4746 results found
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Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
36 votes -
VAT Return report - Transactions not included
A report showing a summary of transactions not yet included in a VAT return, particularily for late claims
35 votesHI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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Bills - Edit paid bills without removing payment
It would be beneficial to edit any feature of a bill without removing the payment.
3 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
5 votes -
Close periods for period reporting
Ability to close and lock a period for accounting and reporting purposes to ensure that, once figures are reported and published, those figures do not change. Any necessary changes (VAT rates, corrections etc) to source documents could be made but the impact should fall in the current, open period.
13 votesAppreciate raising your idea on the site, Katie.
Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods.
Do these 2 features fulfill what you're in need of here?
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Allow journals to Accounts Payable/Receivable
Unlock Accts Receivable and Accts Payable GL accounts. Currently unable to enter AJEs that require it. Even our auditors are asking why we cannot do this in Xero as with other accounting systems. Previously Xero responded by saying it's an account integrity issue...but accounting is an integrity issue! Too many hours wasted trying to work around this (and please don't suggest creating another account, as in Accts Rec 2)
2 votes -
Xero Projects - Bulk Delete Projects
It would be great to have the option to select multiple projects at once, e.g. Like there is for transactions. This would provide so much better management of projects. Currently it is is soooo slow to delete projects. Each deletion requires three clicks of the mouse and then the page refreshes. Such basic functionality which would be transformative in managing lots of projects.
In addition in the API there is no way to bulk delete projects either. Very frustrating!
3 votes -
NZ Tax - File FBT returns from Xero organisation
Ability to file FBT returns -
Just like GST returns, we should be able to do this through Xero.2 votes -
Batch payments - Support for NACHA file format
We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.
No matter which US Bank we use, the CSV file export from Xero does not split the routing…
12 votes -
Fixed Assets - Add tax depreciation for NZ
At the moment, only the Australian version of Xero offers a tax depreciation function. We hope that this feature can also be added to the New Zealand version, which is where Xero was originally incorporated.
17 votes -
Bills - Show GST/PST amount per tax type/name
Sales Tax lines in Suppliers bills - CAD
When a bill is posted as draft, Xero displays the sales tax based on the percentage of the tax and not the tax type/name. This makes it harder to review and compare and confirm with the supplier's invoice which always displays the federal tax (GST) and provincial tax (PST) in separate lines. It is even more problematic when there are more than one taxable portion in the same invoice (a portion GST and another portion GST/PST). It would be great to show the tax type in the draft mode too.3 votes -
Bank reconciliation - Ability to move selected transactions to the following month.
It would be amazing if Xero could add the feature when doing a monthly bank rec to be able to choose certain transactions that are putting the month end balance off and may need to be excluded and put to the next month because of posting differences from bank statements. It would be a life saver!!
4 votes -
Analytics Plus - Optional add-on for CA/US plans
Any appetite/plans to offer Analytics Plus as a per month add-on like projects and expenses?
For my starter clients, it would be nice to offer the 90 days, instead of just the 7/30 days.
4 votes -
Customer Statement - Option to remove allocated payments
Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups
31 votesAppreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
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New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes -
Reconciliation - Foreign payment from foreign currency (different)
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show…
30 votes -
UK Payroll - Pension file to display gross earnings
PAPDIS file download to include total Gross Salary and not just the Salary with the £520 not pensionable deducted and the pension provider we use (Creative) expects this in their upload. EVery month I have to edit Gross Pensionable Pay for all employees to add the £520 on the PAPDIS CSV I download.
12 votes -
NZ Payroll: Leave report to show leave balance and total owing
NZ Payroll - I would like a report that shows annual leave taken, any adjustments made to the leave balance and a final total of leave owing. I do not think there is anywhere that shows if an change has been made to someone's leave balance
23 votes -
Reporting | Current Financial Year by month - actual and budget
This report is great, I love it but we need to be able to customize it more. When you try and add columns it gives a message saying that you have to delete the total column first, then you need to manually add a total column which isn't the end of the world, but you can't select the the new total column in and of the formulas, like if I wanted to add the variance column (Which I would love to) but I can't.
2 votes -
Bills - Ability to set a default for 'Approve and Add Another'
When posting a bill, you must use the drop down menu to "approve and add another" because the button defaults to just "approve". If there was a way to change this it would save time when entering multiple bills at once.
10 votesThanks for sharing in community here, Lindsay. Sales invoices and Bills are developed quite separately in Xero and we have a separate idea for the same in Sales invoices across here that you may also like to support.
Atm, we don't have direct plans for this change in either area but we'll keep those interested in each idea updated if there's any news.
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