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  1. To be able to export the graphs from the dashboard into excel or PDF, the same as you can reports from the reports page. There are no graphs that I can extract and those on the dashboard would be useful in adding to reports I send to board members who are not on Xero.

    5 votes

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  2. It would be very useful to be able to generate a Bill when Reconciling, instead of just being able to "Spend Money". This would allow much better tracking of transactions, since money leaving an account via Spent Money is far less visible than when a Bill is paid.

    Specifically:

    When PayPal is enabled as a Payment Method, and a customer pays their Invoice this way, the associated PayPal account shows two entries in the Bank Feed ready for Reconciliation:
    1) A transaction fee is deducted from the PayPal account.
    2) The full amount of the payment into the PayPal account.

    7 votes

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    Hi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling. 


    Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂


    In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero. 

  3. Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched

    5 votes

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  4. It would be really helpful if I could produce reports (by various time periods as usual) that list all the bank reconciliations that I have posted to my various accounts that I have created. This is useful for me to check in my book-keeping role to ensure that I have reconciled everything to the correct account, especially before passing everything to my accountant to produce the accounts.

    Example:
    Does my "Postage & Stationery" account include only postage and stationery bank statement reconciliations?
    Does my "Salaries" account include only salary bank statement reconciliations?

    etc etc

    5 votes

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  5. Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!

    4 votes

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  6. In the Account Transaction Listing there should be Source indicated for Fixed Asset Depreciation run through the Register

    3 votes

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  7. Bank Accounts Cash Coding problems:
    xero auto enters "unknown" if payee not used
    No Quantity column for shares or livestock transactions
    Posted entries disappear which does not allow easy scroll up and down scrutiny of work done
    account code does not show for coded entries
    bank account description/particulars does not show as per bank statement
    ie simply make the bank statements screen like Banklink so I can move my practice.

    7 votes

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    Hi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread. 


    We have an idea started that you can support for livestock calculations 


    I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented. 


    If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂

  8. Import and reconciled bank transfer

    5 votes

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    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

  9. In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one

    3 votes

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  10. When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.

    4 votes

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  11. Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.

    3 votes

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  12. In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.

    Also can the variance also be expressed in a $ value in audition to the percentage value.

    Apart from that Loving the reports

    3 votes

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  13. It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.

    3 votes

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  14. Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report

    2 votes

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    Thanks for sharing, Paul. 

    Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort. 


    Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here. 

  15. Executive Summary Filtering.

    Being able to filter the executive summary to show information for different tracking categories

    3 votes

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  16. Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.

    3 votes

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  17. Regarding the Income Statement:

    When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?

    This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.

    3 votes

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  18. Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.

    Thanks

    3 votes

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  19. Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
    Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.

    Can the product team please take care of this on priority? thanks

    3 votes

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  20. The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.

    4 votes

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