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468 results found
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New reports
Recreate the old version reports in the new code, DON'T break reports that aren't broken in the first place.
2 votesHi Mirian, sorry to hear you're not liking the new view of Xero's reports. We want to be upfront that there are no plans to recreate old reports exactly as they were.
All software has a lifecycle, like a car. The older it gets, the more challenging it becomes to maintain it. Even keeping the engine working requires effort, attention and cost. Eventually, you need to replace it with something new.\
If there are specifics in the new reports that you'd like to see improved please have a search to see if an idea has been started that you could support, or you're welcome to start one that others can join in.
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account transaction
Account Transactions:
Could we have the option to choose a 'group button' to choose all Expenses, or all Revenue/Equity etc? ... as well as the current one-by-one method of selecting account codes in the Account Transactions report.If there was an 'All Expense Accounts' or 'All Revenue Accounts', the user could first choose the group, and then adjust the selection by removing any account codes not needed in that report.
This would save a lot of time when dealing with entities that have a large Chart of Accounts, when selecting each account code individually can take a while.
Thank you.
2 votesHey Frances, thanks for suggesting this idea!
We've rolled out some changes to the Account Transactions report, including the ability to group or filter by account type.
This lets you show or hide Asset, Liability, Expense, Revenue or Equity accounts as needed 😊
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Contact | Copy & paste phone numbers when adding or editing a contact
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…
3 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 votesHi team, I know it's been sometime since this idea was originally raised and we wanted to provide an update for you all here.
Xero's Activity Statement report today has two tabs - Summary and Transactions.
The Summary tab summarises the Tax Rates totals of all transactions. This shows a round number without cents in line with ATO. Transactions tab includes all transactions associated with the Activity Statement period.
You can find more detail about how Xero populates the Activity Statement on Xero Central.
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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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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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Bank Reconciliation - Reconciliation history in the bank feed section
In the bank feed section. Please make the vendor history available when going through bank feeds. QBO has a button in the bank feeds called Categorization History. This way to do not have to go into a contact page to view how something was coded in the past. This is for things without rules.
2 votes -
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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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 -
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 -
Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
1 voteThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly. We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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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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Balance Sheet Movement in Custom Reports
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
2 votes -
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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Reconciliation - Change reporting date for reconciliation of checks
When I enter the month of the bank statement with the bank statement beginning and ending balances and want to make sure all of the transactions from that month's bank statement are accounted for, checks that were written in a previous month but not posted in the bank statement until another month aren't showing up in coded transactions in the month where the bank transaction occurred. The reconciliation with the check payment and the bank transaction can be made, but the transaction doesn't show up in coded transactions section of the bank reconciliation detail report for the month the bank…
2 votes -
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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CIS - Allow 210 CIS Labour invoice to be added to a service
I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
This is unnecessarily timecomsuming and allows for…2 votes -
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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