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1644 results found

  1. to generate a report that shows the unpaid and paid bills per project , and another report shows the unpaid and paid invoices per project. if there is one report which can show all of these information that will be great

    18 votes

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  2. When users are reconciling quite often two mistakes are made frequently:

    • Reconciling wages payable incorrectly to Wages and salaries (expense)
    • Reconciling super payable incorrectly to Superannuation (expense)

    It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.

    38 votes

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  3. I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.

    This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.

    Post remapping the…

    1 vote

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  4. Projects - ability to use tracking categories when using the project reporting. At present when project data is entered into xero there is no report that can be filtered using tracking categories

    28 votes

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  5. Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.

    8 votes

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  6. 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.

    4 votes

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  7. The PayPal data feed imports dates from UTC, as is.

    For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.

    In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.

    Essentially the only place the PayPal feed is always…

    2 votes

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  8. When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes

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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

    35 votes

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  10. Finalise Year End
    Can we have an option (just like finalising the GST returns) where we can finalise the year, and then later on print a report with any changes made since? The lock dates are not the solution, because they can be unlocked and relocked and there is no detail of changes made.
    If we could "finalise" a year when the client has signed off accounts or tax returns, then if anyone inadvertently edits or changes coding we can see that.

    3 votes

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  11. Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.

    8 votes

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  12. Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.

    9 votes

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  13. Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…

    2 votes

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  14. 3 votes

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  15. I've noticed when an account gets a negative balance (such as an asset) that the balance sheet moves it to liabilities. I also noticed that, although I put "Other Income" at the end of the account list (with a account number of 7000) it still shows up in the income section. Proper accounting reports show "Other Income" and "Other Expense" at the bottom of the balance sheet. Additionally, if an asset account gets a negative balance for some reason it should NOT be moved to liabilities. Please fix this.

    Thank you

    2 votes

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  16. If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?

    4 votes

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  17. In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.

    45 votes

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  18. 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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  19. Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.

    28 votes

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  20. The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.

    1 vote

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