4699 results found
-
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'
At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?
22 votes -
Settings - Ability to lock bank Reconciliation Period
To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank
28 votesHi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
-
Bank Reconciliation - Remove 'Great Job!' messages
There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.
I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.
3 votes -
Quotes - Restrict users to send quotes but not invoices
Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk…
1 vote -
Xero Analytics - Projection date to be customised
Re Xero analytics - AI uses the previous 3 months data to project data. In seasonal industries like agriculture or tourism, that is irrelevant. It would be much more useful to base projections on the same period 12 months ago.
1 vote -
UK Payroll - Ability to re-instate an employee
A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays
6 votes -
Repeating journals - Option to auto-reverse
I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
Auto reverse is available on regular journals but not repeating.7 votes -
AU Payroll - Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
16 votes -
Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
6 votes -
Canadian Payroll - Annual maximums for pay items such as CPP and EI
Provide fields for the user (or Xero) to input annual maximums for payroll deductions, including Canada Pension Plan (CPP) and Employment Insurance (EI), such that when an individual employee reaches or exceeds the maximum, Xero would provide a notification that the maximum has been exceeded. Canada Revenue Agency sets these thresholds annually.
2 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
Bank Feeds - In-app alerts for current and historic outages
If Xero or a partner organisation should encounter issues which may lead to data integrity issues, we should receive an email alert or some kind of notification.
e.g. issues with Bank Feeds whereby there are duplicate or missing transactions. This has occurred a few times and we have only discovered, retrospectively, about the issue.We don't use Xero each day and certainly don't visit the Status page every day, such issues may well not come to light... by the time we visit the Status page a problem is quite likely to have been resolved and the status shows as OK,…
9 votesHi everyone, while not an alert as such, currently we're looking into enabling customers the ability to send us an alert if you're having trouble with a bank account feed in your organisation. This'd help us quickly identify issues with a particular feed. I'll round back to share more as this shapes out.
-
UK Payroll - Total Earnings per PRP on Pension Output
Include 'Total Earnings Per PRP' on Pension Output
1 vote -
Reports - View history of changes to published reports
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.
…
2 votes -
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
15 votes -
Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab
Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.
29 votes -
Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
3 votes -
Timesheets: See selected approvers on timesheet
See who was selected as an approver by employees. If we have been selected as an approver by the employee, it is currently impossible to know if they also selected their appropriate approver to know if we should reject the timesheet or leave or if we can wait for the appropriate approver to approve the timesheet or leave.
11 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
22 votes
- Don't see your idea?