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9 votes
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Jo Russell
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9 votesJo Russell
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134 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Jo Russell
commented
This would be really helpful. We have a new manager who wants to know WHAT the payments coming out of a credit card account are for and not just WHO the payment was made to. The Bank Transactions report we were using for review and approval of transactions does not provide any sort of relevant description.
Jo Russell
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100 votes
An error occurred while saving the comment Jo Russell
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Given the original request was over 10 years ago, could this be reviewed please?
Since WorkFlowMax was dropped by Xero, implementing a replacement software system has incurred costs across multiple months. We are now ready to capitalise these costs to begin depreciating and having a single asset for this replacement software rather than one asset per invoice would be logical.
If we register each individual invoice as an asset, that creates noise/confusion in the asset register.
If we only register a single asset, then we lose the link to the original invoices.
Please review this asap.Jo Russell
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4 votesJo Russell
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190 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
An error occurred while saving the comment Jo Russell
commented
For Xero Admins, to answer your question why two date fields might be needed: the most common reason for two separate date fields for supplier invoices would be when a supplier invoice is received late, after the month that it relates to has closed. (Perhaps that supplier invoice was expected and an accrual has been raised but potentially not. If an accrual has been raised, it may be for a different amount.)
E.g. The Jan-24 month has been finalised and reports sent out to managers by 10/0224. On 11/02/24, a supplier invoice comes in that is dated 31/01/24.
While that invoice cannot be posted into the closed Jan-24 accounts because it will change the reported numbers, it is still due on the 20th of the month following the invoice date. That is, the 31/01/24 invoice is due on 20/02/24.
Processing the invoice with a Posting Date of Feb-24 will ensure that it is reported in the correct month and won't throw out the Jan-24 accounts. Entering an Invoice Date of 31/01/24 will ensure that the payment date of 20/02/24 appears correctly and would also ensure that the data on the supplier card is correct. Should there be a need to go back to the "Jan-24 invoice" in the future then it can easily be found if the invoice is showing as being dated Jan-24, regardless of when it was posted into the accounts.
I hope this helps. -
8 votesJo Russell
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An error occurred while saving the comment Jo Russell
commented
Each Contact header shows the average number of days that debtor has made payments in the past. This would be useful information to include on the Aged Receivables report when reviewing the likelihood that debtors invoices will be paid on the due date.
E.g. some clients only pay at the end of the month, whether the due date is the 20th or not. Knowing which clients will be paying 10 days after their due dates would help with cashflow forecasting, as would knowing which clients always pay on the due date.
Cashflow forecasting could then be more accurate if the biggest invoice due on the 20th is marked as more likely to be paid on the 31st. -
13 votesJo Russell
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681 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
An error occurred while saving the comment Jo Russell
commented
Currently a draft asset is created whenever a transaction is recorded against the Fixed Asset balance sheet account. However, if that original asset was incorrectly coded in error, it's not possible to establish that link in the fixed asset record back to that original purchase record once that coding is corrected.
It would be helpful to be able to link these two manually.
Alternatively, as has been suggested elsewhere, it would be useful to attach files to the Fixed Asset record.Jo Russell
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An error occurred while saving the comment Jo Russell
commented
I'd also like to ask for the ability to either link to documents in the library or attach files directly. As an audited organisation, we need to have supporting documentation for every transaction as part of our processes. Scrapping a zero value asset only results in the automated Xero journal, with no opportunity to attach a file to, say, the receipt of cash as you normally would for a 'sold' asset. I'd like to attach the confirmation from the manager that the asset has been scrapped.
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240 votesJo Russell
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12 votesJo Russell
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16 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Jo Russell
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13 votesJo Russell
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43 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jo Russell
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3 votesJo Russell
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580 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
An error occurred while saving the comment Jo Russell
commented
Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.Jo Russell
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5 votes
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
Jo Russell
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139 votesJo Russell
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21 votesJo Russell
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168 votesJo Russell
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Assigning a planned date at the time of entering an individual bill would save having to then go into a separate window AFTER processing the bill to assign a date.
As it stands, for each bill that is processed, there is an additional step to assign a planned date which necessitates the opening of a different window. This becomes cumbersome when entering multiple bills and breaks the flow of processing these.
Other accounts software that I've worked with allow:
* Document date (ie actual date shown on the invoice)
* Accounting date (ie date that the invoice is going through the accounts, very handy if a bill has arrived after the month has closed and must go into a different month)
* Due date
* Payable/Payment date
Could you please consider reviewing the date fields that are required by staff on the ground that are entering the details?