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45 results found

  1. Account transactions report - Show description of transaction line

    141 votes

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

    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…

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    Anita Wildman commented  · 

    100% agree - have voted

    Anita Wildman supported this idea  · 

  2. General Ledger Reporting - Group by Account Type

    7 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  3. Report Templates | Copy - Client to practice, or client to client

    59 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  4. 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 

    Anita Wildman supported this idea  · 

  5. Account transaction report | Grouping - Ability to show opening & closing balances

    20 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  6. Chart of accounts - Add support for subaccounts

    63 votes

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    submitted  ·  27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  7. Bank Reconciliation - Repeating spend & receive money transactions

    149 votes

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    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  8. Budgets - Order by GL account number

    76 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anita Wildman supported this idea  · 

  9. NZ and AU Payroll - Send link for easy onboarding of new employees

    104 votes

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    26 comments  ·  For small businesses » Payroll  ·  Admin →
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    Anita Wildman supported this idea  · 

  10. AU Payroll: super maximum contribution base

    78 votes

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    submitted  ·  29 comments  ·  For small businesses » Payroll  ·  Admin →
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    Anita Wildman supported this idea  · 

  11. Payroll: Show employee leave balances when approving leave

    153 votes

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    submitted  ·  10 comments  ·  For small businesses » Payroll  ·  Admin →
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    Anita Wildman supported this idea  · 

  12. Manual Journals - Editing journal with auto-reversal to update related journal/s

    45 votes

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    16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited. 

    While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time. 

    We'll move the status back to submitted and keep you informed if there is any movement.

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    Anita Wildman commented  · 

    This would be very smart

    Anita Wildman supported this idea  · 

  13. User Access: Lock Dates - Specify User Access

    69 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anita Wildman commented  · 

    Agree - Need better functionality around lock dates

    Anita Wildman supported this idea  · 

  14. Lock dates - Multiple Lock dates that are not linked to each other

    3 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anita Wildman supported this idea  · 

  15. Organisation Settings - Copy an existing company to create a new one in Xero

    26 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anita Wildman commented  · 

    Yes please

    Anita Wildman supported this idea  · 

  16. Navigation - Return to previous screen after viewing/editing a transaction

    99 votes

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    submitted  ·  33 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anita Wildman commented  · 

    Please please please

    Anita Wildman supported this idea  · 

  17. Product Ideas Forum: Filter to show my own ideas

    5 votes

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    0 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback about our forums here themselves, Freya. 

    Appreciate wanting to get a view of the ideas you've started. 

    It's not possible on the platform itself currently, however if you select the option to 'Export my data' from your Settings and Activity page you'll receive a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online 

    Anita Wildman supported this idea  · 

  18. Xero central | My cases - Ability to search previous cases

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Anita Wildman supported this idea  · 
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    Anita Wildman commented  · 

    There is currently no ability to search your own support cases, which means I am scrolling through cases trying to find a prior support case that may still be relevant (and avoid me needing to contact support again).

  19. Lock Dates - Allow standard users to set lock dates

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anita Wildman shared this idea  · 

  20. Permissions | Provide bank admin access to staff from HQ

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Anita Wildman shared this idea  · 
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