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1584 results found

  1. When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?

    This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by

    7 votes

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  2. 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.

    8 votes

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  3. Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!

    13 votes

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  4. Make the Customer Field AutoFill in new invoicing

    In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix

    10 votes

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  5. The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?

    28 votes

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  6. A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.

    We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!

    6 votes

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  7. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    4 votes

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  8. I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.

    3 votes

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  9. 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.

    20 votes

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  10. Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
    Or just have the ability to add a GP% and NP% row.

    94 votes

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    Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.

    For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see. 

  11. Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…

    3 votes

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  12. Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?

    Reasons for the request:
    1. It is a logical workflow to specify how an account is to be reported when setting it up
    2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
    3. As the account balance is shown on the Chart of Accounts page, it makes it clearer which accounts actually…

    45 votes

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    Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.

  13. The Discuss Tab should have a history trail showing the user and date that a comment was submitted.

    Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.

    Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.

    9 votes

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  14. 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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  15. Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.

    You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.

    13 votes

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  16. 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? 

  17. An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions

    103 votes

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  18. 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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  19. 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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  20. There needs to be a better matching system with Xero.

    For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.

    Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.

    8 votes

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