1504 results found
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Bank Reconciliation - Remove 'Great Job!' messages
There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.
I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.
3 votes -
Inventory - Filter to exclude inactive items in reports
Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.
5 votesIs there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
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Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
8 votesAppreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 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.
11 votes -
Reports - Reduce empty spaces
Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!
3 votes -
Reports - View history of changes to published reports
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.
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2 votes -
Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
3 votes -
Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
43 votesHi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Reports | VAT201 - Add Google Sheet format for download
Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!
1 voteHi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?
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Xero Me | Add tracking in Timesheets through the app
Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.
29 votesHi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
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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
3 votes -
Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab
Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.
28 votes -
Reports - Sort archived published reports by end date
Please provide better organization tools to published reports archive such as being able to sort published reports by report end date (cut-off date)!
Sometimes we have to go back and reperform a client's bank reconciliation because they don't always know what they are doing, or new transactions cleared in the subsequent period affect previously published report. It doesn't take long to see the published reports archive get disorganized and hard to find a published report.
1 vote -
Bank Feeds - Notify when the feed has been updated
Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.
2 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
24 votes -
Cash coding - Filter and Search
Filter/Search in Cash coding screen.
Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.
50 votes -
Projects - Ability to favourite and show in Projects menu
Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.
3 votes -
NZ GST - Increase size of the current period button
Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.1 vote -
General Ledger - Ability to consolidate depreciation per asset category
Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?
6 votes
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