4710 results found
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Reports - Show months as rows
Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows
2 votes -
Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
4 votes -
Fixed Assets - Negative fixed asset
Fixed Assets - ability to have a negative fixed asset for when an asset has devalued and the revaluation is therefore negative.
16 votes -
Inventory: Lock items from being affected by customer discount
Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?
8 votes -
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Users - Identify accounting practice users on a clients Xero
It would be good to be able to clearly identify accounting practice users on a clients xero platform. All they see is name and email and it would be good if the accounting firms name was somehow shown to give clients comfort especially where firms outsource work.
1 vote -
Contacts - Short-term notes field
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.
1 vote -
Chart of Accounts - Ability to remap accounts in bulk
I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.
This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.
Post remapping the…
1 vote -
Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
5 votes -
UK Payroll - Seperate pre and post-tax deductions on payslip
Separating out pre & posttax deductions on PDF payslip. At the minute these are all displayed together.
Would be better if Pre tax deductions where displayed under gross salary and then taxable pay calculated, before displaying post tax deductions.
Would be easier for employees to follow.6 votes -
Invoices: Attach remittance advices to all paid invoices (when making bulk payments)
It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.8 votes -
Bills - Payment files automatically sent to Westpac
To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.
1 vote -
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 -
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 -
Tracking categories for bank accounts
i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?
13 votesAppreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
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UK Payroll - Bulk update employees details
The ability to import a spreadsheet with employees details to bulk update their information.
13 votes -
Projects - Sort Tasks and Expenses
Please allow for a sort filter on tasks and expenses within a project to be able to sort alphabetically A-Z.
23 votesHi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
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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 -
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 -
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
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