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1424 results found

  1. There is no warning that states that transaction can be missed when the bank feed is being renewed.

    There should be a warning stating that during the time of renewal of bank feeds you will need to check in ensure all transaction/ stateliness have imported as some could be missed.

    1 vote

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  2. Expenses - need better sorting and viewing of expenses for all employees. You can only sort by employee.

    Ideally I would like to sort and search the same way you can with Purchase invoices.

    1 vote

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  3. Be able to view a report of expense claim details of expenses that have already been paid

    2 votes

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  4. Ability to run the history and notes report and search by contact so users don't have to search through all notes.

    6 votes

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  5. In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.

    Awaiting allocation maybe.

    Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…

    2 votes

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  6. With the new Direct Pay, you cannot send the remittances in one click as you can when using the payment file option.

    You are expected to click on each payment one by one and click send remittance, this takes more time than the other way.

    Please could 'send remittances' be a button that sends to everyone after making the Direct bank payment? They are grouped together when making the payment - could there be a tick box to say 'Send remittances to Suppliers' before pressing 'Pay' perhaps? Or after the successful payment, a Button to 'Send remittances'?

    1 vote

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  7. Can we please have the option to EXCLUDE fund codes from I&E reports rather than include? We add new fund codes regularly and with 17 schools this means I need to edit the layout of so many reports each month. If we could simply exclude the ones we don't want I would not need to edit the layouts

    1 vote

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  8. Able to add on new column for below items:
    1.Serial Number for each item
    2. Unit number for each product (eg. set, nos, sqft.etc.)
    3. Headline (can be drop box) in description

    1 vote

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    Hi Carmen, appreciate your needs here. It's not possible to include fields on an invoice template that don't exist in Xero. Right now we have a few separate requests for a reference at the line item level, and the ability to add unit of measure when invoicing from Xero that you could add your vote too. 

    In relation to your 3rd point around a 'headline' would this be similar to being able to include a title like on Quotes - similar to this idea?

  9. Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.

    For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.

    Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…

    4 votes

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  10. We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.

    It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"

    This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.

    29 votes

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    Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood. 

    With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks

  11. Bank Reconciliation - Match Does Not Work with Contact Account Numbers

    The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.

    36 votes

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  12. Sending a activity statement or outstanding statement from the mobile app

    16 votes

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  13. Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.

    6 votes

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  14. It would be great if when a customer receives a quote, it were possible for them to select which items they wanted from the quote and to deselect the ones they didn't want.

    1 vote

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  15. Would like to see Current Account codes rollover each year to an Opening Current Account Balance (same with GST codes, Tax codes, HP's, Bank loans) - like P&L items do to Retained Earnings code. And show the Opening Balance on the Trial Balance.
    Currently Xero Trial Balance shows Current Account codes (& all of the above codes) with accumulated Opening Balance & current year movement.
    However the report formatting in the advisor standard reports appears to be driven off movements in the current year (so we can't journal the closing balances from last year to an opening balance code -…

    7 votes

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  16. Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
    Could this be done?

    2 votes

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  17. It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.

    The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.

    I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…

    33 votes

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  18. I would love to be able to link the bank accounts of entities in the same group of companies / entities. If a payment is made from one entitiy to another in the same group , it avoids the manual entry of a receipt in the other. It seems such a simple feature but will make life much easier for entities in the same group...

    2 votes

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  19. Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
    The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.

    9 votes

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  20. I have around 100 billable expenses each month, I click on the 'Billable' in Expensify and that comes through to xero, but there are many that need to be entered into xero directly.
    We need a report showing unbilled expenses where we can click on the items to mark them as billable in bulk, rather than line by line, which takes up a lot of time.

    12 votes

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