734 results found
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Reporting - Account Transactions need open close balances
When you change report settings on the Account Transactions (NEW) report to "Group By Account Code", you don't get the option to "Show Open and Closing Balances" or a "Running Balance" unlike the default option of "Group By Account". We use Account Codes more than Account for locating transactions and having the running balance and open / closing balances would make the report more useable.
1 voteGood news, everyone! Our Reporting team have been working hard behind the scenes to develop some great additions in the Account Transactions report recently.
We've released a new options to sort and summarise by 'Account Code & Name'.
Like you've asked - When sorting by this option, you'll still be able to view Open and Closing Balances! 🙂 -
Reporting: Profit and Loss report - Show all tracking categories in separate columns as default
Ability to show all tracking categories in separate columns in the P&L report.
Purpose: To get a better income figure when comparing different areas/divisions in Xero.
32 votesHi team, thanks again for all your feedback on the design and how you use tracking in your Profit & Loss.
As mentioned in my last post - we've just released a change to add the option to 'Compare tracking categories' from the main view in report settings, so you no longer have to jump into the layout editor. It's in the process of being rolled out to everyone, so if you don't quite have it yet it'll be with you in the next day or two. 😁
Once you've got the report set up as you like, if this is a view you'd like to use on the regular save as custom, and you could make this the default if you like, too!
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Projects Desktop Timer App
I would like to suggest a desktop version of the Projects Timer app. Either Chrome or MacOS would be my personal preference. The mobile app is great but when you work online it's annoying to frequently log in to your phone which is a potential distraction if anything.
7 votesSorry we've not rounded back here sooner! A little earlier this year our Projects team released an update that allows Projects users to create time entries and record time on your computer, through the Web version of Xero - See more on Xero Central
So rounding out the experience you can now record time from your desktop, or your mobile device 😊
Appreciate, recent commentary on ways you'd like the desktop timer to be further optimized for your workflow. If there's something more you'd like to see in this please do start a new idea and we can begin tracking the support for that too.
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New invoicing - Show more details without clicking into each line item on invoice
Hi,
I have started to use the 'new invoicing' that's just been released and can't say that I'm particularly impressed. Some of the simplicity of the old invoicing has disappeared. Please can you reinstate the visibility of the following:
Part Number/SKU number
Discount Given
Account
Tax RateWithout these being on the one page, it's very easy to make mistakes and not notice them.
Also, when entering plain text into the description I.E. a description of what the invoice contains, if I accidentally click in quantity or tab to it, it gets auto filled with avalue of 1 which can't…
1 voteHi everyone, in Oct last year we released an improvement to new invoicing where you can now show or hide fields of your invoice in the creation screen.
Checking in on the billable expense flow - we intend to develop how billable expenses data appears in new invoicing but it's not in the roadmap just atm.
We've also made a recent update to new invoicing to separate the Approve, Print and Send options, as well as provide more Approve options to the drop-down.
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AU Payroll - Superannuation Authorisation Message - Resend authorisation code
Adding a "Resend authorisation code" link on the approval page for a batch.
Purpose: To make sure authorisation code is sent for an approval, in case the code hasn't been received.
5 votesHey community - we've delivered this idea 🎉
If the nominated authoriser hasn’t received the SMS, you can Resend a new code from within the Pending Approval super batch.
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Reconciliation - Bulk Reconcile transactions in the account transactions view
Bulk Reconcile transactions in the account transactions view
At the moment is very time-consuming to manually reconcile tons of transactions in the account transaction view. It would be very very very helpful to be able to tick the transactions we'd like to reconcile and be able to bulk reconcile them. At the moment we have to enter into each transaction and reconcile it. It's not scalable.
Thanks
1 voteYou can try to use Mark as Reconciled option, this is great for bulk reconciling if you have account transactions without a matching bank statement line. Heaps of detail on this Xero Central article.
Otherwise, there's the Cash Coding feature for quickly reconciling cash transactions. -
New Invoicing - Add last items
I like the layout of the new invoicing structure, though the only thing it's missing is the 'add last items' feature that was in the classic invoicing layout.
Could this feature perhaps be added?2 votesHappy to share our team have just added the ability to 'Add last items' in new invoicing. 🙂
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Expenses by Contact - Sort by Column Header
Hello,
Currently the report is sorted alphabetically by Contact name. It would be good to be able to sort the contacts by the column headers (e.g. by the month or the total).
That would help users to isolate rank their expenses and target where they should focus their effort to optimise costs.
Thanks
1 voteHappy to share that we've released our new version of the Income & Expenses report. Check out our article for steps on how to easily customise this report for just Expenses. From there easily sort by any of he column headers 🙂
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Customer Activity Report - Ability to only show invoices and payments
Ability to only show invoices and payments in the report.
Purpose: To show simpler information when seeing customer activity reports.
7 votesHey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!
Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.
For more information check out our Customer Invoice Activity report.
Thanks again for your feedback, we appreciate your contributions.
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Account Transactions Report - even if no transactions in account
Please allow the account transactions report to show even if there are no transactions for the specified period. i.e. the report will simply show the opening and closing balance.
This is very important if you are reconciling/consolidating various accounts of which some have movement and some don't. Without the accounts balances for all accounts (inc those with no movement) it will not agree.
2 votesWe've had a lot of development across Xero's reports, and everyone will now find we've provided options of which accounts to Include when running the report - those with Only transactions, transactions or non-zero balances, or All including zero balances!
