468 results found
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Receipts
Create Hudoc to remain in XERO so we don't have to leave to many apps.
But most importantly send alerts automated to certain staff or users who have not uploaded their receipts and alert when its outside of company policy.
I need to have 4-5 apps just to use Xero with gusto. With expenses. Competitor is one app1 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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transfer
Allow us to transfer funds between linked accounts using products like Plaid. Save so much time!
1 voteHi Jessasm, just to make sure I understand your idea here correctly, are you saying you'd like to be able to physically transfer funds between your bank accounts from within Xero?
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Reconciliation | Find & Match - Default to show spent/received items
In Find and Find and Match function in Bank Reconciliation
Set the "Show spent items" and "Show receive items" to default to what was last used, OR to be always on.
2 votesThanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
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Bank Feeds | Check Dates - Ability for Xero to autopopulate the check with date and payee
Currently, a check written is downloaded in the feed with the date the check cleared and no payee name. It would be fantastic if AI could read the check, enter the payee and the date the check was actually written rather than the date it cleared. That would save the user from having to look up the check on the bank website and manually editing it so that the bank reconciliation is actually correct.
2 votesThanks for submitting your idea on Xero Product Idea’s David. We can appreciate the need for AI to read the details such as payee and date when the check was written. We’ll start to track support in your idea from the community, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Chart of Accounts - Rename Archived Accounts Without Restoring
Rename Archived Accounts in COA.
When reorganising a chart of accounts and reporting we often need to differentiate between the old way of doing things and the new. Or we archive a lot of 'Accountant Only' codes.
Since we can't filter out the archived codes - It would be great NOT to have to 'restore' them to rename to fit in with how we do things now.
1 voteHi Kali, thanks for raising this idea. We understand the ask to update details on archived accounts directly, such as account names or codes, without needing to temporarily restore them first.
We've updated this idea to Gaining Support. We encourage the community to vote on this idea if you’d find this Chart of Accounts improvement useful.
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JAX | Access Larger Dataset and Capability
Our company is a BIG proponent of the use of AI technologies. But because we don't currently integrate with Xero directly with our AI tool, I was hoping to use JAX to retrieve the information that we need.
Unfortunately JAX has a very limited subset of info it can retrieve making the results not very useful. It would be more helpful if JAX could have more lines of information or more results back from whatever query it did in the back end, so that I can get the data out on my side.
My example is that I asked JAX…
1 voteHi Sean, thanks for sharing this idea. We understand tat giving JAX access to a larger dataset and support deeper historical analysis could improve function.
The idea is to expand JAX’s data access and processing capabilities, allowing users to ask broader questions across more historical data and gain deeper insights without needing to manually combine data in Xero.
We encourage the community to share some more use cases and how JAX could be improved.
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Bank Feed - Moneybox
New bank feed for Moneybox Business Saver
8 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 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
1 voteHi 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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Bank Rules - Increase the maximum number of conditions per rule
There's currently a max number of conditions that can be added to one bank rule of, I think, 16.
This is very limiting, particularly for some of our rules. For example:
A bank rule that adds location tracking data, for example, EU, UK, USA, Rest of the World, based on the payment card country code. There are more codes than I can list in the conditions for some of the rules.
A bank rule that adds location tracking data, but is based on the customer's email address because the payment card country code isn't pulled through for this particular type…
4 votesThanks for sharing your idea and telling us what matters most to you.
We’ve reviewed it, and now it’s over to the community. If this idea could help your colleagues,
share it with them so they can add their vote. Other community members can also comment to add more detail on how this idea could improve their experience with Xero.
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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.
1 voteHi 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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Intercompany Loan Accounts & FX Revaluation
Intercompany Loan Accounts & FX Revaluation
The Workaround
Because Xero only performs automatic foreign currency revaluation on bank accounts, you're having to classify intercompany loan accounts as bank accounts, purely to get the FX conversion functionality, even though they are not 'bank accounts'
Why This Is Problematic
- Without changing the layout, it misrepresents the account type in the chart of accounts and on the balance sheet by default, which if left, undermines the integrity of financial reporting, particularly when producing statutory accounts or group consolidations
- It's a compliance headache as auditors and accountants expect loan accounts to look like loan…
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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template
I would like to be able to create templates for common manual journals I need to post. I have to create journals to deal with VMS and Sale on Commission transactions and having the accounts, VAT code and comments already in a template would save time and mistakes creating these. Also, being able to fix the debit and credit fields for each account would ensure the journal is entered correctly.
