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4 results found

  1. Bank Feed - Charities Aid Foundation (CAF)

    588 votes

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    319 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.

    We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.

    We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks

    Simon Chides supported this idea  · 

  2. Remittance Advice - Send from the new Direct Bank Transfer screen

    18 votes

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    submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Simon Chides commented  · 

    Remittance Advice sending functionality when using "Make Payment" to connect to the Bank directly and pay multiple suppliers please!

    Simon Chides supported this idea  · 

  3. Organisation Settings - Ability to set colour of organisation

    315 votes

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    113 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.

    Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.

    We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.

    Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.

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    Simon Chides commented  · 

    Not only change the colour of the company letters but of the whole header toolbar to make it VERY clear which company you are in! See attached

    Simon Chides supported this idea  · 

  4. Bank Rules - Account Description from Statement Description

    115 votes

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    33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.

    While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!

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    Simon Chides commented  · 

    The Statement Description contains all the information about my transaction and is far too long to be in the Xero Reference field. Please find a fix

    Simon Chides supported this idea  ·