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469 results found
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Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
2 votes -
E-Invoicing - Automate Xero Network connection when company details match
When a Xero customer is creating an invoice for another Xero customer - why not allow this to automatically show up in the Bills section, if the receiver agrees to this. Would save a heap of time and coding.
3 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
12 votes -
Xero Accounting app - Ability to change accounting basis for reports in app
Xero app to have accounting basis (profit and loss) able to change from only accrual to cash
You can only see accrual, it is one of the main features of the app for live information, I find it very hard to know how my current month is actually doing unless.6 votesHey community,👋 thanks for supporting this idea, I’m popping in to switch it across to delivered! The product team have been releasing this in phases and it’s now available for 100% of users 🎉
First, make sure your app is updated. To change the accounting basis, go to the Profit and loss screen, and on the upper right corner tap Options (iOS) or the 3 dots (Android) to go to ‘Set reporting preferences’.
I also just wanted to confirm that this functionality was already available on the web version check out our article about how to Select settings in a report. Note that updating this new setting in the mobile app will not change the setting for the web version. -
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…
11 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…
11 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 -
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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Credit Note - Create payment file for cash refunds
There should be an option when refunding money to customers, that we can export the file for internet banking processing?
1 vote -
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 -
Short term cashflow to integrate with budget
It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.
2 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.
10 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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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.
7 votes -
Matching Supplier cash receipts against a Supplier Credit when reconciling the bank
When reconciling a bank account using find and match, to be able to match the receipt of money to a Supplier where this is the payment from a supplier to pay off a credit note issued by that supplier or the refund of an over payment made to that supplier. Currently creating the receipt against the credit note individually is very time consuming.
Thanks2 votes -
Changing VAT code on paid supplier invoices
It would save a lot of time if it would be possible to edit the VAT code on paid and reconcilled invoices, just like you can change the nominal code. The VAT return is done at the end of each quarter, which means that the majority of invoices and expenses have been paid, by the time you are running your VAT return and double checking that all invoices and expenses have been correctly coded for VAT. At the moment, if an item is miscoded I need to go to that item, unreconcile the paymemt, go back to the item and…
2 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.
10 votes -
Chart of Accounts - Assign a Tracking category
Automatically assign a tracking category to a chart of account code, so when costs are billed against the account code, it also automatically assigns those costs to a default tracking category
125 votes -
Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
9 votes -
Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
10 votes -
Tracking - Increase the number of tracking categories
I have a real estate client who wants to track clientID and Postcode but also Agent name and property value range. I can only use 2 categories and so have had to make a number of Item codes for each agent 30+ codes per agent in order to do this. If we could have more than 2 tracking categories that would be great!
216 votesHi everyone, we appreciate all the interest in Tracking. As widely used as this feature is we have no plans at this point to develop and extend the current limitations of Tracking in Xero.
As some here may have explored - there are connected apps that may serve some of the needs of Tracking, as well as Xero Projects for those looking to monitor and record finite business projects or jobs.
If there's any change, we'll return here to update.
You're welcome to continue to share detail of how increasing options for tracking could benefit your business, however we want to be transparent in our position, so you can make the best decision as needed for your business.
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