4903 results found
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Reporting - Show all tracking categories even if there is no data in the period reports run
Recent changes to the report layouts when comparing categories means that categories without data no-longer show. It would be great for the user to have the ability to choose whether to include/exclude.
This is particularly relevant when reporting is exported to Excel for customised reports that cannot be developed within Xero. The exported data out of Xero needs to have same column headings so that lookups in Excel continue to work.
The recent change has meant that reports we have already developed within Excel that rely on Xero data no-longer work. And is time consuming to add back in columns…2 votesAppreciate the feedback, Julie. This has generally been to help keep the report clean.
There aren't any direct plans for adding non used categories back into view but it'd be good to be able to share if there are any specific reports you're commonly using that you'd find this view useful in.
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Fixed asset - Create from prepayment
There should be an option to enter a prepayment to/from a Contact as such, that is a prepayment. For now, it has to be entered as an invoice. Creating an invoice also creates HST due/credit and it does not follow tax/HST rules because a prepayment is not a sale.
3 votes -
Xero Projects - Ability to group Projects
It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.
4 votes -
Batch Payment - SSV file type option
I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.
It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.
3 votes -
VAT reconciliation report - Highlight that report only works with older version of non-MTS VAT Return
The VAT reconciliation report is still listed in the menu of reports, however there should be a comment somewhere in the report that says that it doesn't integrate with VAT returns filed under MTD.
This will avoid staff who are unaware of this, trying to make sense of it.
Maybe just completely remove it.1 voteThanks for the feedback, Andrew. This is something that's noted within the help for this report but appreciate wanting to see this more predominantly in the product.
No changes at present but we'll let you know if there are any made, here.
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Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
15 votes -
Project reports - Filter by invoice status
Please can we have the option to drill down a project summary/project financial report to only include submitted/paid invoices and to be able to have the option to exclude draft invoices
1 vote -
Customer statements - Change how Credits and Overpayments are reflected
Please look at amending the template for customer statements. Its terribly presented at the moment with overpayments being recognised under the invoiced amount section as a negative and balances not cumulating at the end
5 votesHi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?
If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive?
If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed.
Alternatively you may want to be looking at recording as a prepayment?
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UK Payroll - Breakdown of NIC on P32
I have been in dispute with HMRC over an amended FPS submission. Having the employee and employer NI contributions broken down would have been a great help to me.
6 votes -
Xero Expenses - Default to today's date for receipts if date is missing
If Xero Expenses' OCR reader doesn't find a date in a photo/receipt, it sets it as 19 Feb 2022 (from reviewing a number of Expenses in my organisation submitted in December 2022 that don't have visible dates).
It would be more helpful to set the date as the day the Expense was initially created.
The submitter is likely to have incurred the Expense on the day they take a photo of the receipt.As it currently is, if a period isn't locked and the Approver isn't checking dates, they may inadvertently post entries to the wrong period, even a historical/filed…
3 votes -
Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
19 votesHi everyone,
Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
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Reporting: New P&L Report - Include archived Tracking Category used in date range
"Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.
"Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.
Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.
Custom reports don't provide a viable solution due…
7 votes -
AU Payroll - Prompt to save on Employee Details tabs
Bring back 'Save' prompts when changes are made but not saved before you navigate away from the tab.
This was previously existing functionality and has now been removed.
5 votes -
Custom Reports - Add cashflow chart to custom report
I have successfully managed to create a custom report.
I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)
When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.
I work for several charities and this report showing money in bank at…
1 vote -
Fixed Assets - Depreciation Pool Schedules
The ability to support valid tax options for report book value SBE pooling depreciation.
Purpose: This would enable capturing separate book and tax value
20 votes -
Projects | Connect Quotes and Deposits
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…
5 votes -
Invoices/Bills - Ability to enter total amount first before entering the item lines
When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.
9 votes -
Sales Overview - Colour Code Listing
Can you colour code each row in the "Sales Overview > Invoices" based on "status" so that paid invoice listings are "green", waiting payment are "orange" and overdue are perhaps "red"? At the moment the "Sent" column is the only colour coded column which shows "green" whether the invoice is just "sent" or "viewed" which doesn't make it easy to know which invoice to chase for payment.
7 votes -
Quotes - Update default exchange rates in footer, when using custom exchange rates
I would like to suggest creating quotes in multiple currencies should be the same as setting the exchange rate. As currently when we choose another currency when creating a quote, while the exchange rate still appears as the custom rate, the exchange rate that appears on the PDF is the default rate. We should all be on the same page.
2 votes -
UK Payroll - Disable leave accruals for employees on leave
UK. We employ temporary staff who do not accrue leave while taking paid leave they have previously accrued. The only way to reflect this in Xero is to manually adjust the leave balance. I would like to be able to add a pay item of paid leave that does not accrue further leave.
3 votes
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