97 results found
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New reports
Recreate the old version reports in the new code, DON'T break reports that aren't broken in the first place.
2 votesHi Mirian, sorry to hear you're not liking the new view of Xero's reports. We want to be upfront that there are no plans to recreate old reports exactly as they were.
All software has a lifecycle, like a car. The older it gets, the more challenging it becomes to maintain it. Even keeping the engine working requires effort, attention and cost. Eventually, you need to replace it with something new.\
If there are specifics in the new reports that you'd like to see improved please have a search to see if an idea has been started that you could support, or you're welcome to start one that others can join in.
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Transfer already saved P&L layout from old P&L platform onto the new P&L report with compare tracking categories
Option to utilise already saved P&L layout from old P&L platform onto the upgraded reports platform and able to apply this saved layout onto all different types of P&L reports including compare tracking categories, compare depts etc.
We should not need to edit the layout of each report again just for the new platform when we already got the layout saved the way we needed it to be in the old platform.
2 votesHey Gladys, thanks for sharing this idea! The 'Layout Importer' tool was available during our transition to the new reports, it's since been retired along with the old reports.
If you still need a hand setting up your Profit and Loss report, have a chat with our support team.
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Profit & Loss Reports - Change variance column for costs
The variance columns in the current P&L reports don't make sense - increased costs show as positive variances, despite the red arrow. The formula is fine for revenue and profit, but needs to be the other way round for costs. Is it possible to have this, or to add a column with different formulae for different sections?
9 votesHi team, to confirm how the Budget Variance report works currently it'll show;
- Green arrows for favourable amounts
- Red arrows for unfavourable amounts
- Increases in the amount from budget will have an upward arrow
- Decreases in amounts from budget will have a downward arrow
We appreciate your feedback here however being open, there are no plans to change the way this logic is applied in the report, or to extend the arrow colouring across the figures/amounts in the report.
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Hidden field for invoice in the API
Ability within the API to assign hidden data to an invoice. The additional field can be a string(255) that can accept data in any format (e.g. JSON), or any other format of data an internal system might need.
This would enable other systems linking to xero to pass specific data to and from internal systems and link invoices back using the API.
We currently pass some data using the reference, but this is visible to customers on the invoice so can cause confusion and it not as useful as passing JSON data.
2 votesHi Juliet, appreciate you joining community here. For ideas that relate to Xero's API we have a Developer forum where you can ask for these sort of changes. There are also experts in this field involved in the site there to communicate any change and keep users updated on ideas for connecting to Xero.
We'll remove your idea from the site here, but I encourage you to add this to Xero's Developer Community Feature request site over here.
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Bank Reconciliation: Automatically recognise and remove duplicate statement lines
Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts
6 votesHI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.
As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.
There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.
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2 votes
Hi Claire, appreciate you engaging the community here. Xero has an API that allows interested apps to build and integrate with Xero themselves, however we don't often build and develop integrations ourselves.
You can share the link to our Developer community with mymusicstaff.com and see if this is something they'd consider developing.
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Financial Statements - move copy and edit button
Move "copy and edit" button to top of page for quicker access
14 votesThanks for sharing the idea here, however, we're going to move this idea to not planned as we don't have any plans of moving the placement of the 'Copy and edit' button within a report.
You'll find within all Xero's reports the bottom options bar is frozen, so you can find this option permanently on the page.
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choose where an ABA file downloads on my computer
Dear Xero,
Currently, when downloading an ABA file it will save in the Downloads folder by default. And there's currently no feature in Xero that allows us/ users to choose the location of this download.
Are you able to help fix this issue, so the users of Xero are given the opportunity to choose the location, where the ABA file gets saved?
1 voteHey Shamina, download location is handled by your browser settings, so it's not possible for Xero to make this change.
For example, to change the download location on Chrome, you can head to Settings > Download > Location.
From there you'll be able to select a new folder to save your downloads to, or have you browser prompt you for a location each time.
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Invoice Detail
No Tradespeople doing work for me provide a breakdown as part of their invoice ie hourly rate, number of hours or materials cost.
One I asked said there wasn't enough room. Another, when requested for this information, sent it in the body of an email.
Why is this happening?1 voteHi Sue, not really an idea as such here - this could be a question you ask in Discussion over in Xero central to understand how other businesses in Trades are working with invoicing.
The current fields of an invoice are listed here - the way you'd like to record hours and materials qty's associated to your work may be good to get advice from your advisor on.
For example, if you have regular services or items that you sell you could set these up as untracked items, and leave indicators int he description field of where you'd like a Tradesperson to write hours worked or Qty of materials used.
Alternatively, they could type the hours in the Qty and Price would be their hourly rate, or qty would be numbers of units of a material and price would be the cost per individual unit.
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Bank Feeds - Mapping for Bank Rules
Description against each transaction on the bank item should come through as "PAYEE" and not "Description". Bank Feed coming as "description" makes it difficult for bank rules as you cannot see the full description against each transaction when reconciled and this is sometimes stressful as you have to refer to bank statement all the time for full description.
Why when bank statements are imported, the description against the transaction is put through "PAYEE" and bank rules are much easier to make and the full description comes through.
Why not on a Bank Feed?
2 votesHi Mayuri, the way data is imported into your bank account in Xero is through information provided and mapped by the bank. This isn't something we're able to control on an individual basis.
The only way to control how data is mapped into the fields in Xero would be to stop the bank feed and manually import statements to your org via CSV where you can map columns of your statement file to fields in Xero, however appreciate the efficiency you likely find from have statements automatically import to Xero.
