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1450 results found

  1. Dashboard | Account Watchlist - View annual budget figures

    I need an account watchlist for annual budget, the budget should be for one year accounting period.

    27 votes
    submitted  ·  3 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  2. Reporting | Budget Manager - Customise report layout

    Ability to customise a budget manager layout.

    Purpose: To make users able to get their preferred figures appear in the budget manager report.

    196 votes
    submitted  ·  105 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Accounting features  ·  Admin →
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  4. 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
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  5. Credit notes - Tick box to allocate full amount

    Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.

    9 votes
    submitted  ·  3 comments  ·  Accounting features  ·  Admin →
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  6. 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
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  7. Reporting - Show account code on Contact Activity Report

    REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name

    3 votes
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  8. 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
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
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  9. Find and Recode - Sort on Find and Recode by description

    being able to sort by description on find and recode

    103 votes
    submitted  ·  40 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  10. Bank Accounts - Ability to add a 'Reporting name'

    There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
    (. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.

    33 votes
    1 comment  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams. 

    Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here. 

  11. Invoicing - Add customer VAT Number when creating invoice

    Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.

    Just add one line under the address.

    Then one would not have to navigate to the Contacts page to add the VAT number

    3 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
    How important is this to you?

  12. 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
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
    How important is this to you?

  13. 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
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  14. 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
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  15. 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
    2 comments  ·  Accounting features  ·  Admin →
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  16. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

    252 votes
    submitted  ·  32 comments  ·  Accounting features  ·  Admin →
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  17. Lock Dates - Option to edit invoices due dates within a locked period

    Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.

    We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.

    5 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
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  18. VAT Reconciliation Report - Auto-populate and drill down into figures

    An updated, functional VAT reconciliation report.

    The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.

    VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…

    18 votes
    4 comments  ·  Accounting features  ·  Admin →
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  19. Banking | Account transactions tab - Show transaction description

    The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.

    In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.

    This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a…

    23 votes
    submitted  ·  11 comments  ·  Accounting features  ·  Admin →
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  20. Xero Projects - Charge out Rates by staff member not by Task

    It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.

    The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.

    I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…

    46 votes
    submitted  ·  12 comments  ·  Accounting features  ·  Admin →
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