4231 results found
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Fixed Asset report - Include add asset serial number and warranty
Ability to include serial number and warranty on Fixed Asset reports
2 votes -
Dashboard - Deposit option from the + dropdown in the Menu banner
Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.
3 votes -
Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
3 votes -
Fixed Asset register - Cost limit for fixed assets fully depreciated at purchase
Ability to choose a cost limit for a fixed asset when the depreciation method is set to 'Full Depreciation at Purchase'.
For instance a car is purchased for over the cost limit, therefore only $64k or so is able to be written off immediately with the balance to sit as an undepreciable amount.
Currently the full depreciation at purchase method writes off the whole amount, and diminishing value at 100% with a cost limit will still pro-rata the depreciation for the year and not write off the full cost limit amount.
28 votes -
Contacts: SMS reminders for invoices
I can see multiple suggestions and several thread over a number of years regarding the need for an SMS feature for both customer communication and invoicing. When are you going to add this? The tech is readily available to you. Many other platforms offer this now. Please prioritize this enhancement! Thanks.
43 votes -
Inventory - Increase character limit for products description
50 characters is often insufficient to identify separate products in (particularly) technical book names or descriptions especially where there are different versions of the same book (hard/soft covers, multiple language versions)
4 votes -
Xero Projects - Select the date when closing the Project
Our financials include a report on the profitability of projects closed during the month. Because the system writes the date of closure from the actual live date that the user marks the project as closed, the user needs to make sure that each project is marked as closed immediately on the date of completion. E.g. If a project is completed in the last week of the month the user must ensure that the closure field is ticked during that week and not wait until the following week.
Can you allow the user to enter or amend the closure date ?
2 votes -
Xero Me | Expenses - Add stops for Mileage Reimbursement
Add the ability to add stops to mileage reimbursement. This way a person can add a round trip or add stops between the round trip to collect all mileage for the 1 trip.
13 votesThanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
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GST Audit report - Include narration from bank statement
DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…
18 votes -
ct600e
Can XERO add the functionality of enabling the addition of CT600E for a CASC to the tax return process please.
1 vote -
unincorporated association
I need to prepare a ct600 tax return for an unincorporated association.
As it has no company number and XERO corp tax doesn't let you go past Go without a company number it is not possible to do this and I'm back to paper filing.
Please can this be addressed.1 vote -
Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
1 vote -
workers compensation
Workers Comp pay item leave accrual idea.
There is an option to "Accrue Leave for this Earnings Rate" when setting up the WC pay item.What would be good is the option to accrue for AL or PL separately as this alters according to state law eg in WA, AL is accrued but not PL on WC payments.
1 vote -
address autocomplete region
Hi team,
currently customer addresses can be verified / updated in xero by entering street-address.
Can this be augmented by autocompleting the region/state field alike.
Ideally this should show the 3letter ISO code, so that any reports
can be summarized by sales region lateron.
Otherwise this field needs to be added manually ...
thanks1 vote -
Fixed Assets - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
5 votes -
AU Payroll: Leave report with running balance
Be able to produce a payroll report for leave balances with a running balance. I want to be able to see all leave accrued, leave taken and the running balance in one report.
28 votes -
menu bar
The blue menu bar at the top of each tab. Can this be frozen at the top of each tab. This will then be easily accessible. For example, the bank reconciliation now has 50 lines to a page. When want to create a bill, invoice, search contact you have too scroll to the top of the page.
1 vote -
Tracking categories by month
I think it would be useful to update the 'Tracking Summary report' and make it possible to open it by month
1 vote -
Due to/from
I'm the accountant for a joint venture, we have a Xero file for the Joint Venture, and then another bookkeeping file for one of the participating corporations. There are an assortment of Due to/from transactions for the company and it creates a lot of double entry for me as I must record every transaction in both Xero files manually - it would be ideal if the files could be linked and the transactions made in one file auto generate in the other file.
Thanks!
1 vote -
Sales Invoice email - option to edit the header information
We have made a sales invoice template that states the invoice is due 'on completion' however when we email this to the client the #due date is still visible in the header of the email which apparently can't be amended. The ability to take this off would be good otherwise there is no point in having an amendable sales invoice
1 vote
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