94 results found
-
New Manual Journals - Search and select Tracking Category
The new manual journal entry layout does not allow for quick selection of a tracking category using keyboard shortcuts (number or letter). The old layout allowed me to press a key, like "2" & all tracking categories that contained a 2 would come up. The new layout forces the user to manually scroll & find the tracking category. Guys, i have Clients with 40+ Tracking Categories. What is going on? Improving things doesn't just mean make it look shiny & change things. It means actually making things better. Why would you take a key search feature away that saves time?…
4 votesThanks again for raising this with us in Xero Product Ideas, Sal. I'd like to confirm that our team have made an update in the new manual journal experience and it's now possible to type to search and select the tracking option within your tracking fields. 😊
-
Cash flow Manager - Calculate vat liability
It would be good if Xero could use vat charged on invoices and spent on bills to calculate what the predicted VAT is for that quarter and add it into cash flow manager - rather than this needing to be added manually
1 voteThanks for sharing with us here, Belle. Cashflow Manager in Xero Analytics will show your organisations predicted tax payment. You can find this under Recurring Cash Out. Check out my example image 😊
-
NZ Tax - IR10 Form - Update Box 60 label to 'Total value of Investment Boost asset(s) being claimed' to match Inland Revenue guidelines
Currently the IR10, Box 60 says 'Investment Boost Claimed', but this is misleading as the amount that needs to be entered is the value of the assets which are having Investment Boost claimed.
The IRD's IR10 Guide calls Box 60 'Total value of Investment Boost asset(s) being claimed'.
Please change the name of Box 60 to match the IR10 guide. This will make it easier for users to enter the correct amount.
15 votesHi team, we appreciate your feedback here and want to share that this update has now been released.
In IR10 Box 60 is now called “Total value of Investment Boost assets(s) being claimed", both within Xero Tax and on the file when printing.
Thanks again for sharing with us here.
-
Company Accounts (UK) | Submission receipt
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
When filing you do not receive a submission receipt at all!1 voteHi Francisca, we'd like to share that we've now released the submission receipt.
Once the accounts have been successfully submitted to Companies House the submission panel will include the option to 'View receipt' where you can see an onscreen representation of the receipt or download it as a PDF for your retention. 🙂
Thanks again for sharing this feedback with us here in Xero Product Ideas!
-
Company Accounts (UK) | Add option to show Company Authentication Code
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
When filing you can not recheck the CAC code as it's got to vision allowance.1 voteHappy to let you know this has now been solved too, Francisca!
When you're ready to file the accounts to Companies House there's a show/hide toggle on the Company Authentication code field.
By default the text is hidden, so you can toggle the view on with the 'eye' icon if you want to confirm the code's correct before submitting. 😊
-
Xero Analytics - Ability to share dashboards for the date range set and not revert to current month
I quite like the dash board feature and shared it with some clients. However, when they click on the link, it rolls over to current period. It would be good to either integrate this with reporting or allow a dashboard to be saved so it can be shared to show data at a point in time
14 votesHi team, good news! We'e updated this feature in Xero Analytics, so you can now share a dashboard on any fixed date.
When clicking "share dashboard", you have the option to select either a rolling date (which will always revert to the current date and automatically roll at the end of a period) or a fixed date (that'll show the dashboard according to the exact selected date).
We really appreciate hearing how this feature would be beneficial to your use of Xero Analytics, here. Thanks
-
Navigation - Move GST return to Tax
Can GST returns be under the tax tab (not sure where it is but it isn't there or under reports; currently under accounting tab/ reports).
5 votesHi team, we really appreciate your feedback and getting to know the new navigation.
We want to confirm with the Tax menu in Xero's new navigation GST Return will be available, or the relevant Sales Tax report for your organisation's region (e.g Activity Statement in AU, VAT Return for UK).
As you can with favoriting reports, it'll also be possible to favourite and show this report from the Reporting menu if you choose.
-
Xero Analytics | Reports - Customised by variable accounting periods
Create Syft Analytical reports & Dashboard customised by accounting periods. Our company doesn't follow Calendar months- so it will be good to compare and analyse reports based on our accounting periods and not calendar.
12 votesHi team, there is now the ability to generate dashboards for the current financial year, within Xero Analytics. Within Xero, you can now access this from the Reports Menu within the Analytics section.
Select a "Monthly (financial year to date)" option from the date selector. This will show your totals and the number of months per graph, according to your financial year.
Worth noting that this capability is also available within Syft as a standalone product.
-
Single sales report - for the sales team
Single report for our Sales Team that will show:
Sales MTD vs Target (Month by Month YTD)
Number of Invoices by Month
Avg Value of Invoices by month
5 votesHi team, returning to this idea we now have Xero Analytics in which you can use the Business Health Scorecard to compare your monthly sales, to a set target.
