1478 results found
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Activity Statement - Filter transactions by Tracking Category
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…
5 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
2 votes -
notes
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
1 vote -
History & Notes - Report to show user permission changes
I understand there is history and notes section to show the user activities and login activities. It would be great if there is a log/report that shows the user permission changes. For example, when the new user is created, and created by whom, what permission is given to new user, what permission change is given to existing user and when the user is deactivated and actioned by whom. etc.
3 votes -
Fixed Assets - Group columns in schedule together
Fixed asset schedules are pretty standard and the information we need to include is pretty standard.
The current functionality in Xero does not allow columns to be group together so we get a fixed asset schedule report with a lot of columns that is quite wide and squished up.
This idea is to add functionality to allow columns to be added together i.e. additions and disposals, depreciation rate and method, to condense the report and allow a more polished version to be created for included within annual financial statements.
8 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
2 votes -
Receivable Invoice Summary Report - Need ability to Sort by Gross Amount
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that is sorted by gross invoice amount. In Xero, I can click on the column header to accomplish this, but when I save the draft report or export to PDF, the sort order is not maintained. I would like the ability to change the report format to maintain the sort order after saving.
1 voteHi Paul, you should find a Top Customers option to the left panel of the report. This automatically orders customers by Gross amount and should show in order when exported. 😊
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Reporting - Ability to 'Save' Custom reports instead of 'Save As'
This is very similar to https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46454503-reporting-ability-to-save-to-same-draft-file, except that we need this same functionality for reports that have been saved as custom reports. I'm tired of having new copies made of an income statement whenever I add an account and need to change where it is grouped. This should be a simple edit & save. While Save As is needed, it should not be the default and only option.
2 votes -
Mobile App - 'None' option for Tracking in Bank Reconciliation
Currently you can't select NONE on Job Tracking list when reconciling on mobile - it would be great if this was added just like it is when reconciling on desktop
2 votes -
Bills List view - Sort and adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
13 votes -
Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
43 votes -
Bank Rules - Set an order for priority
There are three types of bank rules (receive, spend, transfer) and there is no absolute order. So, if there is a conflict between one that is # 1 in transfer and # 100 in spend, the spend one wins.
Do you see what I mean?
There is currently no way around this? It would be good to have an absolute rule order covering all three types of rules.2 votes -
Resolving VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
1 vote -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
1 vote -
Reporting: Reconciliation Reports - Ability to upload bank/credit card statement
ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant
226 votes -
Privacy
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 vote -
Projects - Bulk assign line items in Credit Notes to a project
Currently, each separate line in a sales credit note has to be separately assigned to a Project. There should be tickyboxes so that the lines can be assigned en masse, as there is for bills.
1 vote -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.11 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
7 votes -
Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
64 votes
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