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23 results found

  1. Profit & Loss - Show dividends/distribution/Income tax after net profit

    67 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson commented  · 

    Just simply critical to accountants, even SAGE do this better

  2. Inventory - Option to automatically update purchase price when buy new product

    151 votes

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    46 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

    Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

    Nigel Halsey-Watson supported this idea  · 

  3. Be able to see all transactions within a P&L report

    10 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  4. Cash coding - Filter and Search

    47 votes

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    20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  5. Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab

    16 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  6. Custom report - Add formula rows for % percentages (e.g Gross/Net profit)

    79 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.

    This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊

    Nigel Halsey-Watson supported this idea  · 

  7. Reporting - Change ordering of Account Type on Trial Balance when grouped

    19 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  8. Profit and Loss (new): Edit/remove the heading dates

    9 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  9. Bank Rule - Ability to default to 'All conditions match'

    11 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules. 

    This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.

    Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.

    Nigel Halsey-Watson supported this idea  · 

  10. Reporting | Budget Manager - Customise report layout

    155 votes

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    submitted  ·  82 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  11. Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment

    22 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  12. Reconciliation: Find and Match - add filters for date ranges

    45 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  13. Reporting - Add Graphs and Pie Charts in Management Accounts for KPI

    26 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.

    Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.

    Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon 

    Nigel Halsey-Watson supported this idea  · 

  14. Chart of Accounts: Disable Reconciliation to Specific Accounts

    38 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  15. Invoices/Bills - Feature to 'write off' as bad debt

    659 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Nigel Halsey-Watson supported this idea  · 

  16. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    597 votes

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    38 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Nigel Halsey-Watson supported this idea  · 

  17. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  18. Fixed Assets - Attach a file

    674 votes

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    37 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂

    As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.

    Nigel Halsey-Watson supported this idea  · 

  19. Bills - Payment method shown on Bills (DD, BACS)

    135 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 

  20. Reconciliation - Make multiple payments without exiting invoice

    38 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Nigel Halsey-Watson supported this idea  · 
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