290 results found
-
search option invoice page
Invoicing:
In the new version of invoicing the search option (magnifying glass) has disappeared from the top right of the screen. I like using this option of invoicing because of the auto save.
It is still there in the classic invoicing.
Many times I will go from a invoice to a different contact or search for a particular invoice/quote/bill, etc.
Not having the search option means I have to go back to the drop down menus and do a search from there.It would be great if it was brought back on this page.
I have attached screen shots of…
2 votesThanks for your feedback, Natalie. In the last few days we have been able to make improvements for Search in Xero and you'll now find the magnifying glass icon is available from every screen in your organisation, including new invoicing! 😁
-
General Ledger Detailed Report - Automatically show Opening and Closing Balance
To be able to see both opening and closing balance in the General Ledger Detailed report.
Purpose: Opening and Closing balance will make users easily analyse their transactions.
42 votesThanks to everyone, that got in to have a try of the new General Ledger Summary and Detail reports. I'm pleased to share that this is now live to all and available in Reports centre!
Just a reminder - to add Opening and closing balances click 'More' where you'll see this option. Once added save the report as Custom to access with this format any time. 🙂
-
Reconciliation - Edit imported bank statement CSV directly in Xero
For manual reconciling, the bank statement file can be generated using a CSV template and requires inputting details like the Date, Description, and Reference. However, users, especially those with high monthly transactions, may want to change/edit the descriptions after the file has been uploaded and reconciled.
Currently, to do so, the bank statement needs to be deleted and re-uploaded, which means unreconciling previously reconciled items and repeating the entire process. If there are many to be amended, this process may need to be repeated multiple times. It would be beneficial if we could directly edit the contents of the bank…3 votesHi team, with the new Bank Reconciliation report you can now enter a Bank statement ending balance.
This means, if you don't have an imported statement balance or this doesn't match your actual bank statement balance you can enter the balance yourself, update the report and Xero will show the Calculated balance out by amount.
-
Aged payable summary - View name of the month
Aged payable summary can no longer see the name of the month?????????????
It only shows 1 month 2 months 3months.
It needs toshow the name April, May, June2 votesThis can be controlled from the Report settings -
From the Ageing periods section you'll be able to choose if you show Period number or Date range 🙂
-
Reporting - Duplicate Supplier Bills
Xero will alert if there you are posting a duplicate manual bill but not if the bills are imported. Being able to run a report to show any duplicated supplier invoices that have slipped through the net would be amazing.
2 votesThanks for confirming, Kayleigh 🙂 In this case you should find the Payable Invoice Summary report which you could either Group or Filter for Reference 'contains'. This way you should be able to scroll through your invoice within the date range and quickly pick up where there is more than one bill entered wit the same reference.
I've attached an image from our demo co. for reference on filtering
-
Account Transactions report - Filter by Account type
When producing an Account Transactions report, it would be helpful if we were able to filter by type (e.g. only P&L items, or only Balance Sheet items, or codes within a certain/custom range). At present, we have to select or deselect on sometimes a rather long list of accounts.
9 votesThis is possible with filters in the newer version of the Account transactions report!
You'll see Account Type as an option from Filters through which you can select which ones you'd like to make visible in your report.
You can even go a step further and group by Account Type if that's a better view for you, too.😁
-
Bills - order by due date in mobile app
Bills - order by due date in mobile app
1 voteHey Sean - thanks for sharing your idea - Good news! |'ve confirmed with the team that bills should display in order of due date in the app, and double checked that in a demo organisation (see attached).
As it's already available, I'll close out this idea😊
-
profit and loss mobile
Enable the ability to generate a Profit and Loss report on the mobile phone app
1 voteHey Matthew, thanks for sharing your idea!
We've rolled out some recent changes to the Xero Accounting App, that make the Profit and loss report more consistent with the desktop version, including more accessible date filters and region specific terminology. This replaces the old 'Profit' report that you access through your Xero App dashboard 😊
-
BAS | Activity Statement report - Ability to type custom date range
When looking for BAS transactions for your own date range under the activity statement report section, currently there are limited view period options, meaning that you have to select the dates in a calendar. Being able to type a custom date range is not an option.
It would be a lot more efficient to be able to type a custom date range as can be done with other reports.3 votesHi Community 👋
Thanks to everyone that has added their vote to this idea. We’ve just rolled out a change to Activity Statements, allowing you generate a BAS report for custom date ranges.
To check this out yourself, you can click ‘View custom date report’ in the Activity Statement page.
For more information on this change, check out our ‘View BAS reports for a custom period’ support article.
-
Analytics | Short term cashflow - Remove BAS & PAYG Payments
When a BAS payment is due it shows up in Analytics Plus on the due date. However when the bas or payg payment is paid early there is no way to remove it from the cashflow and it skews the cash flow workings. Can we create a way to remove these system populated entries when they are no longer correct.
