1234 results found
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Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 vote -
Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
1 vote -
Customizable user permission
User roles need to be far more customizable than the currently available options. For example, a user should be able to approved purchase invoices without also having access to sales invoices and vice verse. Users should be able to access the files library without having access to the reconcile bank accounts. We are losing potential customers, because they choose inferior software that has more defined user permissions.
7 votes -
Xero Tax - Accounting for Stock movement
Accounting for Opening and Closing Stock.
In the Trust tax return and probably others, at Item 5 in the business section there is a plus icon you can press to open for 'livestock and produce trading'. In there you can record opening and closing stock, purchases and sales. Currently this is only feeding into the primary production section of the return. I would love to see an option to allow the same information for non primary production businesses. So that the stock can be clearly recorded for a retail business, or a share trading business for some examples. I recently…1 vote -
Copy Reports to Clipboard
Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.
1 vote -
cis
Prepayments and Overpayments to be included on both CIS monthly returns and CIS Suffered reports.
Currently I have just learnt that if you post a customer receipt or subcontractor payment to the sales or purchase ledger as overpayments or prepayments, then match these to the sales invoice or subcontractor invoice at a later date they do not pull through to the CIS reports. Instead you need to find the overpayments posted remove and redo and then allocate them.
I was unaware of this which has meant submission to HMRC have been incorrect on CIS suffered as contractors do not always…
1 vote -
Payroll Activity Details - Date column to be added back
There has always been a date column - add it back - why mess with something that has been used for so many years. Absolutely so desruptive to our professional services.
1 vote -
1 vote
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Find and Recode
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
2 votes -
Fixed assets - general pool for book depreciation as well as tax
In blue Xero you should be able to pool assets for book depreciation as well as tax depreciation. Also there needs to be a way to write assets off when immediate depreciation rules change.
1 vote -
clock back thetime
Clock back the time without re-entering all information
Many times throughout the day I stopped the clock time in XPM and I start working on another job, then later I might go back and work on the initial work I was working on. It would be fantastic if we can clock back in the initial job without having to enter all the details such as the client, job and task again... it would also save time. The online App Clockify offers this option, you might check it out for reference.. hoping this idea is taking on board sometime2 votes -
highlight
I would like to suggest Xero to have a highlighter tool, this would be handy when viewing wide spread comparable reports.
Currently we are exporting to excel to be able to highlight figures/rows.
There are no certified browser add-ons for this tool, and once the page is refreshed it will be lost at the browser level.
It would be handy to keep the highlights even after the page/report is refreshed on the browser.
Thank you !
2 votes -
Repeating Invoice - Update repeating invoice if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!3 votes -
History Employees
When viewing historic employees, being able to view the next historic employee would be great, rather than having to come back out of history employees, which only shows the historic employee you have selected, with a drop down list of current employees only, then you have to go back in again to employees/history again to look up the next historic employee
2 votes -
More detailed file descriptions of downloaded reports
It would be great if the document descriptions when downloading reports from Xero would be more descriptive. For example, I have clients with multiple bank accounts and I down load bank reconciliations for each of these accounts. but when I want to include them in my reporting pack, I first have to open each pdf and add more details to the description. Currently the report name only includes the Company name and bank reconciliation...for example ABS Printers-BankReconciliation. This description is very limited. My idea is to include the Bank account Name and the reconciliation date... example ABS…
1 vote -
Export list of Users (including external users/non staff)
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
1 vote -
Add "Draft" watermark to returns
Add "Draft" watermark to personal tax returns
1 vote -
Allow custom reports to be moved to folders rather than listed top to bottom
At the moment all custom reports are listed top to bottom with the ability to star any as favourites.
It would be good to create folders to hold custom reports in. For example, create a management account folder to hold all relevant custom reports in.1 vote -
cash coding transfers
Cash coding to work for bank transfers
2 votes -
XPM - Link tasks in XPM and item codes in Xero
It would be great to have tasks within jobs (XPM) link to Xero Blue's item codes so that when importing bulk invoices, they can be allocated to a specific task/item code. This will allow for easy reporting both in XPM/Xero Blue.
Otherwise, it would be great to have an option to allocate a task to invoices in Xero Blue that links back to the relevant task in XPM, similarly to the way the Reference field works for jobs.
1 vote
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