1483 results found
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Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.7 votes -
History & notes - chart of accounts
It would be great (if not already available - I can't find it) to get an audit report whereby we can see changes made to a set of accounts after they have been submitted.
3 votes -
NZ Tax - IR3 Individual Tax Return option for end users
I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.
For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.
And we can't have depreciation amounts at the same time as accounts in a report.
We also can't limit which accounts appear in a report.
For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts…
1 vote -
Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
16 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
32 votes -
Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
2 votes -
Fixed Assets: Auto Calculate the Depreciation Rate from the Effective Life
At the moment Xero doesn't auto calculate the depreciation rate from the effective life. This means when we run the depreciation report the rate column shows up as blank if we've entered the effective life into the asset register rather than the rate. We should be able to enter the effective life and Xero auto calculates the depreciation rate for the depreciation report.
2 votes -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.27 votes -
Manual Journal - Allow standard users access to Manual journal screen
For some reason "standard users" cannot see Manual Journals in the accounting menu.
Please allow standard users to access Manual Journals from the Accounting menu rather than having to go to reports. Its just a time waster.
5 votes -
Manual Journals - Import additional lines into an existing manual journal
Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.4 votes -
Trial Balance - Enable "Edit Layout"
As a workaround for an issue caused by the obsolete Xero payroll service, Xero support suggested that I use the "edit layout" feature to group 2 accounts in the report. However, Trial Balance does not have an "edit layout" button, so I am stuck displaying 2 accounts that have canceling balances. One of the accounts is the system Accounts Payable account so I am not able to resolve the issue "correctly" with a manual journal entry. Editing the report layout is my only option.
11 votes -
Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
3 votes -
Fixed Assets - Allow dates to be entered in any format
In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.
Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc
2 votes -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…11 votes -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
4 votes -
Xero Accounting app - View custom reports
Allow custom reports to be displayed in the Xero Mobile App?
4 votes -
Report Navigation - Return to previous page after drilling down
When using any report, when drilling down into more detail is great BUT there seems no way of then returning to the original report without re-running it after you have finished reading the drilled down info? Or have I missed something.
2 votesWould be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.
Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂
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Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with…1 vote -
Bills | Awaiting payment - Ability to overide maximum of 200 bills.
Awaiting payment - max 200 bills.
I have a supplier who I pay monthly and there are always over 200 bills. I want to make one batch payment for the whole amount, but currently I have to do it on two - the first 200 bills, and then the remaining. Please can this 200 limit be increased?51 votes
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