1664 results found
-
Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Reporting - Common format for Working Capital Balance Sheet
It would be helpful it Xero could create a Working Capital Balance Sheet, which also includes working capital ratio. Right now you can customize balance sheet layout to do this but a report from Xero would be helpful.
1 vote -
Multicurrency - Ability to change the setting of Unrealised forex
CX0012821665 refers.
It would be good if Xero could turn on the functionality to post the theoretical Unrealised forex entries that it is calculating as a reversing entry. It would be a bonus if Xero gave the business the option to have it posted. Without this, because its not a journal, it doesnt reflect in my BI system. To post a manual entry is not a solution as then both entries appear on the TB
3 votes -
Chart of Accounts: Code numbering template
Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.
3 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
6 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…
2 votes -
Bank reconciliation report - Show bank account number
In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.4 votes -
Batch payment | File compliant with CPA005 for Canadian banks
CPA005 compliant so that a payment file can be uploaded to a Canadian bank instead of having to manually input payments.
8 votes -
VAT - Integrate with UK Tax
VAT Filing - Allow UK access to XPM/ Xero Tax for management and lodgement of VAT Returns (same as BAS in Australia).
XPM links to HMRC and automatically creates clients draft VAT returns. The data is then imported from the VAT return in Xero.
We can request client signature from within XPM with 3 automated email reminders and lodge VAT returns from within XPM.
Saves so much time!
1 vote -
Fixed assets - View totals for purchase price and depreciation when importing
When fixed assets are imported or even just entered and they are first draft assets, this screen should total the purchase price and accumulated depreciation (in case of migrating from existing ledger) for a quick check before 'registering'. I don't understand what the point of making draft first and then having to register when a registered asset can be changed anyway. But if this screen totalled the $'s - this would be a more efficient check against source documents than currently one by one. I have just uploaded multiple fixed assets in mulitple ledgers and I am simply going through…
1 vote -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.10 votes -
Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
5 votesHi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
-
Bank Reconciliation - Discuss tab show name of user
Add user name in discuss tab on reconciliation transaction.
Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion
12 votes -
Find and Recode - Ability to cerate a report of condition results (prior to recode)
I want to send the client a report of items to be recoded before they are recoded, just to check that they can be recoded before I do the adjustments.
1 vote -
Credit notes - Anchor attachment preview window to side of screen
If you have a credit note (for either a bill or an invoice) with an attachment, you cannot set the preview window for the attachment to lock to the left side. It remains floating only and gets in the way when trying to enter data.
This function is available when entering/editing invoices or bills, but it is not currently an option for credit notes.
2 votes -
Profit & Loss - Ability to sort expenses
Ability to sort expenses on a Profit and Loss report from largest to smallest.
4 votes -
Reporting - Export default settings
To be able to set a default to display the actual figures to decimal places as opposed to the current display which rounds up values when exporting bank statements to .pdf document or excel documents
1 vote -
Profit & Loss - Tracking items
Our company uses Tracking categories and used to be able to code the bank rec to a job code and then print an easy profit and loss report based on that job category. The current reports available in Xero are not the same and much more confusing for day to day users. Can you remove the account group and give an accurate p&L report to shwo if the tracking category has made a profit or a loss like myob did. I also get a differing amount if i search the tracking summary report to the account code even though they…
2 votesHi Alexandra, it might be good to come into our Support specialists to confirm and get 1-on-1 help to better understand your needs here.
When you say remove the account group in the Profit & Loss - you can edit the layout of your report (or is it the way in which the Profit & Loss is structured that you'd like to change here?)
We have another feature called Projects in Xero that I'd also recommend exploring if not already and enables you to track expenses and sales related to a specific job.
-
Xero Accounting app - Reconcile Stripe payments
Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.
5 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
7 votes
- Don't see your idea?