1504 results found
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Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'
At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?
21 votes -
Fixed Assets - Enable account codes to be edited / updated
Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.
For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.
As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…
4 votes -
Find and Recode - Find by Item Code
Add an option to find all transactions by Item Code
Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.
There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.
The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…
12 votes -
Bank Reconciliation - Simple mode
I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.
1 vote -
Reporting - Add an Account column to the Contact Transaction detail report
It would be GREAT (ok essential) to have the "Related account" column available here.
A list of transactions by contact at it is, with date,VAT and total amount is ok but a CRUCIAL column is missing.
"Related account" column is crucial/ essenital/ a mist because we often need to check consistency of posting to the correct account, which we cannot do right now.
3 votes -
AU Payroll - Lock wage and super expense accounts
Where payroll is handled through Xero, please block the ability for client users to post bank transactions to Wages expense account and Superannuation expense account. It is time consuming to recode entries to the Wages payable account and Superannuation payable account. I have told some clients several times to not use the expense accounts but they still do it. If access to the expense accounts could be blocked when payroll is done through Xero, it would save a lot of time fixing the ledger accounts.
3 votes -
Bank Reconciliation - Automatically populate the Why field on account transactions
My request is to allow us to have a CSV column with data in it that will automatically populate the "Why" field with the bank account description content. I have a client with hundreds of different payees and recipients and each has a different description. Very few are consistent each month, and those are covered by the bank rules, but that is only about 5% of her transactions. She wants the same description in the ledger as is on the bank statement. It is very tedious for me to copy and paste the bank description into the"why" field for each…
1 vote -
VAT returns - Filter 'Transaction by VAT' and 'Transactions by tax rate' pages
I would really like to see something similar to the sorting function on the Account Transactions report applied to the Transaction by VAT box and Transactions by tax rate pages on the VAT returns. This would make them so much easier to review, rather than exporting them to excel.
5 votes -
Invoices - Show total qty column
- I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
- One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
4 votes -
Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
4 votes -
Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.7 votes -
Banking - Show account balance on statement import screen
When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.
Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.
Thanks
1 vote -
Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…
3 votes -
Find and Recode - Option to bulk change Due Dates
It would be great if we could do a bulk recode of due dates for invoices. EG, all May invoices for a particular supplier can be recoded so the due date shows 30 June.
3 votes -
Chart of Accounts - Ability to set a default tax rate for new accounts
Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.
4 votes -
Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votes -
Projects List - View balance owed per project
I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.
12 votes -
Activity Statements - Ability to generate comparatives for BAS and IAS
Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.
6 votes -
Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
2 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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Reporting - Link Account Transaction Report to Total Lines on Balance Sheet and P&L
Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.
1 vote
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