1718 results found
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Reconciliation - Default to classic Statement Import screen
The new way of importing bank statements does not work for our company.
Can XERO allow a permanent setting to default to classic import instead of having to switch there manually every time?1 vote -
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.
7 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.
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Bank accounts - Export list of unreconciled items from Account Transactions screen
Be able to export to Excel the Account Transactions screen from the bank that shows the unreconciled items
11 votesHi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
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Sales Tax Report - Set a Default Date range
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
1 vote -
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.
10 votes -
Bank rule - Use a four digit decimal tax rate
Would like to add add decimals (up to 4) in the bank rule feature for the tax rates (otherwise I need to manually change all the amount of my reconciliations which is time consuming).
For instance at the moment we can input 102.15% but not 102.1451% which is what I would like to have.
1 vote -
Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
3 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
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VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
12 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
3 votesHi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
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Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
12 votes -
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.11 votes -
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
14 votes -
Fixed Assets | Depreciation - Ability to round to the nearest dollar
Have a choice of rounding depreciation calculations up to the nearest dollar and reporting $ only in the depreciation schedule and other fixed asset reports.
Currently it rounds to the nearest cent.. This does not suit our requirements and so have to prepare our own depreciation schedules outside of Xero5 votes -
Account Transactions - Payments to Include Invoice Number
When running Payment Reports such as Bank Account Transactions or Accounts Receivable reports when you select the Column option of 'Invoice Number' the report includes Invoice Number in the report headings but does not actual provide the Invoice Number for each transaction. We would expect the reports to be able to show the Invoice Number field.
3 votesHi all, this depends on the type of transaction that you're viewing in the Account Transactions report.
Payment transactions don't have an 'Invoice Number' field in themselves, instead they are associated to an invoice. If you have not entered a separate reference the invoice number it's associated too will show in the Reference column of the report.
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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.
6 votes -
Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
8 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
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