Settings and activity
17 results found
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1 vote
Thanks 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. 🙂
Dianne Coleman
shared this idea
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4 votes
Thanks 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.
Dianne Coleman
supported this idea
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6 votes
Thanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
Dianne Coleman
supported this idea
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6 votes
Thanks 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.
Dianne Coleman
supported this idea
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5 votes
Hi Uri and Annabel, thanks for your feedback and letting us know the changes that matter most for you. We will move this idea to gain more support from the community so other users who want this change are also able to add their vote and comments on it. You can share this idea with your friends and colleagues as well so they can add their votes!
Dianne Coleman
supported this idea
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76 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
Dianne Coleman
supported this idea
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25 votes
Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Dianne Coleman
supported this idea
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22 votes
Thanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
Dianne Coleman
supported this idea
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12 votes
Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
Dianne Coleman
supported this idea
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8 votes
Great to hear you're using the new reconciliation of credit notes, Thornlie. We appreciate the feedback on this here and I've made sure to share back with our product teams.
I'll share if there are any updates planned for this with you here.
Dianne Coleman
supported this idea
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28 votesDianne Coleman
supported this idea
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42 votes
Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.
We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.
Dianne Coleman
supported this idea
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46 votesDianne Coleman
supported this idea
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143 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Dianne Coleman
supported this idea
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3 votes
Hi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
Dianne Coleman
shared this idea
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11 votes
An error occurred while saving the comment Dianne Coleman
supported this idea
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33 votes
An error occurred while saving the comment Dianne Coleman
commented
Xero NEEDS and UNDO button!
We need to be able to undo last action, regardless of that action whether its a recon (like when you press the reconcile button too quick and then realize you forgot to add some details)Dianne Coleman
supported this idea
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SAVE FOR LATER section within the Reconcilation page
We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they are out of the way and you know you can ignore them for a little while, instead of scrolling through all of the transactions to get to the next transaction that you CAN actually complete.
If you were to put these in a tab of their own, reminders would need to be present on the currently viewed page to let us know that recon cant be completed until those grouped 'saved for later' transactions are completed (would just need to be a brightly coloured button somewhere on the screen that can be clicked on to take us to the saved for later transactions.
But I think the ability to just change the colour of 'save for later' transactions would be simplist.