454 results found
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Account Transactions Report - Hide archived accounts
Archived accounts should have some method to prevent them from appearing in dropdown menus, such as the Account Transactions report. It gets ugly and cluttered. Xero is supposed to be beautiful.
1 voteThanks for all your input on this idea over time.
We've got through a lot of the meaty underwork and being able to concentrate some more attention to some your contributions in community.
With today's release for reports we're giving you a dropdown option to Include/Exclude Archived accounts in the Account Transactions report. 🙂 Give it a go today, and save as Custom to access with these settings anytime! -
Quotes - Email attached files with quote
Ability to attach files when sending quotes to customers.
Purpose: To notify customers of the details on the quotes.
21 votesHi everyone, as many will have seen our new Quotes experience has been released to you all.
Along with a refreshed view consistent with new invoicing, you'll find an additional option when sending to 'Include attached files'!
Thank you everyone that's supported and let us know the importance of this idea to your business.
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Batch Payments - Export in format for Santander Personal and Business bank accounts
Ability to export documents that suit the Santander Personal and Business bank format from Xero.
Purpose: To save users time from having to convert the document after exporting.
9 votesHey community - we've delivered this idea 🎉
Xero provides two extra file format options for Santander batch payment exports: Santander Connect BACS payments and Santander Connect Standard bulk payments.
For Payroll, users can download the Faster Payment file in the UK.
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Quotes - Specific reporting for quotes (or open API)
Ability to export a report that contains Quotes data.
Purpose: To help tracking what value of a quote has been invoiced
15 votesBack with good news, everyone! From today you'll find that your Receivable Invoice Summary and Details reports have both been improved so you can now add quotes as a Source in the report, as well as two common formats to quickly see all quotes or just outstanding quotes in one view.
Get in for a try, and save the views you'd like to use regularly. We appreciate all your support and feedback for this, here.
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Expenses by Contact Report - Filter by group
When breaking down the contacts into groups, such as 'subcontractors', it would be useful to run the 'expenses by contact' report, and to be able to limit that to just the groups I have created, to see how much I have spent on that group as a whole, as well as individuals. (Currently it just shows the full contact list)
1 vote -
Billable Expenses - Report on unallocated billable expenses
When allocating billable items to customers, sometimes you miss/forget to invoice all billables back to customers. A report showing what billable items is still not invoiced to customers will make short term and long term losses a bit easier to manage
1 voteThe Billable Expenses - Outstanding report was recently released, and does exactly what you're after here, team. Any unallocated expenses will be displayed at the top of the report - with others that have been allocated, but unpaid down the bottom. Enjoy!
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Bank Feeds - Direct feed for American Express (AU)
Adding a direct feed for American Express Australia
Purpose: To get a better feed connection by having a direct feed.
4 votesHi all, as you might have noticed we recently released a direct bank feed for American Express (AU).
You can update your bank connection to our new American Express direct feed by selecting the Update bank connection on the American Express account from your Xero dashboard. From here click Login & Connect Accounts, then follow the prompts to update.
This new feed offers improved security, accuracy, reliability, and provides a better overall experience.
Thanks for your input on this here. 😊
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Reporting: Receivable/Payable Invoice reports - Add Contact Account Number
Adding contact account number in Receivable/Payable Invoice report.
Purpose: To better sort and grouping accounts by filtering contact account number.
3 votesThank you for submitting your votes here!
I want to let you know that we've recently release the ability to add contact account number to Receivable Summary & Detail and Payable Summary & Detail Invoice report. This means you'll be able to sort, group/summarise, or filter your invoices/bills by your contact's account number.
That being said, I'll move this idea to 'delivered' 😄.
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Online Quotes: Show trading name instead of legal name
Option to show trading in name in online quotes rather than legal name.
Purpose: To be able to show a consistent name when the user sends online quotes and PDF quotes. As the PDF quote shows the trading name.
7 votesHi team, reviewing your idea here - his is actually possible with the use of DOCX using an advanced invoice template.
You can download the template and enter the organisations name in static text. When applied you'll see this show on both the online Quote and PDF of the Quote.
Give it a go and send to yourself if you'd like to see how it looks first.🙂
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Batch Deposits - Ability to select PayPal and Credit Card accounts
Ability to select PayPal and credit card accounts for batch deposits.
Purpose: To have more options to do batch deposits. Especially for those who prefer using credit cards and PayPal.
2 votesHi community, we've been making recent change to Batch Deposits with Xero - As part of this we've expanded the selection of accounts that can be chosen from.
So, in 'Bank Account' you can now select any account that has payments enabled. Including Credit Card and accounts connected to PayPal. 😊
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Management Report - Add more reports
To be able to add other reports to the standard Management Report packs? I need to report on two different styles of profit and loss monthly. There are other reports I would include if I had the option to select them. Thanks.
1 voteGood news everyone! I can confirm that the new management report pack has landed. With this new report, you’re now able to add, remove, and reorder the report pack flexibly.
I also want to remind you that you’re able to set up multiple packs for different purposes, by saving the report as a custom report. So you don’t need to redo your customisations each time. -
Reporting: Account Transactions Report - Include Contact Name and Paid column
Ability to filter contact name, and add a paid field in account transaction report.
Purpose: Better visibility of contact activity and more customisation/filtering of data
4 votesAnd we're a go! Our Reporting team have released enhancements to the Account Transactions report. Adding Contact and Invoice # fields.
