1491 results found
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Reporting - Show Invoice Date and Paid status on Account Transactions Report
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
2 votes -
1099 Report - Total amounts of 'excluded transactions'
The report does not total amounts of “excluded transactions” from the report of less than $600 transactions
1 voteHi Juan, have you been through the troubleshooting steps to confirm your rules set up would capture the transactions you're expecting to see in the report?
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Reporting - Run the Bank Reconciliation Report in Accrual basis
Many companies operate based on accrual and not cash. It should be possible to show accrual basis in all reports, most specifically the bank reconciliation report.
1 vote -
Projects - Value remaining to be linked to cost not on-billed charge
When you estimate an expense in Projects so that you can track that expense against what you budgeted for it, and tell Projects that you'll be on-charging at a particular rate, Projects tracks the progress of expenses incurred against the revenue expected. It should be tracking the progress of actual expenses against the estimated cost of that expense.
In the screenshot I've attached, you can see that the expected total cost of the expense I'm tracking is $202,702.50 and I have so far used $140,257.52 of that. It should show that there is $62,444.98 remaining in the budget for this…
1 vote -
Invoice - Add a page break to standard invoices
Invoicing - Ability to insert a page break in long invoices
Some of our invoices have long narrations with multiple lines. At present if one of your line items goes over to a second page you have no ability to define where the page break should be. It would be a great feature to be able to place a page break at any point in the invoice.
5 votes -
Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
5 votes -
Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
54 votes -
Xero expenses - Ability to change sort order
Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.
This should allow order by 'date of spend', by amount; category; etc
26 votes -
Bank Reconciliation - Select multiple statement lines and match with multiple bills
2 bank transactions to match 4 bills in reconciliation not using overpayments
1 vote -
Remittance - Select & send from Account Transactions screen
It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added…
40 votes -
Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
4 votes -
Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
7 votes -
Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
11 votes -
Item Summary report - Show/Group by the transaction sales/revenue account
Currently the Item Summary report when grouped by Sales Account, groups by the sales account listed on the individual inventory items. If like us, you sell inventory across different revenue accounts i.e. product lines, then it does become a bit frustrating not being able to group the sales of inventory based on the revenue account the transaction was recorded against.
The Inventory Item Details report does use the transaction account when grouping in contrast to the summary report which feels odd.
1 vote -
Budget Variance Consolidated Report - Option to customise date range
Budget Variance Report for 12 months.
Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:
Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.
Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.
Saby
4 votes -
Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes -
Bank account - Drag & drop option to change order of bank accounts
It would save so much time if there was the ability to drag and drop the bank account order in the bank accounts screen (so it changes the order in the drop down menus). It is very cumbersome clicking the bank accounts up one step at a time especially when you have over 30 bank accounts!
3 votes
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