1663 results found
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Switch Banks from the left sidebar.
Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.
1 vote -
Entering fixed asset register accounts
In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.
1 vote -
UK VAT - VAT calculations to 3 decimal points.
Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.
I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.
1 vote -
activity statement functions
Add functions to Activity Statement report. It would be great to be able to collapse the GST categories in the Transactions by Tax Rate section of the report, much like grouping in MS Excel. Also being able to Sort the transactions, eg. by account and/or contact. This would be very useful for clients with a large number of transactions per GST category.
1 vote -
BAS - Manual option to override unavailable unfiled amounts
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…
4 votes -
Xero Accounting app - View custom reports
Allow custom reports to be displayed in the Xero Mobile App?
1 vote -
Bank Reconciliation - Automatic reconciliation of invoices
Auto-reconciliation for transactions and invoices/bills - I appreciate that the manual reconciliation is to allow for oversight and management of transactions, but when you have several thousand transactions in a month, reconciling them all is very tedious, especially when 99% of them is just clicking "OK" after checking that the names/references match!
Auto-reconciliation would be an amazing timesaver, even if it was just for transactions where the references or customer names onn payment and invoice/bill match. Please consider adding this!
5 votes -
Navigation - Make invoice lists available as sub menus
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
2 votes -
CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
2 votes -
Batch Payment - Warning when creating ABA file that bill is removed
At the time of creating ABA file with 10 bills and one supplier bank account has an error (eg extra 000 in front of the account number), XERO still allows to create the ABA file however removes the bill without a notification.
Let's say you do not take time to check the batch payment PDF file with ABA data file, you do not know that bill is removed.
If XERO does not allow to create the ABA file OR notify that bill is removed from ABA file will solve the issue.
2 votes -
Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…
21 votes -
Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi Cody, I just wanted to see if this is still an issue for you. I have just tested exporting the Account transactions report to PDF and my export contains bolding for all headings?
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting and if there's anything we can do to try help with this. Thanks
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Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
income AND projects
Projects to support income, as well as expenditure.
- anticipated income
- actual income2 votes -
Reporting - Print the Short term cash forecast as a report
Enhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
6 votes -
Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
47 votes -
direct payment schedule paid
Direct Payments - Change of status - Scheduled to Paid
Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.
1 vote -
Recover deleted reports
The option to view who has deleted reports in an organisation & be able to retrieve deleted reports.
1 vote -
VAT201 report | PDF - Links to attached files
VAT201 Report - PDF link to scanned tax invoices. It will be great to have a PDF link to scanned invoices attached to bills and invoices in the transaction by field number report. It will be easier and save time to download and save from this screen, instead of opening the actual bill or invoice in order to download attached documents for upload on SARS efiling for VAT verification/audit.
1 vote
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