45 results found
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investment boost expense code
It would be useful if the 20% investment boost expense could be allocated to its own code rather than the default depreciation code.
6 votesHi there
The idea is promising, but the title is a little too short to summarise it clearly, and the benefits aren’t fully described yet. It’s been added to Feedback so the community can collaborate with you to develop it further.
It would be great for the user to refine their post with a clearer title and a detailed description of the business impact. For example, a better title would be:
Fixed Assets - Suggestion for separate expense code for Investment Boost deduction
We look forward to hearing back from you again.
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Allow custom P&L to be selected in Analytics
Allow custom P&L to be selected in Analytics
2 votesHi Jane, 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.
Could you confirm which part of analytics are you referring to? Would this be for Syft Analytics powered by Xero?
Feel free to include additional information that may help us understand your idea better (you can also attach screenshots with extra information of what you'd like to expect)
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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Account transaction report - Include where money was spent
Add column to Account Transactions Report to show where the money was spent, based on the Bank statement info. We find if clients choose a generic name in the Description when reconciling, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
1 voteHi Tracey, just a heads-up that this is a public forum, so you might not want to share confidential info on screenshots here.
From your screenshot it looks like you've created a supplier Contact called Travel Expenses, where you'd probably want to use the name of the hospitality business you're buying from in the 'Who' field instead.
If you need more help with this, please raise a case with our Support team, who'll be happy to investigate.
You can find details on how to raise, view and update support cases here: Get help from Xero Support and here: My cases in Xero Central.
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BAS - Display next BAS quarter automatically
I would love to have the next BAS quarter automatically displayed every time I open the BAS section.
Mine is stuck on 2019 and needs to be changed every time I go to look at doing my next BAS statement.If it could automatically change to the up coming BAS quarter but the option of doing yearly etc as normal. But it would just help so much with budgeting in regards to tax obligations for us single person company people.
1 voteThanks for sharing your feedback and idea here Ben. Just to confirm, Xero automatically suggests the next period's due date when you're in BAS. The behaviour you're experiencing is not typical of the BAS experience. We'd recommend reaching out to our support team by raising a case with them so they can assist you with the issue you're experiencing. You can refer to this link here for more details.
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See more of the reference column
stretch the reference column to see more information, without having to go look for the remainder of what we can view easily
2 votesHi Louise, thanks for your suggestion.
We'll need some more detail for your post to be considered here. Is this the Reference column in the Account Transactions tab of your bank accounts, or are you looking at a different screen?
This detail will help others in the community know what they're voting for, and ensure we can get your idea to the right people in the Product team 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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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
1 voteHi Michelle, thanks for your comment here. When creating a BAS in Xero, if you are owing money to the ATO , it would create a bill and if the ATO owes you money it would create an invoice. We'd recommend raising a case with our support team so they can look into your specific scenario and provide you further assistance. :)
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Bug found
Dear Xero,
I have found in the 'Payable invoice Detail' (and I believe it would occur in all applicable reports) that the 'Unit Price inc. GST' is rounded off to 2d.p. and is used to calculate the Invoice 'Gross' amount.
This means that analysing data using the 'Unit Price ex. GST' gives incorrect results.
Hence, if it is possible, please show allow Xero to calculate the 'Unit Price Inc. GST' amount up to 4 or even 6 d.p. so significant differences are not shown when volumes are high eg. >100.
I understand this might be unneccessary for display purposes in…
1 voteHi Callum, thanks for sharing your feedback with us. We appreciate you highlighting this calculation behaviour in your Payable Invoice Detail report.
If you believe this might be a bug or unexpected behaviour, we recommend raising a case with our support team. They’ll be able to investigate the rounding you’ve described and work with you to determine if there’s an underlying issue and the best next steps for your organisation.
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Draft Reports - Ability to add as Favourite so appears in drop down Menu
For the advisor Draft Reports, there is no ability to Favourite this report so it will appear on the Reporting drop down Menu.
