Settings and activity
7 results found
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171 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment An error occurred while saving the comment 
Kyle Chirpich
commented
Hey Xero, still waiting on you to support this super basic functionality.
An error occurred while saving the comment Kyle Chirpich
commented
Agree, it is absolutely absurd that Xero neuters what should be a very powerful tool. This needs to be fixed asap.
An error occurred while saving the comment Kyle Chirpich
commented
Agreed, it is incredible that journal entries cannot be made against bank accounts, especially when you cannot use "Spend Money" transactions between bank accounts. You can apparently do JE's in quickbooks as well as several other accounting packages I've used. This is a classic case of neutering functionality to protect the dumb.
In my use case, my mortgage payments show up from my bank account as a single payment that is the sum of principal and interest I owe for that month. If I have the loan set up as a bank account as well, my only option appears to be to process the payment as 2 transactions: a transfer to move principal from my checking account to the loan, and a spend money to move the interest from my checking account to Interest Expense. Processing this as two transactions will throw off my bank reconciliation. If journal entries were allowed on bank accounts, then I'd be able to do the transaction in a single JE.
If I set up the loan as a non-current liability, then I can process the payment as a single spend money with 2 line items, but then the loan doesn't show up on the dashboard and I can't import statements to it.
Kyle Chirpich
supported this idea
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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. 🙂
Kyle Chirpich
shared this idea
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24 votes
Thanks for everyone's feedback on the new manual journals experience here.
It's best if we track feedback on each suggestion separately so our product teams can consider the support, and we can best eep you updated of changes.
In the new experience where the option to show journal on a cash basis has been ticked you'll see the reference 'Appears on All reports' on the posted journal, alternatively where deselected this'll show as 'Appears on Accrual reports' - this replaces the previous notation of 'Accrual and cash' and 'Accrual only' - We'd like to understand if there is wider confusion and interest in the previous terminology and have updated the title of this idea to reflect this point so we can track this.
Date entry in new manual journals continues to work as it did in the previous experience. You can find the available shortcuts in Xero Central’s date-entry guidance…
Kyle Chirpich
supported this idea
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An error occurred while saving the comment Kyle Chirpich
commented
Agreeing with everyone else, the new journals is awful. way too much white space. Also, bring back the "Show on cash reports" button when I'm entering a JE. I don't want the extra click to find it hidden behind the settings. It was fine before, why break it?
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105 votes
An error occurred while saving the comment Kyle Chirpich
commented
Print paper checks, reports, invoices, etc, without generating a pdf.
It is extremely odd to me that pdf generation is required prior to printing paper copies of documents. This process adds many mouse clicks compared to almost any other software in the past where you can click "print", and the document comes out of the printer. I understand that this is perhaps a limitation of using browser-based software instead of local software, but figure out an answer please.
Kyle Chirpich
supported this idea
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53 votes
Hi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
An error occurred while saving the comment Kyle Chirpich
commented
Its disappointing that xero continues to not support basic accounting functions. Quicken can handle loan schedules, and xero should be a step or two above a basic consumer accounting package. The link you provided in your 7/17/25 update does not cover interest rates, term, or amortization.
An error occurred while saving the comment Kyle Chirpich
commented
Kelly Munro, the link you shared has zero information on how to enter interest, terms, opening balance, etc as requested by the OP. Xero is missing what appears to be a very basic function for loan management.
Kyle Chirpich
supported this idea
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67 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
An error occurred while saving the comment Kyle Chirpich
commented
Come on Xero, this is fairly basic. Add a checkbox to the contact info where the contact can be designated as a supplier, customer, or both.
Kyle Chirpich
supported this idea
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13 votes
Hi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
Kyle Chirpich
supported this idea
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An error occurred while saving the comment Kyle Chirpich
commented
Add ability to attach files at the invoice payment screen. We can attach files to a "Receive Money" transaction, why can't we attach them to an invoice payment?
Hey Xero, when are you going to fix this?