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  1. Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.

    I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.

    This is a disaster waiting to happen.

    11 votes

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    Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules. 

    This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.

    Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.

  2. Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
    Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.

    14 votes

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  3. Develop report that lists customers with date,type and amount of last statement sent.

    6 votes

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  4. Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.

    7 votes

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  5. Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options

    4 votes

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    Appreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically. 

    Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks 

  6. Please include the last import date for each bank account rec
    Was included before but now dropped off?

    1 vote

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  7. Bank Feed - During month-end we have more than 250 lines to import per day for the wages. The import function on Xero is for less than that per day, so we have to do some lines manually.. Will you please increase the import function on the lines per day?

    1 vote

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  8. Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows

    1 vote

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  9. It would be nicer if the Tabs were Named "My Business" "Advisor" "Standard" "Draft" "Published" and "Archived" in that order so the default Tab would be custom reports for this business. Many users never look past the "Home" tab, and never see the custom Reports.

    1 vote

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  10. We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.

    With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have…

    1 vote

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  11. for blue xero, we have to continually tick COVER PAGE, CONTENT PAGE, and other functions. Please allow us to set a permanent setting so we can generate the reports more quickly

    4 votes

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  12. I need to create an invoice template that has free typing for the customer and address. We often have customers visit that are not our usual customers. We dont want to create a new customer every time someone comes in the door. We will allocate to Works (set up as a cutomer) but need a box to free type their boat name, address ect.

    1 vote

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    Hi Andy, from your description it sounds like you may need to hold and track details of these sort of customers for a limited time? As you've found to do that atm you would need to create a new contact record. However, to keep things tidy you could look at adding a generic term or character at the start of the contact name and merging or archiving these every so often so you don't have too many contacts listed in your org? 

    While we'll get a sense of the interest surrounding this on the idea here I want to be open that we don't have plans for this sort of thing any time soon. 

  13. Is it possible to introduce a spending cap in the Xero based on the agreed/ set budget for each expense line to prevent incurring costs above the agreed/ authorised budget?

    If the functionality is in place, raising a purchase order that will take the cost over the authorise budget should not be possible. Better still, if this functionality can be introduced, can it also be implemented at the tracking category level.

    2 votes

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    Hi Brice, to confirm this isn't something that exists at present. 

    Right now, there's the ability to set a credit Limit at a customer level but not on a supplier side of things. We have an idea for this here, but appreciate what you're asking based on the budget comparative is a little different and I'll leave this idea separate so we can track he interest in each. 

    Welcome to add your support to the other idea if that's something you'd like to see too.  

  14. Ability to run a report that brings up a list of transactions where the GST code has been changed and differs to the GST code that has been assigned to the account

    1 vote

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  15. Ability to restrict the 2nd category tracker to a 1st category item.

    Eg - Category 1 is the property, Category 2 is the tenant.

    When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.

    1 vote

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  16. My payment provider has recently started taking their fee percentage prior to the deposit, versus charging me at the end of the month.

    This has caused each of my deposits to mismatch the invoice total.

    Meaning, I need to add a bank fee on each individual transaction.

    It would be EXTREMELY useful to have a "default bank fee" or "default credit card fee" button that would:

    1) Remember the Contact as [Payment Provider] (currently have to type that in manually)
    2) Add a default description "Credit Card Processing Fee"
    3) Allocate the charge to an account [5150 - Credit Card…

    6 votes

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  17. Add previous month to the other options to view P&L of this month, this quarter, & this year on mobile app

    2 votes

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  18. Fixed Assets - ability to have a negative fixed asset for when an asset has devalued and the revaluation is therefore negative.

    12 votes

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  19. It would be great for Reports and Custom Reports to have the ability to include a "Last year to Date" Colum. This would improve the ability to compare how the client is progressing Year on Year.

    2 votes

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  20. Adding Client's (Supplier) tax registration number column to Account Transactions report and Income/Expense by Contact report. Helpful with filing INTRASTAT, VIES & 46G.

    7 votes

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