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1484 results found

  1. Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
    It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.

    1 vote

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  2. Foreign currency gain loss report to show the invoice contact too

    1 vote

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  3. Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
    For example invoice number and invoice amount on how the tax amount derives from.

    1 vote

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  4. It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.

    2 votes

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  5. Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)

    1 vote

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    Appreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;

    • Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
    • Made small changes to the formatting of cells in rows to create more consistency across the report

    We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.

  6. Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?

    1 vote

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    1. Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)

    2. Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)

    1 vote

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  7. 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…

    11 votes

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  8. It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.

    7 votes

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  9. Some xero reports can be run by last month, last quarter, last financial year etc. The above report can only be run by entering specific dates. Could this report have the same pre set date options added? This would be useful for client query lists for monthly/ quarterly BAS Returns, annual accounts/ tax returns etc

    2 votes

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  10. It would be useful if we were able to select published reports in bulk to archive them, rather than having to do them one at a time.

    8 votes

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  11. Add a "DUE" Column to The new "Customer Invoice Summary" report if it is to replace the "Customer Invoice Report". At the moment the proposed change will remove functionality. We rely on the current Customer Invoice Report to update our cashflow. The proposed "BALANCE" column is not the same as the "DUE" data. "BALANCE" only gives Invoices not paid at end of filtered period rather than what is left to be paid period.
    Alternatively..... DO NOT RETIRE THE CUSTOMER INVOICE REPORT!!!!

    3 votes

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  12. 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

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  13. 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 votes

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    Appreciate 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. 

  14. 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

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  15. 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 votes

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  16. the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider

    15 votes

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  17. desarrollar el informe de Aged Receivables Detail para que por linea por factura.

    adjunto encabezado deseado.

    1 vote

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  18. 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

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  19. We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
    I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice -…

    1 vote

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