1282 results found
-
Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
174 votesHi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
-
Give option to switch spend money to receive money and vice versa
Sometimes we enter a receive money as spend money in error. It would be nice if you could "recode" it or toggle it back and forth.
4 votesThanks for sharing in community here, Becky. Is there a reason you're entering the transaction prior to reconciliation? Potentially using the Create option when reconciling the bank account could prevent the transaction being posted as the wrong type of transaction?
-
Timesheets - Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
4 votes -
bank rec should default to OVERPAYMENT
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
2 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
7 votes -
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
New invoicing - Add comments and signature to invoices
Would it be possible to be able to have the ability to add comments or a signature to an invoice to allow the user / approver to see that an invoice has been approved or where it is required to be coded?
This could be at the Hubdoc or Xero stage of the process.
The comments may also reference particular details around the what the invoice actually relates to. ie. new engine for a truck. A comment would allow you to make note of what truck and the rego number.
2 votesHi Melissa, the history & notes of an invoice could be used for this. There'll be an entry when the invoice is approved and who approved it, and if extra notes are required this could be added as a note to the history of the invoice. Does this suffice for what you're after?
-
SSO integration
SSO/idp integration
Can you please urgently advise if you will offer SSO/idp integration for XERO portal this year? Currently you are not meeting corporate security standards!
Thank you4 votes -
Reports
We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.
23 votes -
XPM - Need option to add NZBN field into custom reports
We are in the process of checking all Client details in XPM to ensure they are all complete and up to date. One of the checks that we were doing was to ensure that we had the NZBN numbers of clients recorded. However this appears to be the only client field that you are unable to select when creating a custom report!
Xero's response to my query was "you may like to add this in as a custom field and input in the NZBN in the custom field section for the clients which will then pull into the report" -…3 votes -
Practice Manager - Ability to merge contacts (not clients)
Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.
50 votes -
AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
8 votes -
Xero HQ - Filters for Client Partner and Client Manager / Xero HQ reporting
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
3 votes -
Xero Tax | Payment Letters - Save comment without needing to approve
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
3 votes -
Reporting - Option to include zero-balance accounts in the Trial Balance
The TB in Xero does not show lines that have a nil balance, however, you may need to drill down on a line that has a nil balance but may have have transactions (such as a control account). Could an option be added to the trial balance that would allow it to be displayed either with or without the nil balances?
18 votes -
Add Groups to Job Manager filtering/sorting columns
Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups
15 votes -
User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
4 votes -
Xero Personal Tax (UK) amount due column
We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.
Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.
3 votes -
Xero HQ - View connected apps by client
Xero apps - In Xero HQ we use to have the apps under the explorer tab, to see the most popular apps and what clients are using them. It was highly useful to advise clients when an app was to cease or we were introducing an alternative to see who was using it.
32 votes -
Find and Recode
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
3 votes
- Don't see your idea?