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432 results found
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Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
13 votes -
User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
4 votes -
AU Payroll - Code leave to account other than Salary and Wages
It would be great if we could code annual leave to another account code other than salary and wages. Currently we manually journal these costs to another account in the ledger to separate them. This helps with reporting wages like for like.
Thanks :-)23 votes -
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
18 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
15 votes -
Find and Recode - Find by Item Code
Add an option to find all transactions by Item Code
Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.
There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.
The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…
16 votes -
Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
10 votesHi team, with little interaction on this idea in sometime and based on the existing options that have been shared we are going to move this idea to delivered.
To reiterate the options - you can set defaults for accounts, items and contacts to fill fields and save time when entering bills, alternatively depending on your workflow you may also find importing bills from CSV where you can bulk populate account codes for multiple lines on one bill handy.
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New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
21 votesHi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
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Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
14 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
16 votes -
Dashboard | Cash in & Out - Link to new bank account summary
Reports: Bank Summary Report
The recent shift to new reports has not considered the Bank Summary Report. It is an important report in the sense that it tracks movements and balances for all the banks.
Please consider creating the Bank Summary report in the new format.2 votesHi team, thanks for the idea here and apologies we've not rounded back on this sooner. We made an update so this widget now links to the new Bank Summary report 🙂
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Budget | Export - Separate column for Account Code
I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.
12 votes -
Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
14 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
12 votes -
Bills - Automatically create bill from finalised activity statement
Currently when paying activity statement obligations, you need to manually create a bill or split the payment to the various tax components. These amounts are already in the Activity Statement, so it would be useful to be able to create the bill from the finalised activity statement. This would help business to reconcile ATO payments, and to manage their cash flow as they can see when tax payments are due from their bills report.
9 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
10 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
12 votes -
Reporting - Rollover current/GST account codes to Opening Balance account
Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…9 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
New Invoicing - Show combined Account Code and Name
On the Edit page
Please can you display the combined chart of accounts account code with the CoA description in the account column as you do on in the classic view, rather than us needing to click on the description that shows in the column, so the account code then also shows.
We use three brands which use the same numbers for the same services but then add two alpha to show the brand: 200AA, 200BB, 200CC etc. and because of the display in the classic invoice edit view to help the double-checking before sending the invoice we check the…
4 votesThanks for the screenshots and feedback here. We've made a lot of changes to new invoicing since first announcing the retirement of classic invoicing. You'll find you can now view both the Account code and Account Name in the Account column when editing your invoices.
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