4140 results found
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set default leave entitlement
UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation
1 vote -
Subscription | Promotion code application at the end of trial period
I am sorry you and Xero can’t understand Common sense here with Xero accounting would allow the customer to end the trial period which is 2 weeks left to run then continue the new promotion and keep new customers happy the fact of myself saving an insignificant amount is here or there!
1 vote -
Add filter to exclude bills with no planned date from reports
When filtering bills by planned date within reports Xero will automatically use the due date when a bill has no planned date. However, when reporting on planned payments there is a reason that bills have no planned date ie. they are disputed or will be offset by a supplier who is also a customer.
It should be possible to exclude bills with no planned date from reports.
1 vote -
Mobile profit and loss - Custom Date Range
Hi,
The Profit and Loss function in the Accounting mobile app is great.
It has a range of precanned Date options.Could you please add a Custom option to select start and end dates?
A useful period for us to look at is start of current FY to end of last month. Custom date pickers would make that very useful.
Thank you!
Cheers
Chris
1 vote -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
4 votes -
Insert blank row in financial reports
Insert blank row in customised financial reports to separate different groups..
1 vote -
AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
213 votesAppreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know. -
1099s - Receive Money transactions to populate in 1099 report
If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.
2 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
2 votes -
Invoicing - Create Repeating Invoices via the API
Enable create of Repeating invoices via the API.
I've had a lot of customers who need this functionality, even a basic version, it doesn't have to be full access to do everything.
2 votes -
Bank Reconciliation - Change Bank Account for Spend Money and Receive Money transactions
If Spend money is posted to incorrect bank account, it would be good to easily change the account when you edit it. As far as I can tell, this can't be done so we need to remove and redo and re enter to correct account. Intuit allow this simple functionality so not sure why Xero cant??
2 votes -
Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
2 votes -
Separate GST and PST lines on Trial Balance
We operate in a province with separate GST and PST reporting requirements. Xero presently lumps both sales taxes into one line item which is going to be a nightmare in any forensic or audit scenario. We need a separate line item for GST and for PST in Saskatchewan, Canada so that they can be tracked independently as they are applied very different (one refundable, one non-refundable, one applies to everything, one applies to most things).
1 vote -
navigation
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
1 vote -
bulk change customer or supplier VAT to organisations own, as not all of our services require VAT
To be able to bulk change settings for customer or suppliers.. for example, all of our customers and suppliers (4000+) were added to Xero but have all been pre set to include 20% VAT when invoicing.
But not all of our services are VAT chargeable, now whenever we invoice the VAT rate is pre set, causing us to need to remember to remove it. We can individually change this per customer or supplier to use our organisations own setting, in which this pulls from our schedule of rates. But to have the ability to change this in bulk would make…
1 vote -
search function
Good day, we would appreciate it if you can add a feature in the search criteria to allow you to search in any field.
The purpose would be if you searched for an amount or description it would pick that up irrespective of how a transaction was processed. This will make find and recode or fixing incorrect items on the Account transactions easier.
Thank you
1 vote -
Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
6 votes -
Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
34 votes -
Bank Reconciliation - Sticky headers/footers to navigate pages
Sticky header/footer for bank reconciliation (cash coding, bank statements and account transactions tabs). The idea is to not have to scroll down all the way to jump to a specific page or navigate to the next page. The option to navigate between pages must be easily accessible at all times.
2 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
2 votes
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