and import older statement lines to your bank account in Xero.
Enabling the ability to change the start date once set up does create quite a few complexities, however I've slightly altered the title of your idea to reflect the behaviour of setup and we'll start to get a wider sense from the community in this here.
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