4714 results found
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Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
13 votes -
Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll - Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote -
Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
12 votes -
Xero Accounting app - Ability to view watchlist from mobile dashboard
I would love for the Watched Accounts box from the website dashboard to show up on my phone app dashboard. Sometimes I just need to see a bank balance or expense balance while traveling. Currently have to go to online website to see those watched accounts on my dashboard. Would be super cool to have them on phone app dashboard as well.
15 votes -
Sales Invoice - View contact vat number
When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting
3 votesHi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone.
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Transactions - Allocate dishonoured and reversed to customer's account
I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).
Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.
The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).
The…
10 votes -
Receivable Invoice Summary - Date range 'Any' option
Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
You can expand your date range but this has potential to re-list paid invoices from previous reports.
Can "ANY' be added as an option to Dates as it was in previous version?5 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
Fixed Asset register - Cost limit for fixed assets fully depreciated at purchase
Ability to choose a cost limit for a fixed asset when the depreciation method is set to 'Full Depreciation at Purchase'.
For instance a car is purchased for over the cost limit, therefore only $64k or so is able to be written off immediately with the balance to sit as an undepreciable amount.
Currently the full depreciation at purchase method writes off the whole amount, and diminishing value at 100% with a cost limit will still pro-rata the depreciation for the year and not write off the full cost limit amount.
35 votes -
Sales invoice List - Option to add an "Excluding" filter option
When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".
For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".
Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.
3 votes -
NZ Payroll - Support for multi-currency
Small businesses are now much more global and have employees in multiple countries. Therefore payroll should also accomodate for multi currencies, otherwise several different payroll sytems need to be used. DEEL is available in multi currency so it would be logical that Xero Payroll is also
3 votes -
Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
19 votes -
VAT Reconciliation - Ability to view tracking category
Adding tracking categories to VAT return/reports:
I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.
42 votesThanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario.
To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here
I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned.
For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too.
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Invoices - Payment Terms to include a "day(s) after the end of the bill week" option
It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).
That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).
It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days…
7 votes -
UK Payroll - Delete unused leave balances from employee profile
Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun
3 votes -
Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
13 votes -
AU Payroll - Hide Long service leave balance from ineligible employees
I would like to be able to select only certain employees and add LSL balances on their payslips rather than everyone in the organisation.
My point is, when we set a new employee we started calculating their LSL from day one but we do not necessarily want them to see the balances until they reach 5 or 10 year mark working for the company.
In this case, calculation of LSL is accurate as in 10 years times hours of employees can change btw full time/part time and so on.
I would appreciate an option to select individual employees to display…9 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
13 votes
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