1387 results found
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Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
11 votes -
Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left as…
2 votes -
Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
3 votes -
VAT - Reference if transactions has been included in a return
It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.
2 votes -
Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
1 vote -
Reconciling | Add Details - Highlight bank feed Description
During reconciling, when adding details - Description section coming from bank feed could be auto-highlighted saving time, allowing it to be changed more easily, rather than having to mouse across to select or (triple tap trackpad). This way if it didn't require a change of description, we can tab across. But having it automatically selected when tabbing through fields would be amazing if possible. eg. of highlighted area attached.
2 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
1 vote -
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
7 votes -
Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
3 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
7 votes -
Reporting - Consistent terminology (e.g. Accounts Payable reports refer to Bills as Invoices)
There's an inconsistency between different parts Xero systems. For example:
New Invoicing has Autosave.
New Contacts require us to use the Save button.Reports:
Accounts receivable reports refer to Invoices.
Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.Is there a reason for these differences and lack of consistency across the Xero platforms?
4 votes -
Bank Reconciliation - Restrict Bank Transfers
When transferring money between bank accounts in Xero - it would be good to restrict the user to only making the transfer if there is actually a matching transaction in the other account. As it is currently, the user can make the transfer and then it sits in the unreconciled payments or receipts for a bookkeeper to tidy up later on.
4 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.
3 votes -
Reporting - Add Update button to bottom of page
Add an additional Update button to the bottom of Account Transactions report page (or any screen with an update button). Right next to the Save As and Import buttons would be excellent.
3 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
2 votes -
Tracking - "Add another option" at top of page
When you have a large number of Tracking category options and you wish to add another, you have to scroll heavily to get to the bottom of the list each time you wish to add another.
This is not time efficient. The option to add another tracking category option should be at the top of the page for simplicity and time management of the XERO user2 votes -
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 -
US Sales tax - 1099s: W9 submissions should create an actual document
So we send a W9 request and a vendor completes it, great. But this doesn't create a digital W9 form, it just modifies the information in the vendor's 1099 contact page. So if an auditor requests a copy of a vendor's W9, we have nothing to give them. And it's possible to override the changes made by the W9 submission, so there's no way to verify - say a year later - that the information on their contact page aligns with the W9 information they submitted. The lack of static documentation makes this feature almost useless for us as most…
8 votesHi there
While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.
In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊
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