277 results found
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How to record church donations
How am I to document donations?
1 vote -
Payables report
Create a payables report in Xero accounting software that shows all future committments due within a date range that includes supplier credit notes
1 voteHi Lea, this is already possible with the Payables Invoice Details or Summary reports. It's based on the date range set for the report. So if you set a date in the future you'll be able to see all activity that has been entered with a date in that period.
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Reconciliation Report Pack - Automate process similar to older version
The Reconciliation Report pack is a critical part of our working papers and gives us multiple reports in one pack with one click. This report is being retired in July with no replacement in sight. Creating our own seems like a step backwards and from what I understand about creating report packs (which admittedly is not great), it will be difficult to add multiple bank account rec reports to a customised pack, not to mention that each business has a different number of bank accounts. This move makes no sense. Please do not remove the old one until we have…
8 votesJust following up from our last update - this is now live!
As you might've seen on this similar idea, we've rolled out a new Bank Reconciliation report pack. As part of this release, the Reconciliation Report will automatically add a Bank Reconciliation Summary for each bank account, fulfilling this request 🎉
Thanks again for sharing all your feedback on this one, community 😊
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BAS - Notification when Activity Statement is due
Xero should show at the top of the screen or show a notification if you have an activity statement to submit (otherwise you have to specifically go into "Activity Statement" under "Accounting" to check).
3 votesHi June, we've made a recent improvement for Activity Statements to surface the payment due date for any lodged statements. You'll find this from the list of Activity statements within the Completed section, and when you open a Statement you'll see the payment dude date shown at the top of the statement along with payment options to help simplify the process. 😊
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New profit and loss report - Common format for tracking over 100 options
The new P&L report should allow a common format to compare all jobs automatically regardless of the number of options in a tracking category. Understand this is capped at 100 options. The old P&L report allowed this.
19 votesThanks for the continued engagement surrounding the idea, everyone.
We've now updated the report and if using Tracking in your organisation you'll now see a new field in the new Profit & Loss for 'Compare tracking categories' from which you can select up to 200 options across your categories!
If you have needs beyond the 200 limitation, one way to set this up would be to save multiple custom reports which would enable you to switch between views quickly from the left side panel.
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User role- Limit invoice only draft only users to their own invoices
User role- Limit invoice access to seeing and working on only user's own invoices. So as to enable different user to work on their own invoices without having access to other user invoices. Only manager should have access to all members of his team .
6 votesHi team, coming back across this idea I wanted to confirm that this is how the Invoice Only - Drafts role currently works - Someone with this role will be able to create and submit bills and invoices they enter to be approved by someone else with the right permissions in the org.
They will only have access to view invoices and bills that they have entered themselves, and will not be able to view bills or invoices raised by others in the organisation.
Danny, it sounds like you're referring to the Invoice Only - Purchase role which will enable a user to raise and approve bills they have entered. The user is not able to access Sales, but they'll be able to view any bills or purchase orders that have been raised by any user in the organisation. We have a somewhat similar idea for a tick box option…
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Invoice - Auto create a credit note for negative amounts
Invoice - Be able to have Xero automatically create a credit note if an invoice is negative. Show the invoice as paid in full and generate a credit note for the remainder. The credit can then be applied normally to other invoices on the customer account.
9 votesHi Darren, returning to your idea here we have released a change within new invoicing that'll suggest and enable you to create an Overpayment for any amount that exceeds the total of the invoice. Saving you the time of having to create this transaction separately. See more in my update on this idea. 🙂
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Direct Bill Payment - Report showing the payment charges
Xero to create a function that allows you to see a total of Direct Bill Payment charges through a specified time period (similar to running a report on a specific account type). It is a direct cost and therefore it should be very simple to obtain the information. At the moment there is no real visualization, you can only obtain the information by multiplying the amount of payments made in a certain period by £0.24. When handling client money, this means a report needs to be created separately outside of Xero to show in a transparent manner what has been…
1 voteHey Theresa, thank you for raising this suggestion. Whilst there isn't a report dedicated to showing the Direct Bill payment fees, you can use the Account Transactions report to see the fees for a specified time period.
The payment fees are recorded as spend money transactions to the 'Payment Fee' account. Running the Account Transactions report on this account will show you the fees paid.
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Link to Journals from the Dashboard
It would be very handy to have a link directly from the Dashboard into Manual Journals please...
1 voteHi all, as noted in my last update - if you have the Adviser role in an org from the dashboard you can click the '+' icon in the menu banner at the top of the screen, and select 'Manual journal' which'll take you directly to a new Manual Journal. 🙂
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BAS - Undo a failed Activity Statement lodgement
There needs to be the ability to undo/unlock a submitted ATO Activity Statement when lodgement has failed with the ATO and it has been rejected. When submitting an Activity Statement with a variation, they are often rejected by the ATO as the ATO recaclulates its own amounts and the submitted AS is rejected. This results in an AS that is listed as "Failed" un the Needs attention section of the Activity Statement page. There is currently no way for an end user to undo the failed AS to correct any issues for resubmission.
The failed statements now remain in the…46 votesHi community, as promised I'm back to confirm that the ability to revert a failed business activity statement back to draft is now live to all users.
