1656 results found
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Chart of Accounts - Duplicate existing account
Being new to the business, new to finance and bookkeeping and even newer to Xero we are starting from scratch with our "Chart of Accounts". As we grow and want to create sub accounts for clearer reporting - having to manually 'add account' each time, and reselecting all the appropriate account settings is very time consuming, especially for a novice like me. Being able to right click and choose to duplicate an existing account and then be prompted to rename/renumber it would be so much quicker.
My work around is currently to open up the existing account - take a…
6 votes -
US tax - Trust accounting for law firms
Our law firm has a critical need for an understandable method for handling trust transactions.
3 votes -
Profit & Loss Report - Compare > 200 tracking categories, and bulk select
Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.
However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.
Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.
I’m sure there are many users that have more than 200 tracking categories (not always active…
48 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.
11 votes -
Invoices - Bulk upload payments on invoices
we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.
21 votes -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
35 votes -
Invoicing - Approve and view next in sequential order
In the classic invoicing, when I am approving my invoices draft then I click "Approve and view next", it goes in the next invoice subsequent number.
In the new invoicing version, when I click on "Approve and view next", it goes directly to the last invoice number instead of the next one. I have a lot of drafts to approve and it has to be in the right order.
For this reason, I stay with the classing invoicing. I might consider switching back to new invoicing if this issue can be resolve in the future.
74 votesAppreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
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Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports
This is an ongoing issue for a lot of accountants, as seen in the forums: https://central.xero.com/s/question/0D51N00005Ok9naSAB/regarding-depreciation-not-appearing-on-cash-basis-reports
132 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.
5 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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Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
5 votesHi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.
While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Hubdoc - Shift and enlarge "Who Posted"
The current implementation of "Who posted" information appears below the image in small text, which is easy to miss. We believe it would be more effective and user-friendly to display this information prominently at the top of the scan in larger text.
1 vote -
Sale tax report- Filter for tracking categories
The sales tax report needs a filter for tracking categories for those filing under different store operations.
2 votes -
Bank Reconciliation - Auto reconcile Paypal
Auto reconcile Paypal - as someone who is not able to do this every day, to reconcile Paypal takes an incredible amount of my time - is there some way this can be automatically done?.....
2 votes -
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…
10 votes -
New Fixed Assets - save default sorting settings
In the upcoming new Fixed Assets layout/section, if you sort a heading (Asset name, asset number etc.) it only remains for that particular session, if you close out, it'll default back to sorting via the Purchase Date when you re-open.
Proposing this remembers what the user selected.
Also if you select "Items per page" it only displays that amount of items for that session, then defaults back to 10 after re-opening.
Please make it remember the user's chosen setting.
3 votes -
Fixed Assets - Allow Standard users to delete Draft asset transactions
Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?
1 vote -
Multicurrency - Supplier Statement in multi currency
The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.
11 votes -
API - Add a VAT201 Report endpoint to the Xero API
If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.
1 vote -
Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 voteHi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.
In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.
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Bank Feed - Revolut personal accounts
Please please can we have a feed for personal revolut cards
5 votes
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