468 results found
-
Find and Recode - Cash Mode
To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.
1 vote -
Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
4 votesHi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
-
Chart of accounts - Import with GIFI codes
It would be nice when you import a custom chart of accounts to prepopulate the GIFI, similar to the report codes.
1 vote -
Bank | Reconcile period - Allow copy & paste with '$' symbol
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
1 voteGreat to hear you're making use of Reconcile period, Alvaro. Taking your comment from the idea here. I've split this into 2 new ideas; one for deleting a draft period, and this one for being able to copy and paste amounts with a $ sign.
We'll start to track the interest from community in this here 😊
-
Bank Feed | Chase - support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
2 votes -
Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
25 votesHi team, while we appreciate the support here we want to be open that we don't have any plans for introducing the ability to undo or reverse a find & recode that has been performed. We appreciate the impact using the feature can have which is why it is currently only available to users with the Advisor role and we also suggest checking in with your adviser before making use of this feature.
-
Xero Mobile - Bank Reconcilation: Notify when more than one potential match
Mobile/ipad bank reconciliation
Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)
Else payments can be matched to incorrect same value invoices - what a headache to fix later..
AND
… find and match can only search by name or invoice number -
Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)
Thank you
2 votes -
Bank Reconciliation - Links to bills to pay on reconciliation page
I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.
1 vote -
Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
-
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
36 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
2 votes -
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
-
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.4 votes -
Find & Recode - Ability to split transactions
A function within Find and Recode that can split code each transaction by a percentage.
This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.
Account | Tax Rate | Percentage
Add another line8 votes -
Chart of Accounts - Duplicate existing account
Being new to the business, new to finance and bookkeeping and even newer to Xero we are starting from scratch with our "Chart of Accounts". As we grow and want to create sub accounts for clearer reporting - having to manually 'add account' each time, and reselecting all the appropriate account settings is very time consuming, especially for a novice like me. Being able to right click and choose to duplicate an existing account and then be prompted to rename/renumber it would be so much quicker.
My work around is currently to open up the existing account - take a…
9 votes -
Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesAppreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?
-
19 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
-
Find and Recode- contact groups
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
9 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
38 votes -
Bank Feed - Revolut personal accounts
Please please can we have a feed for personal revolut cards
8 votesHi team, we appreciate your feedback and letting us know the value in this feed for you here. This is something our product team are working on, and we'll keep you updated here of it's release. Thanks
- Don't see your idea?