1497 results found
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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votes -
Xero Accounting app - Check if uploaded fully before save is enabled
Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.
Xero app - Adding a Receipt - auto compress images larger than x size.
The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded…
1 vote -
Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
2 votes -
Customer Statement - View running balance
Hi,
Can I please request that on all customer statements there is a running balance on the side, so that it's easy to add up?
35 votesHI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
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Lock dates for time entries in xero projects
We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.
17 votes -
Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
2 votes -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
3 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.
41 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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New Invoice - be able to select Overhead/Expense Account from Chart of Accounts
In the Classic Invoice you can select an overhead or expense as the account to raise an invoice against. This is useful where you are incurring costs that will be charged out at a later date. In the new Invoice version you cannot do that.
1 voteSorry Natalie, not sure what's going on for you there as you should be able to select from any of your accounts in new invoicing. I've just tried testing this in the demo company and see all accounts available for selection. If you're still having trouble with this please do raise a case with our specialists through Xero Central and they can take a deeper look into this 1-on-1 with you.
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Profit & Loss - Default date of Custom category column to follow report date
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks3 votes -
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
499 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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Bank Feeds - Bank Feeds for ethical banks
Our charity places values first and in searching for a new current account for our organisation, ones with high ethical standards that synchronise with Xero is a very restricted field. CAF, Unity Trust, Triodos for example do not have bank feeds and they say this capacity sits with Xero. We currently bank with The Cooperative that scores well, and we have had to leave Barclays who have been exposed as very poor. To reduce risk we must have another account so my idea is that Xero takes the lead on establishing connections with more ethical banks enabling better choice for…
5 votes -
Avalara - Canadian Xero Accounts
US Xero Clients have Avalara built into Xero as the Auto Sales Tax feature. With legislation changing significantly around Sales Tax in the US, Canadian Companies who sell into the US would really benefit from having the same feature available to them.
3 votes -
US Sales Tax - Auto Tax LCA alert
if the address pulls up in a LCA that is not currently added, to have the ability to register that LCA to allow the correct tax rates? That would make it easier to know that the LCA is new and needs to be registered.
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 -
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.
37 votes -
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
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