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 Rules | Contact details - add purchase defaults on the fly
Thank you for adding these fields when adding a contact on the fly. Can you please also add in the field for the expense acct that this contact should normally be coded to. Right now I have to save the contact, finish my bank rules, then go pull up contacts, find the vendor then go to the bottom and give it the gl number.
1 voteGreat to hear your flow of work in your idea here, Emelie - Can see how being able to add this detail on the fly when creating your bank rules could save you time.
This isn't something we have planned just yet but will get a gauge of interest from your idea and be sure to share if there are any updates for this, here.
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Find and Recode - Recode Transaction window option to always show TrackingOption1&2 fields
Recode Transaction window (for recode Source Transactions) needs an option to show TrackingOption1 & TrackingOption2 fields by default so users don't have to click +Add every time
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 Statement Tab Search – Show Account Transactions in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…
6 votesHi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
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Bank Feed - Update wording when selecting a bank account
When adding a new bank account the client needs to tick 'don't select' on all the other accounts which can be unsettling if these accounts already have bank feeds. There must be better wording for this, or remove the need to tick 'don't select'.
2 votesHi Saara, we can see how updates to the labels or instructions in the bank feed connection flow could help make setup clearer and reduce the chance of selecting the wrong account.
We'll continue tracking interest and share the feedback with our product teams.
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Bank Reconciliation - Custom templates/defaults for reconciliation adjustments
It would be so time-saving to allow us to create default shortcut options for the reconciliation adjustment instead of only being able to choose "Bank Fee" or "Minor Adjustment". My "Bank Fee" is always the same information for all field (except for the amount), so why can't I just select a button that I can name something like "MY Bank Fee Default" and it fills in the fields automatically and takes me directly to the amount field?! This would save people HOURS of time every month when reconciling.
3 votesHi there,
Thank you for this suggestion!
I’ve assessed your idea and moved it to Gaining Support. Being able to create custom adjustment shortcuts would be a massive win for efficiency, especially for practices or businesses dealing with high volumes of bank transactions.
I've also updated the title to Bank Reconciliation - Custom templates/defaults for reconciliation adjustments to help others with the same pain point find and support this.
A quick tip for now: If your bank fees always come from the same bank account or have a consistent description on your bank statement, you might be able to automate this entirely using Bank Rules.
By setting up a "Spend Money" bank rule, Xero can automatically suggest the account, description, and tax rate the moment the bank statement line hits your screen, meaning you wouldn't even need to click the Adjustment button!
We’ll keep you posted on any…
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Bank Statement - Ability to import pdf (UK)
Ability to import a PDF statement directly to xero instead of having to spend a fortune on PDF to CSV software like Dext for example
1 voteHi everyone, thanks for sharing your feedback on being able to import PDF bank statements directly into Xero in the UK.
We can see how this would make it easier to get bank data into Xero without needing third-party conversion tools.
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 Feed - Caixa Bank
Could you please look into integration with Caixa Bank? Such a pain doing manual import of bank statements
1 voteThanks for sharing your idea, Ellen. We appreciate there are more banks our customers would like to see us to connect with and save manual efforts involved in having to import bank statements manually.
We'l start to get a sense of the wider interest in a feed with Caixa and I'll be sure to let you know here if there are any plans made for this.
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Bank Reconciliation - Search | Enable mid-string matching
Current behaviour:
When reconciling a transfer and searching for a bank account, the dropdown search only works if you enter text from the very start of the account name. For example, if I have an account called "Emerge COGS", I can only find it by typing "Emerge" - searching for "COGS" returns no results and causes the dropdown to glitch.
The inconsistency:
This search behaviour is inconsistent with other areas of Xero. When making a payment from a bill, the account search works with mid-string matching - searching for "COGS" correctly brings up "Emerge COGS". This creates confusion as users…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you Dan. We appreciate you sharing your thoughts and providing a detailed example. We'll open this idea up to the community to gain more support. You can share this with your colleagues who might benefit from this as well. Cheers.
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