1471 results found
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Cash Coding - Ability to attach file
It would be nice to have the option to attach files when using cash coding on the bank. To attach a file, I have to go back to the bank recon tab, find the entry and then attach the file. This wastes a lot of time. A small attach file icon or the option to attach a file on the drop-down will save a lot of time.
13 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.9 votes -
Aged Payable/Receivable Report - Option to include CIS Deduction Value
Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.
60 votes -
Hubdoc - Set rules when importing bills
The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.
You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.
Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…
3 votes -
Account Transactions - Tab through fields for data entry
Ease of entering - ability to tab into 'Description' field when in 'Amounts are' field.
Would be great to have the ability to tab to the 'Description' field and not have to double click
2 votes -
Fixed Asset - Ability to register multiple draft assets as one
On Drafts there would be say 10 lines which is actually all for the same asset.
Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"
14 votes -
Reconciliation - Add Reference without clicking add details
It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"
8 votesHi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
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Reporting | Draft - Warning or prompt to Save
Could you please implement a warning sign when closing a report in draft especially if changes have been made anywhere in the report or within the layout (example: Do you wish to save draft").
Reason: I often forget to click on 'save draft' or accidentally navigate away and end up losing all changes.
6 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
13 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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Reporting - Add Graphs and Pie Charts in Management Accounts for KPI
Add Graphs and Pie Charts of KPI's to the Management Accounts report as some client prefer picture diagrams.
28 votesAppreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
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Bank Feed - Support First Citizens Bank(FCB) Commercial Advantage feeds
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
Invoices - Option to include unpaid invoice total in the Total Amount Due
New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"
It would be helpful to have the total amount due reflected in the total amount due for new invoices.
I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.1 vote -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
Simpler BAS - GST Reconciliation Report
GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report
37 votes -
Bank Reconciliation Report - Show the number of debit and credit transactions
Display the total number of deposits and withdrawals for the period being reconciled.
1 vote -
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 -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
5 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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Bank Reconciliation - Untick 'Show (currency) items only' by default
Ability to untick the option of ‘Show currency items only’ by default.
Purpose: To avoid confusion especially for users who are dealing with multiple currencies.
48 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
15 votes -
Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
8 votes
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