481 results found
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Colour Code Chart of Accounts
Would it be possible to add a feature to colour code our chart of accounts - especially expenses? When I am at the petrol station adding a receipt for a fuel purchase, it would be great to scroll down to a colour (with the account number). Another idea would be to have a favourites for expenses - we could add the ones we use most often.
Thanks from a small business owner.12 votesThanks for sharing, Timothy.
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!
We'll share if there are any updates for this here.
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Xero App - Align the bank figures on the app with web
On the new home page, for each bank account, the Statement balance is on the left and the Xero balance is on the right. On the Xero app they are the opposite way around. Consistency between the two UIs would save time by reducing friction.
3 votesHi everyone, thanks for sharing this suggestion. We understand that having consistent information across mobile and desktop is important, especially when you’re checking balances or making quick decisions on the go.
The suggestion here is to align the bank balance view in the mobile app with the web version, so users can see the same balance details and have a clearer view of their reconciliation position.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback on how this impacts your mobile workflows.
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Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
24 votesHey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
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 Accounts - Uncoded statement lines button visible on page
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.4 votesThanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.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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Bank rules - Improve view & scroll
It would be really helpful if the way the list of bank rules is displayed, when selecting them in the cash coding screen, was improved and made more user friendly.
Often I have to manually apply bank rules (due to other bank rule limitations). We have a lot, so this means scrolling through the list each time.
The arrow to display the whole list is tiny, requiring precise hovering to select it, and each click only moves the list at once.
They could be displayed in a better way, at least in columns, and more shown at once.
6 votesThanks for sharing your idea, 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. Feel free to share this idea with other 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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Non-Current Liabilities - Ability to add bank feed
Set up mortgage or long term bank loan accounts as Non-current liabilities but still enable the user to connect a bank feed. This will ensure the coding and processing burden is reduced when reconciling loan accounts and will ensure the Cashflow statement is correct.
2 votesThanks for taking the time to share this idea with us 💥 We really appreciate you explaining how this could help reduce the coding and processing effort involved in reconciling loan and mortgage accounts, while also supporting more accurate reporting.
We’ve now moved your idea to Gaining Support so we can continue to track interest and feedback from others who’d also like to see this in Xero.
Thanks again for raising this with us and for sharing the impact this would have for you.
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Find and Recode - Filter by Account Type
It would be helpful to be able to filter items to find and recode by income statement or balance sheet items rather than having to sort by code and selecting the applicable ones or filtering by ALL the applicable codes, which is very time consuming.
2 votesHi everyone, thanks for sharing this idea ✨. We’ve reviewed your suggestion to be able to search within Find and Recode by account type, rather than needing to search by individual account. We’re moving this idea to Gaining Support so it can build support from the wider community. This status means the idea is open for votes and comments, which helps us gauge how useful this change would be for others and gather more detail on the workflows it could improve.
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Bank Feed - Standard Chartered Global Private Bank
Dear Support,
Please expand bank feed connections to the Standard Chartered Global Private Bank. This will assist greatly in processing bank account information in Xero.1 voteThanks for sharing what banks you'd like to see us develop a feed with, Michelle. We'll start to feel out the appetite in this feed from the community here, and I'll share if there are any plans made for developing a feed wth Standard Chartered Global Bank.
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Cash coding - Allow user to save partial allocations
Cash coding - Allow user to save partial allocations, such as tracking categories, instead of having to add all final data 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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Bank feed – AmBank Group Malaysia
AmBank Group Malaysia (including AmBank Islamic) currently has no direct bank feed integration with Xero. Malaysian SMEs using AmBank must manually export and upload CSV statements, which is inefficient and error-prone. We request Xero to establish a direct API-enabled bank feed with AmBank, similar to the existing CIMB and RHB Malaysia integrations. This would greatly benefit Malaysian businesses and support Xero's growing presence in Malaysia.
1 voteAppreciate you raising this idea, Azman. We can see how connecting AmBank Malaysia through a direct bank feed could help streamline reconciliation and reduce the need for manual statement imports.
We've moved this idea to Gaining Support so we can continue gathering feedback. We'll keep sharing interest from the community with the team as they assess future banking integrations.
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Bank feed - Display warning of consequences when attempting to disconnect feed
Before triggering direct advice to the bank to disconnect a bank feed(s), send a warning to the Xero Administrator that outlines the impending course of action in an attempt to stop an unintended consequence after archiving an active bank account.
1 voteThanks for sharing this idea, Mark. We can understand how receiving a warning before Xero sends a request to disconnect a bank feed could help prevent accidental disconnections, particularly when an active bank account is archived unintentionally.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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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.
