1472 results found
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Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices
It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.
1 vote -
Fixed Assets | Depreciation schedule - Ability to set font size
Font size of Depreciation Schedule
The more assets the smaller the font gets, Some columns can be taken out,but we do not want that. There should be the flexibily to choose portrait & landscape and over how many pages the schedule will be generated.
1 vote -
Financial Statements - Option to add Opening balance when using schedules in Notes
When creating a schedule in the Notes to the Financial Statement, at present you can't include an opening balance at the schedule level, only once you have created a group within the schedule. It would be useful, if this could be done. Other reports like the Statement of Changes in Equity do have this option, so it should not be difficult to include this.
1 vote -
Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
1 vote -
Bank Reconciliation: Include 'Uncoded statement lines' report in Manage Account dropdown menu
Uncoded statement lines report available under 'Manage Account' and preset to that bank account.
If this report was available under the Manage Account arrow it would be much easier to find and print/process.
Otherwise you need to click click to bank accounts etc
1 vote -
Reconciliation - Add foreign exchange variances as an option in adjustments for
Is it possible to add more than the two exiting options of "Bank Fee " & "Adjustments" under the reconciling adjustments in the bank rec
Because the Foreign exchange (FX) rate cannot be changed when submitting expenses, is it possible to add an FX variance option to the list?1 vote -
Credit notes - Anchor attachment preview window to side of screen
If you have a credit note (for either a bill or an invoice) with an attachment, you cannot set the preview window for the attachment to lock to the left side. It remains floating only and gets in the way when trying to enter data.
This function is available when entering/editing invoices or bills, but it is not currently an option for credit notes.
1 vote -
Find & Match - View all 50 items at once
We have 60+ clients who pay through direct debit which credits the bank account as a single amount. This has to be reconciled as over 400 individual transactions in Xero. We would like to be able to expand the page to view all 50 plus lines. More importantly there should be a "save" option while matching to enable any adjustments and allocations to be made without losing all the previous matches.
1 voteAppreciate the ideas you've raised, Gabi. We ask that each thread only contain one idea so it's clear to others what they're adding support for and also to help when sharing back with our teams internally.
I've adjusted your idea for the first and you'll find one raised to save a part match across here that you can join, too. Thanks 🙂
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Statement of Cashflows - Ability to edit format for 'Profit before tax'
Could edit the Statement of Cash Flow starting from "Profit before taxation" instead of " Profit after taxation"?
1 vote -
Assign bill to entity to a Contact
It would be good to have a feature in Xero invoicing wherein we can set up the end-user as contact then assign the relevant Distibutor/partner as the bill to entity. Then in the AR Aging report, both end-user and billed entity (i.e.Distributor/Partner) should be shown.
1 voteHi Corazon, to check in on your idea - would this be much like the ability to assign a billable expense within a bill or expense item at present?
Appreciate there's not much reporting on billable expenses in Xero atm, and we likely have an idea I can merge yours in with. Wanted to see if this is the feature you're interested in here first though. Thanks
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Bank rules - Ability to Gross up
Need to allow bank rules to gross up. I want to apply a bank rule to say the net received is net a 2.2% fee. I want to be able to compare different fees I am charged via websites, Stripe, Square Reader, Paypal etc.
You have to enter bank rule for each amount you charge. You only allow a rule to be split to 100%, it should be able to gross up. As such net received $97.80 is $100 (Sales) and 2.2% or $2.20 of gross sales (fee exepnse).
1 vote -
Cheques(CA) - Ability to show Account Number/s
Can we display the GL Account Number(s) on a cheque? This helps us with reconciling/troubleshooting.
1 vote -
Financial Settings: Show warning when editing VAT Accruals basis
When changing VAT from Accruals to Cash or Visa Versa there is now warning or link to article on tasks to be performed. It is too easy to just change and the user is not warned of consequences or actions to take. Further the Audit Log does not publish this in history thus you have to contact support to find out whom did it.
1 vote -
Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi Zoe, does the Receivable Invoice Details report meet your needs here?
You can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once you have it set up for your needs you can save as custom to access the report with this setup anytime.
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Singapore Tax - Group filing for GST F5
We have a few Singapore entities on Xero. They are all registered under one Group GST registration. It would be good to have a function to consolidate GST reporting under the same GST registration number as they are related subsidiaries.
Thanks.
1 vote -
Reporting | Edit layout - Adding note reference to total row
There should be the capability to add a note number to a row with a total balance in the financial statements in the "Edit layout" screen.
1 vote -
Profit & Loss - Add a chart (like Income & Expense reports)
Kia Ora Xero,
In this 2022 Q4 update, it was nice to see the ability to show in chart the income and expenses by contact. It will be useful if Xero can have a chart for P&L. Users would like to see the distribution of income and/or expenses in chart format with the flexibility to show it by Categories or Groups.
Better if this can be inserted in the Monthly or Annual report under Notes or within the Analysis of revenue and/or expenses.
1 vote -
Xero Files: Ability to view email while viewing files in inbox
When viewing the contents of files in the inbox, I currently have to close the file in order to be able to open and view the text of the email that it was sent with. I would like the email text to be an optional sidebar when viewing the contents of the file, so that I can see both the contents of the file and the context of why it was sent and who by at the same time.
1 vote -
AU Tax: Pull GST owing from ATO portal mid-quarter
When Activity Statements are connected to the ATO, running the Activity Statement report shows no information throughout the quarter.
As we like to put aside GST through the quarter ready to pay at the BAS lodgement, we would like to see a running tally of outstanding amount owed to the ATO throughout the quarter whilst still connected to the ATO.1 vote -
Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHi Peter, perhaps the Inventory Item Summary report can be of help to you here.
You'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run - Does this help with what you';re in need of here?
- Don't see your idea?