12 results found
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Bank Reconciliation - Change terminology from Reconcile to Categorise or Allocate
Instead of referring to reconcile transactions, it would be better to refer to categorise or allocate transactions.
Bank transactions are categorised - we tell Xero what each transaction is for - answers "What was this for?" However at present this is called Reconcile transactions
Reconciling an Account - is matching the above transactions to the bank's records (statement) - checking that every transaction in Xero matches what actually happened in the bank account and the end balance matches.
The terminology seems to confuse some and they think by categorising/allocating a transaction they have reconciled the account.
6 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
4 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports
Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Desktop
The new widgets / updates on screen when Xero is first opened is way to busy. Dare I say it Xero needs to have icons on desktop like another accounting program.
For example Financial icon click on that and all associated widgets are there, a bank icon all information is there, sales, purchases etc etc. Not every business owner wants to see all that important information at start2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Date Picker - Not default to the current date.
Dates - could this please not necessarily be the current date? This is the one most infuriating thing I find with Xero as it is time-consuming to keep altering it.
For example, when entering bills, I am working through bills from the previous month. It would be useful if the date remembered the previous date entered and defaulted to it, so that one could just change the 'day' number and not the month and year.
Alternatively, could one choose a month period and year so that all entries are going to be in that month, with just the day numbers…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bank Rec - Logos for transactions
It would be great if Xero allowed businesses to display logos in transaction details, similar to how many banks are now doing. This would make records more visually clear and easier to identify at a glance.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page
Posting this again as admin totally missed the whole point in their response and gas lit the idea then closed the comments off like they had done something amazing.
Replying to the admin response:
Yes. Of course I am aware you can send automatic reminders and that is great if everyone is paying through a payment system and is automatically captured. Yet for businesses like mine where 99% of people are small businesses and pay by bank transfer, one must still manually go and consolidate payments. So automatically sending out reminders is redundant if you have to manually check everything…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Invoicing - Ability to edit /add the reference from the invoice overview page
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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TPAR - Address should be optional
Addresses should not be a mandatory condition for submitting TPAR Reports to the ATO via Xero. This is not mandatory with the ATO, why make it mandatory in Xero?
Many contractor and supplier invoices don't have their addresses listed on their invoices. Some don't have offices and it would be understandable that they don't want to put their home address on the invoices.
It is also quite cumbersome for us as the preparers when we can't lodge the TPARs in Xero and have to then line by line copy and paste out to submit via ATO.
It would be great…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Reporting - Run customer/supplier activity report for a range of customers.
Add the feature to run customer/supplier activity report for a range of customers.
Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."
But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.
We would like to have some sort like customer movement report with selected filter of a range of customer.
1 voteHi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.
For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.
Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.
Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂
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Bills - Facilitate Online bill payments for Metro Bank
Facilitate Online bill payments in Xero for Metro Bank
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Show all accounts in Financial statements
it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once
1 voteHi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?
Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?
- Don't see your idea?