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4704 results found

  1. Reporting - Running scenario analysis with draft transactions

    Dave Andrews asked a question.
    Edited Tuesday, 15 August 2023 12:36 PM

    Can one create a report based on DRAFT information eg Draft invoice not approved
    Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).

    For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…

    1 vote
    0 comments  ·  Business features  ·  Admin →
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  2. NZ Payroll: To be able to backdate a change in employees pay

    I would like to have the ability to reflect a new increase from the agreed-upon date. Often, salary reviews occur after the financial year-end and need to be backdated. However, Xero does not allow for backdating when other payroll systems do. You have to make a note of the actual start date, which isn't reflected in any reporting, making it not very useful.

    Additionally, there should be the ability for an advanced support person to modify information, enabling them to roll back a change. I recently encountered an issue where third-party software changed the review date of a salary to…

    1 vote
    0 comments  ·  Payroll  ·  Admin →
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  3. Xero Projects - Add GST on entry of tasks and estimated expenses

    Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.

    1 vote
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  4. Find and Recode - Edit Line item descriptions in bulk

    While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
    Can XERO please look into this and bring this new feature in future to save time.

    23 votes
    submitted  ·  7 comments  ·  Accounting features  ·  Admin →
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  5. Account Transactions | Batch Payments - Search individual payments within a batch

    When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.

    4 votes
    submitted  ·  2 comments  ·  Accounting features  ·  Admin →
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  6. Analytics Plus - Add to the demo company

    Xero is giving 4 months free of Analytics Plus if the file is upgraded before 30 June 2023.

    It would be AWESOME if you would add Analytics Plus to the Demo Company so we could demonstrate the product to team members and to clients.

    Expenses is available in the Demo Company, so is Projects, why not Hubdoc and Analytics Plus?

    Please make the Demo Company have the FULL suite of Xero products available.

    6 votes
    submitted  ·  0 comments  ·  Admin →
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  7. Payments - Use local time zone to calculate the Date from PayPal data feed

    The PayPal data feed imports dates from UTC, as is.

    For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.

    In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.

    Essentially the only place the PayPal feed is always…

    2 votes
    1 comment  ·  Accounting features  ·  Admin →
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  8. Invoices - Option to download invoices by VAT report

    We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.

    2 votes
    0 comments  ·  Accounting features  ·  Admin →
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  9. Projects - Ability to add Task Title then seperate line for task description

    When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  10. Tracking - Restrict categories and tracking combinations

    Ability to restrict the 2nd category tracker to a 1st category item.

    Eg - Category 1 is the property, Category 2 is the tenant.

    When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.

    1 vote
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
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  11. Reconciliation: Find and Match - add filters for date ranges

    In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.

    46 votes
    submitted  ·  7 comments  ·  Accounting features  ·  Admin →
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  12. Lock date - Ability to set for a future date

    To lock future dates to avoid invoices being captured in the incorrect month or year. Or to show a warning when the invoice is posted to make the user aware that the invoice is post dated

    6 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  13. Invoices: Show ItemName or ItemCode in online invoic

    The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description

    3 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  14. Conversion Date Mid-Month

    When posting conversion balances, you have to post balances at the end of the month. If you could select a day, i.e. 5th of April, it would make posting conversion balances a lot easier

    35 votes
    6 comments  ·  Settings & user roles  ·  Admin →
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  15. Bank Rules - Report to review bank rules and their application

    Bank Rules Report
    To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc

    35 votes
    submitted  ·  8 comments  ·  Accounting features  ·  Admin →
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  16. Batch payment - Link to source bill

    When making a batch payment, it's always a pain to have to exit to get the missing bank details.

    I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.

    4 votes
    1 comment  ·  Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct? 

    Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record. 

  17. Search suggestions - Most recently reconciled transactions

    To quickly get to your most recently reconciled transaction/s (to quickly correct errors that you see as you press OK while reconciling), click the search bar and have the most recently reconciled transactions linked there ready to go.
    Instead of having to go through the bank statement or account transactions and then locate the transaction that needs updating

    3 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  18. Invoice - Discounts more than 2 d.p

    This column is useful but could be improved.

    As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.

    The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…

    11 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
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  19. Timesheet - Link the Pay Templates from the Individual directly to their Timesheet

    Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.

    17 votes
    submitted  ·  6 comments  ·  Payroll  ·  Admin →
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  20. Project detail report - Include Supplier invoices name and invoice reference

    I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?

    5 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
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