329 results found
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Bulk matching invoice receipts from a Direct Debit run
For a company that takes Direct Debits from customers and the receipt appears as one line on the bank statement it would be useful to be able to bulk match the receipt to multiple customers rather than having to manually select every invoice the receipt relates to. You could do this by being able to import invoice payments in the same way you can import invoices into Xero.
3 votesComing back to this idea we're going to switch this to delivered - you can make use of Batch deposits to group and match payments.
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Bank Rule - Set tax treatment (Inclusive, Exclusive, No Tax)
We have some suppliers that charge tax (e.g. VAT) and others who do not (e.g. from abroad).
On the bank rule creation/editing page, it would be useful to be able to specify the default taxation status (i.e. Tax Inclusive, Tax Exclusive, No Tax) for all transactions being processed by that rule.
This would save having to manually select the correct tax category on every bank rule transaction during reconciliation.
3 votesHi team, not having any response to our last update we will move this idea to delivered. To confirm - when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction within step 3 where you allocate line items.
For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
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Filter to manual reconciliation screen
It would be useful to be able to filter the account transactions page between reconciled and unreconciled transactions, as well add a date range. I have to do lots of manual reconciliations so being able to filter the transactions that actually need reconciling is quite important
1 voteThis is possible, Katie 🙂
If you click Search from the Account transactions tab of a bank account, you'll see an option to enter a date range and select Status 'Unreconciled'
Here's a pic
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Account transaction reports - View description and account coded to
It would be very useful to be able to create Account Transaction reports for individual or grouped bank accounts that show detailed descriptions and split transactions and which account (chart of accounts) each item in the split transaction is allocated to.
1 voteYou can already do this in the Account Transactions report, Ann.
You can select to add Description and Related account as columns so you can see the detail and account each line was coded too.
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Bills - Approving supplier invoices
Why do we now have to approve supplier invoices once entered in Xero?
There has obviously been an update to change this. How do we revert back to once a supplier invoice has been entered it shows straight away under awaiting payment?
1 voteThis may depend on how you enter bills in your org and their set up.
Manually entering, there has been no direct change to behaviour and you should see options at the bottom of the create bill screen where you can Save (which will save as Draft) or Approve.
Hubdoc has options that can be selected to determine the status a bill is published from Hubdoc to Xero with, whereas both email to bills and eInvoicing have always generated Draft bills that require manual approval.
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Create custom customer report by group
Ability to download a simple customer group report with only Contact name and relevant email addresses to enable easy mail merge with existing software.
1 voteHi Bethany, if these contacts are set up as a group in Xero you can export just those contacts from the Contact list view.
This file will contain the Contact name, Email as well as other details.
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Calculate unit prices in invoices and bills
It would be great if when entering invoices and bills, in the unit price you can enter multiple numbers. Like you would in a cell in excel. Eg. =100+500+100. and when you tab across to the next field, it totals it up to show 700.
Thanks.2 votesHi Michelle 👋 - Xero has an inbuilt calculator. You can find out how this works in our help here
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Xero Accounting app | Dashboard - Remove overall cash balance
Remove the Overall Cash Balance section from the mobile app. It takes up too much space. There is already a bank account summary section so it is unnecessary and if it must be there put it at the bottom.
2 votesHey Community, good news! You can now have those widgets in any order you like 😊
We've made some improvement to the Xero Accounting app, to enable users to rearrange widgets on their dashboard.
You can place that Overall Cash Balance widget wherever you like. Even if that's right at the bottom, Matthew 😉
The screenshots below have a visual of the new change.
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Reconciling a credit-card bill for which "points" (vs real money) have been applied as payment
We need to be able to reconcile a credit card bill for which "points" (vs real money) have been applied as payment.
The next month's credit card bill came in with all the credits as single-time items to "reconcile". Xero Support wasn't able to give instruction about how to reconcile those credits. They told me to post here for a new feature.
1 voteAppreciate your were sent to the idea forum here however there are ways to reconcile these payments in your Xero account currently, Cheryl.
If you have both the bank you're making credit card payments from and the Credit Card connected to your Xero organisation, you would be able to create 'Transfer money' from the bank account to bring down the balance of your credit card in Xero - More on managing credit cards in our help here
When you receive a 'points' on your credit card that pay off the balance it sounds like you also receive a statement line for this in Xero? If this is something you commonly deal with, you could look at creating an account in your chart of accounts that you'll be able to create 'Receive money' transactions and code these statement lines to.
