481 results found
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Bank Feed - expand the Select Matching Transactions window to show more than 5 lines without scrolling
I frequently receive remittances for up to 50 invoices and having to keep scrolling down the list to mark them off is time consuming.
Having the option to expand the window to see more invoices would be very helpful.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 - Streamline 2FA loops for RBC
New RBC Royal Bank Feed Flinks is very cumbersome for 2FA it asks for the code twice. It also cannot see the Line of Credit feeds that has to be refreshed separately compared to the old connector (Yodlee?). Would be great if you could give feedback to Flinks for a faster connection.
2 votesHi Samantha, thanks for sharing your feedback on this. The suggestion here is to streamline the two-factor authentication (2FA) process for RBC bank feeds, reducing the need to re-verify as often when accessing your connected accounts.
We’ve updated this idea to **Gaining Support** so we can continue tracking interest and share your feedback with our teams.
A quick note: this post also mentions support for RBC Line of Credit feeds. To keep ideas focused on one improvement at a time, please create a separate idea for that request so it can gather its own feedback and support.
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Bank Reconciliation - Ability to change statement lines' date
Hi Xero,
When doing bank reconciliations, we often have to change the dates on rec lines.
It would save so much time if you did not have to click into the transaction to change the date.Likewise, in cash coding - You can change every other detail except the date, meaning you have to go back into individual transactions
Have attached screenshots.
2 votesHi Natalie, thanks for sharing your feedback here.
We can see how having the ability to edit the date on a bank statement line could help in situations where the bank processing date differs from the date you need for your reconciliation workflow.
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 this would support your reconciliation process.
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Bank Feeds - Real time update
Given that bank transactions are now processed 24 hours a day 7 days a week, it would be good if Xero ran overnight processing everyday rath
2 votesHi Greg, thanks for raising this. We can see how running automated bank feed processing and matching on weekends as well as weekdays could help keep transaction data more consistently up to date and reduce Monday catch-up.
I’ve updated the status of this idea to Gaining Support, so if this is an update you'd like to see, please keep on voting.
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Amending the amount of a check
Requires ability to change the amount on an issued check without reissuing or recreating the check
* Does not want to remove and redo payment or void the check to correct the amount
* Needs a direct method to edit the check amount after creation.
Quickbooks allows this feature and if we do not have it we continue with quickbooks and move on from Xero.
We don't always write a simple check as we have various expenses that we track to our vendors.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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Amending the amount of a check
Requires ability to change the amount on an issued check without reissuing or recreating the check
* Does not want to remove and redo payment or void the check to correct the amount
* Needs a direct method to edit the check amount after creation.
Quickbooks allows this feature and if we do not have it we continue with quickbooks and move on from Xero.
We don't always write a simple check as we have various expenses that we track to our vendors.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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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
5 votesThanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
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Stripe - Allow user to choose payment account when creating a Stripe direct feed
Currently, if you connect a new Stripe feed, your default Stripe payment account auto updates to the new account without asking or notifying you. This is highly problematic. At a minimum, you should be notified that its updated. At best, it should ask if you want to update.
4 votesHi Allison thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this to gain some more support from the community so other users who would find this change handy can also add their vote here. 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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Add a filter for bank transactions that match bank rules
On the Bank Reconciliation screen, please add a filter or checkbox to show only transactions where Xero has identified a matching bank rule. Essentially, “Here are all the lines that match the criteria of a bank rule.”
At present, these transactions are mixed in with all other unreconciled bank transactions. This means users must work through or scroll past numerous transactions to identify those where a bank rule is available.
A simple filter such as “Bank rule matches only” would allow users to quickly review and reconcile all transactions that have triggered a bank rule in one batch.
This would…
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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When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconcilled
When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconciled lines, this saves having to go in to every bank account each day, or memorise which have items to reconcile.
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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Have history on chart of accounts to see who opened an account or changed
Have history on chart of accounts to see who opened an account or changed.
