217 results found
-
New Invoicing - Show Branding theme on an approved invoice
With the new invoicing the branding theme is not available which is an important feature for us since for different clients we had different branding theme. Can this be added to the new invoicing system? Please refer to the attached. We cannot switch to this new invoicing if branding them is not added and it seems in September we will not have a choice. Clicking on edit invoice is not a solution. This info was available with the old system without clicking edit invoice
68 votesUnderstand the sentiment and urgency in wanting this feature available. We've just released an update so now you can view the branding of an invoice when viewing. This is visible on invoices with Awaiting Payment and Paid status 🙂
Thanks for your feedback and staying across the progress with us here.
-
New invoicing - Display the item code
Display the item PRODUCT CODE (similar to the old invoicing) - we have a lot of similarly named products, so need to see the product code to differentiate.
103 votesQuick turn around on this one, team. Today we've released a change, and you'll now find item code is shown when viewing an invoice with new invoicing. Thank you for your feedback and voting on this idea.
-
FX rates used on Balance Sheet report
The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.
99 votesHi everyone, we've just released disclosures for foreign currency in Balance Sheet, Profit & Loss, Trial balance, Movements in equity, Budget Variance and the Blank reports.🙂
When you run one of these reports in base currency you'll see indicators next to amounts that have been translated that show the exchange rate that was used.
Where applicable and you run one of these reports in a foreign currency there will be an indicator next to the currency sub heading that links to a note which display the exchange rates at which the base currency has been translated to foreign currency as at the report date, and any comparative dates.
We'll be extending this feature across more reports and I'll return to share as these come available. Thanks! -
Bank Reconciliation Report - Ability to run for multiple bank accounts at once
In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?
I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.
123 votesHey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉
In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.
Thanks again for all your feedback on this one 😊
-
General Ledger Exceptions report
General Ledger Exception Report
Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.
This report is very useful and crucial for setting up work papers.
50 votesHey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.
We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉
Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!
-
Trial balance - Compare MoM movement
On 31 July 2023 my old Trial Balance that shows the current movement per the months selected as well as the YTD figures will be discontinued. It will be replaced by a Trial balance that only shows the YTD figures and the comparative figures with the previous year. That doesn't help me at all when I have to do a monthly management report and can only see the YTD figures. I'm begging you, don't discontinue the old Trial Balance report! Or at least give me the option between displaying YTD figures and the movement for a specific period.
30 votesHey community, just popping back as promised! We’ve rolled out an update to the Trial Balance report this morning, adding in two new additional columns that show the monthly movement, similar to the older report. You can add in these optional columns from the Columns drop down menu - I’ve attached a screenshot for reference.
Thanks again for all your feedback on the new reports 😊
-
Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
-
Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
242 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
-
Bills to pay - Highlight bills that have been selected
Bring back highlighting of selected bills
16 votesHi everyone, highlighting in the bills list view is now available 😊
Now, when you select bills these'll be highlighted on the screen. Thanks for voting and sharing how we can improve Xero for you.
-
Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
-
Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
22 votesHi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
-
How to record and reconcile a part payment on a Bill
The client has been using Hubdoc for uploading the bills into Xero. How can we record the part payment for the bill during the reconciliation in Xero please?
In general, we use "Split" to record the part payment but we are unable to see the split on Hubdoc bill1 voteHi Just a heads-up that this is a public forum for discussing improvements to Xero, rather than finding support with using Xero.
To do this you could:
- View the bill and scroll to the bottom to the 'Make a payment' section.
- Record the part payment here, directly on the bill.
- Finally, use Find & Match to reconcile the bank statement line with the part payment.
If you need any further assistance with this, or anything else in Xero, please raise a case with some details on Xero Central, and our Support team will be happy to help.
