1503 results found
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Bank Reconciliation - Show credit card number when reconciling
See card number when reconciling
There is no longer a card number on the bank statement line when reconciling.
This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)
2 votes -
Invoice Reporting (Payables) - Ability to include Planned Date as a separate column
In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included…
8 votes -
Bills - Set up repeating payments
If I'm paying a bill by monthly direct debit (say Business rate), it would be useful to have the ability to set up multiple payments instead of having to set up 12 separate identical monthly payments.
2 votes -
Bank Feed - Add First Citizens Bank (Commercial Advantage) feed
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
Detailed Account Transaction - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
5 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Invoices - Option to include unpaid invoice total in the Total Amount Due
New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"
It would be helpful to have the total amount due reflected in the total amount due for new invoices.
I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.1 vote -
Reporting - Billable Expense report for paid invoices
It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number
28 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
Bank Reconciliation Report - Show the number of debit and credit transactions
Display the total number of deposits and withdrawals for the period being reconciled.
1 vote -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
5 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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Ability to see the statements that are sent to customers
Have a similar set up for statements as for invoices, ie list statements issued like invoices.
1 vote -
Batch Payment | Create individual remittance advice for a single bill within a batch
There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.
12 votes -
Bank feeds - Import statements from N26
Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.
2 votes -
Reports - Add custom Watermarks
Would be nice to add multiple permanent Custom Watermarks to your reports (i.e. one that says "For Internal Management Purposes Only" or something similar).
2 votes -
VAT - Automatically calculate VAT using the Marginal Scheme
Ability to automatically calculate VAT using the marginal scheme.
Purpose: To easily show correct VAT amounts when VAT is only charged on the Margin between Purchase price and Selling Price.
54 votesHi everyone, thanks for your interest in this idea.
For now, I wanted to share that we're aware some users have the following process to record their transactions. The example uses a vehicle with a purchase price of £1500, and a sale price of £2000.
- Record the purchase of the vehicle on a purchase Bill for the full purchase price of £1500 with a tax rate of VAT Exempt. So the purchase is recorded in box 7 on the VAT return.
- Record the sale of the vehicle on an Invoice for the full £2000 - using the Tax Exclusive option, and then manually changing the VAT calculated to the required amount - £83.33 (i.e. 20% on the profit of £416.87 or 1/6 of £500) by clicking the small plus box above the Tax Rate.
This will mean that you only charge £83.33 VAT for the overall profit figure, and ensuring the correct amounts are reflected in boxes 1, 3, 5 and 6.
You could…
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Uncoded Statement Lines report - Default 'To' today's date
Currently when accessing the Uncoded Statement Lines report, the last date of the prior month will appear in the To field. This is currently set as the default in Xero.
Be more helpful if the current date was entered as it is the current entries that are being queried. If everything is up to date there should few if any aged items left in the reconciliation report.
3 votesThanks for the feedback, Richard. Can see where you're coming from and we'll get a sense of the overall interest from users on the thread here but want to be open that we don't have immediate plans for changing this.
To enable a little more swiftness when changing the date of this report you may find typing the letter 't' before clicking or tabbing through to the next field helpful - we have a few more date entry shortcuts you may like to explore, too.
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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…
4 votes -
Simpler BAS - GST Reconciliation Report
GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report
36 votes -
Xero UI - Scroll between months in date entry screens
When entering dates, can you please bring back the mouse scrolling function, where you could scroll down to go to the next month.
Rather than now, we have to click the right button to go to next month.3 votes -
Reporting - Change ordering of Account Type on Trial Balance when grouped
Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.
21 votes
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