1491 results found
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Invoice Template - Option to remove VAT/Tax heading from all templates
An option on the templates to remove the VAT/Tax heading. For non-VAT registered companies this heading isn't relevant, therefore, should have the option to completely remove it.
1 vote -
Account Transaction Report - Related account drill down for invoices/bills
When filtered for the bank accounts in the account transaction report, the related account column often shows AR/AP for bills and invoices. This loses the visibility for us. It would be great to see further drill down of related account of each line item instead of just AR/AP.
1 vote -
Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
86 votes -
2 votes
Hi Omar, thanks for posting in Product Ideas. Is there a certain place or way you'd expect Xero to restrict users if an amount entered in the budget was exceeded in Xero?
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Invoice payments - Pay now Paypal branding for debit card option
Square & Paypal payment texts.
Currently if I add square and paypal payment options to my invoice the Pay Now pop up at the customer end is confusing. The 3rd option which is a Paypal guest passthrough for credit/ debit cards does not have paypal branding. So customers might be confused by options 1 and 3 and I might have to pay more for paypal fees when not needed.
2 votes -
W-9 Management - Ability to sort and filter
There needs to be a way to sort and filter the list by W-9 status
1 vote -
Reporting - Cashflow summary report
If there is not already, it would be useful to have a proper cashflow summary report showing actual cash movements instead of having to balance against the movement in prepayments etc that come up in the current report.
Same with my payroll, it would be nice to see net wages go out on one line and the PAYE paid on another.
Thank you1 vote -
Fixed assets - Add mid year
Fixed asset register - We used to be able to add fixed assets in the middle of a financial year and enter an accum dep to date value within the entry of the draft assets themselves. Now we are restricted to the beginning of a financial year. This is a backward step. Why has the extra functionality been removed?
1 voteHi Catherine, something doesn't sound quite right there. Is it possible there is a lock date set up in the org ? I'd recommend raising a case with our specialists to get a closer look into your org and the asset you're trying to create and help determine what's preventing you from adding the asset on the date you'd like.
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History & Notes - Include deleted statement lines in the History and Notes report
Under Advanced, History and Notes; add a option to view who deleted statement lines.
4 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
177 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 votes -
Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel
Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You
34 votesHi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Reporting - Report on supplier invoices without valid input VAT tax invoices
By law one cannot claim input VAT on a supplier bill without the valid Tax invoice to hand. I wish to draw a report to indicate supplier bills that don't have valid input VAT tax invoices. This way I can adjust the VAT schedule to reduce the input VAT claim and don't have to manage this on a manual basis.
2 votes -
Chart of Account - Ability to sort by date added
Can we have dates sorted out for chart of accounts so we can keep track of what is new?
Since it's not possible to sort the accounts which appear in the Chart of Accounts screen by the date they have been added.I want to be able to keep track of my new accounts (eg. sort by date)
2 votes -
Reconciliation - Auto match bill with multiple statement lines
Since Xero does not allow integrations to post JE to the bank feed, but instead works around this by using bills. It would be a lot more seamless especially in the case of payroll (Gusto) to have Xero automatically match the 2 transactions to the bill.
Seems silly in this day and age when the 2 transactions automatically match the bill total we need to do this manually, then split the bill, refresh the page, and then match the remaining balance.
Using other accounting software that uses JE this is a clunky process that could be made a lot better.
1 vote -
Reports - Show all sub types in Account Type filter
In the 'Accounts Transactions' report:
In the Filter, under the 'Account type' could all of the sub account types that are visible when creating an account be added to the filter?
For instance sometimes I want to send a report of just the cost of sales accounts to a client.
1 vote -
Please show assigned account and GST status on reconciled account transactions tab under Accounts
Please show assigned account and GST status on reconciled account transactions tab under Accounts.
Reconciled account transactions do not show assigned account or GST status in the Account Transactions for an account. I really really need to see that. I spend 50% of my time in Xero determining and checking assigned account and GST status.
I know I can run a report, but that is very time consuming, and I can't change it easily from there.
Assigned account or GST status is so basic for any transaction, it needs to be immediately displayed everywhere there is a reconciled transaction displayed.…
1 voteSorry we've not responded to your idea here sooner, Peter. It sounds like the Account Transactions report should assist with what you're asking here -You can customise the report to add related account column. You'll also find you can choose which tax columns you include.
If it's something you'll often refer to Save as custom and perhaps even favourite the report for ease of access.
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Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.10 votes -
Reporting - Automatically update footer page range based on report page numbers
Can we get the report pack to automatically update both the footer and compilation report, based on the page range for the statement of accounting policies and notes to the financial statements. We're currently doing this manually and it leaves room for error.
10 votes -
Billable Expense report - View assigned bills for Paid & Approved
Run Reports for Assigned Customer Expenses - It would be extremely helpful to be able to run a report for each of my customers to see total assigned expenses for bills that have been paid and approved, not only for unpaid bills.
2 votes
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