1484 results found
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Bank | Reconcile period - Allow copy & paste with '$' symbol
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
1 voteGreat to hear you're making use of Reconcile period, Alvaro. Taking your comment from the idea here. I've split this into 2 new ideas; one for deleting a draft period, and this one for being able to copy and paste amounts with a $ sign.
We'll start to track the interest from community in this here 😊
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Contacts - Add customer's invoice payments to Contacts
Please put the customer's payments on the activity page so it is easier to see what payments went to which invoices. Seeing that an invoice is paid isn't enough information if the customer has questions. It would be nice to see WHICH payment is applied to an invoice.
44 votes -
Unassigned account Code
We need to be able search for items which have no account or account code allocated to them in error. There is no way to search for 'unallocated Accounts' under account transactions.
2 votesHi Charlotte, appreciate your idea however need a but more information to categorise and share with the right team. Is there a type of document you're looking for this information in? For example sales invoices, or bills?
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Bank Feed | Chase - support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
2 votes -
Invoice - Send void invoice email
A feature that allows an email to be sent for a voided invoice to the client so they have confirmation the invoice is voided as verification.
This can be as simple as taking the invoice template / previously generated pdf and branding "VOIDED" or "CANCELLED" on top of it.1 vote -
Bank Reconciliation - Links to bills to pay on reconciliation page
I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.
1 vote -
Reporting | Current Financial Year by month - actual and budget
This report is great, I love it but we need to be able to customize it more. When you try and add columns it gives a message saying that you have to delete the total column first, then you need to manually add a total column which isn't the end of the world, but you can't select the the new total column in and of the formulas, like if I wanted to add the variance column (Which I would love to) but I can't.
16 votes -
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.
18 votes -
Allow Tagging on Transfers Money Transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction
Allow Tagging on Transfers Money transactions on the Reconcile Screen and Allow Find and Recode to add tagging to Transfer Money Transaction.
1 voteHi David, when you say 'tagging' would this be to add tracking?
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Invoice - Change title of invoices
I would love the ability to have the project's name and my business's name in the title of my invoices when I download them. I know I can manually do this, but it would make it much easier for customers paying my invoices and filing them to have my name and project number in the title.
1 vote -
VAT Return - Transaction Visible VAT Rate identifier
Reviewing VAT Returns
I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.
Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?
Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.
Thanks
Sarah
1 vote -
Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 vote -
Bank Reconciliation - Allow the Tax Setting to Default to Tax Exclusive
When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.
5 votes -
Reporting - Flag when actual Retained Earnings doesn't match to the report value
A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.
Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…3 votes -
Reports - Ability to add Sales Inventory Items to P&L Report
We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).
1 vote -
Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…
1 vote -
Sales Invoice - Show Subtotal Breakdown before VAT
Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.
4 votes -
Bank Feeds - Bank feeds from Macquarie Bank
Ive moved form Quickbooks to Xero (I guess this is common).
Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.Cheers
2 votes -
Account Transactions - Edit transaction dates without remove & redo
I would like to be able to edit an entered transaction, i.e., transfer, payment, etc. When I am reconciling, some transactions are posted on the following month, but they were entered at the end of the prior month this creates a problem when reconciling. All I need to do is edit the date and change it, but I have to remove and redo the transaction. This is extremely time-consuming.
Also, could we change the bank account when we enter the transaction in the wrong registry instead of removing and redoing it?
2 votesHi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
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Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
24 votes
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