4718 results found
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Bills - 'Send remittance advice' option after recording a bill payment
In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.
2 votes -
Show "all" transactions in nominal account
It would be very helpful to have an option to select ALL transactions in an account, rather than a specific dates/ranges. So, when looking at account transactions, in the Date Range drop down options, simply add "All" so we can see EVERYTHING from day 1.
For example, when looking at a Balance Sheet account, it would be nice to see when the initial transactions were entered which may have been 2, 3 or 4 years previously. At the moment, we need to keep changing dates to try and capture everything - time consuming.
Thanks
1 vote -
multiple credit cards being paid by one bank transfer
Some smb's and charities have individual credit cards for staff without going through one credit card account. It would be great when the bank makes a payment to clear each of the credit cards that the transfer can be divided up between all the respective credit cards.
2 votes -
report date range
It would be great to have a built-in date range for "Tax Year ended YYYY" when creating reports.
We are a not-for-profit with a 31 December financial year end, but we have to issue donation receipts based on the 31 March Tax year end.
It would need the option to set a tax year date when you set up the organisation. Part of this must exist as it would be necessary for the Payroll module.
1 vote -
Bank Rule - Automated bank rule reconciliation
Automated bank rule reconciliation.
A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.
This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings
9 votes -
checks
print filler character (such as *) on amount lines to prevent check fraud. Currently this can only be done by manually editing the check pdf in another program - very cumbersome!
3 votes -
Check remittance advice from contact record
Ability to send or check remittances from individual contact page
When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.3 votes -
Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
5 votes -
AU Payroll - No TFN entered for employee notification
When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…
2 votes -
A live link for the "Quantity on order" in Products to the relevant POs
The quantity on order amount in a Tracked Product would link to the relevant POs
1 vote -
Transfer between accounts in Mobile App
Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?
1 vote -
AU Payroll - Working Holiday Maker Tax Rate Adjustment
Hi Xero Team,
I’ve noticed that Xero currently doesn’t support applying mixed tax brackets within the same pay run for Working Holiday Makers (WHM). For example, if an employee is set to receive $2,000 in one pay cycle, and the $45,000 threshold is reached after the first $1,000, the first $1,000 should be taxed at 15%, and the remaining $1,000 at 30% — both within the same pay cycle, using mixed tax brackets.
At the moment, Xero applies one tax bracket to the entire pay cycle. However, according to the ATO guidelines, doing so results in undercharging the employee, which…
1 vote -
Add a Date field to the Find and select Matching Transactions window for allocating Credit Card receipts in the Bank rec.
When I receive payment from my credit card account e.g. Windcave, that payment may include up to 100 customer invoices. The only way I can allocate the payment is to enter either a customer name, an invoice number or amount. This is very, very times consuming. If all of the invoices from my online store are issued with the same date at the Windcave payment, it would be much quicker to simply choose all of the invoices issued on the same date and allocate in bulk. There must be many, many Xero users that must spend a lot of time…
1 vote -
Xero Bill Embed - ETA tracker
It would be nice to click into the bills that were paid via the new Xero Bill.com embed and see the ETA. This hits on the emails but if there's an update or delay, there's no way to see the updated ETA. Also, it would just be very convenient. Thanks.
1 vote -
New Inovicing | Manually enter account and auto-select without clicking dropdown menu
At present, new invoicing still requires using the mouse to click the account from a dropdown. This disrupts the efficiency of the process, as it prevents users from completing the task solely via keyboard.
Our ideal workflow is one where we can input all payment information using JUST THE KEYBAORD, without switching back and forth between mouse and keyboard. Previously, we could simply:
1.Type in the amount
2.TAB to the date field and input the date
3.TAB to the account field
4.Type in the account, then TAB OR ENTER to automatically select
5.Tab add the payment, and press EnterPlease…
1 vote -
Projects - Set order of tasks & expenses in invoice to match the project's order
Keep tasks in same order as they are in the project when generating a tasks and expenses invoice.
We put the job name as the first task then the steps of each job as different tasks underneath. Some of these steps are the same for each job so when the invoice generates with these in a different order, we cannot simply reorder these in the invoice because we can't tell which step is for which part of the job.1 vote -
Bills - Add overpayment/older bills tab
Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.
3 votes -
Enerting new stock items with opening balances included
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.1 vote -
Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads
Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.
1 vote -
Quotes: quotes past the expiry date should expire
At the moment, the options for quote status are: Draft, Sent, Declined, Accepted, and Invoiced. A sales quote that was sent but it's now past the date on which it expired still shows as Sent. It hasn't been Declined yet, but nor has it been Accepted, so there are quotes which are 4 years old still sitting in the list of valid quotes (see attached extract from the accounts of one of my clients). There needs to be another category for quotes which are old but which the customer may want to revisit (and therefore would be more efficient to…
1 vote
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