4758 results found
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Profit and Loss - Exported CSV to contain Account Transaction breakdown
Within the old Xero profit and loss report, there used to be a feature where you could add account transactions to a excel export of the profit and loss. The account transactions for a specific account would appear as a separate tab in the excel profit and loss export. Unfortunately, this feature seems to have been removed with in the new profit and loss. It would be great to see this feature reimplemented, as losing functionality of a report due to an upgrade is a shame.
2 votes -
Chart of accounts | Add Opening & Closing Stock to default COA
The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.
2 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…2 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
2 votes -
Xero Files - Retain transaction attachments when removing files
When delete a file, do not automatically delete it from the linked transaction.
I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.
Even a warning that this would happen, would be better than just wiping everything.
2 votes -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks2 votes -
GL Pay Run - individual payslip message
To have an individual NOTE area for each Payslip.
2 votes -
Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…
2 votes -
Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Invoices - Add customer's ageing summary under their latest invoice
Including an aging summary of the respective client in the latest invoice would provide valuable insight and enhance the document's effectiveness.
We can always refer to statements in case details are required.
2 votes -
Projects - Track labour costs without generating an invoice
I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.
2 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
2 votes -
User role - Ability to assign specific email address.
Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?
2 votes -
Bills - Set up repeating payments
If I'm paying a bill by monthly direct debit (say Business rate), it would be useful to have the ability to set up multiple payments instead of having to set up 12 separate identical monthly payments.
2 votes -
Bank Feed - Add First Citizens Bank (Commercial Advantage) feed
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
Bank feeds - Import statements from N26
Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.
2 votes -
Reports - Add custom Watermarks
Would be nice to add multiple permanent Custom Watermarks to your reports (i.e. one that says "For Internal Management Purposes Only" or something similar).
2 votes -
AU Payroll - Add 'Payslips Sent' flag to STP filing screen
It would be good if you could go into 'Pay Employees' and next to the STP - Filed or not filed it would be good to have 'Payslips Emailed'. I have no way of checking / double checking if I have sent them.
2 votes -
Multicurrency: Bug - invoices show "outstanding bills" in wrong currency when viewed online
The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.
Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.
Example screenshot attached.
In Xero we have assigned "Australian Dollar" as the…
2 votes -
Tracking - categories listed in the dashboard
Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.
2 votes
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