4684 results found
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Find and Recode - Sort on Find and Recode by description
being able to sort by description on find and recode
103 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.33 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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Invoicing - Add customer VAT Number when creating invoice
Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.
Just add one line under the address.
Then one would not have to navigate to the Contacts page to add the VAT number
3 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
Reporting - Remove the extra FX column between months on the Balance Sheet
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…
2 votes -
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…
6 votes -
UK Payroll - Remove past employees from reports
Can you please give the option to inactivate past employees/leavers from payroll summary when doing reports. Every employee we have ever had is coming up on the report each time.
Also how do I set up overtime payments to stay on employee profile instead of using the drop down menu every week.
8 votesThanks for your interest in improvements to payroll reports, everyone. Our product team have eyes on this idea and while there are no immediate plans at this time, we'll update you here if anything changes.
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Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
26 votes -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
5 votes -
Contacts - Cater for direct credit details
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
2 votes -
Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
8 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
9 votes -
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
252 votes -
Lock Dates - Option to edit invoices due dates within a locked period
Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.
We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.
5 votes -
Sales Invoices - Bulk Delete
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
176 votesHi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
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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!
4 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
3 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
18 votes -
Batch Payments - Customise Batch Payment Printout
On our batch payment printout auditors want someone to sign them off and say they've randomly verified bank accounts. Is there any way to customise the batch payment printout to include:
1. Random bank accounts verified (with tick box)
2. Signature area
3. Name of Person Signing off
Thank you4 votes -
Banking | Account transactions tab - Show transaction description
The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.
In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.
This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a…
23 votes
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