4650 results found
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Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables
A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)
14 votes -
Purchase Order - Add a maximum limit for user to create PO
Purchase Orders - bring a limit in that people cannot go above without authorisation
13 votes -
Running total of CIS liability on the dashboard
Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.
3 votes -
AU Payroll - Remove STP filling errors once submission accepted
If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…
1 vote -
Budget | Export - Separate column for Account Code
I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.
11 votes -
Reports - Pin reports without favouriting them
It would be good to have an option to just “Pin” reports to have them on top of the report section but not in the Accounting Tab dropdown.
2 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.7 votes -
Management report pack - Add Activity Statement
It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.
10 votes -
Dashboard - Option to 'Edit account details'
Add 'Edit account details' link for bank accounts from dashboard.
2 votes -
Expenses Claims Detail Report - Include approver
I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.
Thanks,
Sarah6 votes -
Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
18 votes -
Reports - Support for 1099 report for Canadian businesses
Enable 1099 report to Canadian businesses
2 votes -
Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
4 votes -
Expenses - Prevent users from submitting expense claims for locked periods
Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt
10 votes -
Allocate Spent Money to supplier invoices issued at a later date
Allocate spent money to supplier invoice raised at a later date -We pay our electricity monthly by direct debit - we may have 6-9 payments that have been reconcilled as spent money as the next supplier invoice has not been received. It appears you have to remove & redo the reconcilliation rather than having a facility to allocate that spent money to the invoice. This is incredibly time consuming and should be a facility available.
2 votesThis is a bit backwards to the intention of what spend money transactions are designed for, Kevin.
Is there a reason reconciling the payment as a prepayment couldn't work for you here? This way when the bill is received and entered in your org you can allocate all the credit from those prepayments to the single bill without remove & redo.
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User Access: Payroll - Payroll admin access only
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
30 votes -
AU Payroll - Set payroll deduction limit
We really need to be able to set a limit, be it based on number of instances or a dollar amount. Having to do it maunally at present is very problematic when you have a large payroll.
1 vote -
Reporting - By Contact Group
Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.
8 votesThanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
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Purchase Order - Edit default .pdf name
Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.
Purpose: provides further customisation and automation of Purchase Order templates.
4 votes -
Unallocated Credit, Prepayment and Overpayment Report
There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for.
3 votesAppreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon?
If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time.
- Don't see your idea?