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1645 results found

  1. Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.

    21 votes

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  2. Ability to untick the option of ‘Show currency items only’ by default.

    Purpose: To avoid confusion especially for users who are dealing with multiple currencies.

    32 votes

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  3. GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report

    25 votes

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  4. 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.

    10 votes

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  5. In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)

    5 votes

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  6. I think it would be useful, in the GST Audit Report, to show the Payee, rather than the reference. The reference is often not very informative.

    3 votes

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  7. 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.

    7 votes

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  8. An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions

    23 votes

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  9. When completing bookkeeping for a client, if you were to go out of the reconciliation tab you have to go back to the dashboard to get back into. I think that if there was a 'reconcile' link in the 'business' tab if would make us more efficient.

    1 vote

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  10. Run a report that shows if sales invoices assigned to all projects have been paid.

    Common business process;
    -Assign customer and supplier invoices to a specific project
    -Once the customer has paid, then pay the supplier that the project pertains to

    At the moment, to get this information, you have to go into each individual project to check if it has been paid before noting and then paying the supplier. This is massively time consuming. Please help, thank you

    1 vote

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  11. To have a report that can check the information of opening balance, total debit, total credit, and closing balance during the date range for the all the accounts in columns.

    1 vote

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  12. It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
    This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.

    7 votes

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  13. There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.

    6 votes

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  14. Ability to attach supporting file to tracked inventory adjustment entry

    3 votes

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    Thanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.

  15. Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.

    In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.

    Can we have the blue links…

    2 votes

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  16. We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    3 votes

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  17. For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.

    This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided

    Manesh

    6 votes

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    Hi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen. 

  18. Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.

    4 votes

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  19. Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP

    2 votes

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  20. Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

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