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  1. When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…

    4 votes

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  2. Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?

    2 votes

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  3. 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

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  4. 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

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  5. 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
    jim

    2 july
    Dave
    Fred
    Jim

    At 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

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  6. 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

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  7. 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

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  8. Can we get predictive text in manual journals for words already used within the journal we are working on

    1 vote

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  9. Bank Rules Report
    To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc

    39 votes

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  10. 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

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  11. 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

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  12. Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.

    I've attempted a few approaches previously:
    Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.

    2) Accounting -> Report -> Account transactions
    While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.

    3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…

    1 vote

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  13. 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

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  14. 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

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  15. 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

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  16. 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

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  17. 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

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  18. 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

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  19. 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

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  20. 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

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