882 results found
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Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
1 vote -
account transaction report - restore option to display less than 100 transactions
Restore the option to display smaller number of transactions
The old report allowed 10, 25, 50, 100 but the new report starts at 100.
You have removed the display of the closing balance on the first page so we are left with having to scroll through 100 lines to get to the bottom of the page so that we can then scroll through to the end of the report to see the closing balance.1 vote -
New Account Transaction report - restore display of closing balance on first page
Please restore the option to display lower quantities of transactions. The old report allowed for 10, 25, 50, 100 transactions. The new report starts at 100.he balance.
The report is used to check control account balances at the month end and now you have removed the display of the closing balance on the first page we have no option but to scroll through 100 lines to get to the end of the page to then be able to scroll through to the closing balance which now only appears on the last page
Please bring back the functionality of the old…1 vote -
New Account Transaction report - restore display of closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it1 vote -
Supplier Bill Activity report to replace the decommissioned Recent Bills report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia1 vote -
Budget field on invoicing page
Can we please have the budget listed on the invoicing page under a job when you produce a final invoice.
Currently there is job, name and description listed on this page but not budget.
1 vote -
Find and recode sort by other columns
Currently you can click the Inv Ref field in a results list from a search in Find & Recode and it will add a little ^ symbol to indicating it is sorting by that column.
It's not.
It's sorting by the date column.
Same if you click it again and get a \/ symbol.
Xero said that it's working as designed 🥴
Fix this madness and either remove the ability to click the column and the suggestion it's sorting (the ^ symbol) or make it work (sort by that column).
1 vote -
Home office Calculation in Workpapers
Re the home office workpaper. It seems to calculate soley on a percentage basis yet under DB 18AA, we can claim interest/rent and rates in proportion of business use, as well as $47.85 (for 2022 and future years) per square metre (PSMR) (IRD square meterage rates) as a proxy for general home expenditure. There doesn't seem to be a workaround in the workpaper to opt for the PSMR for the general expenditure claim? I would like to claim the higher of the two calculations for my clients' thanks and would love to see the workpaper work out the better of…
1 vote -
Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files9 votes -
Exports into Excel
Could Xero not make the exports into excel more attractive- they are an embarrassment- the fonts are all mixed, it merges cells making them need formatting and are just not useful at all. The new layout reports just launched by Xero are absolutely awful for export- the old formats were far better and at least looked tidy. This can't be that harder fix?
1 vote -
New Fixed Assets report
Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.
In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.
Can we have the blue links…
1 vote -
Xero Network Key - Set invoice to send automatically
There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?
1 vote -
New TB report
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Report revenue by state - by picking up postcode on invoice.
A % state by state breakdown of turnover is required for professional indemnity insurance policies for accountants. It would be great if Xero allowed us to do a report by state picking up the postcodes off the invoices.
2 votes -
Transfer already saved P&L layout from old P&L platform onto the new P&L report with compare tracking catrgories
Option to utilise already saved P&L layout from old P&L platform onto the upgraded reports platform and able to apply this saved layout onto all different types of P&L reports including compare tracking categories, compare depts etc.
We should not need to edit the layout of each report again just for the new platform when we already got the layout saved the way we needed it to be in the old platform.
1 vote -
Foreign currency gain loss report
Have auto-running number for receipts
1 vote -
Foreign currency gain loss report
Foreign currency gain loss report to show the invoice contact too
1 vote -
account transaction report
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
IRD Statutory deductions -
When will we be able to link IRD statutory deductions to the employee and be able to add a reference number etc so the arrears % amount can be paid direct to IRD at the same time as wages are paid. At the moment we have to make manual payments to IRD for each employee with an arrears notice and keep manual records. It would be great for Xero to upgrade this aspect and give us the same option that other payroll systems have given us.
1 vote -
create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
1 vote
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