313 results found
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Chart of accounts - Ability to set up credit card as a liability without a feed
Set credit card accounts as liabilities, not assets. We are not a bank, so credit cards are properly liabilities. There should be no reason these accounts should be reported as assets in any circumstance.
I can't set Account Type for bank accounts unless there is a feed associated with it. Even though, I'm not sure what good that actually does, and we don't have feeds for all our accounts. "Credit Card" is an available account type for bank accounts when they are feed-enabled, so adding credit cards as bank accounts appears to be what Xero intended, and that's what we…
4 votes -
Bank Reconciliation - Filter to show lines with suggested matches
When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?
(This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)
6 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
33 votes -
Bank Reconciliation - Filter transactions in 'Find and Match'
The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.
When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!
7 votes -
Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
8 votes -
Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.3 votes -
Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
16 votes -
Chart of accounts - Option to exclude account from cash basis reports
Choose your cash basis accounts - After coming to the forum becuase I haven't found a way to remove non-cash accounts from cash basis reports I saw a bunch of people asking for depreciation to be ADDED to the reports. So obviously we all want something different. How about each account on the COA has another checkbox (like the "show on dashboard", "enable payments" check boxes) that gives the user the option to EXCLUDE FROM CASH basis REPORTS. I can remove all the deferred revenue, someone else can add in depreciation, and we can all have the cash basis reports…
2 votes -
Bank Reconciliation - Allow correction of exchange rate on account transactions
As the Open Banking Credit card transactions with Fx amounts are still being incorrectly imported, allow the transactions to be edited rather than every month having to delete the existing transaction and create a new one.
2 votes -
Bank Reconciliation - Show cheque number for matching payments
Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.
When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.
6 votes -
Reconciliation - Show Variable number of Statement Lines per page
Please in the Interests of response times, can you make the Reconciliation page size VARIABLE ?
With 50 LInes per page the screen response time is TOO SLOW, especially with a filter applied.Less lines shown per page would make the screen faster.
6 votes -
Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…2 votes -
16 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
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Banking Feed Login - Direct Xero Notification
Banking Feed Login - Direct Xero Notification
I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.
2 votesAppreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.
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Chart of accounts | Print - Include descriptions
Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.
7 votes -
Stripe - connecting to other currency accounts
Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…
6 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
30 votes -
Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
5 votes
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