4531 results found
-
Inventory - Receipt goods in Xero
receipt goods in Xero
6 votesThanks for posting, Peoples Coffee.
While we'll track the interest of this here, I to be open that we don't have plans to expand Purchase Orders for this capability in the near term.
You may find this discussion where a community member has explained a little more.
-
Activity Statements - Ability to generate comparatives for BAS and IAS
Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.
1 vote -
Bills - Reorder the Banks shown when recording payments
When I'm posting a payment to a vendor, and I choose a bank account to fund the payment, the accounts look like they're displayed in the order in which I created them. But the checking account I use most often is also my newest account and, therefore, is always displayed at the bottom of the list.
Two potential solutions:
Allow us to choose the order in which the accounts are displayed. (This is my preferred solution)
Sort the list alphanumerically.
1 vote -
Pricing Plans | Reconcile bank to be an add-on for a subscription
Just a small business that needs only the most basic from xero. Payroll and bank accounts.
Can "bank account reconcilation" be an add-on to the payroll subscription. Seems a waste to upgrade to standard when invoicing, bills, hubdoc etc are required.2 votes -
Fixed Assets - Depreciation Pool Schedules
The ability to support valid tax options for report book value SBE pooling depreciation.
Purpose: This would enable capturing separate book and tax value
14 votes -
Contacts: Record invoice payments from the contact screen
have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process
3 votes -
Reporting: Sales Tax Report - Run in different currencies
Sales Tax Audit report is produced only on the organization's base currency.
To be able to produce the Sales Tax Audit report in other currencies as well.
Reason: to be able to extract the report for organisations registered in countries of which currency is other than the Company's base (if also required for the authorities.)
3 votes -
Reporting - Add filter logic 'Does not contain' to Account Transactions Report
Would like to request to add "does not contains" in the filter of account transaction.
Sample Gross amount does not contain "-" so only with balance of negative or positive will show.
or contains "."This is almost same in the Find and recode feature (Contain, is not)
Or please add filter to not show Gross/net witth no balances "-"
Thank you
6 votesThanks for engaging in Product Ideas, Sandra.
Within the Account Transactions report you'll have an option in the 'Accounts to include' field.
Setting this to 'Only with transactions' means your report will only show accounts that have actually had transactions posted to it in the period - Does this help achieve what you're after here?
-
GST - Filter by tracking to report on multiple branches from a single org
Per the attached screenshot, we are utilising tracking categories to track income and expenditure for two branches of a business with one ABN. Most of the reports can be filtered between tracking categories. I can see no reason that the GST reports should not be able to be filtered by tracking category, or even the Activity Statement report. We should be able to expect this filtering for ABN branches.
8 votes -
Quotes - Only display the Item Code and Name when searching
In the old quote version, when adding an item it would search just by the item code which was great.
Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.
Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?
Thanks
Sue7 votes -
Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
3 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
-
AU Payroll: Set up automatic superannuation without bank feeds
Recently, Xero implemented a security feature such that automatic superannuation can only be paid out of an account with bank feeds set up. This is not a problem for businesses whose automatic super was set up prior to the change, or whose bank account is with a banking service which allows for easily set up bank feeds not subject to disruptions.
However, businesses who need to pay super from accounts that aren't so easy to get bank feeds for are kinda screwed.
I have a client who needed to change bank accounts, uses one of the banks that are a …
2 votes -
Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices
It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.
2 votes -
Report Templates - Bulk update
Have a way to make updates to multiple templates at once or somehow link templates. e.g. trading / non-trading companies, should be the same except for the trading statement/income statement. Would be handy to be able to make updates to both at the same time where possible
1 voteHi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂
-
Sales - Ability to attach 50+ files
i would like the option of more than 50 photos as i run a repair and maintenance business and regularly require to send 150 or so photos (before and after) for either bond or insurance jobs this is required for the claims and they prefer them attached to the invoice and quotes at this stage its very hard as have to do multiple separate emails that can get split and can affect payment of invoices. it very messy.
1 voteAppreciate the understanding behind your business needs here, Kevin. Would say this is quite a niche idea and something we'd want to see a fair amount of support for.
Perhaps for now, would it be possible to put all photos associated to a quote or invoice into one document and upload as one?
-
Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
11 votes -
AU Payroll - Show timesheet & leave hours on same page
Would we please be able to see staff leave at the same time when entering timesheets?
This would be beneficial to see both when approving timesheets instead of opening up two screens.
5 votes
- Don't see your idea?