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  1. Ability to show more statement lines during reconciliation in one page.

    Purpose: To save users time from scrolling and changing the page.

    67 votes

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     ·  3 comments  ·  Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Option to attach files to individual fixed assets

    Purpose: Ease of reference, being able to attach files and documentation that related to an asset

    62 votes

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  3. To make users have the ability to import and export bank rules.

    Purpose: save time from manually creating same/similar bank rules in Xero. Which will make partners easily set up a new client Xero org.

    36 votes

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  4. Add Sort and Filter to the Main reconciliation screen.

    29 votes

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  5. This should be automatically added to your account, rather than having to save to Xero manually each month

    19 votes

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  6. Ability to show date and time stamps, to see when the report was run.

    Purpose: This will help users to do their Audit Trail.

    21 votes

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  7. Ability to select multiple/all transactions during reconciliation.

    Purpose: To save users time from having to reconcile the transactions one by one.

    19 votes

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  8. Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email

    14 votes

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  9. Ability to tick/select invoices over multiple pages.

    Purpose: To save users time when they’re doing batch deposits.

    16 votes

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  10. To be able to see both opening and closing balance in the General Ledger Detailed report.

    Purpose: Opening and Closing balance will make users easily analyse their transactions.

    11 votes

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  11. Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.

    Purpose: To save users time from having to open the PDF and click Print again.

    10 votes

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  12. Ability to see a report where it shows the prepayment that is yet to be allocated to invoices.

    Purpose: To easily see the figure of the unallocated prepayment.

    8 votes

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  13. When users are reconciling quite often two mistakes are made frequently:

    • Reconciling wages payable incorrectly to Wages and salaries (expense)
    • Reconciling super payable incorrectly to Superannuation (expense)

    It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.

    6 votes

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  14. Ability to display customer names when users reconcile batch payments.

    Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.

    8 votes

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  15. Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.

    5 votes

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  16. In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.

    5 votes

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  17. Morning

    It would be really handy if we could create a rule under cash coding for transfers, the way you can with spend money and receive money.

    Thank you

    5 votes

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  18. It would be great to have the ability to mark a bill as already paid when being entered.

    We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…

    4 votes

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  19. It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.

    A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.

    3 votes

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  20. Ability to show source currency on aged reports

    4 votes

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