1492 results found
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Dashboard - Shows VAT Return Payment due in x days when payment made
There is a a Bug - Dashboard says under VAT Return Payment due in x days but payment was already made some days ago, properly conconciled with the exact correct amount. Xero should recognise this and not show an amount due in Dashboard which is incorrect.
3 votesIs this something you've noted with our Support team, Simon? If not I'd recommend raising a case with them so they can dig a little deeper into why this amount is still appearing.
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Reporting - Ability to add custom columns to the Depreciation Schedule report
Ability to add custom columns to the Depreciation Schedule report to add more information such as market rates for resale
6 votes -
Profit & Loss - Ability to add variance columns for YTD Actuals & budget
Added features to P&L report design to be able to add variance between YTD Actuals and YTD budget on the P&L report
7 votes -
Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
3 votes -
Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
4 votes -
Reconciliation between the Accounting Profit and Taxable Income
Can you add into the reports for business a report to reconcile the Accounting profit to the Taxable income.
1 voteHi Neil, do you have an example of the sort of report you're looking for here? The Profit & Loss report will show you both the Gross Profit, expendable activities and Net Profit, which you can drill into the figures of to view the related items that make up the figure of in the Profit & Loss? Or is it something a bit different you're looking for here?
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Bank rules - Ability to search by bank account
make it possible to search bank rules by the account they are associated with, to make it easier to unlock an account and archive it in the future
1 vote -
Xero Expenses - Ability to change 'How did you pay' through Xero Me app
Xero Expenses - be able to change an expense claim submitted by an employee through the Expense App as Personal money (reimbursable) to Company Money (non-reimbursable). Currently within Xero Expenses, you can change the 'How did you 'pay' on an employee's submitted expense only if it was processed as Company Money (non reimbursable). It would be good if we could also do it the other way round in that if an employee submits an expense on the app as Personal, it could be changed to Company.
11 votes -
Accounts: Add new account from Bank Reconciliation screen
ZOHO allows you to add an account on the drop down list of accounts on your Bank Recon page.
This is very handy, to not have to navigate to Chart of Accounts first to add an account.
Just add it on the go while allocating bank transactions.1 vote -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Bank reconciliation | Add a border to 'Discuss' box if there is a suggested match
Put a green border around the discuss box (in the dashboard reconcile tab) if there is a potential matched docket from queries so you don't have to click to the match button for every item to see if the ones you have processed were a match.
3 votes -
Sales Overview - Colour Code Listing
Can you colour code each row in the "Sales Overview > Invoices" based on "status" so that paid invoice listings are "green", waiting payment are "orange" and overdue are perhaps "red"? At the moment the "Sent" column is the only colour coded column which shows "green" whether the invoice is just "sent" or "viewed" which doesn't make it easy to know which invoice to chase for payment.
6 votes -
Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
9 votes -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be2 votes -
Manual Journals: Backdate repeating manual journals past last financial year
Have the ability to create Manual Repeat Journals for older date ranges (3 years ago). The current restrictions on this should be allowed once a Lock Date is implemented.
Otherwise you get an error like:
The Next Journal Date entered is prior to the start of your previous financial year.This is very fustrating.
3 votes -
History & Notes - Record and view changes in Tracking Categories and Options
Can we keep a track on changes to Tracking Categories
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
4 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.
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Reconciliation - Default to classic Statement Import screen
The new way of importing bank statements does not work for our company.
Can XERO allow a permanent setting to default to classic import instead of having to switch there manually every time?1 vote -
Sales Tax Report - Set a Default Date range
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
1 vote -
Xero Accounting app - Bank Feed Notifications for Yodlee feeds
The mobile app’s new transaction notifications are Bank dependent. Why? You have to write code for every individual bank in the world just so the app will notify a user that a new transaction needs to be reconciled? Rewrite the code so this works automatically for everyone. It’s crazy the way you have it now.
1 vote
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