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  1. 3 votes

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  2. I've noticed when an account gets a negative balance (such as an asset) that the balance sheet moves it to liabilities. I also noticed that, although I put "Other Income" at the end of the account list (with a account number of 7000) it still shows up in the income section. Proper accounting reports show "Other Income" and "Other Expense" at the bottom of the balance sheet. Additionally, if an asset account gets a negative balance for some reason it should NOT be moved to liabilities. Please fix this.

    Thank you

    2 votes

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  3. If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?

    4 votes

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  4. Xero Reporting - Please add functionality to Right Align text in custom tables in notes.

    Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.

    14 votes

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  5. Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.

    There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.

    3 votes

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  6. There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.

    16 votes

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  7. While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
    Can XERO please look into this and bring this new feature in future to save time.

    22 votes

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  8. Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.

    28 votes

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  9. We have had a number of issues relating to modified invoices / documents within Xero. It would be great if there is a way we can setup alerts or email notifications each time certain documents are modified such as invoices or figures on forms etc. This would allow our Financial Controller to oversee all changes made on a global level.

    1 vote

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  10. It will be good idea if Xero got facility to have a share holder register (like fixed asset register) with the control account in Equity area or facility to upload share holder details, address, number shares issued, dividends due and paid. currently we maintain this register in excel which is an additional thing to maintain.

    3 votes

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  11. When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.

    3 votes

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    Hi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours. 

    If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results. 

  12. It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.

    2 votes

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  13. A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.

    1 vote

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  14. When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
    From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.

    2 votes

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  15. While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
    Could we have range over there so that we can directly select all and reconcile the same.

    6 votes

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    Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field. 

    While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?

  16. 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.

    22 votes

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  17. Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.

    This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.

    The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.

    5 votes

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  18. A feature for businesses to submit their own tax returns would be great. I already prepare and submit my own GST returns via Xero and it's really easy - just the push of a button. A similar feature to enable me to prepare and submit my own tax return, without needing to go through an accountant, would be really good as the technology is now here for us to not need expert advice so much in this area now and this will only increase with the rise of AI.

    3 votes

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  19. When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.

    6 votes

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  20. Would like to suggest that Xero adds an option for the user to be able to extract activity statements exclusive of any taxes on the invoices listed on the statements.

    This would assist calculating the costs of projects less the tax implications, especially for tax vendors.

    3 votes

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    Hi Zolani, is there any reason you'd like this specifically within the customer statement? 

    Our Receivable Invoice Detail report may be of help to calculating the costs you're after, instead? 

    You can select to include Net, Gross or tax columns in the report so you can see the breakdown when the report is run. If you only need to view for a single contact you'll be able to add a filter where you can select the contact you'd like to run the report for. 

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