4571 results found
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Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
3 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
3 votes -
Bills - Ability to Reject bills, with a Note for the reason
Ability to reject a Draft Supplier Invoice and send a email to the supplier with why their Invoice was rejected.
To often, I receive invoices from Suppliers of whom have forgotten Purchase Order details or have missing information.
There is obviously the option to Approve an Invoice, nut nothing to reject.
I would like a function where I can Reject an Supplier Invoice and respond to the Supplier with why Invoice was rejected and this information is stored against the supplier and shown as a note on the Supplier History or.Would also be handy if there was icon or…
4 votes -
AU Payroll - Add expire date for Time Off in Lieu
According to different awards Time off in Lieu is suppose to expire in 6 months time if not used. Currently you can only bank and take Time off in Lieu. It would be great if Xero could automatically expire hours not used as this is a common practice in many employee Awards.
5 votes -
User role - Restrict option to add or delete Bank Accounts To Subscriber user role
It is concerning that Bank Accounts can be added or deleted by users with "Standard User Access or even "Advisor" in some cases.
Considering the whole Xero Accounting system revolves around Bank Feeds, the ability to add a bank account, activate Bank Feeds or even delete a bank account should only be a function available to the Software Subscriber.
3 votes -
Billable Expense - reassign billable expenses
To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.
I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.
18 votes -
Repeating bills - Due date options to include 'working days' not just 'calendar days'
I have a repeating bill that is set up with the due date 14 days after invoice date. This is fine except the date calculated is 14 calendar days and the bill is actually due after 14 working days. Is it possible to have an option that allows for working days rather than calendar days?
4 votes -
Login page - redirect to ReturnUrl if already logged in
Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.
Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.
It…
2 votes -
Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
8 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
20 votes -
Contacts - Sort by Contact account number
Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my…22 votes -
Reports - display currency symbol
Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.
19 votes -
Batch Payment Report with Totals By Supplier
A report that shows the total paying a supplier in a payment batch, currently we can only produce a Batch report that has individual invoices and a total over all but no total by supplier.
Optional to have supplier bank details paying to would also be great
32 votes -
Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically.…
3 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.35 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
7 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes
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