1430 results found
-
Chart of Account - Ability to change bank a different account type
Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.
20 votes -
Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
4 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
-
Account Transactions - Set default bank account for Bill Pay or Spend Money transactions
Allow a default bank account to be set for Bill Pay or Spend Money transactions
8 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 -
Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
11 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 -
Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
Manual journal - Change default tax treatment
Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.
15 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!
55 votes -
Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.81 votes -
Reports - Wrap text in the Profit and Loss report
This is so customers can wrap the text in the report columns which would help shrink the column size.
18 votes -
Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…
16 votes -
Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
11 votes -
Budget Variance Consolidated Report - Option to customise date range
Budget Variance Report for 12 months.
Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:
Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.
Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.
Saby
4 votes -
Find and Match - Reconcile two statement lines to each other
There needs to be a better matching system with Xero.
For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.
Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.
8 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
4 votes -
Report preferences - Ability to set Comparison periods
Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.
6 votesGreat to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
-
Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes
- Don't see your idea?