1492 results found
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Reconciliation - Auto fill line with remaining total
We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where…
2 votesNot something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.
In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?
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Xero Tracking Summary Report - Add the QUANTITY Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
7 votes -
Contact - View Available Credit
Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.
3 votesAppreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
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Demo Company (US) - Add the Reconcile Period feature
It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.
2 votes -
NZ GST - GST return note
With the old GST return layout, you used to be able to add a note on the return as to why you made an adjustment, can this be bought back please
14 votes -
Bank Rules - Tick box allowing full original description of transaction in bank, to be allocated when reconciling.
In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.E.g. Bank rule & contact would be: 'Pharmacy'
- but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…6 votes -
NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
32 votes -
Hubdoc - Choose Billable Expense or assign directly to Projects
Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.
5 votes -
Projects - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
3 votes -
Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
3 votes -
Bendigo Bank logo
Can you please update the Bendigo Bank logo to the new and updated version.
Xero currently uses the old logo.
3 votes -
AU BAS - Consolidated Lodgment for grouped entities
Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.
4 votesAppreciate some customers are working with multiple Xero organisations, Stephen. This isn't something we have plans to support right now, we have another idea around consolidated reporting that you may also like to join here. We'll start to track interest in consolidated BAS directly, here.
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Bank Accounts page - Filter bank accounts by unreconciled
I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.
2 votes -
Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
1 voteHi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bank Feeds - Direct feeds for Griffin Bank
Are there any plans to include Griffin Bank for automatic bank feeds soon?
1 voteThanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Invoice | Create item - Ability to copy & paste from invoice lines
It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
Request to remove the 'grayed out' background1 voteThanks for submitting your idea on Xero Product Idea's, Toni. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
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Manual Journals - add drag and drop to import feature
Add drag and drop import feature or allow multiple journals to be import at the same time. For example adding daily sales/payment journals this would a gamechanger in time it take to complete these tasks
1 voteThanks for the screenshot, Rebecca. While we don't have a feature to drag & drop to create manual journals like the bills upload feature, you can import multiple manual journals at a time using that import method in your screenshot.
The Date and Narration cells determine whether you create single or multiple journals. Feel free to practice in the demo org if you're like to test this first.
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Reporting - VAT reconciliation report for South Africa
Please add a VAT Reconciliation Report for South African Xero Orgs.
There is currently no report that allows users to determine which transactions in the VAT Control Account have been posted to which VAT periods and which returns they fall under. Late claims are not indicated anywhere except in the transaction detail within each VAT201, so the Control Account needs to be reconciled externally in excel.
This is particularly an issue when a conversion from another accounting software has taken place and there are opening balances to reconcile. Or if conversion took place mid VAT period.
It would be useful…1 vote -
Search - Using accounting terms
How about your search function is told that it is a part an accounting software package huh?
Just a thought...1 voteIs there a particular invoice or transaction you're trying to find there, Samele? Appreciate your screenshot, as shown search primarily looks at the contact, reference or invoice number.
Or were you searching for help on some way to use invoices?
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Bank Rec - Suggest the most likely match
make xero smarter, its clunky and user unfriendly and you have over 2000 ideas from users but you do absolutely nothing about fixing things
1 voteSorry to hear your frustration, James. If there are multiple transactions that could possibly match the statement line Xero will show these so you can choose the most appropriate.
I appreciate we may not always be working on what you're after however I can assure you there are many ideas that our product teams do pick up and develop from our community. Last year alone we delivered solutions for over 350 ideas that were raised here on the site.
- Don't see your idea?