Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1444 results found

  1. The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!

    Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi 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? 

  6. Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Invoice - Change voided invoice date

    Ability to adjust the void date for a previously voided invoice.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. one of the ATO requirement is to submit the Expense from other companies with ABN into it. if you can implement by adding ABN to the report, it will be really helpful for us.
    Thanks

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Need a process to close month end. After this process has been executed the month is locked and changes are not posted to it unless we unlock it first. This feature is available in other accounting packages

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.

    On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.

    A similar item would ideally be added to the Xero app so those paid in a…

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
    "If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.

    Ideally the system should be designed to fully complete the edit or should…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.

    Where you do not add an FX Rate it would default to the daily rate.

    I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Report fields and functionality of old report pack.

    We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Add Bank Rules as an option to Accounting/Advanced options.

    Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Profit & Loss report: Show account names on 1 line.

    The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
    Prefer the old version report "look". We were able to see the business at a glance on fewer pages!

    Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?