Settings and activity
9 results found
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238 votes
An error occurred while saving the comment An error occurred while saving the comment 
Graham Oddy
commented
In my experience, the majority of growing businesses, will at some point set up Holding Companies and or subsidiaries. I was amazed to find that Xero didn't have the facility to consolidate as a matter of course. We need the feature ASAP!
An error occurred while saving the comment Graham Oddy
commented
There are a number of functions that one would expect accounting software to have that Xero fails to provide and this is one!
Graham Oddy
supported this idea
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An error occurred while saving the comment Graham Oddy
commented
It is not at all unusual for a client to have more than one group company and so it is essential to have the ability to consolidate their figures. As with the lack of Back-Up this is a facility that it is extraordinary that Xero doesn't already supply.
An error occurred while saving the comment Graham Oddy
commented
This is a "Must Have" for any accounting system. Having to use a "third party" app to achieve consolidation makes Xero look 2nd rate in comparison to its competitors.
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15 votes
Hey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
An error occurred while saving the comment Graham Oddy
commented
This is a great idea, I have just spent 2 days trying to find discrepancies between the VAT by Box Report and the Receivable/Payable Invoice Detail reports
Graham Oddy
supported this idea
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25 votes
Hi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
Graham Oddy
supported this idea
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223 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Graham Oddy
supported this idea
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63 votes
An error occurred while saving the comment Graham Oddy
commented
Currently a single line receipt or payment in the Bank Reconciliation can be tied up to a maximum of 50 invoices / bills. Where one has batched Direct Debits it is very common to have several hundred invoices being paid by that one transaction in the bank. Please extend the maximum number allowed.
Also it seems strange that this bulk transaction is not allowed at all in non-base currency bank accounts - this would also be extremely useful.
Graham Oddy
supported this idea
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137 votes
An error occurred while saving the comment Graham Oddy
commented
I am bringing data across from another software package. Consequently there are sales invoice that have been issued after the data was sent off for conversion to Xero. I therefore need to enter these invoices ensuring that the invoice numbers correlate to those actually sent to customers. Unfortunately, in error whilst trying to allocate a credit note, I inadvertently generated a new Credit note using a number required for a genuine invoice. The inability to change the number means that all subsequent invoices will NOT show the correct number. This is a major problem. Luckily Support have suggested a work around which is by no means perfect but will have to do.
I appreciate HMRC want the security of knowing that a business is not raising "dodgy" invoices and showing a different figure in the accounts to that actually sent out, but would it not be possible to have a background audit trail of Invoices showing ALL invoices raised, with an explanation of why some where deleted or voided?
Graham Oddy
supported this idea
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60 votesGraham Oddy
shared this idea
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387 votes
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34 votesGraham Oddy
supported this idea
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An error occurred while saving the comment Graham Oddy
commented
Having the registered office address on all official correspondence and invoices is a legal requirement
As Carla says "This is an absolutely essential function that is offered by competitor products." Why on earth is it missing from Xero?