468 results found
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Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
7 votesHi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.
While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
13 votes -
Find and Recode - Option to change invoices/bills back to draft
Is it be possible to add a section to 'find and recode' where you change status from approved back to draft? It would really help if hubdoc imports a number of documents incorrectly - tthen the fix can be done on bulk transactions
2 votes -
Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
16 votesThanks for sharing your thoughts on auto-reconciliation for invoices and bills. We know that reconciling large volumes of transactions can be time-consuming, even when most just require a quick check, so suggestions like yours are really valuable.
We’re excited to let you know that this idea is now In Development. Auto-reconciliation is currently in beta with planned rollouts, and the team is working on expanding its capabilities to make reconciling transactions faster and easier, while still giving you oversight and control.
We’re looking forward to rolling this out more broadly and making auto-reconciliation an even bigger time-saver for many organisations. You can follow our progress and learn more from our blog and support article.
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Find and Recode - Option to switch "Received as" to Prepayment, Overpayment, etc
Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.
I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!
3 votes -
Navigation | Bank Accounts - Drag and drop accounts to move
In Accounting and Bank accounts, i would love to be able to drop and drag bank accounts to put them in order, Currently you have to click each account to move it to where you need it. This is fine if you only have 10 or under bank accounts but if you get to over 100 plus it's a very slow process
2 votes -
Find and Recode - Grand total for line total column
When using find and recode it would be helpful to show the grand total of the line total column at the bottom. This way you know if the isolated transactions in your Excel worksheet matches with all the conditional filtered transactions in find and recode.
4 votes -
Chart of accounts - Option to exclude account from cash basis reports
Choose your cash basis accounts - After coming to the forum becuase I haven't found a way to remove non-cash accounts from cash basis reports I saw a bunch of people asking for depreciation to be ADDED to the reports. So obviously we all want something different. How about each account on the COA has another checkbox (like the "show on dashboard", "enable payments" check boxes) that gives the user the option to EXCLUDE FROM CASH basis REPORTS. I can remove all the deferred revenue, someone else can add in depreciation, and we can all have the cash basis reports…
2 votes -
Bank Reconciliation - Allow correction of exchange rate on account transactions
As the Open Banking Credit card transactions with Fx amounts are still being incorrectly imported, allow the transactions to be edited rather than every month having to delete the existing transaction and create a new one.
2 votes -
Bank Reconciliation - Upload receipts from other apps to reconcile with statement lines
The ability to match and upload receipts and invoices stored and analyzed on any number of different apps to simple bank transactions downloaded and categorized in xero based on the exact amount and the relative date only. Do this without the complication of further analysis in xero such as matching or paying bills.
Background and use case: For any business primarily downloading and categorizing expenses from various bank and cc accounts and not using xero to bill customers and create invoices.2 votesHi Scott, I know it's been a while since you first raised this idea however we're rolling out a new Smart Document Capture feature in Files that may accommodate your needs here.
It's currently only available to UK organisation but will be released to other regions over the coming months.
Smart Document capture will read your uploaded file to help you create and autofill fields of your transactions, including Receive and Spend money where you may not wanter enter as a Bill or Invoice. 🙂
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Bank Reconciliation - Show cheque number for matching payments
Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.
When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.
6 votes -
Reconciliation - Show Variable number of Statement Lines per page
Please in the Interests of response times, can you make the Reconciliation page size VARIABLE ?
With 50 LInes per page the screen response time is TOO SLOW, especially with a filter applied.Less lines shown per page would make the screen faster.
6 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
6 votes -
Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…2 votes -
Banking Feed Login - Direct Xero Notification
Banking Feed Login - Direct Xero Notification
I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.
2 votesAppreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.
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Chart of accounts | Print - Include descriptions
Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.
7 votes -
Stripe - connecting to other currency accounts
Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…
6 votes -
Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
5 votes -
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
6 votes
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