1663 results found
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VAT
VAT In the VAT boxes you have to "adjust" the figure rather than entering the relevant amount. Why can't you just enter the figure and move on. It would be much easier. Also you can't delete what you've done in a box or re-start the entire return. In my view it makes Xero a sub-standard product.
1 vote -
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
72 votes -
Invoice report - Ability to view adjustments to tax
Would like to be able to find and recode transactions in bulk or have a report somehwere, where we can search the "include Adjustment to Tax" amount on any transactions. There is currently no way to find transactions that have this and to correct we have to find the batch payment, undo, edit the invoice, approve and re-batch. Not ideal.
1 vote -
Purchase order - Compare purchase order amounts raised compared with budgeted accounts
For Purchase Orders:
1) Able to assign departmental head for approval ( email goes to manager for approval and they can click and approve ) . Can create a approval level all from Xero to email.
2) Able to see budget against PO , once budget uploaded approver or procurer can see department or nominal account budget before approval.
1 voteAppreciate your idea, Sadan. Sort of 2 different requests in the one here.
We have an existing idea for being able to assign a user that can approve purchase order that you may like to join and vote for.
I'll slightly update the title of this idea to reflect the request to compare with budgeted amounts. We don't have any plans for this right now, but will get a sense of the interest to begin with through this idea.
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Trust Account Management - South Africa Legal
South African Law is in desperate need of a simple Xero based Trust Account Management system.
Xero is so easy to use for the Business transactions, a similarly user friendly option for Trust Account Management would be a dream.
1 vote -
Dashboard - Deposit option from the + dropdown in the Menu banner
Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.
4 votesWe appreciate the idea here, and will continue to track the interest in this. However, at this time we don't have plans for developing the ability to create a batch deposit / make a deposit from the blue navigational header, or the Dashboard in Xero.
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Fixed Assets - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
10 votes -
Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votes -
Report Templates - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reportsetc etc.
274 votes -
Xero Accounting app - Check if uploaded fully before save is enabled
Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.
Xero app - Adding a Receipt - auto compress images larger than x size.
The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded…
1 vote -
Reinstate NZ Annual Report template avaiability to non-partner users
Reinstate access to NZ Annual Report template for non-partner small business users. The NZ Annual Report template has been available to non-partner users for at least the last six years but has now been removed from the reporting templates available to non-partner users. For small businesses that prepare their own accounts the Annual Report template was very useful and time saving. Making it unavailable only has the effect of making us spend a heap of time re-building it outside of Xero or forcing us to waste money paying an accountant to do something Xero has previously enabled us to easily…
2 votes -
Reporting - Run Prepayments Monthly
Is there a option to run prepayments like depreciation on fixed assets like Sage does?
4 votesHi Tracey, not so familiar with how the reporting works in other accounting software, however there are a few reports you can run to view prepayments in Xero. If you find one of these quite useful, you could save the report as Custom so you can easily access it anytime.
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Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.51 votes -
Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
2 votes -
Budgets on the business snap shot
Would it please be possible to have the budgets on the business snapshot.
This would give all businesses a complete overview of the company and its position in one area.
Out with the pulling off the management report as a in line with the quick snap shot.2 votes -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
3 votes -
New Invoice - be able to select Overhead/Expense Account from Chart of Accounts
In the Classic Invoice you can select an overhead or expense as the account to raise an invoice against. This is useful where you are incurring costs that will be charged out at a later date. In the new Invoice version you cannot do that.
1 voteSorry Natalie, not sure what's going on for you there as you should be able to select from any of your accounts in new invoicing. I've just tried testing this in the demo company and see all accounts available for selection. If you're still having trouble with this please do raise a case with our specialists through Xero Central and they can take a deeper look into this 1-on-1 with you.
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Date of Custom P&L report category column
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
Reconciliation - Show Variable number of Statement Lines per page
Please in the Interests of response times, can you make the Reconciliation page size VARIABLE ?
With 50 LInes per page the screen response time is TOO SLOW, especially with a filter applied.Less lines shown per page would make the screen faster.
2 votes
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