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1629 results found

  1. Please can we have a total column

    12 votes

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  2. We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.

    4 votes

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  3. Further to Mr Howarth's request in May2022 under the title 'Reporting - Include journal ID', I would like to request one additional step to be added.

    Creating mapping against Xero transactional data is very testing as it is impossible to create a fixed unique reference for each line. To narrow things down, you would have to use JournalID but then need to concatenate with other fields to differentiate between the lines within a single journal. eg. description, dates, amounts or a combination of other fields. However, these joined fields can be edited! There is no way I can currently see…

    1 vote

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  4. We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.

    No matter which US Bank we use, the CSV file export from Xero does not split the routing…

    13 votes

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  5. 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…

    7 votes

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  6. 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.

    6 votes

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  7. There seems to be a lot of white space on each page. An accounting system really needs to show concise, compact, neat lines so it is easy to compare figures without having to scroll up and down all the time. I feel that Xero is more interested in the look of the screen, when really the information is the most important part of an accounting system.

    The important information seems to start half way down the screen!

    9 votes

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    Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?

    This will help when sharing your feedback with our product teams internally.

  8. Good day, we would appreciate it if you can add a feature in the search criteria to allow you to search in any field.

    The purpose would be if you searched for an amount or description it would pick that up irrespective of how a transaction was processed. This will make find and recode or fixing incorrect items on the Account transactions easier.

    Thank you

    1 vote

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    Hi Gerrit, just to check it sounds like you're referring specifically to the search in Find and recode - would this be correct? Or would you like to search by any field in the top navigation search?

  9. Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
    Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
    However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…

    9 votes

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  10. General Ledger export from Xero file. Currently when you export the general ledger transactions from Xero and import into MYOB (which we use MYOB AO for our year end Financials) the transactions are the full audit history of the Xero transactions not just what shows in a general ledger report. If transactions have been edited in any way this creates multiple additional entries and reversals to sift through in MYOB. It would be great to have the option to exclude the audit history transactions and just have what shows in the general ledger report.

    4 votes

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  11. Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.

    We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.

    4 votes

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  12. Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.

    But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.

    For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…

    80 votes

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  13. Fixed asset schedules are pretty standard and the information we need to include is pretty standard.

    The current functionality in Xero does not allow columns to be group together so we get a fixed asset schedule report with a lot of columns that is quite wide and squished up.

    This idea is to add functionality to allow columns to be added together i.e. additions and disposals, depreciation rate and method, to condense the report and allow a more polished version to be created for included within annual financial statements.

    8 votes

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  14. This is very similar to https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46454503-reporting-ability-to-save-to-same-draft-file, except that we need this same functionality for reports that have been saved as custom reports. I'm tired of having new copies made of an income statement whenever I add an account and need to change where it is grouped. This should be a simple edit & save. While Save As is needed, it should not be the default and only option.

    2 votes

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  15. Invoice - ability to edit Terms & Payment Advice on each individual invoice for each customer

    5 votes

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  16. Currently you can't select NONE on Job Tracking list when reconciling on mobile - it would be great if this was added just like it is when reconciling on desktop

    2 votes

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  17. 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…

    13 votes

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  18. Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.

    Purpose - ease to amend non financial adjusting information.

    19 votes

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  19. There are three types of bank rules (receive, spend, transfer) and there is no absolute order. So, if there is a conflict between one that is # 1 in transfer and # 100 in spend, the spend one wins.
    Do you see what I mean?
    There is currently no way around this? It would be good to have an absolute rule order covering all three types of rules.

    2 votes

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  20. My Bank rules were deleted by someone. Xero doesn't have a restore function or the ability to see who deleted these.
    We need this for compliance purposes and the safety of our data purposes.

    2 votes

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