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468 results found
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Automatic Cost Centre Defaults for Recurring Expenses
It would be very helpful to set default account codes and cost centres for recurring monthly expenses. Currently, for a monthly subscription, we have to manually create a new expense and enter the Expenditure Type, Project Codes, and Account details each time—despite these remaining the same every month. Could you please enable the option to configure these cost centres directly through the Contact, so they automatically populate each time? This would greatly reduce the administrative burden.
This is for the web, not phone app.
2 votes -
Account transaction reports - View description and account coded to
It would be very useful to be able to create Account Transaction reports for individual or grouped bank accounts that show detailed descriptions and split transactions and which account (chart of accounts) each item in the split transaction is allocated to.
1 voteYou can already do this in the Account Transactions report, Ann.
You can select to add Description and Related account as columns so you can see the detail and account each line was coded too.
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Reporting - Add a GST Summary Tab to the Activity Statement
Include an extra tab that summarises the totals for the Tax Rates including the cents.
This will eliminate the need to scroll through all the detail to code the journal/payment.
2 votes -
User Roles - Ability to assign default tracking options per user
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…
2 votes -
Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks2 votesHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
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New invoicing - Ability to create new item from invoice
The classic invoicing had the ability to add a new item or a new account code while creating the invoice, the new invoicing doesn't have this ability so you have to go back into products/chart of account, create it then go back to the invoice - this seems like a step backwards rather than an improvement
2 votesHi Paul, a slightly different process to classic invoicing, but it is possible to add an item when using new invoicing.
When you add a line without an item code (description based) you'll see an option from the 3 dots at the end of the line that allows you to 'Save to inventory' meaning you don't have to jump out to Products & services to add each new item - see my example below🙂
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Account Transactions Report - Increase Volume Limit
Current volume limit is too low. I can't even run the account transaction report including all the account codes for the whole financial year. It's not ideal to run a few report and add together. Strongly recommend Xero increasing the volume limit for the report.
2 votesHI all, just looping back on my earlier update - Our product team made a recent recent change that has resolved an issue that was causing some users issues when trying to run and export the Account Transactions report. If you have any more trouble around this topic please do raise a case with our team of specialists and they can investigate to determine what's causing the trouble 🙂
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Xero Expenses app - Edit receipts
It would be beneficial to be able to edit transactions via Xero Expenses.
I find if a client has approved something to the wrong code you have to remove the whole transaction and redo it. In Xero normally you can Edit a transaction.
I have checked with Xero and that is the only current resolution.Xero is usually so user friendly but this way is time consuming and slow. Thanks
2 votesHi Antony, when processing expenses on the Xero Me app there is the option to edit an expense that has been submitted on both iOS and Android.
On iOS this is available from the Options menu, and on Android you'll want to tap the 3 dots in the top right of the claim. 😊
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Invoices: Generate journal entry for fully discounted invoices
Currently you can add a discount of any amount including 100% on an invoice. However if you have a 100% discount the nominal ledger account doesn't save - so you can't report on it. We would like to know all subsidies across all courses but can't currently do this as if we have a fully funded course the NL code won't save so is left blank.
2 votes -
UK Payroll - When setting up a deduction item in payroll we need an option to pick P&L nominal accounts
The problem is if you set a deduction item in payroll on Xero it doesn't give option to pick P&L nominal account, where reimbursements to employees should be coded. The only work around are journals, which is ineffective when you have clients posting payroll themselves and they need management reports each month, so you have to reanalyze and repost their payroll.
2 votes -
Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
Canada Tax - Make GIFI available to non partners, for self tax reporting
All businesses have to file tax returns. Some prepare it themselves using other Xero product such as TaxCycle. To prepare tax returns it is important to start with CRA's GIFI values which maps the Chart of Accounts in Xero to the tax codes required by CRA.
Xero currently provides GIFI feature to partners but not business owners. This should be standard on all Xero files and not just partners. It should be a relatively quick fix to implement so that a business can decide on how its tax returns are prepared and when GIFI is added can prepare them more…
2 votesHi Bill, and others interested - appreciate you raising the idea here. Though we understand some business owners may want to control this themselves to clarify the current process - Atm, GIFI mapping is available for T2125 and T1776 forms that integrate with TaxCycle. With TaxCycle being a Partner specific product there are no plans to at this time to open this feature further.
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Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…2 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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AU Payroll - Allow leave requests to be submitted using just a keyboard
Make creating leave requests functional when using keyboard entry.
Currently, when I want to create a leave request, I:
- go to the top menu, tab across to Payroll and select (4 keystrokes),
- arrow down to Leave and select (4 keystrokes),
- tab through to New Request and select (15 keystrokes),
and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.Then, once I have used the mouse to get the new leave request pop-up, I have to:
- tab to the employee field (3 keystrokes)…1 vote -
Invoice/Quote - Ability to not display the description
To save on screen real estate, after selecting the item, don't display the description in the "Item" column. This small column wraps the description and takes up much needed screen space, when it is not necessary as the description repeats itself in the very next column "Description"
Our quotes and invoices can have 40-100 lines of product on them, and after zooming out as much as possible ( but still be able to read the screen), only 14 lines can fit on the screen while in edit mode. This is because in the "Item" column, the item code is displayed,…
2 votesHi Terry and Susie, it's now possible to show/hide columns in new invoicing and quotes.
Within the quote or new invoicing screen you'll see an option above the grid where you can choose which columns of your invoice or quote are shown on the screen.
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PayPal - Import proportion of VAT with feed
As a retail company with many hundreds of transactions each day it is a massive task to properly account for VAT. All our products are VATable inside the UK but we receive many orders from outside the UK which are non-VATable, or from other EU countries where we must charge a different VAT rate for our IOSS return.
PayPal holds details of the VAT that was collected as part of the transaction, but as Xero imports all these hundreds of transactions from PayPal it currently does not import those VAT details. That means we have to look at our other…
2 votes -
Transactions report - all info in one line per transaction (not a second PST line)
Report for "Account Transactions" should only produce one line per transaction.
Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".
I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.
The easiest approach is to have additional columns to select from, and (critically)…
2 votes -
Reconciliation - Amend tracking & account codes on paid invoices without redoing the reconciliation
It would be really helpful to be able to amend the account codes and tracking codes etc on an invoice that has been paid (this is possible for a bill!). It's quite cumbersome to unhook the spending and re-reconcile, especially when items need amending that are quite complicated
1 voteHi 👋, this is actually already possible with the use of Find & Recode - See more in our article.
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GST Audit (Singapore) - Show the tax code in each row
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
3 votes
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