992 results found
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Reporting - Show date/time stamp when report was run in header of spreadsheet
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reporting - Suggestion for matching/filtering Balance Sheet items to show 'open' amounts
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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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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 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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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.
11 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.
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AU ITR
AU Tax - Individual tax return - import excel spreadsheet of capital gains tax transactions - could you provide a template so we can import the cgt transactions - saves time in processing and doubling up data entry - workpapers and then again in tax return
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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hmrc x reference within xero
On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank Feeds - Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
3 votesHi Jenny, thanks for sharing your idea, and letting us know the changes that matter most for you.
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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1099 - Send email alerts for failed TIN matches
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the wider community as I'm sure other users would like to see this change. We'll monitor this space for more traction.
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Navigation - Practice Setting to set default for Favourite reports
Can the list of favourite reports be set to default to always include the Trial balance (at least with Advisor rights). As an accountant I always run a Trial balance report and have to manually set this as a favourite on every client I log into. I also regularly use the accountant transaction report and Aged payables and receivables which are already default favourites.
10 votesThanks for sharing on the new navigation with us here, Shirley. We'd like to get a sense of the interest in this from the community here and will keep a close eye on the traction.
If there are any updates we'll share with you here.
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There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger
There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger details while selecting all ledgers. The other is to extract the transaction list by edit period. This will be helpful in identifying differences between the same report taken for two different periods.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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UK Tax - Overseas company accounts and corporation tax return
We deal with Overseas companies and subsidiaries, Xero does not have recognise Overseas company number usually starts with FC123456, Xero does no recognise this and create corporation tax return. This is another deficiency of Xero which makes me look at other software.
2 votesThanks for sharing your feedback on overseas company number recognition. We appreciate you explaining how important this is for managing CT600 filings for overseas entities and subsidiaries.
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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Report Templates - Ability to add multiple rows at once
When editing a report, please make it easier to add multiple rows or columns at once - either by allowing continuous clicking on the "add row/column" button, or by providing more options beyond a 5 x 5 when creating a table.
3 votesThanks for sharing your idea, we appreciate you explaining how adding multiple rows or columns at once could improve your workflow when editing report templates.
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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End of Page - Top of Page - I think Xero is very lacking in being able to quickly go to top or bottom of any page, especially long lists.
End of Page - Top of Page - I think Xero is very lacking in being able to quickly go to top or bottom of any page, especially long lists like 200 transactions for example in GST lists.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Fixed Asset Reconciliation report - Hide accounts
I would like to be able to hide accounts on the Fixed Asset reconciliation report so that I don't have a page full of Fixed Assets accounts that have no assets attached, and haven't been used for years.
7 votesThanks Cara for your feedback.
We've 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.
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Reporting - Switch between detail/summary Aged Payables/Receivables report
Instead of having 2 separate reports for Aged Payables and Receivables, there should just be one report for each, and a drop down/toggle to switch between the detailed report and the summary report. Not the biggest deal, but would make things a lot more fluid and easier. Could be replicated across other reports too to simplify the process, and make the "reports" section much tidier and easier to navigate.
4 votesThanks for sharing your idea for a dropdown to switch between the detailed and summary versions of the Aged reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, did you know that you will find the detail/summary version of the report listed in the Related reports section of the left hand panel when running a report?
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Bank Reconciliation - Show Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
3 votesHi Sousana, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. You may share it with your friends and colleagues who may also find this to be a useful addition to Xero. They will be able to add their votes and comments on it too.
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Xero Organisation Details Into Practice Manager
When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Projects - Bulk Edit time entries for projects
Ability to enter search criteria for time entries and then make batch edits to the selected entries. Similar to the find and recode function for accounting transactions. Sometime projects change and/or split into multiple projects. Please add the ability to search for time entries by date, employee, project name, task, etc., and returning a list of the time entries that meet that criteria; select the time entries desired and then make bulk edits to the selected items.
4 votesHi Roger thanks for sharing your idea, and letting us know the changes that matter most for you. We can see how this idea can be helpful for some users. The best way indeed is to describe it as Find and recode for Projects. We've reviewed this idea and moved it to gaining support. Its upto the community now to get behind it. We will continue monitoring it for more traction.
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add
attach the invoices in the Vat filing for cash scheme.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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