4778 results found
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Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
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 -
NZ Payroll | Timesheets - Auto populate start of time from last timesheet
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 -
NZ Payroll - Pay PAYE to IRD through payment file
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 -
Balance Sheet - Link credit card accounts to show one line
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 -
Projects - Order invoices by date
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
jim2 july
Dave
Fred
JimAt 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 -
Sales Invoice - Column for client Account number on invoice
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 votesHi 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.
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Find and Recode - Edit Line item descriptions in bulk
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 -
Expense Claims: Show account balance and overall budget when approving expenses.
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 -
Projects - Notify users when assigned to a Project
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 -
Aged payables reports: Show list of paid bills and credits listed month by month
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 -
Multicurrency - Enable CNH currency
Add CNH.
Ability to add CNH currency which is offshore RMB traded outside of China.
19 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 - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
3 votes -
Invoice Reminders - Increase # of reminders that can be set up
Hi,
Please can you allow more than 5 reminders, we chase to strict deadlines so 5 isn't enough. Does there need to be a limit?
Thanks
Ryan
36 votesHi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
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Reports - Profit and Loss: Show deviations between accounts from period to period
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 -
Manual Journals - Predictive text from previous lines
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote -
Batch payment - Link to source bill
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 votesIt 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.
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Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
6 votes -
Bank Rules - Report to review bank rules and their application
Bank Rules Report
To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc39 votes -
Project Invoice - List Time Entries in Chronological Order
Listing Time Entries in Chronological Order in Invoicing for Projects.
As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen…
26 votes -
Orders - Keep the order date when copying to an invoice
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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