-
SG - Manually edit GST amount
There is a need to manually edit the amount of GST paid instead of using Xero's calculation. For example, for credit card merchant fees, merchants calculate GST based on individual transactions and sum up the total GST payable, add onto the merchant fees for the total amount payable. As Xero calculate GST based on the total amount, there is a difference in the GST payable. Other accounting systems allows you to adjust, and it will automatically adjust the total amount. Without this feature, we have to use either rounding (for below 0.10c) or add a new line item. The problem…
2 votesHi 👋 Xero calculates the GST on each line item in invoices, bills and other transactions. The GST is then rounded to the nearest cent. The total GST is the sum of these amounts.
We don't offer alternative rounding methods but if you have the global or Singapore versions of Xero you can enter a tax adjustment if you want to.
Simply,
- Select the Tax Exclusive option in the Amounts are field.
- Edit the amount shown in the Tax Amount box - if this box isn't showing, click the + symbol next to the Tax Rate heading
We have more information in our article here.
-
Reporting - Report that shows bank entries with the same value
It would be great to have a report that would highlight any payments paid from the bank account with the same value.
2 votesHi team, you could use the Account Transactions Report here. When you run this report, select the bank account, then sort the results by the relevant amount column, this will group any items for the same amount together.
-
Trial Balance - Ability to see current month figure along with YTD
The ability to see current month figures together with year to date on a trial balance report. This was possible on the old version of the trial balance but not on the new version.
68 votesThanks for adding input and sharing how this idea could help with your business.
Taking on board feedback, and considering some of the changes we've made across reporting recently we wanted to highlight the General Ledger Summary report that can be set up to meet your needs here. 🙂
You can set up the new General Ledger Summary report to run for a 'Month' date range, and select to include Opening and Closing balances.
With this run, Debit and Credit columns will only show the movement within the period, while the closing balance will be the YTD figure for the account (showing as positive or negative).
If you find this handy, you can save it as a Custom report rather than having to set up the layout each time you'd like to run the report.
-
Profit & Loss - Filter Tracking Report by second tracking category
Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.
136 votesHot anticipation for this idea - We're pleased to share that this change is going live! (If you don't quite have it yet it'll be with you in the next 2 days)
If you use Tracking in your org we've added a new 'Compare tracking categories' option on the front page of the newer Profit & Loss.
While the older version had a limitation of selecting 100 options at a time, the team have doubled this, so now you can select up to 200 tracking categories to view at once.
In terms of activity
- Archived tracking options won't be shown by default but there is a switch to view and select these if you choose.
- When run, the report is designed to only show columns for tracking options that have had activity within the date range the reports run which should help you zone-in, and get a better view of…
-
Reports: Remove merge cells when exporting to excel
Please don't merge any cells in the Excel export of reports 🙂
34 votesHey community! Thanks to everyone who added their votes and comments to this idea, and took the time to respond to our survey earlier in the year.
Based on this community's feedback, we've gone ahead and implemented Option A: Unmerge all cells today.
Now when you export to an excel file, you'll find that there are no merged cells.
Heads up! As a result of this change, if your business has an especially long legal name (more than 60 characters), you may need to manually merge and wrap cells for better printability 🖨️
-
Difference of Invoice template between Preview and PDF format
I have discovered that the invoices as they appear in the Preview button of an invoice only gives a preview of how the online invoice will display. This is therefore different from the PDF version of the invoice when it is downloaded as a PDF or sent to my clients. The PDF version looks a lot messier and looks far less professional. It was informed that, it is currently not possible to make the PDF version appear like the Preview version, or vice versa. I would like to know if anyone else has some ideas of how to align the…
20 votesHi everyone, recently we made a change to the Preview option in new invoicing. Now, when you select to 'Preview' in new invoicing this'll open a new browser tab with a view of the PDF of the invoice. This means you can also see how your invoice will look to the customer with a docx / advanced branding theme applied.
Our team are also doing more to look into how preview works and how your invoices look. We'll update again if there's more development to share.
-
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 community, we have just gone live with the ability to create a new Repeat template from a Draft invoice 🎉
You'll find this option from the 3 dot menu within a draft invoice. Thanks for your input through this idea.
-
How to record church donations
How am I to document donations?
1 vote
- Don't see your idea?