928 results found
-
Management report pack - Add Activity Statement
It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.
14 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…
14 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.
-
GST - Filter by tracking to report on multiple branches from a single org
Per the attached screenshot, we are utilising tracking categories to track income and expenditure for two branches of a business with one ABN. Most of the reports can be filtered between tracking categories. I can see no reason that the GST reports should not be able to be filtered by tracking category, or even the Activity Statement report. We should be able to expect this filtering for ABN branches.
14 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.
14 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
14 votes -
NZ GST - Automatically generate draft bills or invoices when filed
After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??
13 votesHi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
-
Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
13 votesThanks Cecily, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
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.
13 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
-
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…
13 votes -
Xero Accounting app - View custom reports
Allow custom reports to be displayed in the Xero Mobile App?
13 votes -
BAS - Manual option to override unavailable unfiled amounts
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…
13 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....
13 votes -
VAT Return - adding detail to transaction
When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.
Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.
Please look into this! Thank you.
13 votes -
Manual Journal - Ability to add a line anywhere
Currently there is no functionality to add a line anywhere in the Journal. The current system of dragging a line from the bottom is absolutely inconvenient especially where the Journal is very long and we want to add a few lines in the beginning of the Journal.
There should be one button 'insert a line function' (next to current curser location - meaning anywhere in the journal - Like F7 in SAGE).
Also, to move to below line, we have to use mouse. Can it not be possible to use arrow keys to move up and down?
Thank you13 votes -
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 -
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…
-
CIS - Editable email templates
Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements
12 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
- Don't see your idea?