1665 results found
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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 -
Xero Expense - Ability to view full account name
Can we have complete name of Chart of Account in Xero Expense. For eg, from screeenshot attached, we have x3 different Meal Chart of Account but as i can't see the complete name of the chart of account i have to go to different screen to find the right code.
If we can see/have complete name of the chart of the account when submitting/editing Credit Card receipt that will be super helpful
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 -
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 -
Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
3 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 -
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
33 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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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 -
Bank Reconciliation - Add an End Date to bank rules
Add end date to Bank Rules
Can we have the option to add an 'end/final date' to a bank rule.
3 votes
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