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6 results found

1. Reporting - Improve General Ledger Report performance for high transaction volumes

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jeremy Rigby supported this idea  ·  23 July, 2025

2. Account Transactions Report - Running Balance calculation

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jeremy Rigby supported this idea  ·  23 July, 2025

3. VAT Return report - Transactions not included

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   7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   HI team, our article here will likely help you identify transactions that have not been included in your VAT return. 

   You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return. 

   Jeremy Rigby supported this idea  ·  23 July, 2025

4. Reconciliation - Bulk 'OK' for reconciling bank transactions

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   52 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.

   For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central 

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,… more

   Jeremy Rigby supported this idea  ·  23 July, 2025

5. Bills - Support for JP Morgan Chase SGD Swift payments

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Rigby supported this idea  ·  24 July, 2023

6. Contacts - Add IBAN in account number and Swift in Routing number

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   43 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.

   Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow… more

   Jeremy Rigby supported this idea  ·  24 July, 2023