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4584 results found
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Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
7 votesHi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes -
Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votes -
Invoice - Add a Find search option on invoices
Simple Find button as used in Quickbooks Desktop. This facility was used on a daily basis by our construction company to find anything that came on an invoice, all you needed was to type in one word and it would seek it out in seconds. I do not understand why Xero are not capable of implementing this. I have been told by Xero that the more people that support an idea the more likely it is that they will do it. Please support this.
2 votesHave you tried Xero's global search, Val? Or is there detail from a particular field you're often trying to find that doesn't appear in results? For example would this relate to searching within the description field of invoices?
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Invoices - Ability to add details on the Description field without appearing on the customer invoice
In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.
Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?
It just makes the invoice look more confusing than it needs to be for the client.
In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.
Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?
It just makes the invoice look more confusing than it needs to…
2 votes -
Go Cardless: batch cancel direct debts using contact filter
We use Go Cardless to collect our student tenants' rent. Every year we need to cancel the Go Cardless direct debits and archive the outgoing tenants and set up new direct debits for the incoming tenants. On Sage, we were able to select a whole year group at once and batch cancel/archive them. But on Xero we have to do this one by one. Life is short and time is money! Please can you make it possible to batch cancel direct debits by group or by tag/filter/segment criteria? Thank you.
1 vote -
Bank Rules - Report to review bank rules and their application
Bank Rules Report
To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc37 votes -
Settings - Notification of settings change
There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.
2 votes -
Online Invoice - Remove prompt to pay by card
Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.
My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.
3 votes -
Bank Reconciliation - Partially reconcile a statement line
Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.
25 votes -
NZ Payroll - 63 day holiday report
This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.
19 votesAppreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business.
Come back to let us know 🙂
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AU Payroll - Pay employees directly in Xero
It would be great if we could pay our employees similar to how we can process a batch payment in XERO for bills. At the moment I am having to go into the bank account at the end and pay each employee individually.
Is there another way to do this ? I may be missing something.
Thank you
9 votes -
Bills - Support for JP Morgan Chase SGD Swift payments
Currently, Xero does not has option to select payment to
JP Morgan SGD account
Swift code CHASSGSGHI Xero, pls consider to add tis SWIFT code.
2 votes -
Bills - Assign tracking category for partial bill payment
A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
If you can add a popup for Bill Payment "tracking category", it will be a great help for the users1 vote -
AU Payroll - Include all gross earnings in salary sacrifice
Suggestion? Please fix the Salary Sacrifice % of Earnings to include all gross earnings, not just payroll items selected for SGC.
Currently Xero will only apply a Salary Sacrifice % amount to any payroll item that is selected for SGC. If an employee chooses to Salary Sacrifice a % of their gross earrings that may include overtime worked, a manual calculation work around is required.
5 votes -
Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
5 votes -
AU Payroll - Re-sort super funds list
Currently the super funds appear in the super settings page in no particular order. It would be great if they appear in order so its easier to find and check if they have already been added or if a payment bounces and you need to check details.
3 votes -
Reports: Show report of customers by last statement sent
Develop report that lists customers with date,type and amount of last statement sent.
8 votes -
Contacts - Secure method of requesting contact bank account details
Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.
5 votes -
Xero Analytics | Short-term cash flows - Add VAT payments
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to forecast the amount of VAT due and when.
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting…
8 votes
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