1664 results found
-
Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
4 votesAppreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
-
Bank Reconciliation - Rank the best banks for reconciliation
Make the banks (like American Express) see how they need to fix their systems. It's not your fault transactions don't match up. The banks need to improve their data.
1 vote -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
5 votes -
GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
3 votes -
Accounts - Ability to lock history from previous financial year backward
Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.3 votesHi everyone, while we do have lock dates that'll allow you to stop changes being made to transactions during a past period. We appreciate there are improvements you'd like to see in lock dates that'd further enhance these for you. We don't have any plans for this change atm but we'll keep a track of the interest here and share if there are any changes planned.
-
Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votes -
customer statements
I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.
1 vote -
Client's financial year summary
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
1 vote -
NZ GST - Export return with heading 'GST return' + period of the return
GST Return Export
It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.
It needs to have the words "GST Return" or similar.
1 vote -
US Sales tax - 1099s: W9 submissions should create an actual document
So we send a W9 request and a vendor completes it, great. But this doesn't create a digital W9 form, it just modifies the information in the vendor's 1099 contact page. So if an auditor requests a copy of a vendor's W9, we have nothing to give them. And it's possible to override the changes made by the W9 submission, so there's no way to verify - say a year later - that the information on their contact page aligns with the W9 information they submitted. The lack of static documentation makes this feature almost useless for us as most…
6 votesHi there
While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.
In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊
-
Tracking - Functionality for Rental Property Management
Have two codes - one for rental income & one for rental expenses.
When reconciling bank transactions to these codes, have the ability to allocate them to a property.
Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
Auto generate a bill from this statement for the money that needs to be paid to the landlord.3 votes -
Bank Reconciliation - Filter transactions in 'Find and Match'
The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.
When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!
3 votes -
Reporting - Consistent terminology (e.g. Accounts Payable reports refer to Bills as Invoices)
There's an inconsistency between different parts Xero systems. For example:
New Invoicing has Autosave.
New Contacts require us to use the Save button.Reports:
Accounts receivable reports refer to Invoices.
Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.Is there a reason for these differences and lack of consistency across the Xero platforms?
3 votes -
Bank Reconciliation - Show difference between Statement Balance and the balance at the actual bank
Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.
It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.
2 votes -
CIS - Resubmission Reminder/notification
At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.
1 vote -
Realised currency gains and losses
Realised currency gains and losses to be allocated to the same split of team codes and activity codes allocated to the original transaction.
At the moment, any transaction which originally contained more than one team code and/or activity code which has realised foreign currency gains/losses has the gains/losses posted with 'multiple categories' for team code and activity code. This can cause issues for internal management reporting where there is a need to then manually assess each element of the gain/loss to see which team or activity it relates to. If the gains/losses were automatically split on the same basis as…
1 vote -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
-
GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
1 vote -
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
5 votes -
Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
2 votes
- Don't see your idea?