1479 results found
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Reporting - Cash Based Accounting Inventory Sales Reports
Xero offers users the ability to select between cash-based accounting and accrual-based accounting for financial reports. However, a major problem is that the inventory sales reports are based only on accrual-based accounting. This means the financial reports and inventory sales reports are never consistent. Please add the ability to run cash-based accounting reports for inventory sales (sales by item, etc.).
3 votes -
Deposit for Paid Invoices
Greetings,
Xero offers an outstanding process for depositing Invoices with Awaiting Payments (pictured below). Our business does not use this feature because invoices are paid immediately.
Why there is no similar process for Paid Invoices (cash)? It seems of utmost importance.
I believe numerous businesses would benefit greatly from having this feature for Paid Invoices as it will increase efficiency, accuracy, and allow for more streamlined bookkeeping.
Thank you for considering and moving it to the top of the list!
2 votesWhen you say that the invoices are paid immediately, how are they currently reconciled?
Just trying to better understand how you envision this flow to help you move more efficiently in Xero.
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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.
3 votes -
Batch Deposit - Auto Fill Reference Field
The Contact Financial Details Reference field used to be populated with the last reference entered for a customer in the Customer Invoice Batch Clearing reference field. I have many customers paying by ACH or Zelle and have the same reference information each week. For my customers that I have had for a long time the reference field is copied from the Contact Financial Details Reference. But for any new Customers this functionality does not work and the field is blank in Batch Clearing. So I have to enter the reference for each blank line on the batch. Please add the…
1 voteThanks for your idea, Cheryl. We don't have any immediate plans to change this behaviour but we'll start to get a sense of support in this from the community, here.
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Bank Reconciliation - Files preview for transactions in Find & Match
When reconciling, it would be helpful to see if an attachment has been added, and to preview that attachment if so, rather than having to open the bill and then click on the attachment, then causing to lose the info on the reconciliation page.
1 vote -
Invoicing - Ability to copy & paste to create invoice
I have worked with an accounting system that allows many rows e.g. description, Qty, Price, Account and Tax rate to be copied from Excel (at a go) and pasted to create an invoice, Journal etc. This saves a lot of time.
Can you please look into activating such function. Thanks1 vote -
Bank Reconciliation - Add an approval process
Ability to request approval for bank reconciliation and upload the bank statement
1 vote -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.21 votesHi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
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Import overpayments
This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.
1 vote -
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!
4 votes -
VAT return - Make sections collapsable
It would be great to be able to open & close the sections in the VAT return.
I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!2 votes -
Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…1 vote -
Reporting - Undo option when deleting draft reports
The addition of an undo button when accidentally deleting a draft report
3 votes -
Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
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.
4 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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Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
4 votesHi Yumei, a few different bulk requests in the one here.
In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this?
We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.
You'll find existing ideas for some of your other points below, that you may like to join and vote for.
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Reports - Include name of user in account transaction report
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
2 votes -
Invoices/Bills - Feature to 'write off' as bad debt
At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.
686 votesHi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
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New invoicing - View payments details within invoice screen
When reviewing a payment for an invoice, you need to click 3 times to review the transaction details..going into 4 screens, as it's on a separate screen (1-invoice 2-payment 3-transaction 4-transaction details). It would be more efficient to have the transaction details screen build into the same screen as the transaction screen. I don't see a need for a 4th screen, especially when you have click to go back to the previous screens when investigating multiple payments.
2 votes
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