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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Automatically recognise realised FX gain/loss when transferring the full balance of a foreign currency bank account
Problem
When a user uses Xero's Transfer Money function to transfer the entire balance of a foreign currency bank account, the foreign currency balance correctly becomes zero.
However, due to exchange rate differences between the original transaction date and the transfer date, Xero may leave a residual balance in the base currency (for example, SGD) within the account transaction history.
This remaining balance represents a realised foreign exchange gain or loss arising from the disposal of the foreign currency funds. Therefore, Xero should automatically recognise this FX difference and clear the bank account balance.
The expected accounting outcome should be:…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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Credit Card Feed Update
Huge problem with the new update! Maybe it's just me.
Combining all company credit cards into a single feed is creating a significant problem for our accounting process.
We have five different company credit cards assigned to different departments, but the system combines all transactions into one feed and sorts them only by date. This means that at the end of each month, when employees submit their receipts, I have to sort through transactions from five different cards just to reconcile each department's expenses. With the old feeds, that was easy. With the new feed going into master account, it…
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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Reconciliation totals
Add a function which totals selected transactions in a bank or control account (i.e. you can see what the total of your selected transactions is before hitting reconcile)
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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Statement Balance when Importing Bank Transactions
Importing Bank Feeds - When importing bank feeds, before confirming the import it would be useful to see what the new statement balance in Xero will be once the transactions have imported so you can reconcile it to the statement balance before hitting confirm.
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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Bank Reconciliation - Ability to enable or disable auto-reconciliation for Spend or Receive items
When auto-reconciling, separate spend items from received items. The Aged Receivables department does not find the auto-reconcile feature useful, whereas it is beneficial for the Aged Payables department.
There should be an option to enable auto-reconciliation for spend items while disabling it for received items
2 votesHi everyone, thanks for raising this idea. We understand why having separate controls for auto-reconciliation of Spend and Receive transactions would be useful, especially for teams managing different parts of the reconciliation process.
The idea is to allow users to enable or disable auto-reconciliation settings separately for Spend and Receive items, giving more flexibility over which transactions are automatically matched.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
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Westpac Bank Feed Correction
Correct the Westpac Bank Feed so the fields are passed through to Xero correctly. Currently the Description (from Westpac) is put into the Payee field (which should be Merchant), resulting in truncated description payee.
This causes us several issues in our reconciling process, particularly with being unable to identify who made a purchase without logging into the westpac portal, as well as not being able to set up rules to consistently process against a contact without the merchant being passed through correctly.
I believe the matching of a transaction to a bank line is also impacted by this. We often…
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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Reporting - Jax Auto Reconcile Report
For the XERO auto reconciled report, please provide the ability to (1 ) sort all the column headers : Date Payee/Reference Transaction date Transaction description Document type Invoice/Bill reference Account code Spent Received Method
(2) export the report (3) enable the report size to be adjusted to show all fields in one page3 votesThanks so much for taking the time to share such a well thought out idea with us about a JAX auto-reconcile report 💙 We really appreciate the detail you’ve included and the way you’ve explained the impact this would have.
We’ve moved this idea to Gaining Support so we can continue to gather interest and feedback from the wider community. This helps us better understand the level of demand and gives our product teams useful context when reviewing ideas like this.
Thanks again for taking the time to share your feedback with us and help shape Xero ✨
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Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't
Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?
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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Bank Feeds - Update existing line when Revolut expense sync
I have a linked Revolut Business account. Transactions are showing up correctly. The issue comes when an already reconciled transactions is marked as expense in Revolut (and adding an invoice). Those expenses comes as a separate transactions in Xero.
The expected behavior is to update the existing transaction and add the expense info (attachment, category) to it.
2 votesHi Stefan, thanks for raising this idea. We understand why automatically matching Revolut expense syncs with existing transactions could help keep your bank reconciliation cleaner and reduce manual review.
Currently, when synced expenses create separate lines instead of updating existing records.
I’ve updated this post to Gaining Support so we can continue tracking feedback and gather more votes.
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