1491 results found
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Bank Reconciliation - Change column widths on Find and Match screen
To be able to adjust the widths of the preset headings (Date, Name, Reference, Spent and Received) when you are trying to find and match in the bank reconciliation screen.
1 vote -
Chart of Accounts - Show which codes have no recent entries
Can we please add a feature to allow you to view the inactive Chart of Account Codes? This can show when the last transaction was and highlights which account codes are inactive that may not be needed.
2 votes -
Reports - Export to excel with dashes instead of zeroes
It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large reporting pack.
8 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Bank Reconciliation - Minimise or blur statement balance & balance in Xero
I work in an open plan office and it seems insane to have my bank balance written in such large writing at the top of the page where it shows Statement Balance and Balance in Xero! It should definitely be an option to hide or minimise this!
1 vote -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
11 votes -
Reporting - Hiding archived accounts from chart of accounts list when customising report layouts
Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!
49 votes -
Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
11 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
2 votes -
Reconcile - Multiple invoices in different currencies paid in one payment
When you have two or more invoices in multiple currencies from the same payee, you are currently unable to reconcile them to one payment.
21 votes -
Tracking Report- choose more than 1 Account Group
When creating Tracking report if you could choose two Account Groups to be able to compare Sales & Expenses for tracking item
1 vote -
Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.4 votes -
Profit and Loss - Filter tracking category by actual and budget
The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.
The old profit and loss report did this easily. So the new report is a major step backwards
Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those less…
48 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
10 votes -
Account Transaction - Show invoice totals on Account Transaction report
This is a glitch in the new reporting update from last year and I am surprised it has not been addressed yet. I run a monthly report on invoices paid from the prior month to determine commissions. I would use an Account Transaction Report for invoice totals.
The current reports offer you to choose the invoice number as an option, but invoice number does not show up on the report - reference number does- but if the invoice number is not in the reference field all that shows up is 'ach'
If the Xero report offers an option to sort…1 vote -
Payroll - Coding of Direct Employer NI and Direct Pension costs
In the Payroll software, we can only allocate Direct wages to the cost of sales. Unfortunately, that doesn't include Employer NI nor Employer Pension cost in the cost of sales.
Such coding would be useful, as we now use Birghtpay to do such coding.
Without this feature, the gross profit margin and overheads are incorrect.2 votes -
Projects - Alert when time allocation exceeded
An alert/warning for when time allocated to a task within a project is exceeded
1 vote -
GST return - Ability to customise the GST Audit Report layout
Can the GST Audit report print in order to match return , Ie sales at top, than expense and non GST last. rather than exporting and sorting . Usually less transactions and easier to check first. but have scroll through 100s to find.
3 votes -
Lock Dates - Block bank transactions (pending review) if dated before a Lock Date.
Due to timing issues on when Stripe collects funds vs. when Stripe pays them out, we end up with transactions on our bank reconciliation after the period is closed. I know I can delete the bank statement line and import them with a current date, but it's an issue as our accountants run reports to upload into another system, and I never know if these transactions have been captured. Plus, to delete transactions, we have to open the prior period, which is problematic as we try to avoid that as much as possible.
The best-case scenario would be that bank…1 vote
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