1479 results found
-
Bank rule - Use a four digit decimal tax rate
Would like to add add decimals (up to 4) in the bank rule feature for the tax rates (otherwise I need to manually change all the amount of my reconciliations which is time consuming).
For instance at the moment we can input 102.15% but not 102.1451% which is what I would like to have.
1 vote -
Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
3 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
-
Inventory Item Summary report - Select all in a filter
In the Inventory Item Summary report I can customise the report by adding a filter & then searching for a stock item eg a spigot - but there are 100 different types of spigots, & each of them need to be selected individually!!! can we please have a "select all" button???
3 votes -
Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
3 votesHi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
-
Profit and Loss report - Show related expenses
It would be great if you were able to report a P & L by customer which shows income and related expenses (as allocated in Dext to a tracking category) in the P & L. This feature is available in Quickbooks but following a recent client move to Xero it is not possible to use in Xero.
5 votes -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.11 votes -
Sales Invoices - Automatic Invoicing Date options
For when creating an re-occuring invoice, there is occasions, where invoices must be sent at specific times of the month, for example...
- Last Day of the month
- Every 2nd Tuesday
- Last Thursday of the month
The reason behind this, is because some companies who you are invoicing operate specific payment cycles, and in order for a small business to get paid within the terms of their invoice ( Late Payment Act 1998 & your own article on [ https://www.xero.com/uk/guides/invoice-payment-terms/ ] - Payments terms are getting shorter )
More tools we Small businesses have, there better equipped we are in order…
11 votes -
Bank Reconciliation - Discuss tab show name of user
Add user name in discuss tab on reconciliation transaction.
Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion
14 votes -
Cash Coding - Access notes on the coding screen
Cash Coding Discussion/Notes: When I'm cash coding transactions, it would be really helpful to access the discussions/notes on the cash coding screen. When I have a question about a transaction, I have to go find it in the account to write a note for review. It'd be great to do that straight from the cash coding screen.
5 votes -
Xero Accounting app - Reconcile Stripe payments
Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.
6 votes -
Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
3 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
-
Report Templates - Bulk update
Have a way to make updates to multiple templates at once or somehow link templates. e.g. trading / non-trading companies, should be the same except for the trading statement/income statement. Would be handy to be able to make updates to both at the same time where possible
1 voteHi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂
-
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Bank Feeds - SVB Credit Cards
Account credentials for SVB credit card feeds into Xero should not be restricted to the primary account holder. This is not feasible in our business case as these are individuals who are CSuite executives who do not even access our accounting system. Unclear why there is a difference between SVB banking and credit card feeds, they should operate the same.
1 vote -
Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
11 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
7 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
-
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
-
Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Reporting - Common format for Working Capital Balance Sheet
It would be helpful it Xero could create a Working Capital Balance Sheet, which also includes working capital ratio. Right now you can customize balance sheet layout to do this but a report from Xero would be helpful.
1 vote
- Don't see your idea?