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1664 results found

  1. Have a 'Test Rule' button when making a Rule.

    1 vote

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  2. As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.

    6 votes

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  3. 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

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  4. 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

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  5. 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

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  6. Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.

    27 votes

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  7. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    3 votes

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  8. 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

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  9. 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

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  10. It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.

    8 votes

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  11. 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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  12. 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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  13. Foreign currency gain loss report to show the invoice contact too

    1 vote

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  14. 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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  15. 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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  16. 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.

  17. 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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  18. It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)

    1 vote

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  19. Additional report: Supplier report to include e-mail addresses, supplier address, bank details, terms,

    5 votes

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  20. Our clients would like the option to show reconciled and uncoded options on the same uncoded items report. Moving from MYOB/Banklink they are used to reviewing all transactions and having the ability to add notes for us to then code and add in the accounting software. We have many clients who fill in this form for us to then enter into the software and at present then only way to show this is running a bank reconciliation report.

    6 votes

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    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here

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