1629 results found
-
Bank Rules - Tab and select functions when entering detail
Xero UX designers seem to be under the impression that users want to select accounts by scrolling though a list of 100 entries every time.
You removed the ability to search for the appropriate account by typing the account name when adding payroll categories a while ago. Most recently, you've removed this from the Bank Rules screen without having to use extra clicks.
Anywhere we're supposed to select an account, either tabbing or clicking into the field and typing the name of the account should search for and select the account, as it used to everywhere and as it still…
4 votes -
Aged Accounts receivable/payable reports - Make headings across multiple pages
The Management Pack report includes the Aged Receivables and Aged Payables reports. When they fall over two pages due to the volume of contacts, the column headings only appear on the first page. It would be useful (and good practice) to repeat the column headings on each page.
3 votes -
Reporting - Show the statement lines reconciled to each account (income, expenses, assets & liabilities etc)
It would be really helpful if I could produce reports (by various time periods as usual) that list all the bank reconciliations that I have posted to my various accounts that I have created. This is useful for me to check in my book-keeping role to ensure that I have reconciled everything to the correct account, especially before passing everything to my accountant to produce the accounts.
Example:
Does my "Postage & Stationery" account include only postage and stationery bank statement reconciliations?
Does my "Salaries" account include only salary bank statement reconciliations?etc etc
4 votesHi Anna, have you tried the Account Transactions report with the 'Related account' column selected?
Sounds very much like what you're after here 🙂
-
Fixed Assets - Accumulated Depreciation on Disposal
To see accumulated depreciation on disposal on the Disposal Schedule report.
3 votes -
Bills - Ability to only copy PDF document once
In Xero when adding a new Bill, and the PDF is shown on left side, I often copy information to save typing it all, however I have to do a 'copy' twice to make it work? if I copy it once only, and paste, it will paste in information from previous 'copy'.
It would also be a fabulous time saving feature (and accuracy feature) to have in Hubdoc.5 votes -
Report templates - Only show 'Ready to use' in a client organisation
When at the client level and adding a new report to a report pack generated from a Practice level report template currently the reports from the Xero report packs show up as well.
The reports that show in this list should be only the reports from the Ready to use list in the Report Templates of Xero HQ
4 votes -
Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi Zoe, does the Receivable Invoice Details report meet your needs here?
You can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once you have it set up for your needs you can save as custom to access the report with this setup anytime.
-
Reporting: Account transaction report - Filter to pick up Payroll & Super transactions
In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one
3 votes -
Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
4 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
3 votes -
Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
3 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.3 votes -
Reporting - Option to default include GST in Debtors & Creditors reports
Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report
2 votesThanks for sharing, Paul.
Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort.
Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here.
-
Executive summary report - Filter to show information for different tracking
Executive Summary Filtering.
Being able to filter the executive summary to show information for different tracking categories
3 votes -
Reporting - Context dependent wording for totals that are a profit or a loss
In Xero financial statements, it can obviously detect whether an item is negative or positive, as you can group items as assets or liabilities based on the value.
Can we get context dependent wording then too? Especially for Income (Loss) type totals?
4 votes -
3 votes
-
Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
3 votes -
Files - Move 'New Folder' button to top of page
It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)
5 votesHi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate.
On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊
Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now.
-
Profit & Loss (Income Statement) - Year to date percentage of income
Regarding the Income Statement:
When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?
This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.
3 votes -
Fixed Assets - Prevent posting > 100% depreciation rate
Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.
Thanks
3 votes
- Don't see your idea?