945 results found
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Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
13 votesAppreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Report - Contacts not used within a time period e.g 12 months
A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.
13 votesNot a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
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Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
13 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
13 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
13 votes -
TPAR report for Subcontractors
Produce a Tpar printable Tpar report per subcontractor so we have something to give them when they request details of the amount reported to the ATO
13 votes -
VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
13 votes -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.13 votes -
VAT Return - Submit for OSS (One Stop Shop) in Xero
Ability to make users submit their OSS returns through Xero.
Purpose: To save time rather than having to submit the returns through the member's states revenue agency.
13 votes -
Reporting: Sales Report - Track sales by sales person
Report that shows the total sales made by each sales person in an organisation
Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime
13 votesHi team, not getting a lot of traction overtime we will soon remove this idea from the platform.
As mentioned in our last update while we don't have a direct feature for reporting by sales person, there is a means to use one of your tracking categories to monitor and report by sales people in your organisation.
- Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
- When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
- You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.
Alternatively, we'd recommend exploring our Xero app store to find a solution that can offer this and more functionality to track and report…
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Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
12 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Budget Manager - Compare actuals for 9 months
Budget manager currently only allows you to include actuals for 3m, 6m and 12m. Most businesses do quarterly forecasts and hence also need 9m....why isn't this included as a default option ?? It should be...please !
12 votesWe’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.
This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.
We’ll let you know when this progressed.
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Account Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
12 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
12 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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VAT - Ability to produce a 126 Schedule
VAT 126 - small local authorities can reclaim all VAT. To do so they need to submit a 126 schedule, which is not currently available within Xero. The problem is that the supplier's VAT number cannot be included in transaction reports.
The ability to produce the VAT 126 schedule would make Xero a very good option for the many parish and small town councils.12 votes -
History & Notes - Include deleted statement lines in the History and Notes report
Under Advanced, History and Notes; add a option to view who deleted statement lines.
12 votes -
Manual Journals - Add a Reference column
MANNUAL JOURNAL
Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.
Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....
12 votes -
History and notes report - Ability to search results by contact
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
12 votes -
Profit & Loss | Tracking - Ability to drill down
The previous Profit & Loss report allowed you to filter by multiple categories. There was an add t report function which allowed users to drill down into secondary categories and export ALL of the data into one report which showed 1. A P&L Summary, 2. Detailed expenditure for the chosen secondary category. The "Add to report" function allowed the user to export the entire category details as a whole.
For our business this is critical. We are a bespoke project based company and use this filter constantly & No the project feature does not work for our business....I have tried!
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12 votes -
User Role - Ability to share a published report with users
Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.
12 votes
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