326 results found
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Xero App - Receive money via app
The Xero mobile app currently only allows invoice creation. This creates a two step process to separately record the payment against the invoice. Having the ability to Receive Money via the mobile app without having to use to desktop interface would be a much simpler, efficient and time saving approach for business owners.
2 votesHi Gene, it sounds like you're wanting to add a payment to an invoice, from the mobile app. It is currently possible to do this! Just open the invoice you want to receive a payment on and select the add payment option. You'll be taken to another screen to add the necessary details. Our article Record a payment on a customer invoice has more info for you.
In case you were wanting to add a spend or receive money cash transaction in the mobile app, you can do this from the Bank reconciliation screen. From the bank statement line you want to create a bank transaction (spend or receive money) for, select Create. Then you'll be asked to populate the details. I've attached some screenshots showing you how and this article steps it out in more detail.
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Connect expenses to Projects within Xero Expenses
Currently it seems the only place to add an expense to a project is within the Projects module. But what if your employees use Xero Expenses to input all of their expenses? There's even a field in Xero Expenses that says "Assign to customer or project" - but no projects can be selected.
Please can we associate expenses to a Project when submitting an expense through Xero Expenses?
3 votesAs noted(Thanks for the direction here, Leah!) if the user has access to both Xero Expenses and Projects they will be able to create expenses through the Xero app and assign this to an existing Project - see more entering expenses in our help
When assigning the permission, start searching for the project where you'll see a list of the related projects then pop up for selection. 🙂
There's no way to assign a project to a spend money that's being created through the Xero accounting app atm, this is a bit of a different idea to what's been raised here but you're welcome to start an idea for this that we can get a view of the demand and keep you updated through.
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Profit and Loss report - Include account codes
Include account codes on profit and loss and balance sheet new reports, the same as you can with the old reports.
22 votesHi everyone, sorry we've not rounded into the idea here sooner! We've made some updates to the Profit & Loss as well as Balance Sheet reports where you'll find you now have options to select More and show Account code 🙂
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Payments - Add Tracking Categories
I would like to be able to assign a tracking category to the payment. I have the expense going to Tracking Category A but I want the payment from the bank account to go to Tracking Category B.
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Reporting - Report Page Numbering (non Partner)
Exported reports should include page numbering (ie: Page 4 of 5). This was part of the old style reports but seems to have been overlooked in the New Format reports.
19 votesHey community, thanks to everyone that shared their feedback on this idea! This is now live 🎉
This week we’ve released an update to reporting, so you’ll now see a page number when exporting any report to a .pdf. Previously, it was only possible to add page number to Advisor reports.
I’ve attached a screenshot with an example of this in action, but for more information, check out our Export and print a report Xero Central article. -
Account Transactions Report - Show VAT for Bank Accounts
To enable VAT to be shown on Account Transaction Reports for BANK ACCOUNTS
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When reconciling the VAT to the VAT Reports, it is necessary to pick up the VAT from each type of transaction. We can pick up some of the outputs from the Sales Day Book (Receivables Invoice Detail) and some of the Inputs from the Purchase Day Book (Payable Invoice Detail) but what of the VAT which is dealt with straight from the Bank Account with no related Invoice / Bill.VAT Inspectors require a clear audit trail and although the VAT Reporting itself shows each transaction,…
7 votesHi team, we wanted to return and provide a further update to the idea here understanding it's still getting some attention. As mentioned in my last post we introduced a common format('Account Transactions with tax rates') within the General Ledger Details report that provides a more direct overview of the tax entered for all transactions in your organisation. It includes all transactions that have a tax implication to the ledger regardless of where they came from.
To provide a bit more on how tax treatment is shown and how Xero works - Xero automatically splits transactions to record the tax element of a transaction based on the tax rate selected on lines of your transactions, this saves you time having to record the apportionment in separate lines.