Now, if your statement has failed to lodge with the ATO, you'll find an option to "Revert to draft" in the 3 dot menu icon next to the failed statement. When selected, the statement will be reverted to Draft status allowing you to correct it and re-lodge to the ATO.
Thanks for your input for this change 😁
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Live Hyperlinks on Quotes, Invoices & POs
We issue quotes / invoices to customers, and POs to our vendors that include links to more detailed instructions / specifications on our Sharepoint server. The links don't appear live on the PDF documents so folks have to copy and paste them to view the additional content. It would be great if URLs could generate live hyperlinks so that additional information can be linked in the body of a quote / invoice / PO
1 voteHi Vanessa,
I just tested adding a URL in the Description field on a standard invoice template and when viewing the invoice as a PDF, the hyperlink to the URL does work if you mouse-over the first line of the URL.
Alternatively, if there are common links you want to direct your customers to, you could add them to other areas of your invoices, quotes or PO by using an advanced template. For example you could create an invoice template for a certain type of scenario with the relevant links you need to share, and add them just below the line items and total amounts on the invoice. Then when you need to send these links you just select that invoice branding theme.
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New Aged debtors report - Full monthly aging periods
The 'old version' Aged Debtors report 'aged' the figures into months (as it should).
The new 'Aged Debtors' report does not.
If you run it at month end 'such as June' then the 'current' period' picks up 30th June, then the next period picks up 1st to 29th June.
It was reported to Xero support and their suggestion was......
"As you’ve found, right now it's not possible to show the full month for the first month on the New Style report for Aged Receivables Summary. This is working as expected. Please continue to use the Old Style report as that…51 votesThanks for all your feedback on this one, community 🙂
Good news! Recently, we rolled out an update to all our ‘as-at’ type reports.
Now, you’ll notice that the report runs as at the end of the current month by default, and all of the invoices for the month will appear in the column you expect them to. The Current column will still contain any future dated invoices when ageing by Due Date, but will always be empty now when ageing by Invoice Date - See our before and afters
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Reporting - Ability to 'Save' to same draft file (not Save as)
Reporting - ability to "save" a draft management report rather than "save as".
Being forced to "save as" every time you want to save your progress means you end up with dozens of versions.
As you can so easily navigate away from a report without saving, we have to save progress regularly when say adding notes and comments to a report. We then have to go back and delete old copies so that the lists of REAL draft reports are manageable.
We really need a "save and continue updating" option.8 votesHey community, just popping in with a quick update: this has been delivered 🎉
If you customise a report and save it, you’ll now be taken straight to the custom report.If you then modify the report and re-save, it’ll update the custom report, rather than creating a new one!
Thanks again for all your feedback around this idea 😊
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Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳
We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.
Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊
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Aged payables summary invoice date
Aged Payables Summary - Invoices already paid showing + Print size
The old version report is far much easier and correct than this new one.
Old version would automatically show you invoices due for payment minus those already paid.This new version of the summary shows all invoices regardless if they have already been paid.
The print is also smaller, need a magnifying glass to see.
I've tried running the report in the aged payable details, time consuming entering all filters and hiding columns to basically print the summary that the old version automatically gives you.
Not sure why this…
6 votesHi team, a coupe of steps to set up and you'll be able to get what you're asking here - Run the Aged Payables Detail report, selecting the Date range for 'Ageing periods' and 'Invoice date' for 'Ageing by' before Updating the report.
Once it's set if you save as custom you'll find you can get to this view quite easily when you need, and if it's a view you'll run often save it as a favourite to make it easily selectable from the Accounting drop down menu.
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Aged Receivables report - Include credit control notes
we would like a one line aged receivables report which shows the notes in a column next to each client, eg so we can see at a glance where credit control is up to at a glance looking at all the clients rather than having to go into each one.
If not possible can we tailor a report e.g how would we show the credit limit on the aged receivable report in another column?36 votesHey Kate,
Thanks for sharing this suggestion! I can confirm it’s already possible in Xero to see, at a glance, credit control information in the Aged Receivables report.
You’ll need to either add the ‘Credit Limit’ and ‘Available Credit’ columns to your Aged Receivables report, or use the ‘Customer credit limits’ Common Format, to surface this information.
I’ve attached a screenshot as an example, and you can read more about this in our 'Show customer credit limits' article on Xero Central.
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History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
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Reporting - Aged Payables with foreign currencies
Thank you for listening regarding the changes that you implemented in July 2023. Bringing back a simple icon that signifies a foreign currency is a big help in Aged payables and Receivables
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Reporting | Excel Export - Remove formatting
Please remove font size formatting and merged cells from excel exporting and open the exported spreadsheet at 100%.
18 votesHi team, rounding back to confirm that the changes shared last week have now been rolled out and you'll find the next time you export a report from Xero to Excel that the formatting will be a little different. To recap the updates we've made;
- The report will now default to 100% zoom (rather than 150%),
- we've adjusted the size of title and currency fonts for ease of reading, and
- made slight changes to the formatting of cells in rows for consistency across the report
Thanks again for your feedback on the site, and if you'd like to support and follow any updates on merged cells, join in the idea here 🙂
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Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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