1497 results found
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Report - Produce Dividend vouchers in Xero
Dear All,
i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.
Many thanks and kind regards, Andrea
10 votes -
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.14 votes -
Chart of Accounts - Ability to lock individual accounts
The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.
32 votesThanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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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.
4 votes -
Batch Deposit - Reference to pull through to bank reconciliation
When I enter a reference in batch deposit, this does not pull through to the bank reconciliation. On the bank reconciliation report, the Description is "Payment: multiple items" and the Reference field is blank. This is not useful as I have to go into each transaction and see which company the receipt has come from. Why enter a reference when it does not appear on the bank reconciliation report? When I try to search to match deposits using the company name, these deposits do not appear as the Description is unhelpful. If there are smaller batches which add up to…
11 votes -
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.
7 votes -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.17 votes -
Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
3 votes -
Bank Feed - Better Identification of Bank Institutions
When searching for a bank institution, you all should allow for searches for the bank URL home page and also include a logo of the bank with each institution. For example, 'First Bank' has 40 different institutions and each sound similar to the next. Please consider creating better identifiers for each bank institution Xero integrates with. (QBO does this)
13 votesHi community, our Product team have recently made an improvement to the flow of adding a bank account in Xero. To make the task of adding a bank easier in Xero, we've enabled the option to click the information icon next to a bank and view it's URL so you can identify that you're selecting the correct bank when connecting a bank feed.
We appreciate this isn't the direct ask in the idea of being able to search by URL, and while we'll continue to monitor the feedback on this here we don't have direct plans for developing the ability to search URL at this time.
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Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
65 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,
Sarah79 votes -
Projects - Ability to add a budget that integrates with the overall budget
- Create a budget for each project and then integrate the budgets to the company's overall budget.
- Provide variance report for each project
- Provide variance report for all the projects together
48 votesUnderstand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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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.
7 votes -
Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
9 votes -
Bank Reconciliation - reconcile transactions for multiple bank accounts at a time
I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.
Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.
Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…
9 votes -
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
4 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.
4 votes -
Batch Deposit - Include over/pre payment when creating batch
Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.
Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.
51 votes -
Reporting - Expand & collapse groups in report (rather than Layout editor)
After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.
28 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes
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