1629 results found
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bridging letter soc2
We require a bridging letter to the SOC Type 2 report to cover the period 1 November 2023 to 30 June 2024 for audit purposes. When querying Support I was referred back to the generic link to download the above report. How do I obtain a bridging letter for the remaining period?
1 vote -
New Invoicing - Change pop up location for message "default contacts have been applied"
Please change the location of the pop up message "default contacts have been applied". When creating a new invoice, the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter data. The pop up box lingers too long and covers the information I need to enter, interfering with the data entry! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes extra steps and takes longer. Data entry is all about efficiency and less steps/clicks..you have created…
1 vote -
Bank Reconciliation - Linked hierarchy bank accounts
Can we please have a Parent and Child relationship on the accounts to ease cash allocations. At the moment we are getting 1 payment that covers multiple accounts.
We work with Schools and get payments from Councils and Academy's. These payments go across multiple schools and payments are currently allocated 1 invoice at a time.
It would be helpful to have a Parent account / Hierarchy account or to put the Council/Academy name within the individual school account on Xero and put the Parent/Hierarcy name within the "Find & select matching transactions" - "Search by name or reference"
8 votes -
VAT Reconciliation - Ability to view tracking category
Adding tracking categories to VAT return/reports:
I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.
40 votesThanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario.
To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here
I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned.
For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too.
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Reports - Option for minus symbol eg: -£1234 not (£1234)
Option to show negative figures on reports with a minus symbol eg: -£1234 and not (£1234)
1 vote -
Manual Journals - Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
2 votesHi Josue, Xero has an inbuilt calculator that enables you to enter simple formulas that'll auto calculate when you move the cursor to the next field.
Does this accomplish what you're in need of here?
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Bank Rules - Ability to import and export
Allow users the ability to import and export bank rules.
This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup
483 votesHi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
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Journals - Ability to access the journal entry from each transaction
I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.
5 votes -
NZ GST - Include History/Notes data on GST return page
It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…
14 votes -
Notification/Reminder - To create Invoice
It would be great to have a feature where a person gets a reminder that an invoice for a project should be sent out soon. Here is the scenario:
There are multiple projects in our organisation and they are led by different people. Each project lead is responsible for sending out invoices for their projects as agreed with the client, which could be monthly or bi-monthly or at the start, middle and end of the project.
So, when a project is set up in Xero, it would be great if there is a function to indicate that the invoices for…
2 votes -
Xero Accounting app - Ability to send statements from the mobile app
Sending a activity statement or outstanding statement from the mobile app
38 votes -
Projects - Choose your own date range for Reports
I need to produce a monthly list of completed projects ie all jobs finished and paid in a month but when you produce a report, and set the dates from 1st to 31st, it goes by invoice/expense date so, if 1 invoice in a project paid in the beginning of the next month, it puts that invoice on its own in then next month, thus splitting the project so not showing the correct profit margin. I am going to have to manually do this once I've exported the information into an editable document, which will take hours. Also, as another…
2 votes -
Cash In/Out Graph
Can you please add functionality to permanently turn off cash in/out graph for those of us who find it irritating
3 votesHi Luise, while not at a user level you can Edit the Dashboard in an organisation to remove the Cash In and Out graph. You can also move the placement of the widget on your Dashboard so it's not in primary view.
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Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
4 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.1 vote -
Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
Reports - Add FX note to Reports
Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.
1 vote -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
14 votes -
Fixed Assets - Add accumulated depreciation to new assets
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
5 votes
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