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815 results found

  1. Ability to show more statement lines during reconciliation in one page.

    Purpose: To save users time from scrolling and changing the page.

    533 votes

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  2. Option to attach files to individual fixed assets

    Purpose: Ease of reference, being able to attach files and documentation that related to an asset

    387 votes

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    Hi everyone, thanks for joining and supporting this idea.

    We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.


    To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.

    That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.


    As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.

  3. 339 votes

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  4. This should be automatically added to your account, rather than having to save to Xero manually each month

    296 votes

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    Hi everyone, thanks for your inputs and support in this idea overtime.  It makes sense that we should have a mechanism that allows our very own subscription invoices be automatically recorded to Xero with ease.

    We've been developing Xero's automation capabilities and as part of this work the team are working on a new flow that'll enable businesses in AU, NZ and Singapore to opt into having their monthly Xero subscription bill sent as an eInvoice directly into their draft bills. 

    As we get to final stages I'll return to share when businesses registered for eInvoicing can take advantage of this feature. 🙂

  5. At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.

    237 votes

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  6. Allow users the ability to import and export bank rules.

    This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup

    249 votes

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  7. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    232 votes

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  8. Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.

    33 votes

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  9. Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.

    115 votes

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  10. We have a lot of clients that make payments on account that don't match invoices.

    For example they may have a food supplier who they pay £500 a week but this doesn't match any invoices.

    It would be beneficial if we could set up a Bank Rule so that these payments are automatically treated as overpayments to the designated supplier ledger.

    Currently we have to go "add details", select "overpayment", put in supplier name, then "save transaction" for every single one. A Bank Rule would do them all in the press of a button and save a lot of time.

    104 votes

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  11. ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

    184 votes

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  12. Ability to show date and time stamps, to see when the report was run.

    Purpose: This will help users to do their Audit Trail.

    160 votes

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  13. Ability to select multiple/all transactions during reconciliation.

    Purpose: To save users time from having to reconcile the transactions one by one.

    142 votes

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  14. Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.

    105 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

  15. The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!

    16 votes

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  16. The ability to do budgets by GL account number. It's very perplexing this is not available today!

    16 votes

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  17. Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.

    74 votes

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  18. In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?

    I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.

    13 votes

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  19. It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.

    This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.

    The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.

    39 votes

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  20. Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email

    Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.

    Purpose: to allow processing of credits through the Draft Bills seamless

    cost effective: reduce the need for additional software such as dext or hubdoc, use xero.

    Current process: open the Draft Credit, download the…

    86 votes

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    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

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