1470 results found
-
New GST report - Add attachment icon to RHS
It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.
1 vote -
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
11 votes -
Bank Reconciliation - Filter transactions in 'Find and Match'
The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.
When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!
5 votes -
Dashboard: Account watchlist - ability to only show accounts with balance not 0
It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.
Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.
1 vote -
Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis
Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.
10 votes -
Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
23 votes -
Xero Accounting app - GST
It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.
4 votesHi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.
-
Fixed Assets - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
17 votes -
Account Watchlist - Display a custom budget on accounts watchlist
On the Account Watchlist in the Dashboard, I would like to display a custom budget that I created for 2024 in lieu of the default 'overall budget' that it shows. Please make this feature possible as it will provide a good, quick snapshot on how we're trending to budget w/out having to pull up reports. An alternative would be to tag a custom budget as the 'default' that would appear in the accounts watchlist. Regardless, let's make this happen! Thanks for considering.
8 votes -
Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
4 votes -
UK VAT - VAT calculations to 3 decimal points.
Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.
I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.
3 votes -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
4 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Fixed Assets - Add accumulated depreciation to new assets
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
9 votes -
Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left as…
2 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
28 votes -
VAT - Reference if transactions has been included in a return
It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.
2 votes
- Don't see your idea?