16 results found
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Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
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W-9 - Integrate sending with Gmail
Xero doesn't have a built-in option to directly integrate with or automatically use Gmail for sending W-9 requests. That would be really helpful ~
2 votesIt sounds like you're referring to the Request W-9 window, Reuben? You should be able to set up Gmail as your default email app on the device you're using. If this isn't opening Gmail by default you may want to check your device's settings.
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Tracking - Ability to set default Tracking in invoice Branding Theme
It would be nice to be able to set a default tracking category for invoice branding themes. As it is now, we have to set the tracking category manually for each line item on an invoice. For longer invoices this becomes very tedious and error prone.
1 voteHi Dominic, as Tracking was originally designed as an internal mechanism for tracking and monitoring parts of your business, it's not possible to make this field visible to your customers (re the invoice branding theme) we have a slightly different request for this here that you're welcome to join if you'd like to see this.
However, if you'd like to set a default Tracking option to save yourself time when entering invoices you could set this on your Contact records. Within the Sales and Purchase sections you'll see an option to assign a Tracking option for each category you've set up.
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set balance sheet default date to "today"
The Balance Sheet currently defaults to the last EOFY date, which as at today (posting this suggestion) is 9 months ago. this is frustrating as you usually look for the figures as at now, and not the end of the last financial year. This functionality changed in one of the recent product updates. I know we can change the date and re-run the report, however it seems silly to default back to the end of the last FY and is a waste of time to have to do this always.
1 voteHi Jo, from the Balance Sheet there is a common date format for 'Today'. Once selected you can save the report as Custom and make this the default if you'd prefer.
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einvoicing with Hubdoc integration
Does eInvoicing work with Hubdoc?
2 votesThanks for your confirmation, Margaret. I've slightly updated the title of our idea here, and want to confirm how this works.
If you've connected Hubdoc with your Xero organisation, once you've published an invoice to Xero from Hubdoc, and you're in a region that Xero supports eInvoicing you'll be able to send eInvoice to customers that have registered to receive eInvoices.
We have more detail on how eInvoicing with Xero works and the regions we currently support on our website.
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(UK) Year End date change to bases period reforms
With the new basis period changes coming into effect, some clients may want to change their year-end from 30.09 to 31.03. Currently changing the year-end in Xero will cause previous opening balances to change and most likely mean any working papers produced in Xero will no longer match the accounts.
It would be a useful tool to have something whereby a previous accounting period end could be locked so a new year-end could be chosen without messing up the old year-end balances.
67 votesHi team, I can now confirm we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date within your organisations Financial Settings.
Just to recap for anyone new coming across the idea here - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax, you’ll be…
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w9 link length
W9 link for contractors to enter information needs to be extended beyond 7 days. In addition it should be a generic link that can be sent to multiple people.
1 voteThanks for your feedback, Robert. For security reasons, we're unable to make this a generic link, however I'm pleased to share that we've now extended the link expiry to 30 days 🙂
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Products & Services - Abillity to Attach Supplier Quote to Product
We use Products and Services for parts that we buy in as well as what we make and sell and it would be great to have the ability to attach documents just like with invoicing so that original quotes may be attached for future convenient reference.
1 voteYou can already attach files to your Products and Services, Simon. If you open the item from the list , you'll see an option to Attach files in the top right of the page. 😊
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when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
1 voteHi Dean, from what you've described in behaviour it sounds like the files you've uploaded are attached to the invoice or bill directly.
If you've attached a file to a Receive or Spend money or Payment directly when reconciling on the Xero Accounting app you'll see a file icon next to the transaction on the Account Transactions list when viewing the bank account on the desktop that you can click and will open a preview modal of the files attached.
If you have attached files directly to your invoices or bills you'll be able to view the file icon next to these transactions from the relevant Sales or Bill list screens on your desktop.
If you'd like some help to confirm what you're viewing here it'd be good to raise a case with our specialists through Xero Central who have tools to get a closer look at your organisation and…
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Purchase Orders - Automatically include delivery instructions
We have the same blurb to add to every purchase order—please add the ability for this blurb to automatically populate each purchase order.
1 voteHi Kelly, you can add this information using an advanced branding theme and customising the template in MS Word.
For example you could add a text box with these delivery instructions, add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
When creating purchase orders you'd then select this branding.
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Bulk update account
Bulk update account for multiple line entries to allow for easier reanalysis of multiple line items within the software.
Include a feature to make it easier to change the account for multiple line entries at once through the supplier side to make it easier when bookkeeping to reanalyse multiple line items, rather than editing them one by one if they get reanalysed within the accounts.
I.e. for a client I originally posted all AXA payments as insurance, in the accounts they were reanalysed as other staff costs, at the moment I need to edit every single line item included in…1 voteHi Adam, we have a feature called Find and recode that will enable you to bulk update the account code for multiple lines at once. You could filter by the contact and then recode whatever lines of transactions as needed.
I'd recommend giving this a try in the demo co first and potentially working with your accountant before implementing this in your organisation. Have more of a read on this here.
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Hubdoc - Multi-page PDF
Hubdoc - Would like a second email address to be able to upload PDF with multiple pages for multi page split.
3 votesHi team, sorry we've not returned sooner! Pleased to share that this has now been released 😁
With the Hubdoc mobile app you can now upload up to 10 images at once.
Images can be bulk uploaded using the camera capture or your device’s gallery.
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Link to Journals from the Dashboard
It would be very handy to have a link directly from the Dashboard into Manual Journals please...
1 voteHi all, as noted in my last update - if you have the Adviser role in an org from the dashboard you can click the '+' icon in the menu banner at the top of the screen, and select 'Manual journal' which'll take you directly to a new Manual Journal. 🙂
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Dashboard | Cash in & Out - Link to new bank account summary
Reports: Bank Summary Report
The recent shift to new reports has not considered the Bank Summary Report. It is an important report in the sense that it tracks movements and balances for all the banks.
Please consider creating the Bank Summary report in the new format.2 votesHi team, thanks for the idea here and apologies we've not rounded back on this sooner. We made an update so this widget now links to the new Bank Summary report 🙂
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Analytics Plus - Fortnightly expense predictions in short-term cashflow
The short-term cash flow projection should allow 2 weekly/fortnightly expense predictions (instead of just weekly and monthly predictions). The current absence of this feature currently results in incorrect cashflow forecasts (e.g. we pay wages every two weeks, so the timing of our wages prediction is always incorrect).
2 votesThanks for your feedback, it's good to hear how you're using short term cashflows.
Predictions within Short-term cash flows should be generated for recurring amounts based on the last 3 months.
Our tool looks for weekly, fortnightly and monthly payments - the dates, amounts and contact have to be fairly consistent each time for a prediction to be generated.
If you do find you're not seeing predictions you'd expect to appear for fortnightly payments do raise a case with our team of specialists so we can take a deeper dive into why this may not be showing in Short-term cash flows. Thanks
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Tracking - Freeze the top row and left column when scrolling
Hi there, we have a suggestion that would help us a lot as we have a lot of tracking categories. Could Xero add a fixed top menu and side menu so that when we scroll up and down we can still see the tracking categories and also what it relates to. Basically freeze the left column with headings and freeze the top column with headings.
4 votesHi team, with no response we're going to guess this is within reports. If so, with Xero reports you'll find the top row and left column- are now 'sticky', so you can see the headings when scrolling beyond where they'd be displayed. 🙂
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