4687 results found
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Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
2 votes -
AU Payroll - No Annual Salary for Casuals on Employee Remuneration
It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.
2 votes -
REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
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Bank Reconciliation - Filter transactions in 'Find and Match'
The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.
When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!
4 votes -
Invoicing - Increase the character limit for terms on quotes using Standard-type branding themes
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
AU Payroll - Select multiple leave types in the Leave Balances report
I would like to be able to select the leave types in the leave balance report. As at today it gives you all leave types in the report. You cannot filter either as it only allows filtering of amount, employee group and units.
2 votes -
AU Payroll - Submit child support deductions through STP
Could Xero please introduce the ability to report child support deductions and garnishees via STP reporting to the ATO.
Xero currently does not support reporting of child support deductions through STP Phase 2 with Xero Payroll.
41 votes -
VAT return - Make sections collapsable
It would be great to be able to open & close the sections in the VAT return.
I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!2 votes -
Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…1 vote -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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Reporting - Undo option when deleting draft reports
The addition of an undo button when accidentally deleting a draft report
3 votes -
Xero central case - Add year to Case detail in My Cases
Xero Central - please add the year that a case is lodged and each response. At the moment it just has day and month but no year. I have found one of mine from Nov 2022 that the last response is that I would be updated when it is resolved but the case is closed and the only reason I knew it was Nov 2022 is that the attachment I uploaded had the date of the screenshot.
5 votesReally appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
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credit notes on cash report
When you do a credit note and allocate it against an invoice, it show on the cash report
Teh cash report should be 100% correct and not show any non-cash transactions1 vote -
Profit and Loss report - exclude zero balances when comparing tracking categories
Hi Xero Support,
So basically, I would like to generate P&L by Tracking Category only for those categories which have activity during the month, those which have no activities (zero transaction), I would like to exclude it. So, my reports will be not too long and comprehensive.
QuickBooks has this function (--)v
Budi
1 vote -
Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Contact - Sales Tax Exempt Customer Certificates Management
Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.
3 votes -
bridging letter soc2
We require a bridging letter to the SOC Type 2 report to cover the period 1 November 2023 to 30 June 2024 for audit purposes. When querying Support I was referred back to the generic link to download the above report. How do I obtain a bridging letter for the remaining period?
2 votes -
VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
5 votes -
Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.79 votes -
AU Payroll - Tracking Categories for Wages Payable Transactions
Given that we are now can add employees into different tracking/groups on Xero.
It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.3 votes
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