1627 results found
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Xero Expenses - Option to assign VAT rates to employees
Xero Expenses - Limit the selection of VAT rates available for employees to select (we have a client who has domestic reverse charge, reverse charge and other VAT rates that the employees will never need to select and therefore it would be better to reduce the available list for them to select from otherwise they are more likely to select the wrong rate)
1 vote -
Projects - Add 'actual hours' and 'estimated hours' to Summary Report
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.
11 votes -
Bank Feeds - Automatic feed for BNZ, rather than having to update online
BNZ do not provide receivers with online access to accounts. Xero only allow BNZ bank feeds to be updated online. Receiving timely access to transactions is very important but BNZ & Xero have decided to cease this feature and not provide a solution for all customers.
1 vote -
Account Transactions report - Move selected date range a period forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
20 votesHi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
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Reporting - Sort by Account Name or Account Code with option to hide code
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
52 votesHi 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.
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Recurring Bills - Unit Numbers
Where recurring bills relate to monthly charges, invoiced on a daily rate, can a feature be set up so that the number of units automatically defaults to the number of days in the month of billing?
3 votes -
Payable invoice summary and detail reports - Select groups to filter by
when i filter through Payable invoice Report, it only allows to select groups containing but not excluding certain contact groups. i have only suppliers under no group, Euros & DD and i wish to exclude these within DD group to be excluded to avoid double paying them.
3 votes -
Contacts - merge check before importing
I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.
2 votes -
Bank Statements - Support OFX importing with multiple statements per file
I am working with Société Générale (France) and we are not so lucky to have the automated bank transactions functionality. Our bank is combining both main bank movement and credit card movements in their OFX format.
This currently gives me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again.
My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions.
Why does Xero not allow…1 vote -
VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
9 votes -
Tracked inventory - Attach files to inventory adjustments
Ability to attach supporting file to tracked inventory adjustment entry
5 votesThanks 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.
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New invoicing - Option to edit Account name
I noticed the new invoicing option seems to be not user-friendly as you can't edit the account name there is no option, and the classic is much better. I wonder why that is?
3 votesHi team, returning to the idea here and rounding back on my last update. Currently it is not possible to edit the Account name or Code of an account from within new invoicing. You'll need to do this by going to the Chart of Accounts screen and updating this, there.
This is not a feature within classic or new invoicing. However, we'll leave the idea open here so we can get continued interest and consider as a possible future enhancement within new invoicing.
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Projects - Add date of the expense onto the tasks & expenses screen
In the Projects | Tasks & expneses, can we please add in the date??
I understand that the date can be accessed by opening the bill or viewing the bill, but this is very tedious AND if you open the bill, you can't easily find your way back to the particular bill you were looking at (the screen jumps back to the top).
It is extremely difficult to navigate these expenses when there are hundreds of them attached to the project, so having the bill date here would be SO much more convenient.3 votes -
Reporting - Finalise year and produce Late Changes report
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.4 votes -
Chart of accounts - Default to latest transactions first
From Chart of Accounts, click on an amount in the YTD column. The account loads with the transactions in date order oldest to newest. Please reverse this (or create an option) for the transactions to load with the latest transactions first by default.
31 votes -
Project Report | Bills - Unpaid/paid bills per project
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
22 votes -
Xero Expense report - Ability to add column for user that created the expense
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.
34 votes -
Bank Feed - Don't remove duplicate statement lines
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.
2 votes -
Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
4 votes -
Statements - Show actual outstanding amount instead of as at date
Addition option of show customer statement "actual" outstanding instead "as at" date.
Eg, Our customer ABC need us to furnish a Outstanding statement that as at 30 June 2023, and there is 4 invoice unpaid. Happen that 15 July 2023the customer pay the 3 invoices only. Customer request us to send the statement show the 1 unpaid invoice dated 30 June 2023 but it still shows 4 outstanding, how can we show the the one unpaid invoice in the statement.Ideal additional option of show date 30.6.23 and show the one 1 unpaid invoice only. Kindly advice.
2 votes
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