4531 results found
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Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
3 votes -
Expenses - Change the setting to automatically record at Accrual when user input Expenses at new bill
change the setting Xero can automatically record at Accrual when I input the Expenses at new bill dont lock the AP account we can change the automatically record account
3 votes -
Purchase Orders - Lock the PO number field in the transaction page
Currently the PO numbering is editable by the user. Can we disable / lock the PO number field be editable by the user? As we have encountered a control issue that user edited the PO number and the PO number that have changed has gone missing from our PO list. Thus, we need this enhancement critically so that we can have a complete PO listiing.
2 votes -
NZ Payroll: Employee pay template - Ability to order Earnings type
Employee Pay Template - order of "Earnings type"
It would be great to have the ability to reorder an employee's earnings types so that the most frequently used show first on the list when processing a pay run. At the moment, with the exception of Salary & Wages that defaults to the very top, all other "Earnings types" are listed alphabetically and there is no ability to change this order (drag & drop).2 votes -
Xero Me | Edit 'What's it for?' dropdown
Pleeeeeeeeeeeeeeeeeeeease can we edit this list.?!
Would save me typing everything on the tiny phone keyboard for every receipt. And correcting the errors that come with it.
Surely this would be an easy win as the words don't have to be associated with any particular account, etc? (Although that would be an amazing addition, eg I select "Fuel" from the drop down list and it automatically fills in the account I've specified for it, eg "076 - Van Fuel"
1 vote -
Billing - Pay for Xero subscription with prepaid debit cards
There is not possibility to use prepaid cards (e.g. SOLDO) when paying for subscriptions in GLOBAL regions. It was possible in the past. Please allow this feature again, as we see no reason for omitting this payment option.
1 vote -
Bank rule - Transfer money and Bank fee as 2 lines
Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.Can the product team please take care of this on priority? thanks
3 votesThanks for the confirmation Prashant.
Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching.
Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction.
You'll see this option at step 3. of creating a bank rule.
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Payroll: Assign employee permissions from user settings menu
Have a prompt in the users section that prompts you to go to the employees file to add the user permissions for Xero me for employees. It is really easy to go to users and add the employee as a user from the user section rather then the employees card file.
1 vote -
timesheet - change colour of hours box - improve ease of use
timesheet - change colour of hours box once hours have been entered, or if leave has been claimed against that date, or public holiday etc
2 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
2 votes -
NZ Tax | Pop ups / reminders - Option to dismiss across all clients
Can you please make it possible for firms to be able to remove the pop up/reminders from our screen? We should be able to remove it once on our xero screen and then it doesnt appear for any other client. Or maybe after removing it three times then it goes away. I think its a bit strange you keep reminding accountants there is increase to the provisional tax threshold each time we open a clients GST return.
3 votes -
Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
17 votes -
Payment Services - Integrate with Procuret
Procuret is an essential B2B platform for customers to pay invoices in instalments. Integration with Procuret in Xero is possible but clunky and not end-user (our customers) friendly. Please add Procuret as a Payment Service in Xero, like other vendors, GoCardless, Paystation etc. This should not be an instead of option, but an as well option.
1 vote -
Profit and Loss - Adding % formatting by row
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)3 votes -
Bills: Apportion percentages of a bill to different customers
Apportion percentages of a total bill to different customers.
1 vote -
Dashboard - Widgets for integrated apps
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate FuseSign into the Xero dashboard. This would save significant time and make Xero even more integral to my business. As an accounting practice I utilise this service and a widget that listed outstanding signing packages, alerts for due dates and completed packages would be wonderful. Please consider such an integration!
1 voteThanks for the idea, Luke. I've passed it on to our team that look after the Dashboard.
Would be good to se others support and understanding of the specific apps and elements that would be most useful from this view.
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Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
2 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.2 votes -
Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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