1352 results found
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Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.36 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
3 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
16 votes -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
22 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.9 votes -
Lock dates for time entries in xero projects
We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.
11 votes -
Audit Trail Report
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/invoicesIt must be exportable to excel with…
350 votes -
BAS - Manual option to override unavailable unfiled amounts
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…
3 votes -
Report templates - Add Custom reports from client org
It should be possible to add custom reports at the client level into report templates. This would allow several custom reports to be grouped, at client level, to produce management or board reporting packs on a regular basis.
The existing approach is to open and print various reports and group these outside of Xero. Another option is to recreate client level custom reports at advisor level, which is double the work load, potentially difficult given different chart of accounts, and leads room for error if amendments to custom reports happen at client level. Neither of these options are great.
17 votes -
Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group7 votes -
Fixed assets - Add a private use account to depreciation settings
You cannot update depreciation settings when you have rolled depreciation in prior years. You should be able to add a private use account to the settings or to the individual asset without rolling back depreciation multiple years.
16 votes -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
19 votes -
Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
130 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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Statement Import - Allow importing where amounts are in separate Credit and Debit columns
IMPORT of CSV with CREDIT / DEBIT COLUMN
Please add a function to allow import of CSV where debit / credit is marked in a separate column to the amount instead of +/- signs only.
My bank outputs transactions in the following format:
E.G.
Transaction 1 CR 1231.12
Transaction 2 DR 543.00The above denotes a credit of 1231.12 and a debit transaction of 543.00.
The CR/DR or words Debit/Credit are contained in a separate column.
Thanks
1 vote -
Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votes -
Reporting - Print the Short term cash forecast as a report
Enhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
4 votes -
Bank Reconciliation - Attach File from Create Tab of Bank Reconciliation Screen
It would be great if we were able to attach a file from the 'create' tab of the bank reconciliation screen, instead of having to click into 'add details'. Basically adding the ability to drag and drop onto the create tab, or having a file icon available on this screen, without having to click into 'add details'.
6 votes -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.10 votes -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
18 votes -
Bank Reconciliation - Restrict "Mark as reconciled" to Adviser users only.
Restrict the "Mark as reconciled option" on payments to be "adviser" user level access only. This will reduce the instances of clients inadvertently causing bank reconciliation errors. Many dont understand the implications of clicking this.
1 vote
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