1584 results found
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Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
7 votes -
Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
9 votes -
Expenses Payments - Auto-Populate Approved Amount
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 -
Bank Rules: Save account number using tab
Please bring back the ability to enter an account number with the ability to tab to continue.
5 votes -
Reports - Refresh page to load report in new organisation
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 -
Bank Reconciliation - Option to not remember last comment
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 -
Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices
It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.
4 votes -
Sales Invoices - Ability to set the void date
Invoice - Change voided invoice date
Ability to adjust the void date for a previously voided invoice.
1 voteHi Rachel, could you share any detail of what this would help your business do? Is there a specific reason you'd like to be able to set the Voided invoice date?
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Expense and Income By Contact report - Ability to view contacts business number
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.
Thanks1 vote -
Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
21 votes -
Profit & Loss - Ability to sort expenses
Ability to sort expenses on a Profit and Loss report from largest to smallest.
7 votes -
New Account Summary Report - Search by Account Code
The new Account Summary Report needs the Account Code in the drop down list. Currently it only has the names of the accounts. There is no option to show or hide the Account Code. Sometimes I work with the account codes and not names. I need the ability to type the code in as well.
7 votes -
Bills | Imports - Add Foreign Exchange rates as a column
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 -
Reporting - fields and functionality of old report pack.
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 -
Navigation | Bank Rules - Add to Accounting menu
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 -
VAT Return — View invoice numbers
Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?
This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.
9 votes -
Profit & Loss report - Show account names on 1 line.
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 -
Bank Account Transactions - Ability to quickly Edit Reference from the list view
TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.
12 votes -
Tax - Ability to calculate and report tax for multiple jurisdictions
GST - where an entity trades in different tax jurisdictions, allow the file to create the ability to manage GST for different countries (different GST codes) in separate GST accounts and not all consolidated into one GST account.
eg if an entity trades in Australia and New Zealand, you can have an Australian GST account and a NZ GST account to make reconciliation and completion of BAS easier.17 votes -
Hubdoc - Increase GST Rounding for accuracy
Hubdoc uses a different method of rounding in the "Transaction Details" section compared to the "Destination Section" which causes a "Line item tax amounts do not total to document tax amount' error
It is detailed in full within this post https://central.xero.com/s/question/0D53m00007FW4dwCAD/validation-error-in-hubdoc
It is due to a calculation error of rounding on the multiple split lines. The two values I have on an invoice are $20 and $3.70 including GST. Therefore 1.818182 and 0.336364 GST, if you sum these up it equals 2.154545. When rounded it equals 2.15 which is what my store receipt says and also what is within the…
16 votes
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