1663 results found
-
Xero Tracking Summary Report - Add the QUANTITY Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
2 votes -
Short term cashflow - Option to include draft invoices
Option to include draft invoices in the short term cash flow
3 votes -
Reports | Budget Variance - Add line highlight
As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.
It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.
2 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
4 votes -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
4 votes -
New invoicing - Remove split screen when sending
The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address
3 votesSorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
-
Subtotal Breakdown Before VAT
Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.
3 votes -
Add the Project Name to the Receivable Invoice Detail report
Add the Project Name to the Receivable Invoice Detail report
2 votes -
multiple tracking categories in a budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
5 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.6 votes -
Set tax treatment on transactions
I have been disappointed to find that the tax calculations on invoices with multiple line items are incorrect due to line item rounding, making our invoices invalid. At a minimum, Xero's tax calculations should always be accurate.
Currently, Xero calculates the tax on each line item, rounded to 2 decimal places, then sums the tax at the bottom by tax component. If an invoice has multiple line items, this rounding approach results in incorrect total tax amounts.
The best solution is fairly straightforward. Sum the line item values by tax component first, then apply the appropriate tax rate for an…
2 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
28 votes -
codes use a - not a .
Codes are set up as ***-yy which isn't logical to type. I guess it's an accounting convention but I can type 501.50 much easier (one hand on the numeric keypad and no need to move it to the'-') than 501-50.
For non-accountants, and IT people 501.50 is the logical way to type and enter these codes.
2 votes -
Bank Feed- Should update all accounts from the bank
When updating a feed for an account, the feed should update all the accounts from that bank. It gets tedious doing multiple Bank Feed refreshes on each account when this could be handled with the original Refresh request.
It would be nice if this would happen across all companies, but this should at least happen within a company that has multiple accounts at a bank.
2 votes -
AU Tax | Depreciation - Auto populate return when recouped on sale of property
depreciation recouped on sale of property should be populated into the relevant section of the return once it has been entered into the Rant
1 vote -
Navigation | Bank Accounts - Drag and drop accounts to move
In Accounting and Bank accounts, i would love to be able to drop and drag bank accounts to put them in order, Currently you have to click each account to move it to where you need it. This is fine if you only have 10 or under bank accounts but if you get to over 100 plus it's a very slow process
2 votes -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.23 votes -
Separate general ledger code for each tax code
We have both NZ and Australian GST. When raising an invoice (mostly expenses in our case) we can select which tax code to use NZ15% expenses, Aust 10% and so on. The big issue is that the GST portion is coded to one general ledger code. This makes it difficult to reconcile the balance as there are entries which have nothing in common with each other all in the same code.
Each tax code should have its own general ledger code. In our case both the NZ rates would be posted to code 9170 GST and the 10% Aust rate…2 votes -
cash basis
Choose your cash basis accounts - After coming to the forum becuase I haven't found a way to remove non-cash accounts from cash basis reports I saw a bunch of people asking for depreciation to be ADDED to the reports. So obviously we all want something different. How about each account on the COA has another checkbox (like the "show on dashboard", "enable payments" check boxes) that gives the user the option to EXCLUDE FROM CASH basis REPORTS. I can remove all the deferred revenue, someone else can add in depreciation, and we can all have the cash basis reports…
2 votes
- Don't see your idea?