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1629 results found

  1. Can we combine two xero report ?
    Payable invoice detail report & Detailed time report.

    3 votes

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  2. On the Find and Match section of the bank rec, I would like to see the Reference number and the Xero invoice number in separate, sortable columns much like you can in the sales overview screen. In the current set up, the reference number is not sortable. The ability to sort by reference number in this particular screen would probably save me a couple of hours each week.

    2 votes

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  3. Cash coding currently has a keyboard shortcut to copy the nominal above, which is great..... Please can we have a keyboard shortcut made for the "Payee" that works in the same way as I often alphabetically sort these so it would be a huge time saver.

    11 votes

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  4. 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.

    10 votes

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  5. Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
    I feel that this is inviting error as inevitably there will be times where this process is overlooked.

    it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
    at the very least, there…

    4 votes

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  6. In the old version of the report you could over type a selected account with another to quickly see the new account.
    In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
    If I have missed something please let me know.
    This is making spot checking of account transactions much slower, and time equals money.
    Thanks in advance.

    1 vote

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  7. Income by content.
    I want an option to be able to select order by the totals also not just the names.

    1 vote

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  8. Please create a direct feed for First Internet Bank of Indiana because the Yodlee feed does not work reliably with this bank.

    2 votes

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  9. 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.

    21 votes

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  10. My main business uses a Xero subscription moderated by a by a book-keeper.

    Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?

    24 votes

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  11. Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.

    1 vote

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  12. On the find and match screen, can we have the ability to expand the size of the window showing the list of transactions, so we spend less time on scrolling. The find and match shows 50 invoices at a time, but you have to scroll to see them.

    8 votes

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  13. 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

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  14. 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

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  15. 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

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  16. Add a "Print Deposit Summary" template compatible with the custom preprinted Laser Deposit slips offered by many suppliers. All check suppliers seem to follow the same format for their slips, which does not work with Xero's summary. Example attached.

    5 votes

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  17. 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

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

    1 vote

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  19. 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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  20. 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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