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  1. When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.

    In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…

    6 votes

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  2. Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
    There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
    Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
    Thank you

    7 votes

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  3. It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.

    A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.

    31 votes

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  4. Ability to have a warning message appear when turnover is reaching the VAT registration / deregistration threshold

    31 votes

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  5. Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods

    Purpose: Make some inventory reserved so it cannot be sold through other channels

    33 votes

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  6. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    4 votes

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  7. 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.

    1 vote

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  8. When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
    It would be great if there was a figure showing the total of all items ticked.
    It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
    It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…

    18 votes

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  9. To include different accounting method for construction company.

    We are using PCM method for our accounting in which our revenue and expenses recognized are based on the project's progress. Our project work done percentage is based on the costs incurred and the revenue and cost of sales are based on the work done percentage.

    I have attached an example of calculation.

    4 votes

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  10. Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.

    Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.

    8 votes

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  11. 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.

    3 votes

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    Hi 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. 🙂

  12. Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
    Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…

    1 vote

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  13. It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.

    1 vote

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  14. I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.

    We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.

    E.g. an invoice for August's usage would be auto generated on 25 July,…

    1 vote

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  15. 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.

    5 votes

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  16. I would like the Square terminal (The portable device) to link payments to Xero invoices and automatically log them as paid as in the square link that goes out with email invoices

    5 votes

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  17. the Profit & Loss Appropriation Account should be mandatory for all companies

    2 votes

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  18. Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).

    3 votes

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    Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?


    For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well. 

    For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p. 

  19. It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......

    5 votes

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  20. 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.

    28 votes

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