1664 results found
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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 -
Reporting - More Date Range options for one-click access
It would be helpful if the date ranges had 'all dates' selection, as i am finding that i need to look at the past couple of years worth of information and as i have now passed into a new current financial year, i have to keep changing the dates every time i want to search a customer/supplier.
4 votes -
Xero: Support for SAF-T and SIE files
SIE files and SAF-T files are international standards for electronic exchange of accounting data and should, as soon as possible, be included in Xero as a digital application.
More information about SAF-T (Standard Audit File - Tax Financial):
https://en.wikipedia.org/wiki/SAF-TMore information about SIE
https://en.wikipedia.org/wiki/SIE_(file_format)(I though this features had been lifted before - but didn't get any hit when I searched)
41 votes -
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.
3 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
Inventory Item Summary report - Include Unit & Average price
Reporting - Inventory - Sales by Item
The old report has features the new Inventory Item summary report does not have.
ie: Current unit price and Average Price.
Please add these as columns to be selected in the new report.
Thank you1 voteThanks for your feedback, Jenny. Right now you could run the Inventory Item list report to include Unit Price and Average cost columns. Will be good to get an idea of the demand for this in the Inventory Item Summary report so we'll keep our eyes on the interest of this here.
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Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
4 votes -
Bank Reconciliation - Upload files within the "Match" option
Upload AR Remittance Advices within "Match" option within Bank Reconciliations
I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…9 votes -
Bank Reconciliation - Reconcile both sides of a Transfer in one go
When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places
2 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
Reporting - Button to show Source Currency from Supplier Bill Activity report
Hi could i have a button to show originate currency in amount inn supplier bill activity report?
1 vote -
UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
10 votes -
Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 votes -
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 -
New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
60 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 -
FX - Exclude currency gains when using currency bank account
Currently XERO record any FX unrealized gain or loss for outstanding foreign currency invoices and bills according to the exchange rate if the day when the invoice or bill is created and then calculate the unrealized gain or loss based on the daily rate movement. When the invoice or bill is paid, the actual gain or loss is then calculated and recorded as FX gain/loss based on the actual base currency amount received. This applies well to foreign currency invoices which are paid to a bank account in base currency.
However, this method should not apply to foreign currency invoices…
5 votes -
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
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