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Multiple Accounts receivable and payable accounts
The ability to have more than 1 accounts receivable and accounts payable account. This would provide a separate account for non-trade invoices and bills, also intercompany invoices and bills that are sent to another region or subsidiary for reimbursement. This would make tracking intercompany and eliminations cleaner and easier to track.
2 votesAppreciate why you may like to separate some of the Accounts Payable and Receivable transactions to segment for these type of things.
While we don't have direct plans for enabling posting to these accounts directly we do have help that explains how you can set up multiple accounts in this way.
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3 votes
Hey Paul,
Thanks for sharing this one!
Having a quick read, I'd say this is one for our friends over on the API Feedback board.
That's the best place to share feedback and suggestions directly with our API team 😊
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Canada Tax - Make GIFI available to non partners, for self tax reporting
All businesses have to file tax returns. Some prepare it themselves using other Xero product such as TaxCycle. To prepare tax returns it is important to start with CRA's GIFI values which maps the Chart of Accounts in Xero to the tax codes required by CRA.
Xero currently provides GIFI feature to partners but not business owners. This should be standard on all Xero files and not just partners. It should be a relatively quick fix to implement so that a business can decide on how its tax returns are prepared and when GIFI is added can prepare them more…
2 votesHi Bill, and others interested - appreciate you raising the idea here. Though we understand some business owners may want to control this themselves to clarify the current process - Atm, GIFI mapping is available for T2125 and T1776 forms that integrate with TaxCycle. With TaxCycle being a Partner specific product there are no plans to at this time to open this feature further.
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Xero Connect
I would like to know if the below three supplier enterprises in South Africa is supported to outomatic import the invoices into Xero. These are big enterprises with a lot of customers and transactions.
Kaap Agri
BKB
OVKAutomated integration will be great.
Regards,
Anneke1 voteXero has an open API which means anyone can develop an integration without providing us documentation or consulting Xero.
Because of this, we don't collect suggestions for new integrations here on Product Ideas. We'd encourage you to reach out to these organisations directly, to chat about developing a Xero integration.
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GST Account needs to be split
Please allow the function to split the linked accounts for GST Collected on Sales/Income and GST Paid on Purchases/Expenses. It's extremely frustrating to have them all lumped into the one account and makes year end reconciling much more time consuming and difficult. Needless to say, it makes it a lot harder to do year end adjustments correctly.
1 voteHi Jodie, the single GST account in Xero is designed to calculate and create the org's Business Activity Statement based on the accounting method selected in the org's settings. I want to be open that we don't have plans to change this.
However, you could use custom tax rates to separate different rates within the GST account.
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Reporting - GST inclusive/exclusive
Would be really helpful if reports in Xero just stated whether the figures are GST-inclusive or exclusive.
For example, the dashboard includes the total of unpaid invoices (which are GST-inclusive), but the Profit & Loss by month figures are GST-exclusive. I take figures from Xero and use in spreadsheets and it would assist to be clear about the GST status of figure used.3 votesHi Tim, appreciate wanting more of an indication if a report is contains GST.
Although I've shared your feedback I want to be open that we don't have plans for direct change in the product, however I've also shared your feedback with our Content team to see if there are updates that could be made to our help articles on Xero Central to make this clearer.
Financial reports have a specific structure such as the Profit & Loss figures which doesn't show GST at all because it's not part of the business' revenue or expenses, it's something only shown in the Balance sheet as a balance in the GST account under liabilities.
For other reports in Xero like Payable and Receivables Invoice Summary and Detail reports we show (ex) and (inc) in the different columns, we also provide options to show Net, GST and Gross amounts separately, so it's a…
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Full Cash Flow Reporting and Budgeting
Cash summary report is OK but full cashflow forecasting and reporting (P&L plus Non Operating) is imperative for clients to forecast and track bank movement. This is available in MYOB Essentials (only thing it has over Xero really). Please please please
5 votesHi everyone, returning to the idea here. We'd encourage exploring Short term cashflows and Business Snapshot with Xero Analytics. These tools can give you deeper insight into how your business is performing and upcoming payments.
If there's something within these tools that you feel could further enhance your experience and understanding please do raise as a new idea and we'll can consider this as we continue to develop.
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Add payment to customer account
option of applying payments to customer accounts rather than an invoice.
1 voteHi Nitin, is there a specific reason you'd rather pay on account than match with the invoices a payment relates?
Contact accounts are connected to the Accounts Receivable in Xero, and to ensure these balance the accounts receivable is only impacted when an invoice is created, payment applied or credit raised for a customer.
Being a fundamental way in how Xero is designed and works I want to be open that we don't have plans for changing this.
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Zettle integration - post to different nominal by category
Our Xero is integrated with Zettle and the interface works fine.
However, it would be great if sales could be posted to Xero nominals by Zettle category.
Some of the items we "sell" are not actually sales and need to be posted to a balance sheet nominal. At present I'm having to manually adjust these.
Automation is the way to go.1 voteAppreciate you engaging community on the idea, Keith. Many integrations with Xero and built and developed by the applications themselves, and they would be best approached for any request to change or expand their integration.
I'd recommend raising this idea with Zettle, as it's not something we'd do from our end.
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Account Transactions - Payments to Include Invoice Number
When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.
3 votesHi all, this depends on the type of transaction that you're viewing in the Account Transactions report.
Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.
- Don't see your idea?