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1444 results found

  1. It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.

    10 votes

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  2. Add 'Edit account details' link for bank accounts from dashboard.

    2 votes

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  3. Enable 1099 report to Canadian businesses

    2 votes

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  4. Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.

    2 votes

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  5. Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.

    Purpose: provides further customisation and automation of Purchase Order templates.

    4 votes

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  6. There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.

    I find the Receivable Invoice Summary isn't wait I'm looking for.

    3 votes

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    Appreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon? 

    If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time. 

  7. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    4 votes

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  8. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    4 votes

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  9. Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!

    7 votes

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    Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!). 

    From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here. 

    Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column. 

    You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too. 

  10. Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well

    2 votes

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  11. 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.

    3 votes

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  12. Transactions posted after a period end affecting prior periods

    Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
    How can I locate these entries?

    I have tried a transaction report, but there are no parameters that I could enter.
    Ideally.

    Example -
    Our year end is 31st August.
    I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)

    In other accounting systems, you could take a unique reference number (URN) at…

    10 votes

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    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

  13. Dear Sir/ Madam,

    Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
    I would like to have a one click button to copy existing invoice to the same client.
    At the moment I need to click invoice option/ copy to/ and copy to do this.

    Best regards,
    Taisiya

    1 vote

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  14. When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.

    2 votes

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  15. VAT Return -
    a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.

    2 votes

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  16. Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts

    6 votes

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  17. Projects - Ability to see when and who closed a project

    1 vote

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  18. It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.

    It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.

    Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.

    Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…

    1 vote

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  19. As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.

    8 votes

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  20. Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.

    1 vote

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