1430 results found
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VAT Return - Next and Previous when reviewing invoices
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…
4 votes -
Cash Coding - Split transactions in cash coding using percentages
It would be great to be able to toggle between amount and percentage when splitting a transaction from cas coding.
1 vote -
Bank reconcilliation - Allocate account transactions against each other.
Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).
1 vote -
Chart of Accounts - Ability to set a default tax rate for new accounts
Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.
5 votes -
Bank feeds - Support for South African payment processors (PayFast, Payflex, PayJustNow, Ozow, etc)
While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.
3 votes -
Reporting - Save default settings for Aged Receivables Detail
One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.
Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.
1 vote -
Account Transactions - Option to archive old transactions
Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.
8 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.8 votes -
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
16 votes -
Reports - Coloured text for variances on new reports
Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.
This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.
Please can you bring this simple feature back!
3 votes -
Receivable Invoice Details Report - Add Contact Location
It would be great if possible to run an invoice detail report which reflects customer location.
7 votes -
Dashboard - Reminders for submission dates (payroll, tax CIS)
Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.
11 votesHi Sharon, a few ideas rolled in the one here. While appreciate the detail it would not be possible for the teams to work on these widgets at once.
It would be good to get a view of the interest in each.
I've adjust the title of your idea here to reflect your first idea on reminders. We have another for the ability to show tax on the dashboard you may like to join & support, and welcome to start any others for particular widgets you'd like to see so we can begin to get a sense of the interest in each. 🙂
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Batch Payment | Create individual remittance advice for a single bill within a batch
There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.
17 votes -
History and Notes - Time Range Search Field
In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.
Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.
So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.
In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!
2 votes -
Bank Reconciliation Report - Version without trial balance, AP, AR, journals etc.
Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .2 votes -
Xero Me | Add tracking in Timesheets through the app
Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.
30 votesHi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
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CIS - Ability to add CIS Codes
Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.
56 votes -
Reports - Do not show unfiled amounts for previous financial years
The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.
2 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes
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