1418 results found
-
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
18 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
13 votes -
Reporting - Show selected accounts at top of list in account dropdown
When selecting different accounts from the dropdown list in reports, the accounts that have been selected are not easy to locate without scrolling through the list (which sometimes can be a large number).
It would be helpful to have the accounts that already been ticked at the top of the list, so that they can easily be unticked if need be.
2 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
49 votes -
Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.
76 votes -
VAT 201 Report (ZA) - Separate column for invoice number
VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.
18 votes -
GST Return - Notification of GST period end
Hello, across the board of GST xero users, are you able to make a pop up show on a companies Dashboard notifications. That tells them a GST period has ended that they can start working on their GST now, instead of getting notifications late or close to due date.
7 votes -
Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
4 votes -
VAT late claims report
Hi,
Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
Happy to discuss to help with this.71 votesThanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
-
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 votes -
Foreign Currency - Ability to turn off
One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income…
17 votes -
Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
33 votes -
Expenses: Option to change default from company to personal
We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.
Occasionally these slip through the net and aren't changed prior to approval.
Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?
5 votes -
Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
5 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
-
Bills - Set up repeating payments
If I'm paying a bill by monthly direct debit (say Business rate), it would be useful to have the ability to set up multiple payments instead of having to set up 12 separate identical monthly payments.
3 votes -
Trial balance | Cash basis - Show depreciation
Change to New Trial Balance
If the trial balance is set to cash rather than accruals I can no longer see the depreciation and accumulated depreciation accounts. This is a pain for clients who report on a cash basis but still have depreciation. These accounts should appear on cash or accruals as this does not effect whether it is claimed in the tax return.
4 votes -
eInvoicing - Set a default seller email address
Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.
8 votes -
Fixed Assets - Feature for posting Accumulated Depreciation for previous years
We have imported the Fixed Asset with wrong depreciation rate into XERO FAR side.
Due to this we are depreciating some of our assets with wrong depreciation charges for last 3 financial years.
Does anyone know in that platform how can we correct that for previous period?
This include financial year from 2020 - 2023. All ideas and suggestions are appreciated.
Thanks.
Hassan.2 votes -
Report Templates include a Signature
Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.
46 votes -
Bank Reconciliation - Pull Transaction ID from Payoneer transactions
when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.
1 vote
- Don't see your idea?