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1657 results found

  1. When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.

    2 votes

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  2. I've accidentally created a Small Business Depreciation Pool in the Fixed Asset section of a client.

    As far as I can tell there is no way to permanently remove or delete this, and it just hangs around forever?

    14 votes

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  3. Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email

    70 votes

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  4. Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!

    1 vote

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    Hi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?

  5. The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.

    You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.

    Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…

    4 votes

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  6. Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.

    Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.

    39 votes

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    Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here. 

  7. I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.

    13 votes

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  8. A 'Deleted' folder in Files that captures deleted files.

    Once I have uploaded a receipt to the files folder, I always dispose of the original.

    If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.

    The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.

    Surely this deleted uploaded file has gone somewhere?

    Can we have it directed to a folder?

    22 votes

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  9. 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.

    2 votes

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  10. Please provide better organization tools to published reports archive such as being able to sort published reports by report end date (cut-off date)!

    Sometimes we have to go back and reperform a client's bank reconciliation because they don't always know what they are doing, or new transactions cleared in the subsequent period affect previously published report. It doesn't take long to see the published reports archive get disorganized and hard to find a published report.

    1 vote

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  11. Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.

    2 votes

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  12. It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
    I know we can add a reference but being able to put your own description would also be great too.

    Cheers Janice Nuttney

    2 votes

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  13. Xero should auto import all the transactions from the bank feeds even if it appears to be double entries of the same transaction. For example Toll fees with the same amount on the same day are only imported once into xero although all the transactions are on the bank's online profile.

    3 votes

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  14. Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.

    3 votes

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  15. Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
    A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.

    1 vote

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  16. I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
    Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.

    12 votes

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  17. It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.

    2 votes

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  18. I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.

    1 vote

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  19. Tracking Categories Report - Please add the ability to print/download the tracking categories

    44 votes

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    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

  20. It would be GREAT (ok essential) to have the "Related account" column available here.

    A list of transactions by contact at it is, with date,VAT and total amount is ok but a CRUCIAL column is missing.

    "Related account" column is crucial/ essenital/ a mist because we often need to check consistency of posting to the correct account, which we cannot do right now.

    3 votes

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