Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1644 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. To produce a report that shows all expenses entered via the expense claim feature for a specific period, which also shows who entered the expenses and details of the claims?

    This is a useful feature required for comparing budgets and forecasting future cash flow expectations.

    31 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Can we please extend the budget manager period from 12 months to more than 3 years or whatever is possible? The data in the budget manager does not go beyond 12 months and if the budget is to be changed after a year of upload it doesn't have such access.
    When working for a movie/film-making company the budget runs for more than 12 months and it needs to be changed time and again. But Xero doesn't have such an option which makes it impossible to get an accurate variance.
    It would be great help.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.  

    To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.   

    • Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.  
    • The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.  
    • In Xero Tax,…
  6. Ability to sort by Account Name or Code when customising reports, without having to show the detail of sort. e.g sort by account code without showing the code on published reports

    Purpose: More professional documentation and increased flexibility and customisation with reports

    45 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

    In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

    Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

    You can also Save as custom so you can then access this layout anytime you need. 

    To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
    Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
    However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
    Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.

    Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. I am preparing an individual tax return rift now, and the client receive personal service income under Item 14 personal service income, he bought a laptop to perform his work, but under the P2 section, there is no place to fill depreciation assets(under P2)

    Please add a Depreciation worksheet function under Item 14 personal service income.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. The report pack is a great feature to save time in downloading multiple reports at the same time. Is there the ability to export these reports to excel as separate spreadsheets rather than as multiple tabs on the same sheet? If not can this feature be added as accountants generally review these work papers separately and it saves time if we don't have to convert the multiple sheets into separate spreadsheets.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks! 

  20. To show the invoice line detail in project reporting rather than a consolidated invoice line.

    You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?