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1645 results found

  1. Enable 1099 report to Canadian businesses

    2 votes

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  2. Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.

    Purpose: provides further customisation and automation of Purchase Order templates.

    4 votes

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  3. There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.

    I find the Receivable Invoice Summary isn't wait I'm looking for.

    3 votes

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    Appreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon? 

    If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time. 

  4. Sorting Manual Journal Entries with a specific description or reference for easy search and find

    3 votes

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    Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too. 

    Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for. 


    You can search for a journal by filtering the Journal report by description 😁

  5. Hi

    I hope there will be a report soon or an update with the receivable detail report showing how a sales invoice was paid (ex. bank, petty cash, other accounts with the specific name)

    Thank you!

    3 votes

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  6. The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are indeed the…

    8 votes

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  7. Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!

    7 votes

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    Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!). 

    From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here. 

    Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column. 

    You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too. 

  8. Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well

    2 votes

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  9. It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.

    3 votes

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  10. Dear Sir/ Madam,

    Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
    I would like to have a one click button to copy existing invoice to the same client.
    At the moment I need to click invoice option/ copy to/ and copy to do this.

    Best regards,
    Taisiya

    1 vote

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  11. Xero has a gap in handling Fx gains/losses.
    It is great at both Realised and Unrealised on bills and invoices but it drops the ball on Cash at Bank. It treats it all as Unrealised, which is where the flaw is.

    You can have an empty currency bank account which has a residual functional currency balance and has movements on the TB every month due to revaluation. This is clearly nonsense.
    I have also been told to ignore the exposure column on the Fx report as it is meaningless.

    For Fx gains/losses Cash is a document in exactly the same…

    9 votes

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  12. When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.

    2 votes

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  13. VAT Return -
    a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.

    2 votes

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  14. Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts

    6 votes

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  15. Projects - Ability to see when and who closed a project

    1 vote

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  16. A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.

    The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.

    A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.

    Or maybe allow a bank to be treated as a Liability?

    4 votes

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  17. It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.

    It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.

    Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.

    Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…

    1 vote

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  18. It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from

    11 votes

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    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

  19. Line items on a remittance. When making a batch payment the remittance should show a breakdown on the invoices paid with refernces, not just the total amount paid.

    25 votes

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  20. Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.

    1 vote

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