8 results found
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IMPOVE FOR BETTER ACCOUNTING AND AUDITING
The only thing you seem to improve is reporting, and honestly, I’d bet a lot of people don’t even use those fancy reports because they’re unnecessary.
What’s missing are the basics. You don’t even have a proper general ledger customer or supplier report with running balances. Your customer and supplier reports simply aren’t designed that way. These are essential reports for accountants and auditors.
We also can’t do customer or supplier journals, and don’t even get me started on the lack of bulk offsetting of credits.
I love Xero overall, but these areas need serious attention. You are losing clients,…
8 votesHi Rene, thanks for raising this idea with us. We understand that there are a few things here that you're providing feedback on. We appreciate you taking the time to let us know the things that matter to you the most. Firstly, for your idea about the Contact/supplier report showing a running balance, we've found an idea that is similar to what you're suggesting and have added your vote onto it.In the meantime, we suggest using either the dedicated reports for contacts and suppliers or the Account transactions report. For your idea about the Contacts limitation, I have created another idea on your behalf and added your vote here. We suggest having one development feature entered into one idea to allow the community to vote for the ideas they really want to see.
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Transaction ID's in History & Notes
In the History section it would be good to be what the Transaction ID number is, and any reversals. Take for example the sample data base (Global), Swanston Security bill for 59.54, is currently a payable, transaction ID 549 is the posting of the transaction, transaction ID 550 is the reversal, so the balance due should be 0, however the balance due is still 59.54. There is no ability to search transactions by Vendor, and no ability to show all reversing transactions of an entry, so it difficult to figure out the outstanding posting entry.
2 votesHey John, thanks for raising this with us. I think its best if you raise this with our Support teams so they can work through this with you. You can raise a case here: https://central.xero.com/s/raise-support-case?subject=transaction%20id
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add
attach the invoices in the Vat filing for cash scheme.
2 votesWe'll need some more detail for your post to be considered as an idea here, Bassam. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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VAT file
Could you please bring back a file icon on the VAT return showing the attached invoice.
1 voteSorry to hear the troubles you're running into here, Gina. Having tested this out this morning, I can see the file icon is still displayed against transactions on the VAT return. If this is not the case for you, please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Reporting using current date and time
Made payments early on the 1st March. They are showing up as Feb. Amy danger you could like take the actual date of a transaction and not mess with it?
1 voteHey Cassandra, it sounds like you are having an issue with dates in your Reporting. This is best looked at b y our Xero Support agents so they can investigate.
Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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1099
Not an idea, just something I noticed. We had a vendor with a "spend money" and a "receive money" for the same amount. When filing the 1099s, it did not account for the "receive money" and would have overstated the 1099 by $5,300.
1 voteHi Tegan, Sorry to hear the troubles you're running into here with the 1099. If some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Search for ALL amounts in a transaction, not just the transaction total
For instance, the total for all journal entries is zero, so it would never come up in an amount search result. It would be nice to be able to determine whether a specific issue has already been handled, or if a transaction had been booked if you only know one of the amounts but not the total. This would save a great deal of time.
1 voteSorry to hear the troubles you're running into here, Jan. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Reports - do not shift dates for reports with custom periods
Reports with custom periods currently have their dates 'shifted' every month, which shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.
1 voteHi Cat, thanks for raising this idea. We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration. Usually, if you have a custom report set at a certain date, the date does not move. We'd recommend raising a case with our support team for more assistance with this incase the issue is based in your organisation in particular. Cheers!
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