1389 results found
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Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)
2 votes -
Balance Sheet - Link credit card accounts to show one line
Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.
There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.
3 votes -
Projects - Order invoices by date
When converting xero projects / Invoice
6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked
The client needs to see this in cronological order and with each task for the said date
eg
1 July
Dave
Fred
jim2 july
Dave
Fred
JimAt the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing
So needs a filter button installed to do this please
2 votes -
Find and Recode - Edit Line item descriptions in bulk
While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
Can XERO please look into this and bring this new feature in future to save time.26 votes -
Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
Manual Journals - Predictive text from previous lines
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote -
Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
8 votesHi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Account Transactions | Batch Payments - Search individual payments within a batch
When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.
5 votes -
Bankfeeds - Support for ATO Integrated Client Account
Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.
7 votes -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Remittance - Ability to send with Part Payments
It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts
11 votes -
VAT Return - adding detail to transaction
When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.
Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.
Please look into this! Thank you.
12 votes -
Report - Net Functional Column should add up on Account transaction report
The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
Whether it shows a Debit or Credit as plus or minus depends on the type of account.
For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.We run the full GL to conduct our analysis and we re-calculate this column every time.
Then we can confirm that the list balances as the total of the double-entries should be nil.Is the current presentation of any use to anyone?…
4 votes -
Cash Coding - Copy and paste data across multiple rows or columns
In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.
3 votes -
Bills - add a scheduled amount when entering a planned date
It would be great if you could also add a scheduled amount to be paid on a bill when you enter a planned date. This would help when you are paying off a bill in instalments and the cashflow summary would be more accurate. Instead of showing the total amount of the bill to be paid it would show the planned amount to be paid.
21 votes -
General Ledger Detailed report - Include vat rate instead of %
It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.
4 votes -
Reporting - Set order of the accounts when using the Switch Rule
Currently when you use the Switch rule the order that the accounts are displayed when they are transferred by the rule is not the same as the order that they show in the existing group. This can be frustrating when you have say a Provision for tax group of accounts which could be a refund or tax to pay and you have accounts displaying as Opening balance then tax provision and RWT etc as you want the Opening Balance account to always display first.
1 vote -
Bank Reconciliation - Drop-down list of frequent Descriptions
When doing bank reconciliations and a 'match' needed to cover a number of items included in a single payment ( for instance a credit card payment which includes a number of separate expenses), it would be helpful to have a dropdown menu in the 'description' column. This would avoid repetitious typing of entries such as: Officeworks, Bunnings etc.
1 vote -
Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
49 votes -
Reporting - Show all entries to an account, and then allow the user to Filter
When I look at transactions posted to a N/L code, I just want to see everything and then decide how to filter it there or in Excel etc.
We don't need the extra steps of breaking down the data into 000's as that is annoying and takes a little more time for the extra clicks.
1 vote
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