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  1. A button you can click to reverse the order of the columns in Reporting
    Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.

    8 votes

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    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

  2. It would be great if the mobile app allowed me to take a new photo of a receipt into folders faster - maybe you could improve the "Work offline" functionality so that it does more in the background.

    I need to use this method, instead of emailing receipts, because we have various folders (1 for each debit & credit card) where we put the specific receipt photograph into

    R

    1 vote

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  3. In the Projects | Tasks & expneses, can we please add in the date??
    I understand that the date can be accessed by opening the bill or viewing the bill, but this is very tedious AND if you open the bill, you can't easily find your way back to the particular bill you were looking at (the screen jumps back to the top).
    It is extremely difficult to navigate these expenses when there are hundreds of them attached to the project, so having the bill date here would be SO much more convenient.

    1 vote

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  4. From Chart of Accounts, click on an amount in the YTD column. The account loads with the transactions in date order oldest to newest. Please reverse this (or create an option) for the transactions to load with the latest transactions first by default.

    13 votes

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  5. When importing a text block report from Figured into Xero annual accounts template, we have no control over the page breaks. This often results in undesirable page breaks. An ability to add page breaks into a text block would fix this.

    8 votes

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  6. Have a 'Test Rule' button when making a Rule.

    1 vote

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  7. It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts

    6 votes

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  8. FILTERS have to be reset each time you return to a page. This is common throughout Xero and is a real nuisance, but especially if you are editing sales invoices. E.g. filtering on a group of customers and a date range has to be done to edit each invoice individually. Resetting the filter for each invoice you edit is a real pain.

    1 vote

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  9. Being able to run a report of all payments actually received in a particular month, no matter when they were invoiced as was previously available in the old 'customer invoice report'

    1 vote

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  10. Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.

    1 vote

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  11. Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.

    Purpose: provides further customisation and automation of Purchase Order templates.

    3 votes

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  12. Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.

    3 votes

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    Would this be when drilling into a figure that's shown on your Profit & Loss, Caroline? 

    If so - this drill down take you to the Account Transactions report. You should find that you  an adjust the report settings to add 'Invoice Number' as  column so you can see both pieces of information on the report. LMK how you get on or if it's something a little different that you're referring too.

  13. When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
    It would be great if there was a figure showing the total of all items ticked.
    It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
    It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…

    14 votes

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  14. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    3 votes

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  15. Sorting Manual Journal Entries with a specific description or reference for easy search and find

    2 votes

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    Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too. 

    Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for. 


    You can search for a journal by filtering the Journal report by description 😁

  16. Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!

    5 votes

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    Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!). 

    From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here. 

    Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column. 

    You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too. 

  17. I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.

    Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.

    Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.

    7 votes

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  18. We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    2 votes

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  19. When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC

    4 votes

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  20. Add a Colum to aged debtors to view notes added re debt collection

    6 votes

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