10 results found
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Bank Reconciliation - Show more statement lines per page
Ability to show more statement lines during reconciliation in one page.
Purpose: To save users time from scrolling and changing the page.
963 votesHi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
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Bank Reconciliation - Sort and Filter
Add Sort and Filter to the Main reconciliation screen.
572 votesHi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
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Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
551 votesHi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here. -
Invoices - Create new repeating invoices from draft invoices
There is an issue with the new GUI for invoices in xero. My work flow requires making multiplke repeating invoices from a standard invoice. At present this can be done by creating a draft, and then converting the draft invoice to a repeating invoice. The draft stays put in the drafts folder and can be converted into a new repeating invoice. Once I have set up all the repeating invoices I require, I can delete the draft.
The option to create repeating invoices from drafts in the new GUI has been removed. Where is it?3 votesHi team, thank you for sharing and the detail in your process here. We see how the flow of being able to create a repeat invoice from a draft invoice is useful and we're in the process of developing this within new invoicing.
I'll keep you updated of when this has been released for you all, here. 😊
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Fixed Assets - Automatically update depreciation start date when changing year end dates
It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!
12 votesHi everyone, as mentioned earlier our team have been making change across Xero to enable user to change their year end in their Xero organisation. We recently made a change to Financial settings so you can add start and end dates to different periods. Currently this is only available to users with the UK version of Xero however we are looking at rolling this out across all versions over the coming months.
It's also worth noting that atm it's only possible to set a longer transitional period (12+ months). Our team are working on shorter periods (<12 months) which we'll be providing in the near future.
This change impacts multiple areas of Xero. As a reminder from our last post -
Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the…
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Bank Reconciliation - Remove imported statement balance
Bank Reconciliation
Remove the Imported Statement Balance as at best it does not work at all and at worst it imports the wrong value, which is very upsetting for clients.
6 votesHi team, great to get your feedback and support through the idea here.
We appreciate the 'Imported statement balance' is not always the most useful for our customers when reviewing their bank accounts.
We've started some work around this field and enabling Xero customers to overwrite an imported statement balance. While in early stages at present we'll keep you updated on progress for this here.
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GST return - Include number of transactions in the GST Audit report
Item Count for Purchases , Income and No GST Transaction seperately and then total on end as it Count it as item number already.
1 voteThanks for sharing with us here, Guramit. Atm, we're in the process of rolling out a new and improved New Zealand GST experience. Once available you'll find the Transactions tab shows the number of transactions in each section displayed on screen. We'll move your idea into working on it and I'll return to confirm once it's out for all users. 😁
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Dashboard - Show Current/Actual VAT liability
Similar to other "snapshots" available on the Dashboard, for any VAT registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for VAT liability total shown on the dashboard
30 votesHey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
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NZ GST: Widen the GST Audit report
Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.
6 votesHey team, as you may have seen in our communications - We're releasing a new and improved New Zealand GST experience.
As part of the new experience there is no longer a GST audit report, instead there is the transactions tab where you'll have options to toggle different columns on or off.Along with this, you'll find the page auto scales to fit your information in one screen, meaning there'll be no need for scrolling😊 - This is currently being released to a small portion of customers to test the user experience before releasing it more broadly. I'll return to confirm once it's available to all.
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Reconciliation - Allow credit notes to show and be selected on the find & match screen
Ability to show and can select credit notes on the find & match screen.
Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.
495 votesHi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
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