1420 results found
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Fixed Assets - Depreciation Pool Schedules
The ability to support valid tax options for report book value SBE pooling depreciation.
Purpose: This would enable capturing separate book and tax value
19 votes -
Bank Rules - Mix 'Any' and 'All' rules
When setting up bank rules there are times when the flexibility of a string search is great and ANY should be applied, but some times a amount limit is needed to distinguish different nature of the spend. EG small spend at a service station might be a drawing rather than a fuel item.
1 vote -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
3 votes -
Depreciation Schedule - Add Page breaks
Page breaks in the depreciation schedule would be great, would allow more flexibility and be in line with the other reports
15 votes -
Be able to see all transactions within a P&L report
I would like to send departmental P&L/spend reports to my managers. For eg, send all marketing spend to that team showing the act v bud figures AND all the transactions making up the actual fig
I reckon it would be best to add the Act and Bud figs at the top of the account transactions report for a particular chart of accounts10 votes -
Reports - Add non-financial data into Xero for use in calculations
Now that we can add equations, I'd like to see Xero add non-financial data for use in calculations. Specifically, I'd like to add a number that changes each month (number of clients). This will allow me to calculate the revenue per client. I would also like to add the number of clients lost and clients gained so I can calculate the churn rate and customer lifetime value (important to use in making decisions on marketing spend).
8 votes -
Fixed Assets - Find and Recode
Requesting to add find and recode option for Fixed Assets also
1 vote -
Reports - Include which bank account an amount was reconciled to
Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.
1 vote -
Reporting - Exclude selected bills from Analytics Plus dashboards
It would be great if Analytics Plus had the option to exclude individual bills.
For example, our business pays our BAS and PAYG from a sub account.
We are unable to exclude this from the projection.2 votes -
Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
5 votes -
Bank Reconciliation: Spend Money - View/Print PDF Through Spend Money
I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".
Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.
This features enable us to have documentation to file and for audit purposes.
8 votesHi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
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GST - Filter by tracking to report on multiple branches from a single org
Per the attached screenshot, we are utilising tracking categories to track income and expenditure for two branches of a business with one ABN. Most of the reports can be filtered between tracking categories. I can see no reason that the GST reports should not be able to be filtered by tracking category, or even the Activity Statement report. We should be able to expect this filtering for ABN branches.
11 votes -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
7 votes -
Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs
The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.
7 votesHi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
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Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
VAT Return(SA) - Sort by column header
We need the ability to sort the data in the VAT Report table.
This will make it much easier to review all the transactions to check that everything has been properly allocated.
4 votes -
Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/505 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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Sales | Invoice List - View user that raised
I would really like to see who raised an invoice when it shows on draft invoices page in Xero
It is a pain opening the invoice to see this.1 vote -
Hubdoc - Forward etransfer docs to hubdoc to record transfers in Xero
HubDoc has etransfer option but only supports between non-asset etc accounts. We receive documents each time a transfer between bank accounts occur - or holding accounts eg: stripe payments into our transaction account. Would be great to be able to forward these to hubdoc and the transfer be recorded. Right now, its a manual transaction to be done in Xero.
1 vote
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