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  1. Sort "Bills you need to pay" Invoices by Supplier, then Due Date.

    When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.

    I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.

    Are you able to amend the programming to allow for this feature?

    2 votes

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  2. It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)

    2 votes

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  3. In timesheets, when you enter a new entry by hitting the + be good is the start of time could auto default to the end of time for the last timesheet entry you made, but you could still over type this if you wanted. Currently you have to keep looking and there is danger you could over lap or miss some time and it is time consuming.

    14 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  4. Would be great if you could pay the IRD PAYE when you pay the employees in the same payroll batch. This is already a function with Flexitime Payhero and doesn’t rely on staff making the IRD PAYE payment manually. If Xero had this function there would never be any late IRD PAYE payments as its getting paid to IRD when the employees are paid.

    24 votes

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    9 comments  ·  Payroll  ·  Admin →
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  5. We need the ability to search by reference within Account Transactions. The new search bar in the top appears to search reference fields, but not the search field under Account Transactions.

    23 votes

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  6. Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.

    There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.

    3 votes

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  7. When converting xero projects / Invoice

    6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked

    The client needs to see this in cronological order and with each task for the said date

    eg

    1 July

    Dave
    Fred
    jim

    2 july
    Dave
    Fred
    Jim

    At the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing

    So needs a filter button installed to do this please

    2 votes

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  8. Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…

    5 votes

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    Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation? 

    It still sounds like untracked inventory could work here - for example each 'client' would be set up as an  untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account. 

  9. While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
    Can XERO please look into this and bring this new feature in future to save time.

    26 votes

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  10. When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.

    1 vote

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  11. The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.

    2 votes

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  12. In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.

    2 votes

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  13. It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from

    18 votes

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    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

  14. Add CNH.

    Ability to add CNH currency which is offshore RMB traded outside of China.

    19 votes

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    Thank 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 :)

  15. Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it

    3 votes

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  16. We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.

    To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.

    I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…

    2 votes

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  17. Can we get predictive text in manual journals for words already used within the journal we are working on

    1 vote

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  18. When making a batch payment, it's always a pain to have to exit to get the missing bank details.

    I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.

    5 votes

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    It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct? 

    Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record. 

  19. We need to pay two different groups of employees from two different bank accounts. Having to change the payroll settings each time I do a pay run (to change the bank account) leaves far too much room for error. Can there be an option to select which bank account you want to use for each pay group PLEASE!!?

    25 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  20. When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
    Is there anyway you could keep the date.

    2 votes

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