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7 results found
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183 votes
Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.
As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks
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Robert Flook
commented
This would be really useful for our charity
Robert Flook
supported this idea
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77 votes
Hi 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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48 votes
Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:
- Calculate your own your partial exemption adjustment amounts
- Enter them as VAT box adjustments on your non-MTD or MTD VAT return
Alternatively, if you use a set percentage adjustment you could do one of the following:
- Add a custom Tax Rate for your % rate.
- Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)
We recommend you talk to your accounting advisor or HMRC if you need more help with this.
There's…
Robert Flook
supported this idea
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Robert Flook
supported this idea
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An error occurred while saving the comment Robert Flook
commented
I agree. As it is available is certain regions, it sounds like a money grab by Xero to keep you paying for a subscription after you have finished using it. The trouble is, it affects people who need to download files for other reasons. I now have to go through Hubdoc (part of Xero) which can automatically save the picture to an online storage (i.e.Dropbox, Box, etc) but the invoice entry interface is not as good as Xero itself which often leads me to editing invoices in Xero after putting them through Hubdoc. Given the price paid, you would not expect to be trapped this way.
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23 votes
Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
An error occurred while saving the comment Robert Flook
commented
There is a similar idea with more votes (Have a button to move the date range one month forward or backwards) so probably worth merging the ideas.
Robert Flook
supported this idea
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An error occurred while saving the comment Robert Flook
commented
Great idea. This would save lots of time as it would would take out 80-90% of the time to move from 1 month to another. I rarely use the 'This Month' option as it is only after the month end that I am analysing things. Also, Xero defaults the dates to the current month making the option a bit of a waste of time.
If you are looking at anything it is generally on a monthly basis as this ties up with statements, budgets etc.
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157 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Robert Flook
commented
I agree with Arron that knowing an account doesn't reconcile is the easy bit. The hard bit is working out why it doesn't reconcile. Having some way of noting that you have identified a transaction, which remains on the record when you return would be really helpful.
Also, I am not sure @Dana A has understood the issue as they are referring to reconciling balances within a company. The majority of reconciliations are with 3rd parties (e.g. HMRC, Bank loans, Intercompany loans) so the information being compared is outside of Xero. A good first step would simply be the ability to tick off transactions and for the tick to remain (unless removed). A formal reconciliation system, similar to the bank rec system, could follow in due course, though I am not sure it needs to be that sophisticated.
Robert Flook
supported this idea
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58 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
Robert Flook
supported this idea
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Yes, please, can we have this as soon as possible?