1629 results found
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Dashboard - Option to hide graph for bank accounts
Bank Account Graphs on the Dashboard - I would LOVE to turn these off. They take up space and are of little value.
5 votes -
Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
68 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)
42 votes -
Reports - Add BAS reporting
Being able to click on the summary page to show what is entered in that field would be good or a drop down box on the BAS summary page. Having to scroll through sales to get to the expenses is time consuming.
10 votes -
Account transactions report - Accounts filter or bulk select account type
Give us the ability to run transaction reports by Account groups (ie: Balance Sheet, P&L) so we don't have to go clicking a bunch of accounts. It would make life much easier.
1 vote -
Reporting - Include unbilled, approved Purchase Orders in Management Accounts
We currently use a custom report for our management account reporting which is basically full year budget buy account code, budget YTD, Actual YTD and variances to show remaining budget YTD and remaining annual budget. We would like to be able to add a feature that includes all approved orders not yet billed so that our stakeholders can actually see the true budgets remaining to enable them to make informed decisions about future spend.
2 votes -
Bank Reconciliation - Suggest a choice of similar Bank Rules to match from
In some instances we have matchable bank feed lines which need handling on one or two different way.
For example, A refund might be vatable or non vatable depending on the customer
A staff payment might be payroll or it might be expensesIt would be nice here to have 2 rules with identical match perams, but alternative line handling and xero could suggest both of them in the bank feed. OR when you click "Don't apply role" it would suggest the next one.
As far as I can tell the first rule that matches in the list is the…
2 votes -
Reconciliation - show the full statement line
The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?
28 votes -
Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
11 votes -
Inventory - Highest selling product and most profitable item reporting
I want a report that will tell me the most popular products and that will tell me what products are the most profitable
3 votes -
Reporting - Include transactions and their project details
A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.
We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!
6 votes -
Xero expenses - Ability to change sort order
Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.
This should allow order by 'date of spend', by amount; category; etc
28 votes -
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 - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
7 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 Tax (UK) - Add Association of International Accountants - AIA as an accountancy body
Association of International Accountants - AIA should be added into accountants report section of statutory accounts.
Thanks
1 vote -
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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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 - 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
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