458 results found
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PayPal feed - Show all foreign currency transaction in one bank account
When a new Paypal account is created in Xero and it's integrated with Paypal for bank feeds, all transactions from all the currencies appear in one bank account. However, when due to any reason, this Paypal account in Xero is disconnected from automatic feeds, and is reconnected, all of a sudden Xero pushes to create a new bank account for each currency in Paypal.
It will be very helpful if there's at least an option to either have one bank account for all Paypal currencies (just like it's done in the first time integration), or have a separate bank account…
2 votesThanks for highlighting this improvement. Being able to choose between a single multi-currency bank account and separate currency accounts when connecting PayPal could give businesses more flexibility and help keep their Chart of Accounts organised.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share how you’d like the reconnection process to handle currencies.
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Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
28 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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 Reconciliation - Change terminology from Reconcile to Categorise or Allocate
Instead of referring to reconcile transactions, it would be better to refer to categorise or allocate transactions.
Bank transactions are categorised - we tell Xero what each transaction is for - answers "What was this for?" However at present this is called Reconcile transactions
Reconciling an Account - is matching the above transactions to the bank's records (statement) - checking that every transaction in Xero matches what actually happened in the bank account and the end balance matches.
The terminology seems to confuse some and they think by categorising/allocating a transaction they have reconciled the account.
28 votesThanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
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 Reconciliation - Automatically clear suggested matches when recording a prepayment
When reconciling bank statement lines, Xero sometimes automatically selects suggested matches (such as invoices) that may not be correct. If I use the Create tab to record a prepayment, the previous suggested match remains selected. This increases the risk of reconciling to the wrong transaction, as I have to manually untick the incorrect match before reconciling.
It would be much more intuitive and safer if, after creating a prepayment, Xero automatically cleared any previously selected matches so that only the new prepayment is selected for reconciliation. This change would reduce errors and make the workflow more efficient.
1 voteAppreciate you sharing this, Donna. The idea is to automatically clear any selected Match items when creating a prepayment during reconciliation, so they can't remain selected by mistake.
I’ve moved this to Gaining Support so we can continue gathering feedback. How would you expect this to work in Xero?
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Bank Feed - Aldermore bank
For Xero to expand their bank feed connections to develop a feed that supports Aldermore bank
85 votesHi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.
As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.
We want to be transparent that while we're aware of the demand…
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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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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
3 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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Check Images
It would be helpful if you could provide check images as attachments directly on the corresponding transactions in Xero’s bank feed, with an attachment icon that can be clicked to view the image while reconciling.
This would be especially helpful when the bank reference tends to only says “Check” or provides limited details. Being able to open the check image from that transaction would make it easier to identify the payee and code the payment without logging into the bank or requesting a copy from the client.
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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For all of us, unlock AR and AP. Every accountant I know has made JE's to these accounts. Please don't make me switch back to Quickbooks!!
For all of us, unlock AR and AP. Every accountant I know has made JE's to these accounts. Please don't make me switch back to Quickbooks!!
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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Add "switch bank account" dropdown to Reconcile Period tab
I appreciate the drop-down menu for quick switching between bank accounts on the top left of the Reconcile, Cash Coding, Bank Statements, and Account Transactions tabs.
However, this menu is absent from the Reconcile Period tab, which is the one place where it would be most useful. I'm always trying to switch rapid-fire between bank accounts when doing my month-end reconciliations, and need to click out of the tab each time (or return to the Home page) in order to do so.
Thanks!
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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Terminology for Spend Money vs Receipt
In the web instance of Xero, you select SPEND MONEY and in the app version you use RECEIPT. Both do the same thing, yet the terminology is different. Having the terminology consistent across the platform is vital for a good customer experience.
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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Add an option to display the base-currency value for foreign-currency invoices directly on the reconciliation screen.
Add an option to display the base-currency value for foreign-currency invoices directly on the reconciliation screen.
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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Bank Feed – Hong Leong Bank (HL Bank Singapore) ConnectFirst (CF) business accounts
Request XERO to expand bank feed connections to the Hong Leong Bank (HL Bank Singapore) ConnectFirst (CF) business accounts. This establishment & integration would greatly benefit Singapore businesses & support Xero's growing presence in Singapore.
1 voteHi Ann, thanks for sharing 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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Reinstate the Bank Reconciliation Detail report
At some point, the Bank Reconciliation Detail report has disappeared. Instructions on how to use it still appear in Xero Central, but the report itself is no longer available. https://central.xero.com/0/article/Bank-Reconciliation-Detail-report
We use this report at my workplace to assist in identifying which transactions are causing the bank account to not reconcile with the statement - it speeds it up significantly, as compared to going through the bank statement line by line.
Please reinstate this report.
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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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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negative
When using the Reconcile Period function on a credit card, you should not have to enter the beginning / ending balance as a negative. You should be able to designate that bank account as a credit card account in the settings or CoA. And then Xero should automatically know that beginning and ending balances are for a credit card. To manually have to enter as a negative takes an extra thought step and creates room for error. The program should be able to understand a credit card account vs. a checking account. QBO has this part figured out.... Xero should…
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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bill entry
Allow more than 5 Bill entries per month for the lowest tier of plan.
We are a small NFP and thought we could reduce the time needed to verify and pay our expenses by using Batch processing exported from Xero and uploaded to our bank.
Only to be stymied in this by a limit of only 5 Bills allowed to be entered each month. I think this is too small a limit and would like to see it increased to around 20.
We'd probably still have to enter some manually in the busier months, but this would cover most of…
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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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.)5 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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Products should translate into the relevant currency when selected
When adding an item to an invoice that is in a foreign currency, the item value should be translated to the foreign currency value at XE.com's exchange rate at the time instead of just picking up the numbers and plugging them in.
Currently, if you set all of your prices in GBP, then invoice in Euros, the GBP amount will pull through when selecting an item on the invoice instead of translating to the relevant amount of Euros (i.e. if your item is £100, and you add it to an invoice which is in Euros, instead of translating it and…
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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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.
9 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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