1446 results found
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Reports - New Group Row to appear in the location you are at.
It would be really useful that when you are selecting to add a new Group under Row's that it adds the new group option in the location you are currently at, rather than adding it in at the top of the report and having to move it down to where you want it to go.
Also having the ability with the when adding a new formula to be able to select how you want the formula result to appear (ie %, $, rounded $ to the nearest $ etc).
1 vote -
VAT - Ability to track late claims for Non-MTD filing orgs
Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.
This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.
The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.
3 votes -
FIles - save to folder faster
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 -
Projects - Add date of the expense onto the tasks & expenses screen
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 -
Chart of accounts - Default to latest transactions first
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 -
Reports - Ability to add page breaks in Text Blocks
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 -
Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
1 vote -
Remittance - Ability to send with Part Payments
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 -
Aged Receivables Reports - Send Statements
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.
24 votes -
Invoice list view - Maintain filters when leaving page
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 -
Reports - Report of all payments received within a specific timeframe
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 -
Fixed Assets - Export with dates in dd/mm/yyyy format
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 -
Purchase Order - Edit default .pdf name
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 -
Bank Reconciliation - Show Total of selected transactions
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 -
Budget variance - Ability to show net and gross figures
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 -
Manual journals - Search for a journal by description or reference
Sorting Manual Journal Entries with a specific description or reference for easy search and find
2 votesThanks 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 😁
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Statement report
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 votesHi 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.
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Reports | Custom table - Align xtext
Xero Reporting - Please add functionality to Right Align text in custom tables in notes.
Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.
9 votes -
Bank Feeds - Set up two different bank logins from one Xero login
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-loginsI 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 -
CIS report - Ability to include tracking
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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