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  1. Please restore the display of the closing balance on the first page of this report.
    The report is used each month to check control accounts which may go to many pages.
    The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
    Please bring back the functionality of the old report before you stop access to it

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  2. The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:

    • Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)

    • Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)

    • Please add…

    1 vote

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  3. Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.

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  4. 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.

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  5. 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.

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  6. Foreign currency gain loss report to show the invoice contact too

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  7. 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.

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  8. Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)

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    Appreciate 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.

  9. Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?

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    1. Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)

    2. Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)

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  10. can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient

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  11. atm if a client asks what is included in a figure in the accounts, I can only manually deduce that, or generate a spreadsheet analysing all the Trial Balance into the headings (the tagging screen is quick reference for generating this) but surely it should be possible to run a report.

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    Hi Malcolm, returning to your idea here it would be good to get more understanding if there are specific figures or reports your customers are asking about or you'd want to track the make up of?

    Atm it's possible to edit the layout of the Profit & Loss of Balance sheet reports to either show a total of grouped accounts or have these all listed amounts that show the individual accounts within each section.

  12. I would like clients who prepare their own BAS to be able to lock periods - as this is good practice for obvious reasons. Currently if they are a Standard user they are not able to access this area to lock periods. If I make them an Advisor they have access to unlocking prior years and make changes (been there done that - never again).
    Please have the option to give standard users the ability to lock periods (i.e. the first lock period date, but not the second date), or provide a solution to address the above issue.

    1 vote

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  13. desarrollar el informe de Aged Receivables Detail para que por linea por factura.

    adjunto encabezado deseado.

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  14. Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
    thanks.

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  15. We regularly use Tracking Categories to allocate bills to Projects. The Account Transactions report is great for showing bills and payments by Project. However, each line has to be individually accessed to see the underlying uploaded document.

    Accountants regularly ask for these receipts which need to be individually downloaded and we have to manually create a spreadsheet linking each receipt.

    This would be hugely easier if the Excel export of the report allowed a field for a URL linking to the uploaded document, like all good receipt tracking apps allow.

    1 vote

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  16. Our company recently combined all departments onto one Xero account. It would be great to be able to see a 'Department' column on the Business - Quotes / Business - Invoices / Business - Purchase Orders pages so that we can see which departments have raised which quotes etc.

    In general, it would be great to be able to customize the overview/summary views to tailor it to which columns are relevant to our business.

    1 vote

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    Hi Janice, appreciate the suggestion in community here. Although each of these areas have a similar page, being open they would each be developed by separate teams and it'd be good to understand the interest in being able to see tracking for each separately to be considered by product. 

    I've slightly changed the title of your idea here for Sales invoices. We have one for Bills across here you may like to support, and you're welcome to create others for each area of Xero you'd like to see this in. 

  17. We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
    I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice -…

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  18. Remove option to send remittance advice when posting batch payments

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    Is there a specific reason you'd like to remove this option from your organisation, Ben. For example would this be for certain user roles, or based on your business processes would you want to remove this for everyone? 

  19. Sales Overview screen needs improving to show percentage increase in invoices sent, month on month. Attached is an example to show how it needs to be drastically improved to be like. Companies basically could raise capital off this screen - come on Xero! Please improve the screen to be like this example.

    1 vote

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