4687 results found
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Budget manager - Ability to extend periods by more than 12 months
Can we please extend the budget manager period from 12 months to more than 3 years or whatever is possible? The data in the budget manager does not go beyond 12 months and if the budget is to be changed after a year of upload it doesn't have such access.
When working for a movie/film-making company the budget runs for more than 12 months and it needs to be changed time and again. But Xero doesn't have such an option which makes it impossible to get an accurate variance.
It would be great help.10 votesAppreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
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Xero Expense report - Ability to add column for user that created the expense
To produce a report that shows all expenses entered via the expense claim feature for a specific period, which also shows who entered the expenses and details of the claims?
This is a useful feature required for comparing budgets and forecasting future cash flow expectations.
33 votes -
Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
25 votes -
GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votes -
Connected App - Supplier data-sync for purchases
Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.
1 vote -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
21 votes -
Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
6 votes -
UK Payroll - Support for HSBC BACS payment files without a service user name
Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…
10 votes -
AU Payroll - Ability to calculate protected amount for child support deduction
Currently payroll is only able to child support as a deduction.
In Australia, there is a protected amount that employee needs to earn before the deduction is taken out of their pay. There isn't a function that will allow this currently.
Payroll officers manually have to keep track of this and remove the deduction if protected amount is not reached. Small businesses with a few employees would be able to keep track but for the likes of a bigger business with more than 20+ employees, this would be a nightmare.
19 votes -
AU Payroll - Multiple company addresses for payslips
We have multiple sites within our payroll company. Each site is in a different physical location. We have set each location up as a "Group" Each employee is set to a group. This way, we can sort and report on each location within our payroll entity.
However, we need the payslip to show the address of the location, rather than the address which is showing in the organisation settings. I understand that we can set up a different physical address, but is it possible to have a separate address for each group or location within this organisation?
We need this…2 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote -
Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
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1 vote -
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2 votes
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Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
8 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…7 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote -
Fixed Asset Schedule - Edit Layout
Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.
9 votes -
Inventory - Bulk update/import stock quantities
Ability to have bulk updates and import stock quantities into Xero.
Purpose: To save users time from having to adjust/update inventory one by one.
51 votesThank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
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