115 results found
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Multicurrency - Enable CNH currency
Add CNH.
Ability to add CNH currency which is offshore RMB traded outside of China.
20 votesThank you for rounding back, Scott. I’ve changed your idea slightly here, so it’s sounded more CNH currency instead of bank feeds. This is because, before bank feeds for CNH can be implemented, CNH currency needs to be enabled first.
In saying that, we’ll keep an eye on this idea to gauge the interest from the community here :)
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Bills - Assign tracking category for partial bill payment
A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
If you can add a popup for Bill Payment "tracking category", it will be a great help for the users1 vote -
mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votes -
Director Declaration - Auto adjust terminology (single vs multi)
In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)
5 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
12 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Tracking - Ability to lock options from being used
Instead of delete - can we lock tracking category - for our business - this is very critical if we post any transaction accidentally as we have more than 200 in tracking - any solution for this
6 votes -
Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
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Sales overview - Ability to view % increase overtime
Sales Overview screen needs improving to show percentage increase in invoices sent, month on month. Attached is an example to show how it needs to be drastically improved to be like. Companies basically could raise capital off this screen - come on Xero! Please improve the screen to be like this example.
1 vote -
Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
8 votesHi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here.
We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.
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Xero settings: Option to automatically insert decimal places
Ability to customise how data is entered - decimal places. To speed up data entry the user should be able to have a setting where they can opt to have the decimal place automatically entered. I.e. type in 12345 and the result is 123.45
4 votes -
Customise debit note template
Ability to add a company logo to the debit notes and customise fields.
3 votes -
Bank rule - Use a four digit decimal tax rate
Would like to add add decimals (up to 4) in the bank rule feature for the tax rates (otherwise I need to manually change all the amount of my reconciliations which is time consuming).
For instance at the moment we can input 102.15% but not 102.1451% which is what I would like to have.
1 vote -
Pay with Wise - Ability to have multi-currencies payments
Integration with Wise bank making multi-currencies payments
Could you please add more currencies on the list for making payments from Xero to Wise? Now is available just GBP UK account. Can you add currencies - AUD, EUR, CZK, USD?
7 votesHi all, while we have removed the Pay with Wise feature follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
Multicurrency - Support for new currencies & Bitcoin
To have the ability to add additional currencies that are not on the standard list.
Purpose: Business accept payments in Bitcoin and have no way to add that to the currency list. This would allow the ability to calculate tax, profit, and loss from the currency/cryptocurrency that the business is using.
127 votesHello I am the product manager for the group within Xero which looks after the currency capability.
I follow the digital currency space closely, I find it incredibly interesting both sociologically as well as technically. However as a product manager my role is to ensure that my engineering group works on the things that create the most value, for the most people, and in alignment with the company's long term goals and aspirations.
Digital currencies continue to have an extremely passionate, but also extremely small group of users who want to see them handled in Xero. The cost remains very high for us to deliver this feature, and does not make a difference to enough peoples lives to justify that investment. There are a lot more touchpoints than many people appreciate to implement crypto properly. Huge decimal precision, UX, currency rate feeds, revaluation logic, reporting - all need changes to…
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