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  1. 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

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  2. 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

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  3. 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

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  4. 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 vote

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    Sorry 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.

  5. 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

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  6. 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

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  7. A report that shows the total paying a supplier in a payment batch, currently we can only produce a Batch report that has individual invoices and a total over all but no total by supplier.

    Optional to have supplier bank details paying to would also be great

    30 votes

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  8. 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

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  9. 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

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  10. When on the starter plan, have more alerts to let the customer know that they are about to reach the limit for the invoices soon

    4 votes

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  11. 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…

    8 votes

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  12. Show ABN beside or under Customer or Suppler name whenever or wherever it is shown.

    1 vote

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    Hi 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? 

    • 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
    39 votes

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  13. 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,
    Sarah

    63 votes

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  14. 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

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  15. 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

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  16. 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.

    5 votes

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  17. 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

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  18. Add the functionality to be able to open a manual journal or other account transaction from the journal report.

    5 votes

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  19. I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.

    6 votes

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