313 results found
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Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
4 votes -
Bank feed - AllStar Credit Card
I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?
1 voteHi Martin, it's not a feed we have immediate plans for atm. However it'd be good for us to get a sense of the demand in this through your idea here.
We will keep an eye on the support in this and share if there are any updates.
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Bank Feed - Investec (UK)
Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.
26 votesHi everyone, really appreciate you sharing this idea.
We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.
In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.
A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.
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Bank Feeds - Suggestion for Proactive User Notification of Bank Feed Disruptions
Would be great if users could be directly notified if there is a bank feed disruption or issue for their specific bank accounts.
1 voteThanks for sharing your suggestion for Xero. We've reviewed the proposed changes, and your idea is now officially open for community voting and comments.
Please spread the word! Share your idea with colleagues and others who would benefit, urging them to add their vote and specific feedback. Community support is the key to moving this forward.
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Bank Rules - Tick box allowing full original description of transaction in bank, to be allocated when reconciling.
In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.E.g. Bank rule & contact would be: 'Pharmacy'
- but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…9 votes -
Bank Feeds - Direct feed for American Express Business Credit Card in Hong Kong
American Express Business in Hong Kong
As many Business Owners in Hong Kong, I got American Express Businesss Credit Card. I still don't understand why we don't have the direct feed while some software with less accounting features like Odoo already got it.
It is urgent for Xero to arrange the direct feed on American Express Business Credit Card in Hong Kong!1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea for a direct feed for American Express cards in Hong Kong and it's now up to the community to get behind and support it.
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 - Direct feeds for Griffin Bank
Are there any plans to include Griffin Bank for automatic bank feeds soon?
2 votesThanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 voteThanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.
This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.
You can find out and stay updated with Xero releases on Xero Central.
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Bank Reconciliation - Add a new account code while reconciling
I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function
4 votesHi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.
We appreciate you taking time to let us know how we could improve Xero for you, and 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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Bank Reconciliation - Suggest matches for total of multiple transactions for the same Contact
In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.
6 votes -
Bank Feed - Connect to Bulkley Valley Credit Union
Could you please look into connecting to the Bulkley Valley Credit Union (BC, Canada).
1 voteThanks, Megan for submitting your idea! We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
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COA | Create new account - Ability to add reporting name on the fly
It would save numerous steps if:
When a new account is created from within a transaction (for instance spend money or journal entry) the option to add a reporting name was available, instead of having to update later through the chart of chart of accounts.
When creating a new account, through the chart of accounts or elsewhere, that the Report Code mapping category could be allocated at the same time.
3 votesHi everyone, thanks so much for all your feedback and support on this idea!
We know that sometimes you need to create a new account on the go—like when you’re right in the middle of entering a spend money transaction or a journal. But at the moment, you can’t create a new COA account then and there.
The current workaround is to create the account first from the Chart of Accounts before doing your actual task. While that gets the job done, we understand it’s not the most efficient way to work, especially when you’re trying to keep momentum.
This idea is now in the Gaining Support stage. We’re keeping an eye on how much interest it’s getting, and your votes and comments help show the value this would bring to your day-to-day.
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Bank Rules - Ability to search by Account Code
It would be very useful to be able to search bank rules for an account code, since account codes cannot be archived/deleted if there is an associated bank rule. I eventually found the relevant bank rule but it was very time consuming to go through each bank rule individually - there can be hundreds of bank rules.
5 votes -
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
2 votes -
Bank Reconciliation - Copy details from statement line into spend/receive money
Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…
13 votes -
Bank Reconciliation - Add a column in the bank statement tab that show the Account the transactions are coded to.
This will assist when coding transactions and/ or reviewing transactions without having to manually click into each individual transaction.
3 votes -
Chart of Accounts - Export to include organisation name
I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.
Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?
Thanks for your support!
2 votes -
E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
6 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
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Bank Reconciliation - Indicate if a bill has an attachment when reconciling
We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.
4 votes -
Chart of Accounts - Click on the padlock icon of a locked account to redirect you to bank rules.
For Advisors only: if a padlock is present on an account of the COA I would like the padlock to go to the bank rules so they can easily be redirected to the new account. For example, we set up Directors Loan accounts for each financial year. Each year we hae to add a new account too the COAs and reroute all of the rules. Painful!
1 voteHey Michele, thanks for your suggestion to make the padlock icon on the Chart of Accounts a direct link to the associated bank rules.
We're grateful for your engagement and for letting us know the changes that would improve your workflow. We can see how this would be a huge time-saver for Advisors, especially when managing year-end processes like creating new Director's Loan accounts and rerouting the old rules.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, other Advisors can now comment to share more detail about how this feature could make their own account management processes much less painful. 🙂
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