It'd be best to check in with your Xero advisor…
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Report - All Excel exports in up to date version of Excel
Please create all excel exports from Xero in the currrent .xlsx format. Some are still produce in the old file format (for instance General Ledger Report) and have to be resaved to bring up to date.
3 votesHi team, as you'll all likely be aware our older reports are going to be retired on 31 July this year(2023)
You'll find all of Xero's new reports where you select to Export Excel come in a .xlsx format 😁
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Receivable Invoice Summary - summary by calendar month
Run a report to show me (based on calendar months) my total invoices
The Receivable Invoice Summary does not appear to allow me to do it by month, only by Invoice date with is too fine a detail. There should be an easy option for per month3 votesSounds like you'd to be able to run the report for different date other than the invoice date? This is possible via the Date Search field, select the drop-down arrow and you'll see you can run the report for the date range entered based on the Created date, Due Date, Expected Date, or Invoice Date 🙂
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AU Report templates - Add Tax Depreciation Schedules
Add tax depreciation schedules in report packs.
Currently, only have the option of accounting depreciation but can't change it to tax depreciation.10 votesHi community, thanks for contributing your support and interest for adding Tax Depreciation Schedules to report packs. With a recent update we've made it possible for Partners to include Tax Depreciation schedule as a report in Report templates.
You'll find the Depreciation Schedule, Disposal Schedule, Pooling Summary and Pooling detail all options when adding reports to a template from your practice. 🙂
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Income by Contact - Show Total Contacts
On the Income by Contact Report, it would be helpful to have a total of the customers so we do not have to add them manually. At the moment there is only a total of their spend.
3 votesHi Caryn 👋, though not in the report itself you'll find the fixed bar at the bottom of the page will give a total items for the report. 😉
See my pic of what this looks like - Hopefully this helps from those manual calculations!
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See Double Entry
To be able to view the double entry journal for each and every transaction
2 votesHi Carla, you can run the Journal report to view the impacts of each entry. 🙂
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Bills - Bulk assign lines to a Project or customer
It would be good to assign multiple rows of expenses to a customer and/or a project at once. The use case is I travel to a client site for a week and have multiple expenses, hotel, travel, subsistence etc to re bill in one hit. At the moment I have to go through multiple steps for each line of expense to assign to a customer and it takes a very long time.
2 votesHi Matthew and Michelle 👋 thanks for engaging in community here. It's actually already possible to assign multiple lines of a Bill to Project in Xero.
From within the Bill or Spend money, once you've added your lines, just click the 'Assign expenses to a customer or project' this'll open a modal from which you can select all and pick the Project or Customer you'd like to assign all lines too.
We also have another idea for assigning multiple bills to a Project at once that you may be interested in supporting across here. 🙂
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Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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Account Transactions Report - Show Reference for Transfer transactions
The new Account Transaction report doesn't show the reference from Transfers which the old report did. There is a reference column in the new reports but it is blank for transfers - can it be updated to show this?
3 votesHi everyone, returning to the idea here we're going to move this to delivered. When using Transfer and you've included a reference this'll appear when running the Account Transactions report in Xero. Check out our earlier status update for an image of what this looks like.
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Reports - Show headers on each page of report
It would be great if when you download a report into PDF that the headings for each column are on each page like the sticky headings. If you have a multiple page report and you only get the headers on the first page you have to keep scrolling back to the top to remember which column is which.
4 votesHi Ann, as you may have found with Xero's new reports, now when you export a report to PDF if you have multiple pages column headers will be shown at the top of each page.
Sorry it's taken a little to round back on this here and thanks for sharing your idea in community here.
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Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHI team, returning to the idea here we will mark this as delivered. As noted in my last update - With the Inventory item Summary report you'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run.
Alternatively, you could run the Receivable Invoice Detail report. This'll only include sales of items, and the report includes the Item Code column by default.
You could also set the report up to Group by Item Code, so sales of each item are listed together, complete with totals for the date range.
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Chart of accounts - Ability to export chart of accounts to .csv file
It would be great if the Export button in Xero could export the chart of accounts to .csv such that the Type of account appears in the .csv file as it is displayed in Xero.
Xero Support advises
- that right now it’s not possible to export the chart of accounts with the account type exactly as it is in Xero; and
- it doesn’t look like this idea has been raised as yet.This really is not a new idea it is only an idea to have the Export button in Xero produce an export file that represents the…
3 votesYou can now use the new export button on the Chart of Accounts page to export any HQ library chart templates. Both Xero and custom templates can be exported to .csv files. To find out more check out this Xero Central article!
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