At present, when want to print a set of Financial Statements, need to go to Reporting - All Reports - Drafts and then select the Financial Statements.
Would save time if could choose direct from the Reporting drop down Menu.1 voteThank you for sharing your idea about being able to favourite draft reports so they appear in the Reporting drop-down menu. At the moment, this feature isn’t in development or on our immediate roadmap. This is mainly due to technical limitations in how draft and published reports are managed, as well as the need to balance this request with other priorities and improvements. We’re moving this idea to Feedback so we can keep monitoring interest and gather more input from users. If this feature is important to you, please encourage others to vote and comment, as this helps us understand demand and shape future updates. Thank you for helping us improve Xero.
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Fixed Assets - Partial allocation of depreciation for business and private use
I've had to create this new idea because you closed the old one.
You can re-arrange deckchairs all you want on the Titanic (new Files inbox), but BASIC ACCOUNTING FUNCTIONALITY IS MISSING from your program.
You should be ashamed that the ability to calculate private use is 'not in pipeline'...
1 voteHi Paul, appreciate your feedback and I understand the recent update for the idea on allocating depreciation for business and private use will not be what our users were hoping for.
While an idea may be shifted to Not in pipeline, votes remain open so that we can keep tracking growing interest. These ideas will still be highlighted for reconsideration in product teams future planning but we want to be transparent with our customers that this isn't road mapped.
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General Updates - Reporting, Audit and Risk compliance
- Manual Journal Report (ability to extract manual journal entries with user details - for audit purpose)
- Adding company logo/image in Management Reports (reporting and presentation requirements)
- Payment Batch checker (to verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff)
- 'Comma' to be displayed in 'Qty' column when generating invoices (better view of invoices to the reader)
1 voteWe appreciate your feedback about The manual journal report (this is already in existence in Xero with the details you set out) Adding a Logo to Management reports, and Payment Batch checker. However, we don't accept ideas that have multiple request in one post. Can you please split these ideas for each feature and/or area of Xero you'd like to see this developed for, so we can gauge support and keep users updated.
You can see the qualities of an idea on Xero Central.
You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks
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Why are depreciation journals posted as cash journals?
It would be great if Xero could make the automated depreciation journals to be not cash. Then we don't have to think about whether the setup in the Cash flow report is correct or not. Surely this is just a setting issue in automated journal?
1 voteHi Justine, thanks for your feedback on depreciation journal classification. We appreciate you sharing how automatic non-cash treatment could make cash flow reporting easier.
We’ve reviewed your idea and moved it to Feedback. In Xero, depreciation journals created through Fixed Assets are posted as accrual (non-cash), so they don’t appear on cash-basis reports by default.
When depreciation does show up on cash reports, it’s usually because it has been posted via a manual journal (or through an integration) with the “Show journal on cash basis reports” box ticked.
If you’d like us to take a closer look at your specific reports or workflow, we encourage you to raise a case with our support team so we can investigate further.
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VAT201 - Make available to download via the API
VAT201 report - make API available to GET VAT 201 report.
Using the VAT transactions in our reconciliation run in Excel. Would be so helpful to automate VAT 201 report transactions' download1 voteHi Clarize, returning to the idea here it sounds like you may be extracting information from Xero to process through another process you have set up. We have a dedicated forum for ideas related to Xero's API and I'd recommend raising this with our experts across here.
As Davina mentioned in her last reply - currently you can access the VAT201 report digitally in Xero if you connect to SARS.
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Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Reports - Option for minus symbol eg: -£1234 not (£1234)
Option to show negative figures on reports with a minus symbol eg: -£1234 and not (£1234)
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Reports - Add FX note to Reports
Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Reporting - Enable all accounts to be selected when creating formulas
Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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GST Reconciliation report - Common date formats
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Fixed Assets (New) - Importing assets
The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
Yet using the same csv file in the old fixed assets module works perfectly well.
Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Fixed Assets | Register - Use keyboard to move through fields
In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Multiorganization Reports
Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.
Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.
Purpose: A report that would allow users the ability to extract KPIs…
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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