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4681 results found
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Universal Search to search unreconciled transactions
Universal search should include Unreconciled Transactions Too.
We often search the amount of spend money or bill in universal search but we cannot find the unreconciled transaction through the Universal Search.
Kindly do something for this..
Many thanks
9 votesIs there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
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General Ledger Reporting - Group by Account Type
Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.
How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order
Can anyone help
7 votes -
Subscription Option - Multi-currency as an add on
Add the option for multi currency to other subscription types.
Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.
43 votes -
GST Audit (Singapore) - Select Tax code display
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or the Inv no. Also in case of multiple invoices per project, we would end us seeing Ref no (showing same project no) but not the individual Inv no.
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref…
3 votesAppreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code on each row (based on your second point here).
You're welcome to create another idea for your last point around the reference that is used - if you could also share the expected behaviour and how this would help you getting an accurate view this will help our product teams when evaluating your idea.
Appreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code…
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Custom Report - Ability to decide if a formula row or column takes precedent
You can add formula columns and rows to a report, but from what I can tell, the column formula always takes precedent over the row. It would be cool if you choose if you want the row formula to calculate in the column formula column
5 votes -
Contact - Ability to set e-invoice as a default
Ability to default a customer for sending via e-invoicing
28 votes -
AU/NZ Payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
40 votes -
Statements - For contacts who are a supplier as well as a customer
Statement by Contact - as same contact a bill payment and a customer.
Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.4 votes -
Projects - Maintain project costing master data
Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.
2 votes -
Hubdoc - Add/edit line items in the mobile app
I want to be able to add and edit line items in the Hubdoc mobile app so that I can process more complex invoices/bills on my mobile device. Currently I need to use the web app for this and the UX of the whole interface there is very poor – basically just the desktop interface but rendered much smaller – so the experience is quite painful.
2 votes -
Xero Projects: Profitability dashboard to show amounts inclusive of GST
The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.
5 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
13 votes -
Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
12 votesAppreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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Reporting - Show selected accounts at top of list in account dropdown
When selecting different accounts from the dropdown list in reports, the accounts that have been selected are not easy to locate without scrolling through the list (which sometimes can be a large number).
It would be helpful to have the accounts that already been ticked at the top of the list, so that they can easily be unticked if need be.
2 votes -
User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
5 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
49 votes -
UK Payroll - Save & Next button in employee profile
Save & Next button for ease of employee data access please
1 vote -
Projects - Bulk update project expenses to 'mark as invoiced'
In project records the ability to select multiple or all expenses entries (by using the existing select tick box) and bulk update 'mark as invoiced' status.
13 votes -
Invoicing - Make it compulsory to assign to a project
Ability to make it compulsory to assign project to invoice.
2 votes -
AU Payroll - Assign hours worked from a timesheet to projects
At the moment I am adding employee costs (wages) into xero projects.
We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.
eg;
Monday project 1 - $250
Tuesday project 2 - $300
wednesday project 3 - $25021 votes
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