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1419 results found

  1. 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

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  2. 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

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  3. Bank : I work in practice an an issue I see day in and day out is unreconciled Account Transactions. Unlike the 'Reconcile' tab, there is no number in brackets to indicate how many unreconciled Account Transactions there are to prompt people to look at it.

    Most of my clients didn't know about the Reconciliation Report, all they concentrate on is getting the number on the 'Reconcile' tab as low as possible.

    I would really like to see the number of unreconciled Account Transactions to appear on this tab.

    14 votes

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  4. Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.

    20 votes

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  5. In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.

    8 votes

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    Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts. 

    We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here. 

  6. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    9 votes

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  7. I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill

    4 votes

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  8. In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.

    1 vote

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    Hi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed. 

  9. Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.

    3 votes

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  10. In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.

    4 votes

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  11. Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.

    2 votes

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  12. It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to

    5 votes

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  13. Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?

    5 votes

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  14. Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'

    1 vote

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  15. Currently, when creating an invoice, the payment terms dropdown gives you the following options:
    - Today
    - 7 days
    - 14 days
    - EOM +1
    - EOM +20
    - end of next month
    I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…

    13 votes

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  16. Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?

    At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.

    4 votes

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  17. Xero Reporting - Please add functionality to Right Align text in custom tables in notes.

    Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.

    32 votes

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  18. Show an alert if the Balance Sheet is out of balance

    1 vote

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  19. I quite often take on Xero 'tidy up' jobs, there are sometimes hundreds of transactions unreconciled, meaning lots of pages to click through. Working through my different checks I find bills/invoices that have in fact been paid, and then have to click through numerous pages of unreconciled transactions to find the one I want to match. It would be super useful if you could implement the find and match function on the cash coding tab. Its so much easier to find the bank transaction from the cash coding list, by sorting it, so to be able to finish the matching…

    6 votes

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  20. Would it be possible to have the option of jumping to the page a transaction is on, when searching through unreconciled transactions on the bank feed?
    For example, you find the transaction inthe search bar, but then you need to flip through (sometimes dozens) of pages on the bank reconciliation screen to find it, to reconcile it. Would be amazing if we could have a 'jump to this transaction page' option.

    1 vote

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