4670 results found
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Bank Rule - Ability to default to 'All conditions match'
Since the change to the updated Bank Rules page, it now defaults to 'Any Conditions Match'.
I have to change this to 'All Conditions Match' literally every. single. time. I create a bank rule, otherwise it defaults to matching almost all transactions.
This is a disaster waiting to happen.
11 votesThanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
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AU Payroll - Bulk delete timesheets
Bulk delete timesheets
20 votes -
AU Payroll | Payslip - Change formatting of payslip file name
Add a date to the end of the payslip PDF file name. eg payslip_20220519 That way easy to save and file each slip without having to rename
19 votes -
Fixed Assets - Run depreciation from 6th to 5th of a month
Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.14 votes -
Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
30 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
9 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Invoices: Flag invoices without GoCardless attached
We would like to know which invoices or contacts are not set up to collect payments via Direct Debit from GoCardless, so we can proactively target them to move to Direct Debit. Whilst Xero knows this information, they've confirmed there's no way to report on it and it will be very helpful to have
4 votes -
NZ Payroll Summary- Input date range
The ability to do a Payroll Summary for a period of time like AUS reporting
4 votes -
Cheques: Voucher - Show tax amount on each line item
Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.
28 votes -
Xero Me | Expenses - Add a missing tax invoice declaration form option
Can you please add a missing tax invoice declaration form option in the expense app that aligns with ATO requirements so that I can complete within the expense app rather than completing a form outside of Xero and attaching it.
1 vote -
Contact | Copy & paste phone numbers when adding or editing a contact
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…
3 votes -
AU Payroll - Option to add PayID for bank payment details
Xero Payroll - Bank payment details - is currently restricted to BSB & Account Number.
This needs to be expanded to allow for PayID details as more and more employees utilise this.
10 votes -
Receivables invoice detail report - Add contact postcode
Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options
4 votesAppreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically.
Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks
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Bank Reconciliation - Last import statement date to be included
Please include the last import date for each bank account rec
Was included before but now dropped off?1 vote -
Bills - Add a "Remove All Payments" option when editing
When editing a paid bill, for example, changing the VAT rate, where you have to Remove the Payment first before editing line items, could there be a function to Remove all Payments rather than one by one clicking remove and re-do.
We often have bills paid in installments, or electricity bills paid by Direct Debit, so we have to remove 10 payments one by one in order to make any changes to the original bill.
1 vote -
Bank feed - Increase daily imported statement lines
Bank Feed - During month-end we have more than 250 lines to import per day for the wages. The import function on Xero is for less than that per day, so we have to do some lines manually.. Will you please increase the import function on the lines per day?
1 vote -
Reports - Show months as rows
Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows
1 vote -
Reports home page - Ability to customise Tabs
It would be nicer if the Tabs were Named "My Business" "Advisor" "Standard" "Draft" "Published" and "Archived" in that order so the default Tab would be custom reports for this business. Many users never look past the "Home" tab, and never see the custom Reports.
1 vote -
Bank Feed - providing all data available from bank such as IRD number
We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.
With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have…
1 vote
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