1096 results found
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Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.3 votes -
Account Transactions report - Option to Group by and then summarise within a group
Account transaction report that can analyse multiple accounts in one report by grouping everything by account and then summarising each account by contact at the same time.
2 votesNot exactly what you're after here, however in lieu of not having the ability to summarise within a group you could use the column header to order by Contact within a grouping.
Being open, we don't have any plans for developing this capability in the near term.
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Reports - Add FX note to Reports
Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.
1 vote -
Reporting - Enable all accounts to be selected when creating formulas
Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.
1 vote -
Reporting - Update Custom reports for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
7 votes -
GST Reconciliation report - Common date formats
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
UK VAT - Ability to enter VAT-only invoices
VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.
4 votesHi community, we don't have any plans to remove change the behaviour here. However, to confirm you can enter a 100% VAT invoice and we have an article that details how to do this. Essentially, you'll enter the invoice using two transaction lines, which when followed will:
- Show a 100% VAT total on the invoice
- Have 0.00 effect on the account code balance.
Please note that both lines will show on the invoice PDF.
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History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
8 votes -
Fixed Assets (New) - Importing assets
The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
Yet using the same csv file in the old fixed assets module works perfectly well.
Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.1 voteAppreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.
It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.
Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks
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NZ GST - Allow users to open multiple GST returns in different tabs
New NZ GST return - brings up the GST return for the wrong entity.
This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
We prepare GST returns for clients that often have one…14 votes -
NZ GST return - Late claims, Publish & incognito mode
Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…17 votes -
History & Notes - Full detail of action
Can we drill down into the history lines by date to see the actual changes/edits or whatever was done for individual invoices? This would enable a clearer picture for future scrutiny.
My client couldn't work out what had been done and neither could I . All the history said was 'edited' by an employee.12 votes -
NZ GST - Include Payment due date on finalised/filed
Where have the GST due dates gone from the new GST Return layout?
Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.
6 votes -
Fixed Assets | Register - Use keyboard to move through fields
In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.
1 vote -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
UK VAT - VAT calculations to 3 decimal points.
Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.
I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.
5 votes -
Multiorganization Reports
Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.
Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.
Purpose: A report that would allow users the ability to extract KPIs…
1 vote -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
6 votes -
Xero Accounting app - View custom reports
Allow custom reports to be displayed in the Xero Mobile App?
5 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes
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