1348 results found
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Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
2 votes -
Bank Reconciliation - Sort
Add Sort functionality to the Main Bank reconciliation screen.
By Date, By Description, By Reference, by any text field, By Debit Amount, By Credit Amount and by absolute Amount. Both Ascending and Descending.
1 vote -
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 -
Accounts - Ability to lock history from previous financial year backward
Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.1 vote -
Journal Report - Include Line number within Journal ID
Further to Mr Howarth's request in May2022 under the title 'Reporting - Include journal ID', I would like to request one additional step to be added.
Creating mapping against Xero transactional data is very testing as it is impossible to create a fixed unique reference for each line. To narrow things down, you would have to use JournalID but then need to concatenate with other fields to differentiate between the lines within a single journal. eg. description, dates, amounts or a combination of other fields. However, these joined fields can be edited! There is no way I can currently see…
1 vote -
NZ GST - Keep separate Late Claims tab
The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating
19 votes -
NZ GST - Add Publish Function to new style GST report
Hi
I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.10 votes -
Batch Payment - Warning when creating ABA file that bill is removed
At the time of creating ABA file with 10 bills and one supplier bank account has an error (eg extra 000 in front of the account number), XERO still allows to create the ABA file however removes the bill without a notification.
Let's say you do not take time to check the batch payment PDF file with ABA data file, you do not know that bill is removed.
If XERO does not allow to create the ABA file OR notify that bill is removed from ABA file will solve the issue.
2 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 -
History and Notes - Filter by Note
It is crazy to not be able to filter History and Notes by notes. What good does a note do me if I either have to:
1. Go to the customer to see if there is one OR
2. Have to read through all of the "Edited", "Credited" etc just to find the notes.Also make it so the notes can be filtered by customer/supplier. Notes do absolutely no good if they cannot be accessed or looked at easily.
The attached has been filtered so the type is ONLY customer. I highlighted the items that are desired. All the rest…
2 votes -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
1 vote -
Bug report/Disable autofill on Invoices
I want to disable Xero from autofilling my tracking categories on invoices. I regularly invoice a client but the invoice tracking category differs regularly. I'm sick of having to correct the autofilled tracking category to the correct selection.
There also appears to be a bug in this area. When I delete/amend the invoice tracking category that has been autofilled and then alter any part of the line item it reverts the tracking category to whatever it was originally, which is really annoying me.
this has caused my organisation major headaches now at the end of the financial year and is…
2 votes -
Cant send reminder invoices when the accounts are locked
Since the new update on invoices, you can no longer send a reminder invoice when the accounts are locked. This seem a bit silly as you are not changing the invoice just simply sending a reminder. To do this now i have to go and unlock the accounts the the month which the invoice is dated, send the reminder and then re-lock the accounts.
Please can this be changed back as it is a waste of time
2 votes -
New mobile invoicing - Due date visibility
The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.
In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.
With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.
I believe the previous system was far more effective for a…
1 voteThanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm.
Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen.
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Multiple Report Styles
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
1 vote -
Reports - Set date before report runs
When running reports such as Aged Receivables it would save a lot of time if you could choose your dates etc before it downloads the info. It uses the default - you have to wait for that to download before you can then enter the actual dates you want and press update - then you wait again!.
2 votes -
Xero App - Show Transfer Rules
Can’t believe I need to ask for this. Apparently “The mobile app doesn't display transfer rule information”, only spend and receive.
Please update the mobile app to at least have this feature. Shouldn’t be too hard.
2 votes -
Reinstate ‘I want to be repaid’ option to How Did You Pay field on Xero App
I have been a customer for over 10 years.
☹️ You have taken away above feature in the Xero App which I rely on very heavily. I am bitterly disappointed about this. I need this back. Can you please reinstate it?
5 votes -
Bank Reconciliation - Option to remove obsolete "tips"
In the Monthly Bank Rec Report can we PLEAASE remove the HUGE, space wasting , obsolete text "The bank balance your bank is showing and Statement balance (calculated) must match. If the balances don't match you'll need to identify why and fix any errors." at least an option to deleted PLEASE!!!
See image attached2 votes
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