4681 results found
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Business Activity Statement | GST Audit report - Add transactions source field
I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an…
2 votes -
Projects - Undo button
Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.
2 votes -
Xero Accounting app - Add numerical discount to mobile app invoices
Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.
When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.
2 votesHi team, appreciate your feedback and wanting consistency between the web and mobile functionality.
While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.
We'll keep tracking the votes and interest through this idea and update you if there's any news to share.
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Sales Tax Report - Option to filter for tax types
We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as…
2 votes -
Bank Accounts page - Filter bank accounts by unreconciled
I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.
2 votes -
Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
2 votes -
currency column in tracking summary
For the line items in the Tracking Summary, please include a currency column! Historically this was available. Calculating commission now takes WAY longer. Seems like it should be an easy fix.
2 votes -
New invoicing - Move branding field to right and make consistent with Quotes
Please be consistent with the location of the "Branding Theme" field.
You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
My preference would be to keep it on the left.
Many thanks,
Rachel2 votes -
Bank - Change name of receive/spend money transactions
It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....2 votesHi Bid, trying to better understand the purpose of your idea here and how it would help you when using Xero.
When you say you'd like to change the name of spend or receive money - Is there a place or flow you're using in Xero that causes confusion when looking at these transaction types?
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Please add chart of account codes as a filter on the Income and Expenses by Contact report
Please add chart of account codes as a filter on the Income and Expenses by Contact report
2 votes -
PROJECTS - Keep this as an add on or available for in the lower pricing bands
I am very concerned about the new pricing structure for your plans. I have a number of clients in the trades industry who only require project management for a maximum of two users, and the existing pricing plans would not / will not be conducive to their needs, if they don't already have Projects as an Add-On.
One of my existing clients is interested in adding Projects to their account, but with the current price plans it will cost an additional £29 per month to add just that; this option is far too expensive for them. For a small team…
2 votes -
Cash Summary Report - Include Primary Person
Cash Summary Report to include Primary Person Please.
Can you get a cash summary report to provide in order 3 items as per below
Invoice No ... Contact ...Primary person
I cant seem to find a report for all three .
We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.
e.g.
I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.2 votes -
Projects Easier way to check items to be onbilled
Projects - Ability to check multiple items to Pass on/Mark up.. Surely its an easy interface fix to create a column in the right hand side next to items so we can check all items to be passed on to the client or that need a mark up. When lines are identical amounts Im going goggle eyed trying to work our which line im up to when clicking on the stupid 3 dots! Fix this please!
2 votes -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.2 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votes -
Bank Reconciliation - Add calculations into split section of Cash Coding
The Reconcile section split allows you to add, subtract, multiply and divide in the amount cell. The Cash Coding split section does not. I would like the Cash Coding split section to allow for the calculations so that you don't have to hop back and forth between Reconcile and Cash Coding in order to get all of the transactions in. This would save a lot of time for manual entry items.
2 votes -
Bank Reconciliation - Navigate to top of page when moving between page
When Reconciling a large bank feed It would be good if the page went back to the top so that we did not have to scroll up every time.
At the moment when you get to the bottom and page forward it stays at the bottom of that screen2 votesNot a direct solution to what you're asking here, Tony. However you may find it a useful shortcut to press the 'Home' button on your keyboard which should bump you from the bottom to the top of any screen 😊
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Balance Sheet Movement in Custom Reports
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
2 votes -
Expenses - Ability to add an expense as 'common expenses'.
"Common Expenses" - fix product flaw.
In Xero app, as follows:
-Purchases
- +
-Add receipt
-Tap:Categorise to an acct
-acct list pops up with heading "Common expenses". 2 accts listed which I rarely use.
PLEASE FIX : there is no way to edit the list of accts under the heading at the top "common expenses". See my screen shot2 votes -
Email address field size too narrow sending multiple invoices
When emailing a batch of invoices every month I need to click in every email field in turn to scroll along to view second & sometimes third email addresses for that client. Can the email field be widened please. It is so narrow sometimes just one email address can't be seen in full.
2 votes
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