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  1. Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.

    3 votes

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  2. For example, the search box does not find results if there is a space at the end of the search term. More often than not, if you are copying and pasting a piece of text with the search term, the device will add a space at the end and most non-technical users will not realise that the cause of no results from the query is due to a space they cannot see. e.g for invoices and products and services

    5 votes

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  3. Products and materials
    Other packages provide a means to set a default value to mark up items from their cost value then automatically set the sales value accordingly.
    The user would then preset a markup value to be applied across the whole list of items in Products and Services.
    Also, a universal feature to adjust for price increases from a pulldown list of the inventory.

    6 votes

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  4. Bulk Configuration Extract from Hubdoc

    The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually

    4 votes

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  5. Please can you add support for Yubikeys, the development webpage is here:

    https://developers.yubico.com/

    59 votes

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    Thanks for sharing with us here, everyone. We appreciate why you'd like simpler methods to improve efficiency when logging in to use Xero. 

    Our product team have started some work to enable logging into Xero using passkeys. As mentioned in some of your comments, this'll support Yubikeys by default.

    For now, we'll move this idea to Under review and I'll come back to keep you updated on the latest news for this feature.

  6. From the moment you post a payrun, and this can be 1 day or 10 days before payment is made, employees have access to their payslips. To pull an ABA from the payrun, you need to post the payrun first. I process payroll for over 30 business's. Part of that process, as I am sure it is for any agent or employee bookkeeper, you generally need to get an approval (even the filing for STP makes you verify that an authorised person has checked it). This approval is an email to the client with the payroll information (including ABA file)…

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  7. Please add the ability to dismiss/hide the setup guide without the need to have clicked through and used all options in the guide. Some do not apply to my organization and so there is no way to get the blue setup guide button to disappear and it gets in the way of other things on the screen.

    8 votes

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  8. Association of International Accountants - AIA should be added into accountants report section of statutory accounts.

    Thanks

    1 vote

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  9. Holiday requests automatically declined if holiday balance is '0' of minus value.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. When go in to view/approve timesheets have the ability to set a default pay calendar to use (currently all pay calendars including archived pay calendars come up). And the pay calendar for last week (defaults to the current week which means need to scroll down and repeat each time you view/check a new employee). Not very time efficient

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  11. It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.

    This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard access.

    They can also…

    5 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  12. I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.

    This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.

    I would like to be able to pay these people the same as I do everyone else.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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  13. It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.

    26 votes

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    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

  14. I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?

    I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?

    2 votes

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  15. Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…

    3 votes

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  16. A 'select all' feature to approve all unapproved timesheets would be great.
    8 plus years now of having to tick in a tiny box for all my casual/part-time staff is getting a little tedious, especially when a slight error opens the timesheet up and you have to then back out of the page to start all over again.
    It shouldn't be too hard from a coding point of view should it?
    Thanks, Bob

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  17. Multi row edit UI on expenses.

    I recent moved from Expensify, I've lost about 4 hours of productivity each week having to manually open and update 100s of expenses each week.

    I’d like to be able to update categories and VAT status on many tickets at once, a simple list view UI with checkboxes on the left and the ability to update more then one row at a time would work well.

    4 votes

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  18. I would love to group select untracked expenses in Projects then drag and drop them into their expense category

    If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column

    4 votes

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  19. Upload AR Remittance Advices within "Match" option within Bank Reconciliations
    I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
    However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
    Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…

    9 votes

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  20. To have notes in the Xero Dashboard.

    Purpose: Users within the Xero org can leave the notes and easily remind one another.

    155 votes

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