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1645 results found

  1. Xero Project feature idea

    • drill down transaction from Xero Project reporting
    • Report template Xero Project layout can not be saved to custom report template
    • assign project to Payroll
    • Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
    5 votes

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    Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams. 

    I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.  

  2. The ability to customise a bills report so that each line (or different sections) can be filtered for description, account code, contact etc, rather than the whole report

    1 vote

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    Hi Paul, can you share a bit of detail of why you'd find it useful to filter only particular sections of the report, and perhaps an example of the way you see yourself being able to use this sort of function in the report? 

    We don't have any plans at this stage for multi-tiered filtering but it'd be good to better understand your needs behind it? 

  3. Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.

    2 votes

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  4. Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.

    2 votes

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  5. At the moment on the old P&L and Balance Sheet reports if you change the company on another tab and have the P&L and B/S open in another tab if you press F5 on your keyboard it will update to the new company you have changed to. This feature is not available on the new P&L & B/S which will be the only source from July. I really need this F5 function on the new reports as I have 20 ledgers to run and if I have to keep re-running the P&L & B/S at month end it will significantly…

    1 vote

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  6. Have a tick option to remember old comment OR not remember for the bank rec.  Otherwise people are just going to ignore and use the same comment every time they reconcile a similar transaction, even if it's not valid.  Nice to apply this just to comments vs forgetting coding.

    1 vote

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  7. Invoice - Change voided invoice date

    Ability to adjust the void date for a previously voided invoice.

    1 vote

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  8. one of the ATO requirement is to submit the Expense from other companies with ABN into it. if you can implement by adding ABN to the report, it will be really helpful for us.
    Thanks

    1 vote

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  9. The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!

    Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.

    17 votes

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  10. It would be great to be able to select the account on a repeating bill as 'CIS Labour expense' (I don't understand why it won't let you in the first place when you can select all other accounts by the looks of it?..)

    6 votes

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  11. We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.

    4 votes

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    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

  12. But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.

    Where you do not add an FX Rate it would default to the daily rate.

    I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.

    1 vote

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  13. Report fields and functionality of old report pack.

    We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…

    1 vote

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  14. Add a "not" argument to bank rules to allow for a greater control

    e.g. bank text does not contain "example" or, amount isn't "x.xx"

    16 votes

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  15. Add Bank Rules as an option to Accounting/Advanced options.

    Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well

    3 votes

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  16. Profit & Loss report: Show account names on 1 line.

    The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
    Prefer the old version report "look". We were able to see the business at a glance on fewer pages!

    Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.

    1 vote

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  17. I have noticed that automatic numbering of accounts is different that what is general used in Canada. There should be a very clear option when starting a new Xero account to select Canadian numbering and an option to change the numbering to Canadian. For Example, in Canada, Assets start with 1, Liabilities start with 2, Equity start with 3, Revenue start with 4, Cost of Sales start with 5, Expenses start with 6,etc... I have a client who went ahead and started using Xero and it set up the accounts wrong and some accounts you cannot change the numbering to…

    2 votes

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  18. I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.

    5 votes

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  19. Be able to produce a cash flow report by currency. Also be helpful to do a cash P&L the same way. Used for forecasting expenses by currency

    7 votes

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    Hi Dan, you can already run the new Profit & Loss in a foreign currency your org is using, as well as run on a cash basis. If you often find yourself wanting to run reports on a cash basis - we recently released Reporting preferences where you could set this as a default. 🙂

    We'll keep tracking the interest around viewing the Statement of cashflow in a foreign currency and let you know if there's any plans made for this, here. 

  20. Shortcut for Bank Rules please - either through button placed on dashboard or via a keyboard shortcut.

    3 votes

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    Hi Vijay, there is already an option to go straight to Bank Rules - if you click on the 3 dots in a bank widget on the Dashboard you'll see an option for Bank Rules like shown in my image below 🙂🙂

    If this isn't quite what you're after it'd be good to get more detail to understand your needs here. 

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