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1629 results found

  1. When setting up bank rules there are times when the flexibility of a string search is great and ANY should be applied, but some times a amount limit is needed to distinguish different nature of the spend. EG small spend at a service station might be a drawing rather than a fuel item.

    1 vote

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  2. Hi Team Xero,

    Is there any possibility of creating invoices from the timesheets?

    3 votes

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  3. Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.

    14 votes

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  4. It would be great once you have split a transaction that rather than just clicking on save and being returned to the Cash coding screen to click on reconcile, than you could have an option to click Save & Reconcile so that the transaction is coded and reconciled all in the one screen and then it returns you to your Cash coding screen

    2 votes

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  5. Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.

    5 votes

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  6. I would like to send departmental P&L/spend reports to my managers. For eg, send all marketing spend to that team showing the act v bud figures AND all the transactions making up the actual fig
    I reckon it would be best to add the Act and Bud figs at the top of the account transactions report for a particular chart of accounts

    10 votes

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  7. Now that we can add equations, I'd like to see Xero add non-financial data for use in calculations. Specifically, I'd like to add a number that changes each month (number of clients). This will allow me to calculate the revenue per client. I would also like to add the number of clients lost and clients gained so I can calculate the churn rate and customer lifetime value (important to use in making decisions on marketing spend).

    8 votes

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  8. Need a process to close month end. After this process has been executed the month is locked and changes are not posted to it unless we unlock it first. This feature is available in other accounting packages

    5 votes

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  9. Requesting to add find and recode option for Fixed Assets also

    1 vote

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  10. Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.

    1 vote

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  11. It would be great if Analytics Plus had the option to exclude individual bills.

    For example, our business pays our BAS and PAYG from a sub account.
    We are unable to exclude this from the projection.

    2 votes

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  12. I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".

    Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.

    This features enable us to have documentation to file and for audit purposes.

    8 votes

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    Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money? 

  13. Please add a column in the VAT report to seperate the contact from invoice description (eg details column) to make VAT easier to analyse for larger companies using Xero.

    1 vote

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    Thanks for the extra detail, Cheryl. Appreciate where you're coming from. This isn't something we have plans for at present but we'll get a feel for the interest and let you know if there's any change here. 

  14. 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.

    3 votes

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  15. The ability to import report templates for financial reports

    7 votes

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  16. VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.

    13 votes

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    Hey community, thanks for your interest and feedback on this idea 💡

    Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?

    We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢

  17. I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.

    1 vote

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  18. In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:

    https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement

    The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.

    Please add this feature.

    Thanks

    1 vote

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  19. Banks Rules - Add Billable Expense

    This will save the company a lot of time having to manually set a billable expense when we need to on-charge a certain % of a recurring transaction

    8 votes

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  20. We need the ability to sort the data in the VAT Report table.

    This will make it much easier to review all the transactions to check that everything has been properly allocated.

    4 votes

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