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Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
29 votes -
Find and Recode - Search by Date Last Edited
Find and recode should be able to search a date range by who has recently edited transactions within that date range (I.e User 1 edited 3 transactions between 1/7/22 - 30/6/23 on the following dates).
I work on a file where several people attend to different parts of the bookkeeping process, so being able to see who has edited what transactions within a certain date range would be hugely helpful.
1 vote -
Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'
At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?
25 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are viewing the client details you can easily see there is a credit in Xero and XPM.
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the…
12 votes -
Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
4 votes -
Chart of accounts | Add Opening & Closing Stock to default COA
The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.
3 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom = Grace's Husband, the primary contact - ie swap them around I would need to:1) Edit Grace and insert her husband's contact details ie Tom's info from scratch
2) Add Grace and her details as another/supplementary contact from scratch
3) Delete Tom's details under other contacts so he won't receive invoices twice.Is this process correct?
EXISTING INVOICES
Also, I wanted to check that the changes would be reflected in existing draft invoices for the clients or would I need to re-set all these up so that they were address to Tom as the new Primary contact?Thanks Suzanne
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…3 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks2 votes -
Pricing Plans - Student Pricing plan
I have just a client request student pricing/plans as her son is studying and they use a competitor as its cheaper.
3 votes -
Expense Claims - More functionality
Xero expenses has been with us for 5 years. There have been no significant feature upgrades despite us all paying extra for the privilege.
Basic functionality like searchability, proper alignment with bill functionality to search suppliers and see total engagement with suppliers, ability to include attachments (e.g. bill documents from expenses) to pass through to customer invoices, ability to add a markup to expenses (e.g. for common cost plus models) etc. - NONE, not a little, nothing, zilch, nada of this has been actioned by Xero and nobody seems to be available or interested in discussing it. There are so many threads in this forum on the these subjects, but nothing seems to ever be done.
Surely it is time Xero devoted some resources to this if you are going to charge us for the privilege of a system that barely is at Minimum Viable Product - you would never buy it if it was a standalone system.Xero expenses has been with us for 5 years. There have been no significant feature upgrades despite us all paying extra for the privilege.
Basic functionality like searchability, proper alignment with bill functionality to search suppliers and see total engagement with suppliers, ability to include attachments (e.g. bill documents from expenses) to pass through to customer invoices, ability to add a markup to expenses (e.g. for common cost plus models) etc. - NONE, not a little, nothing, zilch, nada of this has been actioned by Xero and nobody seems to be available or interested in discussing it. There are…3 votes -
Contacts - Set default address to a Contact Group
Could there be an option to link an address for a contact group to members of that group?
We have many NHS customers who order under individual staff names but are linked to NHS Trusts. So for instance, John Smith, David Brown, Elle Davis may all work for Clydeside NHS.
We'd like to have them all grouped under "Clydeside NHS" (can do that) and be able to flag that they all share the same Billing Address which is an attribute of that Contact Group.
At present we have to maintain each separately and this doesn't help with spotting that they are part of the same Contact Group.
Could there be an option to link an address for a contact group to members of that group?
We have many NHS customers who order under individual staff names but are linked to NHS Trusts. So for instance, John Smith, David Brown, Elle Davis may all work for Clydeside NHS.
We'd like to have them all grouped under "Clydeside NHS" (can do that) and be able to flag that they all share the same Billing Address which is an attribute of that Contact Group.
At present we have to maintain each separately and this doesn't help with spotting that they…
4 votes -
Project report - Include account name and account code
Please enable assigning manual journals to projects and for project reports to also include the account name / account code.
The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.
Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.
67 votes -
Invoices - Show total qty column
- I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
- One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
5 votes -
Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in the first place, I just see this as a deal breaker in terms of actually using the feature at all. It needs to actually work.
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created…
17 votes -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
4 votes -
Multicurrency - Stop showing archived Tracking data in reports
Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
- Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
- The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.Please stop this happening.
With the new 200 tracking code reports now released this problem with the currency not having a hard close is a big problem.
Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
- Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
- The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.Please stop this happening.
With the new 200…
5 votes -
Account Transactions - Show details on batch payments in Description column
The bank transaction listing in Xero should have different details displayed for ease of reference.
Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached4 votes -
Cash coding - Add Item tab to cash coding
I am unable to go through cash coding as I am often required to apply a transaction to a pre set item, as some clients like more of a break down of what a transaction relates to. It would be good if you had an Item tab on cash coding so you can apply those transactions to an item all at once instead of opening each individual transaction up and entering an item.
3 votes -
Account Transactions Report - Ability to filter Source as 'Payroll Expense Journal'
When reviewing the 'Account Transactions' report in Xero there is an ability to filter by 'Source' type. However, only the 'Select all' option includes Payroll Expense Journals.
Considering I can filter around every other transaction type, I don't see why Payroll Expense Journals can't be added as a source option?
I know exporting to Excel works as a workaround - but considering every other source type is available adding one more shouldn't be difficult?
4 votesHi team, appreciate recent feedback when we recently merged this idea to this one. Understand that there's a bit of a difference in what's being asked between the two ideas, and we've unmerged to continue to track these ideas separately.
Being open there are no current plans to add a filter for Payroll expense journal to Source, however we will continue to get a sense of the interest in this and let you know if any progress is made, here.
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