4 votesHi all, we've just released an update to Short term cashflow(STCF) so you can now exclude individual BAS/PAYGW amounts from your orgs projection breakdown, when the due date falls within the selected date range of the STCF.
You can always add back any excluded amounts to the projection at a later date. 🙂
-
NZ GST: Widen the GST Audit report
Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.
6 votesHi everyone, our new New Zealand GST experience is now available to all users.
As noted in my last update there is no longer a GST audit report. The transactions tab provides options to toggle different columns on or off.
The new experience also auto scales the page to fit information in one screen, so no more need to scroll. Thanks for all your feedback and contributing to the idea here.
-
GL report - Include tracking categories
General ledger reports include tracking categories
5 votesHi team, as previously noted although not in the General Ledger specifically it is possible to get this information running the Account Transactions report in Xero, this can then be exported if you'd like to make use outside of Xero.
We'll mark this idea delivered with the option above, if there's particular reason you need this detail in the General Ledger welcome to add this idea back in the forums and please detail your needs to be considered.
-
Files - Move the Upload File option to the top of the page
Please add the upload files / upload from library feature to the top of the list, I add my statements to my suppliers each month and have to scroll all the way down through years of documents to get to the upload feature.
1 voteHey! This function has changed and the 'Upload file' button is now toward the top of the screen 🥳
-
Reports - Ability to sort new general ledger detail report by account code
in previous general ledger summary report you were bale to sort the general ledger by account code so the profit and loss and balance sheet items were grouped together in the excel report. Please can you implement this feature to the new general ledger detail report
1 voteHey Matthew, thanks for sharing this idea - this is actually already possible in the General Ledger detail report!
From the 'Grouping/Summarising' drop down menu, you can select 'Group by Account Code and Name' to organise the transactions by Account Code.
I've also included a screenshot of where to find this option 😊
-
Xero mobile app | Bank Reconciliation - Option to skip a statement line
On mobile app add option to skip an unreconciled bank transaction (eg if there is a query) so that other items can still be reconciled
2 votesHey Roger, just a quick update to let you know we've updated our reconciliation experience on the Xero App.
You'll no longer be presented with one transaction at a time, and instead will have the option to skip transactions, and return to them at a later time. For a preview of this new reconciliation experience, I've uploaded a screenshot 📸
-
Short Term Cashflow - Include repeat transactions
Short Term Cashflow Tool Improvements:
- Able to add recurring money in money out entries
- Able to print Graph and money in/out list to PDF
- Able to review past transactions (old dates)12 votesHey community - the team have been working on the ability to include repeating transactions in Short-term cash flow, and I'm happy to announce that it's being released today 🎉
Since this idea was updated to reflect the first point in the description, I'm switching it over to delivered.
As mentioned in our last update, if you're interested in print/export functionality for Xero Analytics Plus you can add your vote to the idea here
I can’t see any other ideas about the ability to review past transactions but can confirm that's not currently planned. If it’s still important to you feel free to start a new idea for it.
-
Bank Reconciliation report - Show page numbers on the bottom corner of each page
Have the page number at the bottom corner of the Bank Reconciliation Summary, Bank Statement & Statement Exceptions
2 votesHey community, thanks to everyone that shared their feedback on this idea!
This is now live for all reports, including the Bank Reconciliation reports 🎉
You’ll now see a page number when exporting any report to a .pdf.Previously, it was only possible to add page number to Advisor reports.
I’ve attached a screenshot with an example of this in action, but for more information, check out our Export and print a report Xero Central article.
-
Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
-
MFA and Yodlee Feeds
The issue with MFA in some banks blocking yodlee's transaction feed negates the benefit of it in the first place. You want a secure way to receive the transaction data without having someone with signing privileges (a senior exec) log in each time a bookkeeper is trying to do their work. If Xero built an easy API or a other solution that we could send to our banks and put pressure on them to build into their system I'm sure you would get a ton of buy in from the accounting community. QBO feeds have gone directly to banks with…
1 voteHey Win, thanks for sharing your idea!
Xero already offers an API for banking institutions to create direct feeds in to Xero, and you can read a little more about it in our blog post Xero opens banks feeds, paving the way for faster platform growth.
For a tech-y overview, you can share this Xero Bank Feeds API overview page with your financial institute.
-
Dividend Voucher Report
Bring back Dividend Voucher creation.
Dividend payments are almost mandatory for small business to be tax efficient and operational.
It used to be a feature but was removed, which is a shame because now i have to manage yet another document.
Other packages offer this basic functionality.2 votesHi Calem, the Dividend Voucher report is available to users that are part of a UK based Practice and has not been removed - If you're a part of a UK Xero Practice and don't see this in the Adviser tab, perhaps a user in the practice has accidentally removed it.
It'll be easy enough to add back though. If you have the edit report templates permission on Xero HQ, just click New Template > Copy From where the report will be available to select from the Xero Templates list 🙂
- Don't see your idea?