1483 results found
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Reports - View bank reconciliation narration in account transaction report
Description Field with the bank narration
This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.
For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.
33 votes -
Budgets - Import Tracking budgets
Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…
17 votes -
Contact - Ability to set e-invoice as a default
Ability to default a customer for sending via e-invoicing
31 votes -
Reporting - Create folders to manage reports (Custom, Published and Archived)
Under Custom Reports
I send out reports to my departments each month, this morning it took 4 hours to add the tracking codes to the new P & L reports (we love the new report and so do our Department Heads).
I was wondering if there is a way of saving each custom report for each individual dept with their tracking within a folder. We have a Junior and Senior Campus and about 45 departments at each. We already have a lot of custom reports so having a folder system would allow each Admin staff member to access what they…38 votesThanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
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Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
38 votes -
Bank Reconciliation - Match payment to more than 50 invoices
I would like to see the limitation of receiving payment on 50 inovices be increased or removed completely. I Have a trucking company that issues hundreds of trip invoices to it's customers and the limit of receiving payment on 50 invoices at a time doesnt work for them.
5 votes -
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
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