1644 results found
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Checks - Print Remittance Advice on check voucher
Ability to only print invoice total on the Check Voucher.
Purpose: Remove un-needed information from the Voucher, and make interaction with contact more professional
19 votes -
Bank Feeds - Make 'Deactivate feed' button less prominent
Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.
1 vote -
Account Transactions - Add 'type' to journal entries
re you able to give a journal a 'type' as in reference it such as the payroll journal , depreciation journal, Tax Journal . So if I wanted to search/ segregate all payroll / depreciation etc etc journals you could do so .
1 vote -
Reports - Option to include additional information when summarising Account Transactions report
In trying to create clean and simple Account Transaction reports similar to the old reports, for quick reconciling of accounts such as Super Payable and PAYG Payable, showing the weekly Payroll Expense Journal entries for the month (as per old report with) without splitting the weekly Payroll Expense Journals into multiple payroll cost centres.
The closest I can get is via Grouping/Summarising using Summarise by Date or Summarise by Reference, however regardless of what Columns are selected, the output is too minimal:
- Summarise by Date shows the fields Date, Debit & Credit only, no References
- Summarise by Reference…1 vote -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
7 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
8 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Reconciliation | Find & Match - Set a range for search
While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
Could we have range over there so that we can directly select all and reconcile the same.5 votesHi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
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Reports - New Group Row to appear in the location you are at.
It would be really useful that when you are selecting to add a new Group under Row's that it adds the new group option in the location you are currently at, rather than adding it in at the top of the report and having to move it down to where you want it to go.
Also having the ability with the when adding a new formula to be able to select how you want the formula result to appear (ie %, $, rounded $ to the nearest $ etc).
1 vote -
FIles - save to folder faster
It would be great if the mobile app allowed me to take a new photo of a receipt into folders faster - maybe you could improve the "Work offline" functionality so that it does more in the background.
I need to use this method, instead of emailing receipts, because we have various folders (1 for each debit & credit card) where we put the specific receipt photograph into
R
1 vote -
Project Financials - Include a Supplier option
In the older Project Report function it was possible to select the Supplier Name. This option is now not available in the newer Project Financials report. This is useful as it allows supplier engagement for a specific project to be monitored and avoids the need to perform other more long-winded searches.
6 votes -
Chart of Accounts - Corporation tax account type to show in taxation section
Please can you add an additional account under expense type in the chart of accounts for corporation tax?
One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
The default setting of overhead and having it in with bank fees etc is frustrating.20 votes -
Reports - Ability to add page breaks in Text Blocks
When importing a text block report from Figured into Xero annual accounts template, we have no control over the page breaks. This often results in undesirable page breaks. An ability to add page breaks into a text block would fix this.
8 votes -
Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
1 vote -
Invoice list view - Maintain filters when leaving page
FILTERS have to be reset each time you return to a page. This is common throughout Xero and is a real nuisance, but especially if you are editing sales invoices. E.g. filtering on a group of customers and a date range has to be done to edit each invoice individually. Resetting the filter for each invoice you edit is a real pain.
1 vote -
Reports - Report of all payments received within a specific timeframe
Being able to run a report of all payments actually received in a particular month, no matter when they were invoiced as was previously available in the old 'customer invoice report'
1 vote -
Fixed Assets - Export with dates in dd/mm/yyyy format
Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.
1 vote -
Budget variance - Ability to show net and gross figures
To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.
3 votes -
Bank Reconciliation Find & Match - search for multiple invoices
Find & Match function under Bank Reconciliation only allows to search for individual invoices to then pick invoices one by one. Please introduce the option to enter multiple invoices in the search field using a delimiter to then pick multiple invoices to reconcile. This would improve the reconciliation process materially.
9 votes -
CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote
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