1471 results found
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Tracking Categories Report - Ability to print/download tracking categories
Tracking Categories Report - Please add the ability to print/download the tracking categories
44 votesHi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
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Reporting - Add an Account column to the Contact Transaction detail report
It would be GREAT (ok essential) to have the "Related account" column available here.
A list of transactions by contact at it is, with date,VAT and total amount is ok but a CRUCIAL column is missing.
"Related account" column is crucial/ essenital/ a mist because we often need to check consistency of posting to the correct account, which we cannot do right now.
3 votes -
AU Payroll - Lock wage and super expense accounts
Where payroll is handled through Xero, please block the ability for client users to post bank transactions to Wages expense account and Superannuation expense account. It is time consuming to recode entries to the Wages payable account and Superannuation payable account. I have told some clients several times to not use the expense accounts but they still do it. If access to the expense accounts could be blocked when payroll is done through Xero, it would save a lot of time fixing the ledger accounts.
3 votes -
Bank Reconciliation - Automatically populate the Why field on account transactions
My request is to allow us to have a CSV column with data in it that will automatically populate the "Why" field with the bank account description content. I have a client with hundreds of different payees and recipients and each has a different description. Very few are consistent each month, and those are covered by the bank rules, but that is only about 5% of her transactions. She wants the same description in the ledger as is on the bank statement. It is very tedious for me to copy and paste the bank description into the"why" field for each…
1 vote -
VAT returns - Filter 'Transaction by VAT' and 'Transactions by tax rate' pages
I would really like to see something similar to the sorting function on the Account Transactions report applied to the Transaction by VAT box and Transactions by tax rate pages on the VAT returns. This would make them so much easier to review, rather than exporting them to excel.
5 votes -
Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
4 votes -
Remittance Advice - Ability to include attachments when sending a remittance advice
Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email
68 votes -
Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.7 votes -
Banking - Show account balance on statement import screen
When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.
Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.
Thanks
1 vote -
Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…
3 votes -
Reporting - Accept 2 decimal places in Budget Manager
Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.
Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.
36 votesThanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
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Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votes -
Activity Statements - Ability to generate comparatives for BAS and IAS
Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.
6 votes -
Account Transactions report - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
6 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
2 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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VAT - Automatically calculate VAT using the Marginal Scheme
Ability to automatically calculate VAT using the marginal scheme.
Purpose: To easily show correct VAT amounts when VAT is only charged on the Margin between Purchase price and Selling Price.
60 votesHi everyone, thanks for your interest in this idea.
For now, I wanted to share that we're aware some users have the following process to record their transactions. The example uses a vehicle with a purchase price of £1500, and a sale price of £2000.
- Record the purchase of the vehicle on a purchase Bill for the full purchase price of £1500 with a tax rate of VAT Exempt. So the purchase is recorded in box 7 on the VAT return.
- Record the sale of the vehicle on an Invoice for the full £2000 - using the Tax Exclusive option, and then manually changing the VAT calculated to the required amount - £83.33 (i.e. 20% on the profit of £416.87 or 1/6 of £500) by clicking the small plus box above the Tax Rate.
This will mean that you only charge £83.33 VAT for the overall profit figure, and ensuring the correct amounts are reflected in boxes 1, 3, 5 and 6.
You could…
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Reporting - Link Account Transaction Report to Total Lines on Balance Sheet and P&L
Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.
1 vote -
Billable Expenses - Batch assign to customer
I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.
In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.
4 votes -
Bills - Add a remaining balance line
Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.
1 vote
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