1622 results found
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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 -
Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
7 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 -
Billable Expenses - Batch assign to customer
I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.
In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.
3 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 -
Bank reconciliation - View date last manually reconciled
Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.
4 votesHi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
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Inventory - Show items without movement in Inventory Item Details report
The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?
8 votesHey Louis - thanks for sharing your suggestion!
Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period.
I've attached a screenshot as an example, so you can check if it suits your reporting needs - we'll leave this idea up in the meantime 😊
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GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
11 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote
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