1477 results found
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Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 vote -
Depreciation - ability to add when creating an invoice for a fixed asset.
When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?
1 vote -
Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
1 vote -
Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
2 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
5 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
3 votes -
Quote / Invoice - Select lines to copy to PO
When your quote involves different vendors, it would be nice to have the option to create POs with a click of a button for all the vendors but because you can't specify a vendor for each item then at least let us select the line items. Also very important, any additional information that was added to the description during the quote / invoice process should be carried over to the PO.
1 vote -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
1 vote -
Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
1 voteHi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Bank Reconciliation - Add a column in the bank statement tab that show the Account the transactions are coded to.
This will assist when coding transactions and/ or reviewing transactions without having to manually click into each individual transaction.
2 votes -
Tracked Inventory - Add Sales invoice number of COGS journal
When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.
2 votes -
CIS - Allow 210 CIS Labour invoice to be added to a service
I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
This is unnecessarily timecomsuming and allows for…2 votes -
Tracking - Sub-category under options
Can we please add the ability to set up a sub-category under category options?
For instance, we have already tracking categories by store locations (i.e. Loc 1, Loc 2, Loc 3). However, we need to have a sub-category per Deputy's area (i.e. FOH, BOH) under the store locations.
Category option: Loc 1 (Store Location)
Sub-category option: FOH, BOH (Area)If we could set up a sub-category under tracking options, that would be great. Thank you!
11 votes -
Cash coding - Floating headers
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS1 voteThanks for sharing, Jenal. It's not something we have planned at present, but we'll get a sense of the overall interest for this here and keep you updated.
In the meantime, appreciate it's not exactly what you're after here, however to save you scrolling perhaps you could use the Home and End keys on your keyboard to more easily navigate the page. 🙂
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Xero Me - Ability to reconcile credit card account for expenses
It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.1 vote -
Reporting - Adjust row height on Excel exports
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…
1 vote -
Bank Reconciliation - Reconcile expense claim against multiple statement lines
When an expense claim is created via Xerome a 'spend money' transaction is created instead of a bill which means that if there is more than 1 payment against this claim I cannot opt to split the transaction when reconciling the payments. There needs to either be an option to split or the expense should create a bill rather than a 'spend money' to enable easier reconcilliation
10 votes -
Bank Feeds - Country Bank (US)
Add Country Bank to supported banks.
1 voteThanks for sharing, Barry. We'll start to get a feel of the interest for this bank from your idea here.
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Reports - Re-order columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 vote
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