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  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.

    Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another

    55 votes

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  6. 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

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  7. Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add

    5 votes

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  8. 2 bank transactions to match 4 bills in reconciliation not using overpayments

    1 vote

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  9. It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added…

    40 votes

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  10. Enable payments to a GL account.
    It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.

    1 vote

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    Hi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation. 

    Would this achieve what you're in need of here? 

  11. Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.

    4 votes

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  12. It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.

    7 votes

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  13. 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

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  14. Currently the Item Summary report when grouped by Sales Account, groups by the sales account listed on the individual inventory items. If like us, you sell inventory across different revenue accounts i.e. product lines, then it does become a bit frustrating not being able to group the sales of inventory based on the revenue account the transaction was recorded against.

    The Inventory Item Details report does use the transaction account when grouping in contrast to the summary report which feels odd.

    1 vote

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  15. 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

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  16. 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.

    18 votes

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  17. 11 votes

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  18. 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

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  19. 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

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  20. I would really like the ability to print blank cheques. Right now, when you preview the cheque there is not an option for it to be blank. If it was blank, I could have some cheques ready for those times we need one quick, and then I could enter it in Xero after. I am really hoping your team can add this feature, I can't be the only person that would benefit from this. I look forward to hearing from you.

    3 votes

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