1590 results found
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Bank reconciliation - Show Account Code on spend/receive money
Bank Accounts Cash Coding problems:
xero auto enters "unknown" if payee not used
No Quantity column for shares or livestock transactions
Posted entries disappear which does not allow easy scroll up and down scrutiny of work done
account code does not show for coded entries
bank account description/particulars does not show as per bank statement
ie simply make the bank statements screen like Banklink so I can move my practice.6 votesHi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread.
We have an idea started that you can support for livestock calculations
I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented.
If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂
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Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
3 votes -
Files - Move 'New Folder' button to top of page
It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)
5 votesHi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate.
On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊
Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now.
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GST: Ability to record as GST Not Registered (GNR)
In MYOB it is possible to record transactions as GST Not Registered (GNR). This reports it and enables proper accounting of GST obligations when dealing with small suppliers that are not registered for GST. I can see why many companies don't like to deal with such suppliers ! I was hoping there was such a method in Xero
1 vote -
Reports: Display totals at top of receivable invoice reports
To be able to preset number items shown on page in customer invoice report.
So you don't need to scroll down each time you enter tab to see totals.
Or
Be able to set totals at top of page as well or instead of bottom.1 vote -
Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
3 votes -
Xero Me | Edit 'What's it for?' dropdown
Pleeeeeeeeeeeeeeeeeeeease can we edit this list.?!
Would save me typing everything on the tiny phone keyboard for every receipt. And correcting the errors that come with it.
Surely this would be an easy win as the words don't have to be associated with any particular account, etc? (Although that would be an amazing addition, eg I select "Fuel" from the drop down list and it automatically fills in the account I've specified for it, eg "076 - Van Fuel"
1 vote -
Bank rule - Transfer money and Bank fee as 2 lines
Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.Can the product team please take care of this on priority? thanks
3 votesThanks for the confirmation Prashant.
Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching.
Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction.
You'll see this option at step 3. of creating a bank rule.
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Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
2 votes -
NZ Tax | Pop ups / reminders - Option to dismiss across all clients
Can you please make it possible for firms to be able to remove the pop up/reminders from our screen? We should be able to remove it once on our xero screen and then it doesnt appear for any other client. Or maybe after removing it three times then it goes away. I think its a bit strange you keep reminding accountants there is increase to the provisional tax threshold each time we open a clients GST return.
3 votes -
Profit and Loss - Adding % formatting by row
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)3 votes -
Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
2 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.2 votes -
Profit & Loss (Income Statement) - Year to date percentage of income
Regarding the Income Statement:
When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?
This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.
2 votes -
Bank Account - Add separator line at the end of each month
When looking at a list of transaction, for example in Bank Statements, it can be hard to visually identify where transactions relating to the current month or any month begin/end in the list.
When viewing such lists, by simply adding a darker separator line at the end of each month, and maybe an even darker/wider one at the end of each Financial Year (or indeed by having a slightly different background colour/shade for alternating months), it would make visually identifying months so much easier.
Please can we have such a feature? It would make life a lot easier for many…
2 votes -
Find and recode - Ability to change dates
Find and recode dates. We import invoices from invoxy but the date is a system date that I want to change to the current date.
2 votes -
Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
1 voteHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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Fixed Assets - Prevent posting > 100% depreciation rate
Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.
Thanks
2 votes -
Publishing Reports wiith and without watermarks
When we publish Finanical Statements with a watermark and then have a client meeting and there are no changes to the accounts we have to open the published report, copy and edit, republish it without the watermark. Then delete the first publish report. It would be a timesaver if we publish any report we have the ability to print it with and without a watermark.
This would be the case for 85% of our Financial Statements - no changes post draft stage.
1 vote
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