4681 results found
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Dashboard: Account watchlist - ability to only show accounts with balance not 0
It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.
Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.
1 vote -
Bank feed to account transactions match report
It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries
1 vote -
AU Payroll - Set up second auto super authoriser
Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.
121 votesHi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
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Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss
Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful36 votes -
Invoice/Bills - Notification when draft invoice automatically created
Send an email when a draft invoice (or bill) is created automatically.
When a draft invoice is created automatically, I want to be notified. By definition/design, it needs human attention before getting approved and issued. So I would like a human to be told it has happened.3 votes -
Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis
Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.
10 votes -
Inventory - Add an expiry date
Add a best before/expiry date to the product information to give a more comprehensive overview of stock.
1 vote -
Invoice - Leave Invoice Number field blank
Invoice Settings - be able to turn off the Auto Sequencing Invoice Number.
I need to input a specific, externally generated invoice number when invoicing.
It would be nice to have the invoice number field blank, ready for me to input it.
Currently there is no option other than to have an auto sequenced number in the field.
Yes, I can delete it and then input my number but would be great if I could have a blank field.7 votes -
Xero Accounting app - Add a credit note
Xero app - it would be good to be able to add credit notes via the Xero app
14 votes -
Online Invoice | Stripe - Allow gift card payment
Ability to pay using gift card that is supported in stripe, using giftup.com
3 votes -
Xero Accounting app - GST
It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.
4 votesHi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.
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Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
6 votesAppreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
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Customer Statements - Totals for each column
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
2 votes -
User access - Different access levels for Payroll Admin users
I would like the option of creating separate pay runs and allowing certain individuals access to each. This would help when doing management and senior staff payroll so payroll admin can't access the information of the senior management team. I think the access rights in Xero need to be a bit more flexible as it seems an all or nothing system at the moment. Other accounting packages do have more flexibility with access rights and I think this lets Xero down.
16 votes -
14 votes
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Expenses - ability to see VAT rate on "To Review" page for each expense line
Having this feature would alleviate the need to click into each expense claim to check the VAT is correct, as it will be included in the expense information along with the spend date and nominal code.
1 vote -
Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votes -
Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
1 vote
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Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
4 votes
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