1386 results found
-
Bank rules - Ability to search by bank account
make it possible to search bank rules by the account they are associated with, to make it easier to unlock an account and archive it in the future
2 votes -
Invoices: Generate journal entry for fully discounted invoices
Currently you can add a discount of any amount including 100% on an invoice. However if you have a 100% discount the nominal ledger account doesn't save - so you can't report on it. We would like to know all subsidies across all courses but can't currently do this as if we have a fully funded course the NL code won't save so is left blank.
2 votes -
Reporting - Ability to show/hide accounts based on balance
I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.
Enable a rule that allows an account to be shown/hidden depending on the balance.
For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…6 votesAppreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
-
General ledgers - Increase capacity to download
can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient
1 vote -
Bank Feed | Manual Imports - Support for OFX v2
We have started working with a new bank and they use OFX v2. It seems Xero only supports v1.
Would be great if Xero can support this new version of OFX.4 votesThanks for raising, GD. May I ask which bank you're using that supplies OFX V2? May help when sharing back with our Banking team. 🙂
-
Reporting - Show one line per invoice on the Aged Receivables Detail
desarrollar el informe de Aged Receivables Detail para que por linea por factura.
adjunto encabezado deseado.
1 vote -
Account Transactions report - Ability to see uploaded document in for bills assigned to a Tracking Category
We regularly use Tracking Categories to allocate bills to Projects. The Account Transactions report is great for showing bills and payments by Project. However, each line has to be individually accessed to see the underlying uploaded document.
Accountants regularly ask for these receipts which need to be individually downloaded and we have to manually create a spreadsheet linking each receipt.
This would be hugely easier if the Excel export of the report allowed a field for a URL linking to the uploaded document, like all good receipt tracking apps allow.
1 vote -
CIS - Bulk download for subcontractors statements
Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email
11 votes -
Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 votes -
Reports - Cashflow reports being able to handle larger figures
Were clients have figures in the New Xero Cashflow report of $1,000,000 and $10,000,000. The cashflow can only handles this by reducing the months on the report. An Idea to get arround this would be to do what larger company's do in a prospectus. State in a subtitled that all figures are in millions and omit the last 3 zeros.
1 vote -
Published report | Copy & edit - Date not refreshing in Compilation Report
When I prepare Financial Statements, I copy and edit a published set of Financial Statements from the previous year. But it is annoying that in the now draft Financial Statements, the date in the Compilation Report does not refresh to current date. So I either manually edit the date or add a Comp Report from My Xero. Either way is a pain. Any better ideas?
5 votes -
Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
6 votes -
Payable invoice reports - Ability to filter individual lines or sections rather than whole report
The ability to customise a bills report so that each line (or different sections) can be filtered for description, account code, contact etc, rather than the whole report
1 voteHi Paul, can you share a bit of detail of why you'd find it useful to filter only particular sections of the report, and perhaps an example of the way you see yourself being able to use this sort of function in the report?
We don't have any plans at this stage for multi-tiered filtering but it'd be good to better understand your needs behind it?
-
Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
7 votes -
Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
9 votes -
Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
9 votes -
Bank Rules: Save account number using tab
Please bring back the ability to enter an account number with the ability to tab to continue.
5 votes -
Reports - Refresh page to load report in new organisation
At the moment on the old P&L and Balance Sheet reports if you change the company on another tab and have the P&L and B/S open in another tab if you press F5 on your keyboard it will update to the new company you have changed to. This feature is not available on the new P&L & B/S which will be the only source from July. I really need this F5 function on the new reports as I have 20 ledgers to run and if I have to keep re-running the P&L & B/S at month end it will significantly…
1 vote -
Bank Reconciliation - Option to not remember last comment
Have a tick option to remember old comment OR not remember for the bank rec. Otherwise people are just going to ignore and use the same comment every time they reconcile a similar transaction, even if it's not valid. Nice to apply this just to comments vs forgetting coding.
1 vote -
Sales Invoices - Ability to set the void date
Invoice - Change voided invoice date
Ability to adjust the void date for a previously voided invoice.
1 voteHi Rachel, could you share any detail of what this would help your business do? Is there a specific reason you'd like to be able to set the Voided invoice date?
- Don't see your idea?