1491 results found
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Bank Feed - Connect SumUp as a bank account
It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.
8 votes -
Chart of Accounts - Multiple Accounts Receivable and Payable
It would be very useful to be able to separate Accounts Receivable and Accounts Payable to classify the contacts between external and internal (intercompany/group). This would assist with the consolidated views for a group of entities.
3 votes -
Budget - Budget worksheet to calculate figures
It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained
3 votes -
Trial Balance - Run in Foreign Currency
Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?
7 votes -
Bank Feeds - Customise fields in the Account Transactions tab
It would be handy if account transaction list that shows when you click on your bank account could be modified to include / remove different fields so that you can see information that you would like to see when looking at bank transactions without having to create a custom report.
5 votes -
Starter plan - Increase invoice limit reminders for the pricing plan
When on the starter plan, have more alerts to let the customer know that they are about to reach the limit for the invoices soon
4 votes -
Xero Expenses - View totals on list view with filters applied
On the Expenses view, one can filter by label, by claim type, or a combination of those variables.
I'd like to be able to see grand totals, and print to a simple PDF as needed.
This could empower employees to create their own expense report as needed without having to onboard them as Xero users - for a trip or conference, for example.
See screenshot for clarity. The print icon could go next to filter icon.
1 vote -
Show ABN alongside or beneathe contact name
Show ABN beside or under Customer or Suppler name whenever or wherever it is shown.
1 voteHi Sue, appreciate you sharing here. So I can share this back to the most appropriate product teams - Are there any places in particular within Xero that you'd find this handy? Is there a reason being able to see the Contact ABN is useful for you?
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Cash Coding - Use an 'Unknown' contact if no Payee is entered
Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.
3 votes -
Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
3 votes -
Budget reports - Apply Profit & loss formatting
Can these reports be in the same format as the Profit and Loss Report
18 votes -
Reports - Add multi currency for intercompany reporting
The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.
5 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
6 votes -
Reporting - Remove the extra FX column between months on the Balance Sheet
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…
2 votes -
Activity Statement - Filter transactions by Tracking Category
Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.
For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.
Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…
6 votes -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
5 votes -
Expenses: Set default due date
Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
Thanks,
Sarah61 votes -
Bank Feed - Republic Bank of Chicago
Please add Republic Bank of Chicago as a connecting bank
1 vote -
Supplier Bill Activity - Add 'Quantity' Column
Supplier Bill Activity
To add quantities to the 'Columns' filter section.
1 vote
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