4752 results found
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Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
1 vote -
Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…9 votes -
Bills List view - Sort and adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
21 votes -
Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
9 votes -
Reports - Open assets in new tab on Fixed Assets report
Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.
In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.
Can we have the blue links…
2 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
11 votes -
Invoices - Set Xero network as default delivery method
There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?
5 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote -
Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Reports - Create fully detailed Expenses report including corresponding receipts
I need to be able to pull a fully detailed report of submitted expense claims per project plus all corresponding receipts for that month to be able to send to clients
10 votes -
Inventory - Run Inventory List report by stock codes in Foreign Currency
Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP
2 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
23 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
5 votes -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
AU Timesheets - Change time entries to four decimal places (up from two)
Change decimal places for hours to 4 decimal places instead of 2. When hours are imported from Tanda it shows errors, as Tanda exports to 4 decimal places for more accuracy
4 votes -
AU Payroll - Report on all pay items created in Payroll Settings
A report showing Pay Items (or any of the Payroll Settings) including all the fields associated with the pay item.
9 votes -
Aged reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
1 voteAppreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;
- Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
- Made small changes to the formatting of cells in rows to create more consistency across the report
We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.
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Management report - Full Year forecast Report
In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.
However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)
So I can write a report that shows 4 columns - Jan - Apr actuals, then…
6 votes -
Bills to Pay UI - Visual Hierarchy
Bills to Pay UI - Visual Hierarchy
the new update of the 'bills to pay' screen is great and has some very useful new QOL features but i think the current layout is quite difficult to read and should contain a similar visual hierarchy that the old style had.
i have found myself focusing intently and trying to figure out where i am up to which could easily be fixed by a graphic designer adjusting fonts, weighting and alignment.
9 votes
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