1477 results found
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Reporting - Balance sheet to switch only individual accounts when applying switch rule.
When the Switch rule is set for an account group in Balance Sheet, only individual accounts with negative balances are moved. Please allow option to switch for the whole account group, not individual accounts only.
3 votes -
Fixed Assets - Quick asset creation from supplier Bill
When an Item is purchased, make it an easy step to turn the purchased item into a fixed asset rather than inventory.
2 votes -
Reporting - Work in Progress to appear on P&L
The ability to add in work in progress each month so that it shows as turnover in the P&L. This will enable us to produce a true position of the businesses profitability.
6 votes -
Reports - Depreciation schedule report break down by month
from country singapore
- depreciation schedule present by monthly - can show each month depreciation
- inventory xero function - not good for SG country
- export report, GL - kindly include the attached document together when export out. so we don not need save another document in our server. every doc can view via xero software.
- phone apps - xero - not much thing can do. just for upload purpose. not good enuf. at the end we still need use laptop to do the job.
1 voteHi Wendy, thanks for sharing your feedback here. So that other users can understand your idea and vote for it, it's better to keep to one suggestion per product idea. It also helps us accurately gauge interest in specific ideas to share with the right product teams for prioritisation.
We'll leave this idea as "Depreciation schedule report - break down by month" and I've created a new idea for your 3rd point, and added your vote to it.
For points 2 and 4 we need more detail to understand specifically what is lacking in inventory and the phone apps. Would you please be able to see if any other ideas already exist for the features you'd like to see, and vote for them. If they don't already exist, create a new idea per request 😊
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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.
12 votes -
Reporting - Subtotals for Balance Sheet areas, without grouping accounts
Subtotals for Balance Sheet Items
At the moment I can only get subtotals on the balance sheet by using the grouping function. Rather than doing this it would be great to subtotal certain parts of the Balance Sheet without creating multiple group headings. eg Fixed Asset accounts & the accumulated depreciation for each asset.1 vote -
Sales Invoices - Ability to specify a % of invoice held on retention
We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.
We also need a way to keep track of the total amount of retention held by a client
41 votesHi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
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Tracking Categories - Reorder departments
In tracking categories - it would be useful to be able to have the option to reorder departments so they show in the order you want in reports
9 votes -
Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.
23 votes -
Add employees to tasks in bulk
Ability to add staff members to tasks in bulk rather than having to do them individually to each client.
2 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
11 votes -
BAS - Stop autofilling T8 and T9 on BAS statement
Stop autho filling T8 and T9 fields on BAS statements in Xero blue as this creates errors when importing to Xero tax.
These fields need to be left blank by default. It wastes our time to have to delete the info2 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
GST Audit beta - Exchange Rate for GST Purposes
We are based in Singapore. Your system does not cater very well for GST when the functional currency is not SGD.
My Xero is USD-based, hence we have to use only GST Audit Beta.
But we have to key in "Exchange Rate for GST Purposes" into our system so that when reporting to Singapore Tax authority, we have to report in SGD. There is no way to key this in, and it means keeping a seperate excel file, doubling our work. This rate is given by each supplier on their bill, and can change on daily basis. So we need…6 votes -
eInvoicing - Ability to create Credit Notes (or negative invoices)
Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.
11 votes -
Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
8 votes -
Fixed Assets - Depreciation averaging method
Enable the selection of the averaging method of depreciation (full months and actual days) for Australian edition.
6 votes -
Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
9 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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Transactions - Allocate dishonoured and reversed to customer's account
I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).
Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.
The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).
The…
10 votes
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