I know this has been in hot anticipation here, thanks for all your sharing in the community on this. 😊 -
Income by Contact Report - Add the ability to include account code
The Income by Contact report would be able to do this if filters were added so that it could be customised to include nominal code filters.
1 voteHello, we want to round back here and let you know that while grouping by account code isn’t available through Income by Contact report, you can use other reports such as the Account Transaction report to do this.
If you need 1:1 assistance on how to use the group by and filter function with these two reports, you can reach out to our support team :)
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Bank Feeds Request - Virgin Money direct bank feed
Virgin Money have recently started to get into business banking and have launched savings accounts with leading rates.
It would be good if you could launch a direct bank feed integration with Virgin.
1 voteHey everyone, since our last update here you'd have heard of the new EU banking industry standards, which changed the way third parties access data from banks. As a result, Yodlee bank feeds which previously connected Xero with EU and UK banks are no longer available.
Instead, each UK bank is required to develop a gateway or API (Application Programming Interface) for accredited third parties to connect to in order to access bank account information, very similar to the direct feed that you've requested here.
We're pleased to let you know that this feed is available in Xero for Virgin Money, Clydesdale Bank, and Yorkshire Bank. If you have any questions about the feed or how to set it up, check out our support article here, or contact our support team for one-on-one help.
I'll go ahead and mark this request as delivered accordingly 😄 -
Reporting: Account Transactions Report - Description column pull from Transactions not Contact/Type
Ability to filter Account Transactions report by only Description. Currently description contains both the contact name and line description.
Purpose: Clarity of data when running the Account Transactions report, and ability to better filter and customise the Account Transactions report
1 voteDidn't take long to round back 🙂 - Invoice # and Contact fields are now live in the Account Transactions report.
When you next run the Account Transactions report, you'll find options to add either of these fields as \columns to the report, or group/summarise and filter by either of these fields.
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Bills - Email incoming bills to Xero to create a task list
My suppliers send me invoices by email.
I would like to be able to forward that email to a (unique) email address at xero that can preprocess that bill and put it in a task list of draft bills so accounts payable can then check them and put them into xero formally for payment.
I envisage this working just like tripit.com - there I can email an itinerary document from say an airline or hotel and it will automatically parse the contents, work out the flights, departure times, arrival times, etc and create entries in tripit for me.
I would…
1 voteHi everyone, this is now possible with either the email to bills feature, or if you've set up and connected Hubdoc to your organisation you could send documents through this.
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Cash Summary Report - Run for selected period
Hi,
When clients run the cash summary report - they often select Period - 1 month, then compare with - previous 11 periods.
This report can be run at any stage throughout the year showing the previous 12 months (showing each month on its own column to track trends etc) on a cash flow basis (P&L reports not relevant if there is equipment lines, drawings, tax payments etc).Most of my clients run this report regularly as it 100% focuses on the cash, showing cash movements during the period.
My issue with running this report is that it only gives…
1 voteWe wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.
To get the full picture on how this new feature works, check out our video here!
Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.
Lastly, we really appreciate your input here, so we'll mark this request as delivered. -
Expenses - Viewing new expense claims on dashboard
On my dashboard, I can see details of my current and draft expense claims. I have just added some new expenses in my browser using the New Expense Claim page, and I cannot see these on my dashboard.
Is there a way to make these visible?
Thanks
1 voteGreat news everyone, as of mid April 2019, you can track the status of your new Expenses from the Dashboard. The "Recent submissions" section has been added for users in the org with an Admin & Approver roles to stay on top of recent claims - Here's an example of what this looks like.😊
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Direct Feed - Bank of Scotland / Halifax
Are you able to add Bank of Scotland and the Halifax to the Direct Bank Feeds?
1 voteHi everyone, there's been some changes to how bank feeds work in the EU. Under the new standards, each UK bank is required to develop a gateway or API for third parties to connect to in order to access bank account information.
We're pleased to let you know that as a result, we now have a feed available for both Bank of Scotland, and Halifax accounts - you can check exactly which accounts are supported here.
If a specific account type isn’t showing in the list above, or when you try connect your feed, it's because the account type isn’t available from your bank yet. This differs between banks and account types. We recommend speaking with your bank for more info on what account types are supported by them.
As this request has been completed, I'll go ahead and return your votes to you all. Don't hesitate to get… -
Contacts - Sort by Date Added
On the main Contacts page, please display newly added contacts first or enable a search for recently added contacts. I have Zapier auto importing contact details and this would make things easier. Thanks!
1 votePositive news for you all here, thanks for your contributions to this space. As part of the development and recent changes in Contacts we've enabled the ability to sort by the date a contact was created in Xero! - Take a look here
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Projects - Start/Stop Live Time tracking
Hi guys,
Current Harvest user that would love to just use your projects feature, thought you might like to know the only thing stopping me is the ability to track live time.
1 voteHi everyone, we've made some great enhancements to the Projects experience, and would like to share these with you all. 😊
You can now track time from your mobile or desktop computer -Within a project, add time entries by selecting duration or entering Start & Stop times where Xero will calculate duration for you.
Through Projects (iOS and Android) app you have access to a built-in timer so you can carry out work in other apps while still tracking time spent on a project.
And, with our most recent addition you can give Xero Projects permission to access your location data and suggest time entries for you! -
Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
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