Settings and activity
9 results found
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9 votes
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Kate Underhill
supported this idea
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606 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Kate Underhill
supported this idea
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274 votes
An error occurred while saving the comment Kate Underhill
commented
This is a good start but the idea request also included adding GST Reconciliation, Activity statement and payroll reports to the report template in HQ. This is half the job done. It is imperative that these other reports are also included. We use these reports every time we prepare activity statements for full and detailed reconciliation of accounts prior to lodgment.
An error occurred while saving the comment Kate Underhill
commented
I would like to add my support to this product idea.
I want to build a report template in Xero HQ using the new General Ledger report but the General Ledger Detail report doesn't show in the list of reports I can use in HQ to create a report template. As I can't do this, I will have to save recreating the same report for each client individually.
The new General Ledger reports don't allow me to add the detail transactions of each of the payroll accounts like I used to. I have created a custom report using the new GL Detail report, filtered down to only the payroll accounts I need to reconcile. It's perfect. But now I want to create this in HQ at a Practice level so I can apply the same report across all of my payroll clients.
Kate Underhill
supported this idea
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246 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
An error occurred while saving the comment Kate Underhill
commented
I have a client who sends all his supplier invoices to Xero using Email to Bills, many of these are credit notes. The credit notes sit as negative Bills in Draft. I have to open each one individually, remove the attachment to Files, create it as a credit note and attach the pdf from Files, then delete the negative Bill. It defeats the whole purpose of using Email to Bills. All we need is a button at the top of the Bill so that we can click to change it from a negative Bill to a Credit Note please.
Kate Underhill
supported this idea
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146 votes
An error occurred while saving the comment Kate Underhill
commented
If this feature was available, it would save me having to log back into each client’s file before due date to make sure they’ve approved their auto super.
Kate Underhill
supported this idea
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23 votesKate Underhill
supported this idea
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An error occurred while saving the comment Kate Underhill
commented
The Payment Summary Details Report needs to clearly show to/from dates on the report. If I run several Payment Summary Details Reports today for multiple financial years, all reports are titled exactly the same: Payment Summary Details as at Todays Date. There is no way to tell which financial year these figures belong to. I cannot send this to clients to verify because they can't tell which period they're looking at. This would not pass an audit.
Kate Underhill
shared this idea
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370 votesKate Underhill
supported this idea
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33 votes
Thanks for your feedback so far, everyone.
We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues.📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂
Kate Underhill
shared this idea
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141 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Kate Underhill
commented
Add: to also be able to publish the reconciliation report for these accounts.
This small change to the Xero Me app would reduce the workload of the approver. Currently when an employee wants to amend their leave they cannot amend it if the leave has already been approved. It needs to be amended by another staff member with payroll administrator access. By allowing the employee to amend their own leave, it could then be re-approved by the payroll administrator, giving the employee more control over their own leave. This should be a common sense self-serve for employees to manage.