You can now add a Contact column, or format to group/summarise or filter by Contact or Invoice # 🙂
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1099 report - Check box in Contact record to include for 1099
Useful if there were a box to check on the contact detail page for 1099s
1 voteHi everyone, we've just released Contact Management as a dashboard, which you'll find when you next navigate to your 1099 report in Xero 🙂
Contact Management enables you to view, find, and edit your 1099 contacts all from this one page. Giving you more visibility and ease of use when preparing and running your 1099's with Xero - See more detail in our help article on Xero CentralIn addition to the Contact Management view, we've made another update to 1099 so you can now mark your 1099 contacts directly when adding or editing from Contacts.
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Invoicing - Create and print collection letter for outstanding invoices
Ability to create and print a collection letter for outstanding invoices.
Purpose: To make users can easily remind the customers that they still have outstanding invoices.
7 votesHi community, thought I’d pop in here to share that this is possible through the following steps:
- Create a separate DOCX branding theme which includes your letter of demand as a separate page in the Word template.
- Edit the relevant invoice that requires this letter, and switch it to this theme.
- Resend the invoice, and it’ll include the letter.
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New Account Transactions Report: View how each transaction was reconciled and split
I'm accustomed to being able to scan a period of transactions to review how each transaction was split. In Xero, there is literally no way to see information this way. I would have to navigate into each transaction one at a time to see if it contains a split, making it virtually impossible to review my bookkeeper's work.
Does anyone know of an add-on I could use that would allow me to see the information this way?
1 voteHi everyone, our team’s been working on some enhancements to the Account transactions report that I think you’ll all be interested in!
Most notably - we’re introducing a Related Account column, this will show the other side of the accounting journal for your transaction line items, this will help make it easier for you to spot any errors and audit your reconciliations.
At this stage the report will only show up to 2 accounts but in instances where there may be more, you can open the transaction in a new tab to see the rest.
The report will still be based of the transactional details rather than showing them as they are received from the bank as some of you may be wanting, but really think this is a great addition to help you keep track of your accounts!
We’ll return your votes here, so you can use them where… -
Account Transactions Report: Sorting by account code and name
Hi Xero,
Thanks for creating the new 'Account Transaction Report' and adding the GST columns (and other transaction attributes) recently.....but there are a couple of significant issues that need to be sorted out before this is done and dusted.
These are:
- When sorting by 'Account (Name)' it returns the accounts in alphabetical order meaning P&L and Asset accounts are all mixed in together when doing a full GL report. I think it would be better to show the accounts in account number order (or alphabetically with the P&L and Balance sheet accounts separated)
- When sorting by 'Account Code'…1 voteOur team have been paying close attention to what our community have been asking and with today's release we've added the ability to sort and summarise by 'Account Code & Name' within the Account Transactions report.
You can use this option to view both the Account Code and Name, without losing the Opening Balances - Read up on the changes in our recent Blog.
Thanks for sharing on this with us here in community. Also noting some people here who'd like to view file attachments against transactions - While not possible atm, we do have an idea for this growing across here and you're welcome to join and use your vote from this idea on. 🙂(Sep 21) -
Sales Invoice - Bulk create Sales Invoices
Ability to create sales invoices in bulk.
Purpose: To save time rather than having to create invoices individually. Especially when creating similar invoices to a group of people.
6 votesHi everyone, rounding back on the idea here, to confirm you can bulk create invoices in your Xero organisation via CSV import.
Alternatively, if using classic invoicing and contact groups you could look to create invoices for a group of contact (we're looking at developing this for the new invoice experience also).
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Bills - Bulk create Purchases invoices
Ability to create purchase invoices in bulk.
Purpose: To save time rather than having to manually create purchase invoices one by one.
7 votesIt sounds like you're looking to create supplier bills in bulk. If so, you can do this by importing them using a CSV template, which you can download from the 'Purchases overview' screen in Xero.
There's more info on how to do this here: Import bills and credit notes.
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Bank Reconciliation: Find & Match - show both invoice number and reference
Please have the option to see both the invoice number and the reference for sales invoices. I have used the reference to indicate how an invoice is paid and the amount if not the same as the invoice. I have one transaction coming into the bank for a days worth of invoices paid by credit card. I then find and match for the pay method and date and it lists all the invoices and their invoice numbers. The reference tells me if any invoices were part paid, or paid with two different methods. Like, part cash and balance by credit…
2 votesHi all. From today Find & Match shows both invoice number and the reference field for sales invoices. Note that we've also added other details too (such as check numbers and other payment references) to both Find & Match and the Account Transactions page.
I trust life will be a little easier not having to click through to work out which invoice is which!
Check out what else is new in today's release notes. -
Customer Invoice Report - Filter by Contact
Hi
I was wondering whether you are looking at adding more filters to the Customer Invoice Report so that we can filter it by a single Contact? Presently whenever I need to show a customer what they have and haven't paid and on what dates, I am exporting the whole report to excel and then deleting all the lines that don't relate to that contact.
Thanks
1 voteHi team - The new Contact Transactions - Receivables report has just been released. :)
See how you can access and tailor all the new Contact reports on our Blog - Test them out for yourself and let us know what you think.
I can also confirm the issue with only the first 100s contacts has been resolved, so you should be able to access all contacts from the drop-down selection now.
- Don't see your idea?