1629 results found
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Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/505 votes -
CIS - Bulk download for subcontractors statements
Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email
8 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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Sales | Invoice List - View user that raised
I would really like to see who raised an invoice when it shows on draft invoices page in Xero
It is a pain opening the invoice to see this.1 vote -
Hubdoc - Forward etransfer docs to hubdoc to record transfers in Xero
HubDoc has etransfer option but only supports between non-asset etc accounts. We receive documents each time a transfer between bank accounts occur - or holding accounts eg: stripe payments into our transaction account. Would be great to be able to forward these to hubdoc and the transfer be recorded. Right now, its a manual transaction to be done in Xero.
1 vote -
Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
5 votes -
Income Statement / Profit & Loss Report - Ability to separate Operating from General Admin expenses
XERO: Reporting Operating Vs. G&A Expenses in Income Statement Report
In the current income statement report, there is no way to split single account between operating and G&A expenses as XERO does not allow tracking on rows. This will result in finalizing reports through excel sheets or the need to duplicate accounts in COA to enable report expenses separately by nature.1 vote -
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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GST - Enable AIM tax method
Enable AIM tax method for NZ
This is needed for small businesses in NZ to do their own AIM lodgement automatically via Xero without using an accountant. In the GST return, there are three options currently; Standard, Estimate, and Ratio but not AIM. The whole purpose of AIM is to smooth cashflow and make it simpler for small businesses to file one return for both GST and Income Tax at the same time, but it appears this option is not available to us! Please vote for this to be included ASAP as an option.8 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 -
Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
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 -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
7 votes -
Bank Reconciliation - Make Files button available without clicking 'Add details'
Show the document button on the reconciliation page without having to click "add details" so documents can be dragged and dropped
15 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
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