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1629 results found

  1. I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.

    7 votes

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  2. 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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  3. 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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  4. 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. 🙂

  5. 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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  6. 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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  7. 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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  8. 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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  9. the Profit & Loss Appropriation Account should be mandatory for all companies

    2 votes

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  10. 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. 

  11. 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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  12. Add a Colum to aged debtors to view notes added re debt collection

    9 votes

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  13. In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂

    3 votes

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  14. It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts

    7 votes

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  15. The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped

    1 vote

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  16. When sending invoices using my laptop the 'send me a copy option' remains ticked when creating invoices but it does not remain ticked when sending remittance advices. This would be helpful please.

    2 votes

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  17. Batch change exchange rate
    Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
    I would like a feature like "find and recode" so i can filter for all…

    9 votes

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  18. Allow multiple contacts for the bank fee adjustments. When we have a number of customers paying via card in one day it automatically pays the full amount of the payments into our account the following day but each customer has a bank fee and it would be helpful to add this for each customer.

    2 votes

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  19. A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)

    14 votes

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  20. Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.

    3 votes

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