26 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 Feeds - Establish direct bank feed connection for Bank of Singapore (An OCBC Company)
Dear Support,
Please expand bank feed connections to the Bank of Singapore (An OCBC Company). This will assist greatly in processing bank account information in Xero.1 voteThanks for taking the time to suggest this. We understand the request to add Bank of Singapore as a supported bank feed connection. This could help customers and advisors spend less time managing manual statement uploads.
For now, bank transactions can be brought into Xero by importing a supported statement file from your banking provider.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this connection would help your business, add your vote and let us know more about your setup.
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Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen
Show how many lines to reconcile per month:
I only use Xero once month, to do last months accounts. I know some people go in every day, or every few days and reconcile a few transactions, but I just do it all once a month and print the end of month reports. I am sure a large portion of people do this too.
I reconcile all previous months transactions, and run the reports. Say it is 8 April, I don't need to reconcile any transactions for April. I just want to close off March.
Therefore I want the blue "Reconcile…
2 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Feed - Moneybox
New bank feed for Moneybox Business Saver
10 votesThanks for sharing your idea, 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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Bank Feeds - Add automatic bank feed support for Hong Leong Bank ConnectFirst business accounts
Xero urgently needs to add support for Hong Leong Bank commercial banking accounts (ConnectFirst) for automatic bank feeds and auto reconciliation. Right now, the Hong Leong connection appears limited to personal banking, which is not useful for many real business users.
For companies like ours, the actual operating account is under ConnectFirst, not personal banking. Without commercial bank feed support, we are forced into manual uploads and manual reconciliation, which defeats the purpose of automation and increases admin workload and error risk.
Please add Hong Leong ConnectFirst support as soon as possible. This would be a high-impact improvement for Malaysian…
2 votesHi Rex, thanks for sharing this suggestion. We understand you’re looking for automatic bank feeds for Hong Leong Bank ConnectFirst business accounts, so transactions can flow directly into Xero without needing manual imports.
Having a direct connection could help make reconciliation more efficient and reduce extra steps when managing daily finances.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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Bank Reconciliation - Copy transfer transaction
I would like to be able to copy a Transfer transaction.
When viewing a transaction on the "Transaction: Spend Money" screen, the "Options" menu includes a "Copy" function. However, when viewing a transaction on the "Transaction: Transfer" screen, the "Options" menu does not have the "Copy" function. Please add the "Copy" function in the "Options" menu on the "Transaction: Transfer" screen.
6 votesHi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?
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Reconciliation - Autofill account and tax when applying a bank fee
It is frustrating when manually reconciling transactions when a variance is a bank transaction fee and I select 'Bank Fee' as the reason for the difference only to then have to select bank fee again when completing the transaction line presented for the Bank Fee.
Surely, if I have selected 'Bank Fee' as the reason for the difference, the line presented could have the 'Bank Fee' nominal account pre-selected and the appropriate Tax Rate populated given that it is for a Bank Fee?
It's only a small thing, but it bugs me.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how autofilling the account and tax fields when applying a bank fee could streamline reconciliation.
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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Third party payment Reconciliation - Simplify reconciliation
Improved Integration with Payment Platforms for Bank Feeds
I would like to suggest deeper integration between Xero and payment providers such as:
Stripe
GoCardless
Square
Specifically, it would be valuable if Xero could automatically import bank feeds from clearing accounts linked to these payment platforms.
Many businesses process large volumes of transactions through these providers, and reconciliation of clearing accounts can become time-consuming. Automated bank feeds for these accounts would streamline reconciliation, improve visibility over cash flow, and reduce manual data handling.
2 votesHi Matheus , thanks for sharing your idea, and letting us know the changes that matter most for you. Can appreciate the need to simplify the reconciliation process when processing a third party payment. We'll open this idea up to the community to get more support and traction. Cheers!
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Bank Feeds - Enable direct bank feeds for Royal Bank of Canada (RBC) Line of Credit accounts
The new RBC connector cannot see the Line of Credit feeds and has to be refreshed separately compared to the old connector (Yodlee?)
1 voteHi Samantha, thanks for highlighting this improvement. We understand the ask to have a direct bank feed for RBC Line of Credit accounts could make it much easier to keep borrowing activity and repayments up to date without relying on manual imports.
At the moment, direct feeds for some RBC Line of Credit accounts aren't available. This means transactions may need to be imported manually, which can add extra steps when reconciling your accounts and monitoring balances.
In the meantime, you can download transactions from your RBC Online Banking account and import them into Xero using the Import a Statement option. This helps keep your account up to date while continuing to reconcile activity in Xero.
We'll continue to track interest and gather more input from others who'd benefit from this capability.
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