787 results found
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Bank Reconciliation - With Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Practice Manager Address Addition
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now when adding client details? The prefill address search was great and I don't understand why it was removed. It's just a hassle
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Organisation Details Into Practice Manager
When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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abn
For clients that are sole traders, the ABN or business address is not appearing on tax returns and has to be manually entered. We should be able to generate a tax return with a business schedule that has the business address and ABN already prefilled per the client's details in practice manager and their Xero file
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Account transactions opening balance shows in date column
When you run an account transaction report, for a balance sheet item, the opening balance always appears in the date column. It would be helpful if Xero could recode this so that the date column is balance date + 1, and the words "opening balance" appear in the source column. The advantage of this is that when you go to use the data, and put in a filter, you don't have to edit this.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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It would be helpful to have an additional tab on the bills function (add to All Drafts, awaiting payments etc) where a supplier that is paid
It would be helpful to have an additional tab on the bills function (add to All Drafts, awaiting payments etc) where a supplier that is paid on direct debit can be flagged and included in a separate list. This means that only bills requiring a batch payment appear on the awaiting payment tab.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manually enter figures in a Partnership Tax Return
Ability to be able to override and enter manual figures in a partnership tax return. This is currently causing me a lot of issues as i now have to upload via other software.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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save the report from Xero blue (clients organisation) to practice (Xero HQ).
save the report from Xero blue (clients organisation) to practice (Xero HQ).
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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edit the layout of account transaction report (custom report attached in the screenshot on your previous responses) or customise it so that
Edit the layout of account transaction reports (custom reports) or customise it so that the expenses ("Spend money") get subtracted from the income ("Receive money"). This would make custom reports endlessly more useful as they would show what profit or loss there is for each custom report.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Auto add GST to Short-term Cashflow
Auto add GST payment/refund to Short-term cashflow report. Currently I have to review the GST return to get the payment/refund figure then add this manually to the cashflow.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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add additional columns to transaction reports
Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but…2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Move around VAT Return boxes
Would be great to have a 'drop down' arrow for box items to hide when finished checking one of the boxes under 'Transactions by VAT box' while checking the VAT return. Or add 'jump to... ' another box so we do not have to scroll up or down.
'Go to top' button would be great as well.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Balance sheet report in reverse order
I thought it would be a good idea in the standard balance sheet (compare previous months)
If there was a tick / option to have this in reverse order
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Fixed Assets - Add location
Fixed assets - please add a field for location
3 votesHi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.
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NZ GST - Styling PDF export
Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.
6 votesHi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.
While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.
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NZ GST - Move 'File with IR' button to top of page
Moving the button to File with IR from the bottom to top of screen, to make it more obvious.
5 votesHi everyone, we've created this idea based on feedback received here.
With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.
However, we'd still like to get a sense of the interest from community in this, here.
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NZ GST - Compact export (landscape v portrait)
Ability to choose the layout of the export - landscape or portrait
7 votesHi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.
Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.
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NZ GST - Export customised return
Ability to export the GST return with the layout as customised on the screen. For example if columns have been hidden these are not shown in the exported file.
5 votesHi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.
While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.
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Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
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CIS - Allow 210 CIS Labour invoice to be added to a service
I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
This is unnecessarily timecomsuming and allows for…4 votes
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