1664 results found
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Bank rule - Ability to set up overpayments to a supplier
We have standing orders set up for multiple properties for water rates, business rates, electricity and rent all of which are invoiced quarterly/six monthly/annually.
Can we have the ability to create bank rules for supplier overpayments to a contact??
2 votes -
GST - audit report to show GL adjustments made after lodgement of BAS
Often we lodge our BAS/GST return with the ATO and subsequently find errors in coding of GST or need to add transactions. This means the balance of GST accounts changes and no longer agrees to the BAS that was lodged. Trying to reconcile what changes have been made is near impossible. This is problematic in the event of ATO audit as we need to be able to show full transaction support for the BAS lodged.
Quickbooks Online has a great feature that deals with this. It generates the BAS, and once lodged you can click 'mark as lodged'. If you…2 votes -
CA Tax - PST bill should have commission amount flow onto it
The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.
2 votes -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
3 votes -
Supplier Bill Activity report - Run in Foreign Currency with totals
The Supplier Bill Activity report is great for showing transactions for a Supplier if you operate only with one currency.
However, for accounts with Multicurrency, it should also include optional columns for the Source Currency amounts and when showing just one currency, the balances in that currency in the list of columns.22 votes -
Bill payments - Separate bill folders for different purchase types
We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen
1 vote -
Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
3 votesHi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
23 votes -
Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
86 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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GST to stay till previous month reconciled
GST - Keep GST in the "Account watch list" at the previous month until after the previous month is reconciled. I transfer my monthly GST into another Bank account at the end of each month so it is available when the BAS is due. It would be helpful it the monthly GST in the "Account watch list" didn't roll over to 0 on the 1st of the month but stayed until all accounts were reconciled and we could see what the GST payable amount was for the previous month. I think this would be a great feature to any small…
1 vote -
Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 vote -
Fixed Assets - Ability to set a minimum value for fixed assets
Add a new setting within fixed assets to set a minimum value for fixed assets.
We have a minimum value we capitalise of £250, but some bookkeepers we use still post trivial items to fixed assets.
Below the threshold they would not be able to post to the fixed asset nominals.
2 votes -
The ability to show Sankey Diagrams
I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.
By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.
1 vote -
Auto Calculate invoices balances for spilt entries
Hello Xero
Please fix the table content in your invoicing to auto calculate the balance of a split entry like a lot of other accounting softwares offer. Its very frustrating to have to use an external device to split an entries value. I am talking about GST free and GST active entries on the 1 invoice. such as insurance - stamp duty is GST free the rest of the invoice has GST in it - one has to use a calculator to split the payments upthanks
1 vote -
Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
674 votesThanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
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Bank rec - customer payments
When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment
1 vote -
Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
3 votes -
Find & Recode Report - ability to print or create a spreadsheet of results
It would be very useful to be able to print the list of the results that are generated by the "Find and Recode" function. I use this option for other reasons than just recoding. It is an easy place to find out what tracking categories, account codes and taxes were used for each transaction. Narrowed down by a date etc. Currently, I can see them but cannot download them or create a spreadsheet from them!
2 votes -
AU BAS - automatic detect for Simpler or Full BAS report
New Xero Activity Statement Report
It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.
2 votes -
Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
7 votes
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