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  1. The issue with MFA in some banks blocking yodlee's transaction feed negates the benefit of it in the first place. You want a secure way to receive the transaction data without having someone with signing privileges (a senior exec) log in each time a bookkeeper is trying to do their work. If Xero built an easy API or a other solution that we could send to our banks and put pressure on them to build into their system I'm sure you would get a ton of buy in from the accounting community. QBO feeds have gone directly to banks with…

    1 vote

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  2. Hi,

    For bills and invoices, can we have a 3rd date field please? The 3 dates will be for:

    1. Bill/Invoice Date
    2. Due Date
    3. Period Date

    This way, when a period is closed, the bill or invoice date will not need to be change to fit into the open period.

    Thanks,
    Mary

    1 vote

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  3. In Zoho books you've got the ability after you create a invoice you can click the 3 eliptical dots and click charge customer, then you could just manually enter the customers card details to charge them, honestly I really need this in Xero so that when I create a invoice I can just pop their card details in and it just gets processed and be done with it, at the moment I can get around by sending a copy of the email to my self and clicking the pay now link and entering the info for them but it's clunky

    1 vote

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  4. 1 vote

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    0 comments  ·  Admin →
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  5. The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:

    • Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)

    • Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)

    • Please add…

    1 vote

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  6. I appreciate that you guys added the tracking code option to the P&L Report. But we still need to be able to add a filter to this report. My nonprofit wants to be able to see the expenses for a specific department by funder. Those are my 2 tracking codes. But this format only allows me to pick either by dept, or by funder, but not both. Quickbooks has this option.
    Also, it would be great if there was an option to show columns for the tracking code only if it's not zero. I have 30 funder codes. I don't…

    1 vote

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  7. Add a permissions level between IO and Standard - the gap is far too wide. Its all or nothing.
    I need my admin to be able to run certain reports but not see them all, so I need to be able to select the report.
    However I don't want them to have access to bank statements.
    Currently its all or thing so they nothing which doesn't help me.

    1 vote

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  8. With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
    I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
    Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?

    There is also no option to go straight to a new CN…

    1 vote

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  9. Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.

    1 vote

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  10. Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.

    1 vote

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  11. Upload AR Remittance Advices within "Match" option within Bank Reconciliations
    I have noticed that when processing the Bank Reconciliation and matching bank deposits to raised AR invoices, the Remittance Advice can't be uploaded directly to the receipt under the "Match" option (see attached screenshot).
    However, under the "Create" option (next to Match then clicking "Add Details") there is the option to Upload files.
    Not being able to do this directly within Bank Rec matching means it is an inefficient process where I have to go back to the Customer account, look for the Invoice(s) that were paid and open it…

    1 vote

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  12. The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.

    1 vote

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  13. Have the ability to search attachments by name. For example I attach delivery dockets to bills and I always save the it with the corresponding document number, it would be good if search results showed attachment name matches too.

    1 vote

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  14. Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.

    2 votes

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  15. If employees are set up with 'Fixed Amount per Period' the daily hours in each leave request are calculated using the hours field from their Pay Template instead, then divided by the working days in their pay period. When employees are on a monthly salary, this can cause a fluctuation, as you have found.

    Currently, it's not possible to set a specific number of daily hours in a leave request for employees.

    This needs to be fixed ASAP - I cannot believe that all Companies that pay there employees Monthly are not jumping up and down - else they are…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  16. When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.

    1 vote

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  17. Ability to have invoices created in Xero to import into XPM with Description included

    1 vote

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  18. It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.

    1 vote

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  19. I need to be able to pull a fully detailed report of submitted expense claims per project plus all corresponding receipts for that month to be able to send to clients

    1 vote

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  20. Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP

    1 vote

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