Bank transactions that are shown in reports are the amounts that have been received in your actual bank account and there fore they…
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Allocate invoices against overpayments or credits
At present, the only way to allocate an overpayment or a credit note against an invoice is to open the overpayment or credit, and click on "allocate payment" which brings up a list of invoices. If there are a large number of small credits, this can be very time consuming. It would be helpful to add an "allocate overpayment or credit" option to the invoice payment drop down, so that you could open an invoice, and allocate the required credits or overpayments against it at once.
5 votesHi Heather, if there is unallocated credit in your organisation for a contact, you'll be prompted if you'd like to allocate this next time you raise an invoice for them.
This prompt appears for an overpayment, prepayment or credit note - See detail in our help here, and I've attached an pic of what the prompt should look like in new invoicing 🙂
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Budget Variance Report- Tracking categories in edit layout
Regarding the budget variance report, I wish to be able to add a column and select both tracking categories i.e. by program and session in "edit layout". Our goal is to produce a report which we can see the actual v budget of each program by session i.e. Columns as follows; Budget 'Program' Session 1, Actual 'Program' Session 1, Budget 'Program' Session 2, Actual 'Program' Session 2, Budget 'Program' Session 3, Actual 'Program' Session 3.
If you create a new budget variance report, you can initially filter by both tracking codes. However, if you choose to "edit layout" and add…
13 votesHey Community 👋
Earlier this year we rolled a change to our budget variance report, that allows you to select multiple tracking categories when adding a new column in the Edit Layout mode.
I've attached a screenshot of where these tracking categories can be found, but for more info, check out our Budget Variance article on Xero Central!
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account transaction
Account Transactions:
Could we have the option to choose a 'group button' to choose all Expenses, or all Revenue/Equity etc? ... as well as the current one-by-one method of selecting account codes in the Account Transactions report.If there was an 'All Expense Accounts' or 'All Revenue Accounts', the user could first choose the group, and then adjust the selection by removing any account codes not needed in that report.
This would save a lot of time when dealing with entities that have a large Chart of Accounts, when selecting each account code individually can take a while.
Thank you.
2 votesHey Frances, thanks for suggesting this idea!
We've rolled out some changes to the Account Transactions report, including the ability to group or filter by account type.
This lets you show or hide Asset, Liability, Expense, Revenue or Equity accounts as needed 😊
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Bank Account | Imported statement balance - Ability to edit
In the case of no transaction in a bank account, we can't import a blank CSV and so the statement balance date stays the date of the last import transaction.
I wish that we could modify the statement balance date to today's date even if no transaction occurred since the last import.
12 votesHi team, back again to confirm that this has now been rolled out to all regions.
As note in my last update the new Bank Reconciliation Summary report now gives you the ability to enter a Bank statement ending balance.
If you don't have an imported statement balance or the imported statement balance doesn't match your actual bank statement you can enter an amount and Xero will calculate the balance out by based on your input.
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GST return - Include number of transactions in the GST Audit report
Item Count for Purchases , Income and No GST Transaction seperately and then total on end as it Count it as item number already.
1 voteHi Guramit 👋 The new New Zealand GST experience is now available to everyone. As noted previously, the Transactions tab now shows the number of transactions in each section displayed on screen. 😁
Thanks for sharing where you'd like to see change in Xero.
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Sales Tax Report - Separate Taxable and Non-Taxable Items
Have a sales tax report that shows the non-taxable and taxable items in separate columns. It would make filing much much easier.
3 votesFor customers using our US edition, Xero has recently partnered with Avalara, a leader in tax automation software, to provide automatic, accurate sales tax calculations on new invoices and simple, state-based sales tax reports to make it easier to prepare for filing. With this it is now possible to show the non-taxable and taxable items in separate columns 😊 See here for more information, and a demo video.
To be transparent we don’t have any immediate plans for making this or a similar feature available in other country editions of Xero. But if that changes we’ll update you here.
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Report - Show Opening & Closing Balance, Total Debit & Credit for All Accounts in Columns
To have a report that can check the information of opening balance, total debit, total credit, and closing balance during the date range for the all the accounts in columns.
1 voteThe Account transactions report in Xero can give you the information you're asking here, Jiin Chiang.
