1430 results found
-
Batch Payments - Supplier batch payment without swift code or linked bank account
I would like Xero to remove or make it optional when making batch supplier payment without swift code or linking with bank account as not every company will link their xero with their bank. Current batch payment is not applicable to my company as we do not link our bank account with xero. This compulsory swift code for bank processing is really not user friendly & our company book keeper has to enter supplier payment 1 by 1 for 20 invoice payment.
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 -
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 -
Receive Money - Ability to assign to a project
User can allocate a Project from spend monies directly from the bank reconciliations, but cannot allocate received monies to a Project?
35 votes -
Cash Coding - Ability to Save your progress
The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…2 votes -
Products and Services - Non-Sell Items when allocated to projects retain the orginal information.
Within Products and Services when items are set up that aren't invoiceable costs, and therefore the "Sell" box unticked, when they are allocated as to Projects these items don't show as "Non-Chargeable" costs as they should do, they show as "% Mark-up" costs. Therefore, when going to "Invoice Tasks and Expenses", they appear in the list of potentially invoiceable items.
Therefore, each expense item has to be edited in each individual project and switch it from "% Mark-up" to "Non-Chargeable. Such costs should automatically come through as "Non-Chargeable".
Also, "Find and Recode" feature doesn't recode the Product and Services type…
2 votes -
Aged reports - View Credit note allocations
Just looked at the new Aged Payable report > Aged Payables Detail - it doesn't show credit notes which been allocated to invoices. This is very confusing as we can't reconcile against the statement. Please review the report and add in credit notes, even if they have been allocated to the Invoices, or advise which report I need to use when reconciling the account.
9 votes -
Bank reconciliation report - Set default date period
New bank rec reports are based on the start of the month to the current date as a default. The old bank rec report just had an end date. Would like a fast way to move end date field and not have to also alter the start date.
13 votesHey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
-
General Ledger Reporting - Group by Account Type
Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.
How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order
Can anyone help
7 votes -
Reports - One custom report to flow through all xero reports
Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.
4 votes -
GST Audit (Singapore) - Select Tax code display
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
3 votesAppreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code…
-
Custom Report - Ability to decide if a formula row or column takes precedent
You can add formula columns and rows to a report, but from what I can tell, the column formula always takes precedent over the row. It would be cool if you choose if you want the row formula to calculate in the column formula column
5 votes -
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 -
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 -
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.
75 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
- Don't see your idea?