1663 results found
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Invoicing - Support for back orders / pending stock
We really need an option to account for back orders when invoicing. Other accounting software providers ie MYOB have this option. I was surprised to find there was no automatic option in Xero.
10 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…
5 votes -
History and notes report - Ability to search results by contact on invoice
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
6 votes -
Reports - Create fully detailed Expenses report including corresponding receipts
I need to be able to pull a fully detailed report of submitted expense claims per project plus all corresponding receipts for that month to be able to send to clients
9 votes -
Watchlist - Ability to toggle off MTD and/or YTD
Watchlist - Ability to toggle off MTD and/or YTD.
When using Gusto payroll the Xero Book balance for the checking account is not affected until the checks are cashed. I have added the Clearing account to the Watchlist but the MTD number is of no value. The YTD balance shows all checks still outstanding. Users can then manually deduct from book balance to know what's really available. So I'd like the ability to show/no show MTD and YTD by options to turn each on or off in the watchlist dialogute for each chart of account item.
2 votes -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
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…
2 votes -
Reporting - Option to exclude specific account codes
Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts
1 vote -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
12 votes -
Customer statements - Export to Excel
Customer Statements download to Excel
164 votes -
Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
147 votes -
Dashboard - Option to hide graph for bank accounts
Bank Account Graphs on the Dashboard - I would LOVE to turn these off. They take up space and are of little value.
5 votes -
Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
9 votes -
Reports - Add BAS reporting
Being able to click on the summary page to show what is entered in that field would be good or a drop down box on the BAS summary page. Having to scroll through sales to get to the expenses is time consuming.
10 votes -
Account transactions report - Accounts filter or bulk select account type
Give us the ability to run transaction reports by Account groups (ie: Balance Sheet, P&L) so we don't have to go clicking a bunch of accounts. It would make life much easier.
1 vote -
VAT Return - Exclude adjusted rounding VAT transactions of 0.01
On VAT returns, there are "ADJUSTED" columns. This is a good idea as it can highlight mistakes, but it also picks up any auto-rounding error created by Xero itself, always of £0.01. This is annoying as it means each of these "Adjusted" entries needs to be checked.
My proposal is to not include any rounding errors of £0.01
It will save a lot of time having to go through every "adjusted" item, as it would whittle them down to only ones with real error.2 votes -
Reporting - Include unbilled, approved Purchase Orders in Management Accounts
We currently use a custom report for our management account reporting which is basically full year budget buy account code, budget YTD, Actual YTD and variances to show remaining budget YTD and remaining annual budget. We would like to be able to add a feature that includes all approved orders not yet billed so that our stakeholders can actually see the true budgets remaining to enable them to make informed decisions about future spend.
2 votes -
Bank Reconciliation - Suggest a choice of similar Bank Rules to match from
In some instances we have matchable bank feed lines which need handling on one or two different way.
For example, A refund might be vatable or non vatable depending on the customer
A staff payment might be payroll or it might be expensesIt would be nice here to have 2 rules with identical match perams, but alternative line handling and xero could suggest both of them in the bank feed. OR when you click "Don't apply role" it would suggest the next one.
As far as I can tell the first rule that matches in the list is the…
2 votes -
Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
5 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
11 votes -
Hubdoc - Bulk Configuration Extract
Bulk Configuration Extract from Hubdoc
The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually
4 votes
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