1443 results found
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Contact | Credit Limits - Ability to set a default for all contacts
Should be an added feature of having the option to set a standard credit limit at the one time for all customers instead of having to enter each one individually. This can be edited for each customer later on.
4 votes -
Reporting - Enable all accounts to be selected when creating formulas
Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.
1 vote -
Budget - Enter budget as a yearly option
Quickbooks allows this: and 501c6 and 501c3 find this EXTREMELY useful. We don't budget by the month per se; we budget yearly.
34 votes -
Fixed Assets - Remove Capital Gain from Disposal of an asset
Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.
This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.
This issue needs to be fixed.
3 votes -
Projects - Option to default bills & expenses to non-chargeable
Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.
The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item
2 votes -
XPM and Projects Integration
Some integrations require firms to have XPM for their practice manager software. Xero blue synchs with XPM but Xero Projects does not - which presents a real issue when trying to use XPM integrations like FYI
4 votes -
GST Reconciliation report - Common date formats
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
Lock Date - Allow for data to be entered before lock dates, but without affecting existing balances
I’m moving from an existing system to Xero, so need to enter my new data into Xero for the current financial year which the accountant then files with HMRC. But at the same time I need to import my older data without affecting the current filings. All the accountant can do is to lock the accounts from a date backwards, which means I cannot enter my old data.
All I want is to be able to lock financial years, enter the old data and then use Xero to identify if the accountant needs to make any future adjustments.3 votes -
Fixed Assets (New) - Importing assets
The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
Yet using the same csv file in the old fixed assets module works perfectly well.
Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.1 voteAppreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.
It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.
Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks
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Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc14 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
41 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Intercompany Account Bank Feed
There should be an ability to set up an intercompany account using the bank feed function between businesses that are 'connected'. This would save countless hours manually journalling transactions. You should be able to create a transaction in the bank feed, or mark an invoice as paid by the intercompany account and the corresponding transaction should show on the respective other company.
11 votes -
CIS - Include CIS Suffered in CIS reporting
A section for CIS suffered as like the current CIS deducted would be really useful. The reporting for CIS deducted is great and helps records for monthly PAYE. A similar section on the CIS suffered side would be great - checking through separate ledgers and updating RTI filings is manual in contrast.
3 votes -
Bank accounts - Left side bar to switch accounts
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 -
Fixed Assets | Register - Use keyboard to move through fields
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 -
Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
3 votes -
Xero Expense - Ability to view full account name
Can we have complete name of Chart of Account in Xero Expense. For eg, from screeenshot attached, we have x3 different Meal Chart of Account but as i can't see the complete name of the chart of account i have to go to different screen to find the right code.
If we can see/have complete name of the chart of the account when submitting/editing Credit Card receipt that will be super helpful
3 votes -
AIA G702 & G703 Application for Payment
Access and use G702 & G703 Application for Payment forms for progress payment
1 vote -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
7 votes -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
2 votes
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