4363 results found
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Reporting - Bank Reconciliation report with line details
Report to display how one (of several) bank accounts was reconciled by another user. Items to include Who (Contact) What (Account Selected and Description) Division and Tax Rate.
This is to ensure the items were reconciled correctly, particularly overseas payments where NO GST must be selected. To check work of admin.
1 vote -
Expense Claims: Show account balance and overall budget when approving expenses.
When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.
1 vote -
Manual Journals - Predictive text from previous lines
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote -
Projects - Create a report that includes a breakdown of suppliers invoices
Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available
1 vote -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
1 vote -
Invoicing - Ability to select payment details, without needing separate templates
I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.
Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.
1 vote -
Reporting - Set order of the accounts when using the Switch Rule
Currently when you use the Switch rule the order that the accounts are displayed when they are transferred by the rule is not the same as the order that they show in the existing group. This can be frustrating when you have say a Provision for tax group of accounts which could be a refund or tax to pay and you have accounts displaying as Opening balance then tax provision and RWT etc as you want the Opening Balance account to always display first.
1 vote -
AU Payroll - Ability to set different shift duration for each employee
Hi Xero team,
For timesheets with the "Total hours worked" setting, would you be able to create a setting that allows us to set our own default shift duration?
When we go to add a shift to our timesheet, by default the shift duration is set to 8 hours. For those of us who don't work 8 hour shifts, each time we log a shift we have to click on the duration and change it to the amount of hours we worked.
It would be awesome to have this feature that allows us to set our default shift duration to…
1 vote -
Bills - Organisation search function when using Save to Xero
When we receive a bill from a supplier that also uses Xero we have the option to put it in as a draft bill directly into our Xero. It's very useful feature. But as a partner with nearly 200 clients when we click through it asks us to log in and select which client the bill is for. We used to be able to type the company name (usually our own) but that option has been removed and now I have to scroll down the list of clients until I find the right one. How is this an improvement? Can…
1 vote -
Dashboard - Add a tracker for deadlines
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
1 vote -
Bank Reconciliation - Drop-down list of frequent Descriptions
When doing bank reconciliations and a 'match' needed to cover a number of items included in a single payment ( for instance a credit card payment which includes a number of separate expenses), it would be helpful to have a dropdown menu in the 'description' column. This would avoid repetitious typing of entries such as: Officeworks, Bunnings etc.
1 vote -
Bills list view - Consistency in compact view
In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.
1 voteHi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed.
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Reporting - Show all entries to an account, and then allow the user to Filter
When I look at transactions posted to a N/L code, I just want to see everything and then decide how to filter it there or in Excel etc.
We don't need the extra steps of breaking down the data into 000's as that is annoying and takes a little more time for the extra clicks.
1 vote -
Reporting - Export reconciliation report pack as separate spreadsheets
The report pack is a great feature to save time in downloading multiple reports at the same time. Is there the ability to export these reports to excel as separate spreadsheets rather than as multiple tabs on the same sheet? If not can this feature be added as accountants generally review these work papers separately and it saves time if we don't have to convert the multiple sheets into separate spreadsheets.
1 vote -
Invoices - See the details of invoice/quote without opening/editing
Why you can't see the details of invoice or quote as like in a PDF? You need to open invoice and say edit or something to see what was the items etc. Very frustrating. Would like you to address these 3 issues(previously send the...
1 vote -
Go Cardless: batch cancel direct debts using contact filter
We use Go Cardless to collect our student tenants' rent. Every year we need to cancel the Go Cardless direct debits and archive the outgoing tenants and set up new direct debits for the incoming tenants. On Sage, we were able to select a whole year group at once and batch cancel/archive them. But on Xero we have to do this one by one. Life is short and time is money! Please can you make it possible to batch cancel direct debits by group or by tag/filter/segment criteria? Thank you.
1 vote -
Bills - Assign tracking category for partial bill payment
A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
If you can add a popup for Bill Payment "tracking category", it will be a great help for the users1 vote -
Users - Identify accounting practice users on a clients Xero
It would be good to be able to clearly identify accounting practice users on a clients xero platform. All they see is name and email and it would be good if the accounting firms name was somehow shown to give clients comfort especially where firms outsource work.
1 vote -
Contacts - Short-term notes field
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.
1 vote
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