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  1. It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
    I have an urgent document that need to go out with this months statements.
    Thank you

    17 votes

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  2. Option to exclude debit and credit amounts when copying manual journal

    1 vote

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  3. In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.

    Awaiting allocation maybe.

    Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…

    5 votes

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  4. Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?

    11 votes

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    Currently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.

    We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.

  5. VAT201 Report - PDF link to scanned tax invoices. It will be great to have a PDF link to scanned invoices attached to bills and invoices in the transaction by field number report. It will be easier and save time to download and save from this screen, instead of opening the actual bill or invoice in order to download attached documents for upload on SARS efiling for VAT verification/audit.

    1 vote

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  6. Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.

    3 votes

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  7. When creating subcontractor bills and deducting retention, the CIS includes the retention when calculating the deduction
    For example, XERO should read:
    £250.00
    minus 3% retention (£7.50)
    £242.50
    minus CIS (£48.50)
    = £194.00

    HOWEVER, XERO calculates:
    £250.00
    minus 3% retention (£7.50)
    minus CIS (£50.00) (off the gross amount not the amount after retention deducted)
    = £200.00

    This means that CIS deduction is incorrect.

    There is no way around this currently even though similar issues have been raised since 2019 on Xero discussion threads and no solution has been made.
    The only way around it offered by Xero means that payment &…

    31 votes

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  8. Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.

    It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!

    10 votes

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  9. Payable invoice detail report - Add additional column for 'Project'

    3 votes

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  10. Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!

    10 votes

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  11. The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.

    22 votes

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  12. Bank statement search needs to allow the user to filter the search by spent or received as the amounts elements apply to both spent and received.

    Also - please fix the bug with status being ignored by the search.

    35 votes

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  13. Bank Transfers - they are great and easy - but it would be awesome if we could just improve them in the following ways - some of these suggestions incorporates other suggestions - but thinking if you are working on improving this functionality - it would be great to do it all at once. Currently when you create a transfer from the Bank feed - you can only select a bank account and enter a reference - it would be great if you could also, add tracking code(s) on that screen too (as currently if you need to attach tracking…

    22 votes

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  14. Dates should default to date format when exporting the VAT return to excel.

    Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.

    Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late…

    4 votes

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  15. It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.

    12 votes

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  16. Under Advanced, History and Notes; add a option to view who deleted statement lines.

    7 votes

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  17. We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
    Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
    Could another Account Type be created that allows memo accounts to be created outside the CoA?

    4 votes

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  18. When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen

    3 votes

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  19. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    387 votes

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  20. For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?

    7 votes

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    Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.

    Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?

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