You can also display this as a widget on your Analytics dashboards, to visually compare your monthly sales to the target line.
-
Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
-
Profit and Loss - moving annual total (MAT) option
Ability to generate Profit and Loss reports that show each month what the moving annual (12 monthly) total (MAT) is, so that an understanding of trends to income and expenditure items is over time.
Purpose: Users can see the trend behind the immediate or current year number
1 voteThis should be possible with the ability to add custom Date columns in the reports layout editor, Geoff.
It does require a bit of manual set up, however you could add columns for say 1 Jan - 28 Feb, 1 Jan - 31 March and so forth so you can see the accumulative total across months.
-
set balance sheet default date to "today"
The Balance Sheet currently defaults to the last EOFY date, which as at today (posting this suggestion) is 9 months ago. this is frustrating as you usually look for the figures as at now, and not the end of the last financial year. This functionality changed in one of the recent product updates. I know we can change the date and re-run the report, however it seems silly to default back to the end of the last FY and is a waste of time to have to do this always.
1 voteHi Jo, from the Balance Sheet there is a common date format for 'Today'. Once selected you can save the report as Custom and make this the default if you'd prefer.
-
Activity Statement - Ability to dismiss ATO outage notification
I appreciate getting a notification of a future ATO outage but I'd like the ability to dismiss it; I've already checked the dates and confirmed it won't affect me, but it stays on the page while completing the BAS.
1 voteThanks for your feedback on this notification banner, Shannon.
After a quick check in with our team on this, I'm pleased to share they've made a small change so you'll now find it's able to be dismissed!
-
W-9 - Integrate sending with Gmail
Xero doesn't have a built-in option to directly integrate with or automatically use Gmail for sending W-9 requests. That would be really helpful ~
2 votesIt sounds like you're referring to the Request W-9 window, Reuben? You should be able to set up Gmail as your default email app on the device you're using. If this isn't opening Gmail by default you may want to check your device's settings.
-
Reporting - Monthly comparatives to run for the full month
Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?
In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.
As many month-end journals are posted to, say, 31 January, the balance doesn't include them.
This is very misleading: in any other month, the comparatives are run to the end of the month.
It's…
1 voteSorry Karen, not quite sure what's going on with your report there but I'd recommend coming into our specialists at Xero Support to have a closer look at your report settings.
Running for the full period of the month is the default so it should pick up all days for the month comparatives you're running the report for.
I've attached a test from the demo org - Setting the Date to 28 Feb, with compare for 2 months the report shows me the full months with columns for 31 Jan and 31 Dec.
-
w9 link length
W9 link for contractors to enter information needs to be extended beyond 7 days. In addition it should be a generic link that can be sent to multiple people.
1 voteThanks for your feedback, Robert. For security reasons, we're unable to make this a generic link, however I'm pleased to share that we've now extended the link expiry to 30 days 🙂
-
Customer name & address report with account number
Where on xero in the report is a customer & supplier name & address report giving account number / address details please.
1 voteHi Jane, there is no direct report in Xero that will provide all this detail for your Contacts. However you could export your contacts from Xero which will include columns with this data.
-
Manual Journal - Import with Tracking
Our client wants to export out of his customised software into xero. The developers have changed the software to fit the xero template but the tracking categories are not importing. I have spoken to a xero specialist and they believe it is not possible to have the tracking category automatically import. This would be a very useful feature for our client.
1 voteSorry it seems there may be some misunderstanding there. It is possible to import a manual journal with Tracking applied.
You'll need to make sure the Tracking Category and Options are spelt exactly as they are in the organisation into the CSV file in the appropriate column.
I've provided an example on this discussion for a customer that was importing invoices, and may help you with this.
-
Check Register Report
New to be able to run a report to show checks paid out each month, sortable by each bank account. Date - Payee - Check Number - Transaction Amount - Status (Reconciled / Unreconciled), Total dollar amount of checks written for the month, as well as total dollar amount of checks unreconciled for the month. It would be nice to have the voided checks fall to the bottom as well. I have attached a copy of one I make in excel every month since Xero doesn't have this report.
3 votesThanks for sharing a screenshot of what you're after, Lauren. This is the same detail as what can be retrieved from the Checks register in Xero, and if needed you can Export your check register to CSV to be able to use this outside of Xero.
While it's not possible to filter or sort the order of checks based on Status, if desired you could use the CSV outside of Xero to sort your checks register.
-
Xero - Aged Receivables Analysis Report (30 Days instead of < 1 Month)
Option to show AR Summary or Detailed Report with "30 Days" instead of "< 1 Month" shown and likewise for other columns, such as "60 Days" instead of "1 Month".
2 votesHi Kyle, you can do this by editing the Ageing periods of the report 😊. For example you could change this to # periods of '30' and drop down to select Day instead of month.
- Don't see your idea?