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1629 results found

  1. It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.

    The use cases for this could be:
    When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.

    There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…

    6 votes

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  2. 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

    10 votes

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  3. Enable Xero to remember the zoom and window size when viewing a document attached to an invoice, bill, purchase order etc.

    I always find it annoying that the default size for viewing an attachment is too small and I need to increase the zoom and window size every time.

    4 votes

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  4. I think we should be able to create with a loan schedule with interest rates, term and amortization instead of having to manually enter the transaction.

    14 votes

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  5. It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.

    We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.

    When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.

    It would be useful if the feature shown when reconciling (show…

    32 votes

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  6. Suppliers that have a foreign currency default on their account should show the balance owing to them in that currency and not in gbp. This is very confusing for users who are not familiar with xero or experienced in accounts. Another colleague of mine paid the amount owing on their supplier account thinking it was USD as the supplier invoices in USD only and that is their default currency, however it shows as owing in GBP, therefore the incorrect amount was paid to them?

    13 votes

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    Thanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm. 

    It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once? 

  7. Can the dashboard bank account graphs track the statement balance rather than the Xero balance. Or have an option to choose which to track.

    2 votes

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  8. A report showing a summary of transactions not yet included in a VAT return, particularily for late claims

    35 votes

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  9. 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.

    6 votes

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  10. Ability to close and lock a period for accounting and reporting purposes to ensure that, once figures are reported and published, those figures do not change. Any necessary changes (VAT rates, corrections etc) to source documents could be made but the impact should fall in the current, open period.

    13 votes

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  11. Unlock Accts Receivable and Accts Payable GL accounts. Currently unable to enter AJEs that require it. Even our auditors are asking why we cannot do this in Xero as with other accounting systems. Previously Xero responded by saying it's an account integrity issue...but accounting is an integrity issue! Too many hours wasted trying to work around this (and please don't suggest creating another account, as in Accts Rec 2)

    2 votes

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  12. Ability to file FBT returns -
    Just like GST returns, we should be able to do this through Xero.

    2 votes

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  13. I would like to assign a tracking code to an account code to avoid having to manually edit every invoice imported from a plug in (in this case Cliniko). Imported volumes are large and it would be so much easier if it was automated.

    22 votes

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  14. At the moment, only the Australian version of Xero offers a tax depreciation function. We hope that this feature can also be added to the New Zealand version, which is where Xero was originally incorporated.

    17 votes

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  15. Expenses module: We want the ability to customise the Expenses Claim Reference.

    All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?

    The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?

    13 votes

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  16. Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.

    2 votes

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  17. Hi there, would be awesome to be able to have a column in the detailed general ledger which has the quantities from what you entered in the quantity column when you reconcile the transactions. This is especially important when figured is used with Xero. As it takes a lot of time to go into each transaction and see what the stock quantities are to get the group total.

    47 votes

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  18. Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.

    2 votes

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  19. Don't merge cells in the Excel export of AU payroll reports

    2 votes

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  20. BANK RULES LIST IN ALPHABETICAL ORDER
    Just put them in alphabetical order as the default. I don't have time to go through dozens of them and drag them into order.

    2 votes

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