9 results found
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Ability to track personal expenses on business credit card and seperately tag them as personal expense so it becomes easy to repay that and
Ability to track personal expenses on business credit card and seperately tag them as personal expense so it becomes easy to repay that and
2 votesIm thrilled to say you can already do this in Xero Venkata! Just use Xero's Tracking functionality to 'tag' personal expenses. You can set up a Tracking option for your personal expenses, or several for each type of expense. Then when you reconcile the payment you simply select the tracking option, then run a report that you can filter by that tracking option to show the personal expenses. We have a bit if help around this in Xero Central article, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Find & Match - Show subtotal of selected transactions
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
1 voteHi Celeste, the subtotal of your selected transactions will be shown in section 3 as per the screenshot you've shared 🙂
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Manual Journals - Templates for regular journals
I would like to be able to create templates for common manual journals I need to post. I have to create journals to deal with VMS and Sale on Commission transactions and having the accounts, VAT code and comments already in a template would save time and mistakes creating these. Also, being able to fix the debit and credit fields for each account would ensure the journal is entered correctly.
1 voteThanks so much for sharing this idea — we can absolutely see how having a template for common manual journals would save time, create more consistency, and help reduce manual errors. 🙂
The good news is that this functionality already exists in Xero through repeating journals. You can set up a repeating journal for weekly or monthly periods, enter the accounts and details you regularly use, and choose to have each journal created as a draft rather than posted automatically.
That means you can still review and make any final changes before posting, while avoiding the need to recreate the same journal from scratch each time.
If it helps, we can also point you to the steps for setting this up in Xero.
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
2 votesHi! Did you know it's already possible to have this in the financial reports in Xero!
You can add an account code (ASB 00, ASB 01, ASB 02 etc) to the bank account in the chart of accounts, then when you run the financial reports you click the 'More' button and under the 'Show' section select the add account codes so you can identify the proper bank accounts.
😊
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REFUND
I WANT TO RECONCILE REFUND FROM BILL WHICH I ALREADY PAID BUT THERE NO OPTION TO RECONCILATION REFUNDED AMOUNT OF THAT BILL THAT WE PAID IF THERE IS LET ME KNOW BUT MAKE THINGS SIMPLE
1 voteHi Hassan, you can already do this in Xero! You can only process a customer or supplier refund after you’ve created the credit note, overpayment or prepayment transaction that it relates to. We have a bit if help around this in Xero Central but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bank Rec - Turn off Memorisation
Option (in Settings) not to allow creation of new transaction to reconcile incoming payment and only allow reconciliation against either existing invoices or from the Match/Create form. We have had a couple of occasions where clicking OK in error on a transaction creates a new transaction that fully reconciles a payment leaving invoices unreconciled and sending overdue emails.
1 voteHey Phil I am happy to share that this is already possible ion Xero!
Just follow these steps:
- Go to Accounting and select Bank accounts.
- For the bank account you want, click Reconcile [number] items.
- On the bank reconciliation screen, look at the bottom of the screen.
- Clear the Suggest previous entries checkbox.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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1 vote
Hi Neil, thanks for sharing your feedback. Just to clarify, feeds for both PayPal and Wise are already available in Xero. You can connect these accounts through the Bank accounts section and follow the setup prompts to enable automatic transaction imports.
As this functionality is already available, we’ve updated this idea to Existing Functionality and closed it for further voting.
If you’re having trouble connecting a specific account or feed, please reach out to our Xero Support team and they can help troubleshoot the setup.
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Tracking Category - Create tracking categories directly in invoices/bills/reconciliation
The ability to create new tracking categories at the time of reconciling payments or creating invoices or bills would be super helpful. I work for a charity and we have grants to track, and it is annoying having to go into tracking categories to create new ones every time we get a different grant. We have two types of tracking categories - one I've named "revenue sources" and the other named "Budget". To be able to add a new grant to 'revenue sources' at the time of inputting the invoice would be super helpful.
1 voteHi Eddie, thanks for sharing this feedback. We understand that being able to update tracking options without interrupting your workflow is important.
The suggestion is to allow new tracking options to be created without leaving the current invoice or reconciliation screen.
You can already add new tracking options directly from the tracking category dropdown while creating or editing transactions. Because this functionality is already available, we’ve marked this as Existing Functionality.
If you’re having trouble finding the option, feel free to reach out to our support team for more guidance.
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We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
1 voteHi Andrew, we understand that when receiving a supplier refund, being able to match it directly during bank reconciliation could simplify the process.
You can already match a bank transaction to an existing credit note by using Find & Match and selecting Show Spent/Received Items. This will allow you to clear the bank line without needing to create additional transactions. You can refer to this article for more information.
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