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1629 results found

  1. 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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  2. 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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  3. 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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  4. When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.

    12 votes

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  5. 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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  6. 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

    20 votes

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  7. 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. 

  8. 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.

    8 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

  9. 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.  

  10. 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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  11. 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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  12. 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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  13. 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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  14. Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.

    29 votes

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  15. 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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  16. To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
    Thanks

    5 votes

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  17. A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?

    6 votes

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  18. Find and match on bank rec to still go green when there is an entry on the discuss tab.

    Currently the right hand side of the bank rec will only turn green if there is a possible match and nothing in the discuss tab. If there is something in the discuss tab it will not turn green even if there is a match.

    It would be great if the border of the box still turned green whilst displaying the comment to indicate that there is a possible match to allow the user to review and ok the transaction.

    18 votes

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  19. Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes

    5 votes

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

    9 votes

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