Reports & tax

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1. 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, trust me, we know this because we are an accounting firm, because the system doesn’t meet basic accounting needs.

   On top of that, contacts are all over the place. Anyone can create a contact, there are no proper restrictions in place, and user permissions are extremely limited and basic.

   These are the things people have been asking and begging for, for years. Please focus on fixing these core issues.

   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,… more

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   0 comments  ·  Manual journals  ·  delete…  ·  Admin →
   Feedback  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi 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.