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1625 results found

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

    6 votes

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  2. The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
    Keep up Xero.

    26 votes

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  3. It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.

    3 votes

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  4. Dear Sir/ Madam,

    Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
    I would like to have a one click button to copy existing invoice to the same client.
    At the moment I need to click invoice option/ copy to/ and copy to do this.

    Best regards,
    Taisiya

    1 vote

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  5. When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.

    2 votes

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  6. VAT Return -
    a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.

    2 votes

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  7. Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts

    6 votes

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    HI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.

    As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.

    There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.

  8. Projects - Ability to see when and who closed a project

    1 vote

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  9. It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.

    It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.

    Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.

    Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…

    1 vote

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  10. 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.

    8 votes

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  11. Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.

    1 vote

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  12. New reports - enable data capture in links

    Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.

    It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports

    9 votes

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  13. In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.

    We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
    A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.

    3 votes

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    Perhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too. 

  14. When adding a bank rule is it possable to change
    No 5 Add rule details to deault to "all accounts" rather than the account you are currently in
    A rule set up for fuel will be the same allocation no matter what bank account you are in
    Where do you chande the system defaults?

    3 votes

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    Hi Greg, while there's no way to set your own defaults for Bank Rules in Xero. 

    The existing default will differ depending on where you start the Create rule flow. 

    • If you're in the process of reconciling your account (via the Reconcile screen or Cash coding) the default for '5. Add rule details > Run this rule on' is the bank account you were reconciling
    • On the other-hand if you Create rule from the Bank rules screen, this'll default to 'All bank accounts'

    While this isn't something we have plans for at present. Appreciate how you'd like to set up a default regardless of where you start this and have adjust the title of your idea, here and we'll keep an eye on the support for this. 

  15. Add Puerto Rico to the sales tax lookup under States where your business is registered to collect sales tax

    2 votes

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    Thanks for raising this as an idea on the site, Rhyse. We don't currently have plans for extending auto sales tax to other regions atm but we're keen to stay close to the interest of this here. I'll let you know if there's anything changes for this, here. 

  16. It would be great once you have split a transaction that rather than just clicking on save and being returned to the Cash coding screen to click on reconcile, than you could have an option to click Save & Reconcile so that the transaction is coded and reconciled all in the one screen and then it returns you to your Cash coding screen

    3 votes

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  17. 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.

    19 votes

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  18. Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.

    Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY

    22 votes

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  19. When you have grouped various account codes together in the layout there should be an option to expand or collapse the report when it is being prepared without needing to go back into the report layout to open/close each group.

    I can't imagine it would be too difficult for the development team to bring the functionality from the layout stage to the report stage.

    3 votes

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  20. 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.

    24 votes

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