Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Bank Reconciliation - Use Bank Rules to record fees

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Louise MacSweeney commented  · 

    We use SumUp and regularly reconcile lump sum transfers against weekly sales invoices using Find & Match → Split Payment → Add Adjustment → Bank Fee.

    Even though the contact has defaults set (Merchant Services account, Tax Exempt), these are not respected in the adjustment field. We’ve also tried creating a Product/Service item with correct coding — but the adjustment field doesn’t pull from the item list.

    Instead, random VAT rates appear by default, which causes errors that affect VAT returns and require manual corrections — adding unnecessary work.

    Request:

    Let us use predefined items in adjustment fields, or

    Allow bank rules to apply to adjustments — particularly for tax rates.

    This small change would prevent recurring errors and improve consistency.

    Louise MacSweeney supported this idea  · 

  2. Sales invoice - Edit tax rates without removing payment

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Louise MacSweeney supported this idea  · 

  3. Purchase Orders - Import from an Excel file

    65 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  30 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Louise MacSweeney commented  · 

    Can't understand why this is not available already. You can bulk import a list of products/items yet cannot import from that list to a PO. It is too time consuming entering product codes and checking each line item. Agree that importing a csv would be great.