1629 results found
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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…
14 votes -
Include dates on cheques under date to comply with CPA requirements.
Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.
Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.
2 votes -
Xero dashboard - Ledger Only Client dashboard
For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".
2 votes -
Bank reconciliation report to show contact reconciled to
Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.
6 votesGood to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
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Invoices: Customise items in 'Due date' dropdown list
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,…12 votes -
Reconciliation - Send notification when transactions are waiting for reconciliation
For smaller companies, it would be helpful to have the option to receive a notification by email or text when there are bank transactions to be reconciled.
In larger companies, it's a daily routine to do the bank rec of course but not so in smaller companies so a notification would be very handy!5 votes -
Bank reconciliation - Automated Reconciliation Using Client Account Number
Xero should automatically recognise a Xero client account number in any bank transfer and allocate those funds to existing invoices in that client's account. This should either just occur automatically when a client payment matches the total on their statement, or alternatively, any payment should simply be allocated to the client's oldest invoices.
Currently, when customers pay us for invoices that we have sent them, we search for their name in the “Match” function during the bank feed reconciliation. We then select the invoice(s) that match each payment and reconcile these.
There are two major problems with this workflow:
We…
5 votes -
Reporting - Report on number of hours billed
We are wanting a report to show the labour hours billed for a given period also the average hourly rate billed for the same period.
1 vote -
Invoicing - Ability to copy multiple invoices without merging
A great new function in xero would be to copy several invoices to another client without merging them together. So that direct debits can be taken of varying amounts each month.
2 votes -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
27 votes -
Bank Rule - Set Contact Only
Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…1 vote -
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…
3 votes -
Batch Deposit - More than 50 transactions
We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.
58 votes -
Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
29 votes -
Find and Recode - Search by Date Last Edited
Find and recode should be able to search a date range by who has recently edited transactions within that date range (I.e User 1 edited 3 transactions between 1/7/22 - 30/6/23 on the following dates).
I work on a file where several people attend to different parts of the bookkeeping process, so being able to see who has edited what transactions within a certain date range would be hugely helpful.
1 vote -
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.
6 votes -
Multicurrency - Stop showing archived Tracking data in reports
Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
- Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
- The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.Please stop this happening.
With the new 200 tracking code reports now released this problem…
5 votes -
Account Transactions - Show details on batch payments in Description column
The bank transaction listing in Xero should have different details displayed for ease of reference.
Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached4 votes -
Reports - Add 'Related Files Name' column in Account Transactions report
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
3 votes -
Reporting - Projects billing vs quotes
Ability to link quote and invoice (not billing from the actual quote)
We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)In summary:
A report that replicates an excel sheet that we have set up manually at the moment:Column 1
Client…
1 vote
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