1428 results found
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Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
1 vote -
Bills - Option to unapprove
Bills: unapprove option
Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.
600 votesThank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
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Reconciliation | Bank fee - Cursor default to contact
When adding a bank fee adjustment during the details entry of a reconciliation, it'd save a click to automatically place the cursor focus on the contact field. This already happens when we click to add details to a reconciliation, so it makes sense for the same behavior to occur when we click to add a bank fee adjustment. One click...hundreds of times...lots of efficiency!
1 voteThanks for your suggestion, Matthew. I'll share back with our product team. In the meantime lets start to get sense of community interest through your idea here and we'll let you know here if there are any changes planned.
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Reporting - Run P&L / Income Statement in Amount order
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
4 votes -
Xero Me | Expenses - Allow time to focus camera when capturing receipts
When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.
3 votes -
Bank Accounts | Account Transaction - show related account codes
It would make a quick check of allocations so much easier if the dashboard for bank accounts allowed you to customise the "account transaction screen" so you could toggle between options like you can under reports - account transactions. By enabling account codes to show in the "cash book side" would help us identify misallocations so much quicker and the data is there ...
3 votes -
BAS - Add a GST calculation worksheet
Please include a "GST Calculation Worksheet" in the Activity Statement report for the new BAS experience based on the same format of the GST Calculation Worksheet which is included with the previous BAS experience.
29 votesAppreciate the feedback on the use you found with the previous worksheet.
With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.
Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.
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Management Reports - comparison periods - averages
Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.
It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.
Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it…
1 vote -
Fixed assets - Pooling assets for NZ version
Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ
5 votes -
Reporting - Update Custom reports for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
7 votes -
Bank Reconciliation - Indicate if a bill has an attachment when reconciling
We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.
3 votes -
Fixed Assets - Adjust the journals on the disposal for an asset
Currently when you dispose of an asset from Fixed Assets, there is a fixed journal in place where you can't change the codes.
I would suggest that these can be customisable.
Yes, it can be corrected with a manual journal but it would be more efficient if we could adjust the nominal codes.1 vote -
Bank feeds - Add option to include job numbers in the PayPal bank feed uploads.
Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.
1 vote -
Bills - Split once paid
Allow the split on a bill that's been paid to be modified.
2 votesHave you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
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NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
6 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Xero Tax software for Canada
Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.
My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.
I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…
1 vote -
Inventory - Option to set future price for items from a specific date
ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE
Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…1 vote -
Reports - Option to export as CSV
Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.6 votes -
Projects - Better assignment of expenses
It would also be a lot more practical to assign the expenses to projects in just the same way as it's done in invoices, instead of assigning them via the project tab. I notoced that not all expenses are taken into account and I had to go back to each bill to redo the project assignment to make sure that everything is accounted for, and even then, i find that there are still gaps.
The invoice project assignment method has the merit of showing what was assigned or not.
Having said this, it would also be very useful to have…5 votes
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