If you don't want to see all the account detail you could 'Summarise by Account'
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Aged Payable/Receivable report - Foreign currency data as a footer in new report format
It would be good if we could add the foreign exchange rates to the bottom of the Aged Payables and Aged Receivables report in the new report format like it is present in the old format.
18 votesHey community 👋 thanks for supporting this idea, I'm popping in to switch it across to delivered!
We’ve added a new currency icon which displays next to figures on the Aged Receivable and Aged Payable reports, to indicate that they include revalued foreign currency amounts. Clicking the icon displays a popover with the exchange rate information. It also includes a hyperlink to the full exchange rate note at the foot of the report 🎉
The exchange rate note will display by default, but we’ve heard from some customers that they want the ability to hide the disclosure. We’ve added this option under the More button. Hiding the disclosure this way will also remove it from all exported versions of the report. The disclosure can be re-added to the report later if desired.
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search option invoice page
Invoicing:
In the new version of invoicing the search option (magnifying glass) has disappeared from the top right of the screen. I like using this option of invoicing because of the auto save.
It is still there in the classic invoicing.
Many times I will go from a invoice to a different contact or search for a particular invoice/quote/bill, etc.
Not having the search option means I have to go back to the drop down menus and do a search from there.It would be great if it was brought back on this page.
I have attached screen shots of…
2 votesThanks for your feedback, Natalie. In the last few days we have been able to make improvements for Search in Xero and you'll now find the magnifying glass icon is available from every screen in your organisation, including new invoicing! 😁
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General Ledger Detailed Report - Automatically show Opening and Closing Balance
To be able to see both opening and closing balance in the General Ledger Detailed report.
Purpose: Opening and Closing balance will make users easily analyse their transactions.
42 votesThanks to everyone, that got in to have a try of the new General Ledger Summary and Detail reports. I'm pleased to share that this is now live to all and available in Reports centre!
Just a reminder - to add Opening and closing balances click 'More' where you'll see this option. Once added save the report as Custom to access with this format any time. 🙂
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Reconciliation - Edit imported bank statement CSV directly in Xero
For manual reconciling, the bank statement file can be generated using a CSV template and requires inputting details like the Date, Description, and Reference. However, users, especially those with high monthly transactions, may want to change/edit the descriptions after the file has been uploaded and reconciled.
Currently, to do so, the bank statement needs to be deleted and re-uploaded, which means unreconciling previously reconciled items and repeating the entire process. If there are many to be amended, this process may need to be repeated multiple times. It would be beneficial if we could directly edit the contents of the bank…3 votesHi team, with the new Bank Reconciliation report you can now enter a Bank statement ending balance.
This means, if you don't have an imported statement balance or this doesn't match your actual bank statement balance you can enter the balance yourself, update the report and Xero will show the Calculated balance out by amount.
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Aged payable summary - View name of the month
Aged payable summary can no longer see the name of the month?????????????
It only shows 1 month 2 months 3months.
It needs toshow the name April, May, June2 votesThis can be controlled from the Report settings -
From the Ageing periods section you'll be able to choose if you show Period number or Date range 🙂
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Reporting - Duplicate Supplier Bills
Xero will alert if there you are posting a duplicate manual bill but not if the bills are imported. Being able to run a report to show any duplicated supplier invoices that have slipped through the net would be amazing.
2 votesThanks for confirming, Kayleigh 🙂 In this case you should find the Payable Invoice Summary report which you could either Group or Filter for Reference 'contains'. This way you should be able to scroll through your invoice within the date range and quickly pick up where there is more than one bill entered wit the same reference.
I've attached an image from our demo co. for reference on filtering
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Account Transactions report - Filter by Account type
When producing an Account Transactions report, it would be helpful if we were able to filter by type (e.g. only P&L items, or only Balance Sheet items, or codes within a certain/custom range). At present, we have to select or deselect on sometimes a rather long list of accounts.
9 votesThis is possible with filters in the newer version of the Account transactions report!
You'll see Account Type as an option from Filters through which you can select which ones you'd like to make visible in your report.
You can even go a step further and group by Account Type if that's a better view for you, too.😁
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