4668 results found
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projects
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
1 vote -
avoiding multiple sales entries
i am just starting to try to finalise accounts in Xero for our business..
I cannot find any report for system generated items, so have had to track individual items.
In our system, it appears that
invoices are posted to sales
payments from Square are posted to square balance bank as well as breakdown of gst and other charges,plus the payment received via Square.
we now have a sale posted twice (once GST included, one GST free).
On our P&L we show Sales as one figure, and Square Sales as another, giving us an overstated income.
i am assuming the…1 vote -
AU Payroll, Please
Please sort all Payroll functions (pay employees, search, reports etc.) in SURNAME ORDER. For every functions about Payroll including Taxation & Superannuation, this is normal practice to have SURNAME ORDER FIRST THEN CHRISTIAN NAMES.
1 vote -
Column decimal filters in reports
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses (aka dolllars) to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% as such, than 0% and .05% than 1%. We would like to see Xero separate the option of choosing decimals between numbers verses percentages so our clients can have a clear grasp of the performance.
1 vote -
Column decimal filters in reports
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses (aka dolllars) to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% as such, than 0% and .05% than 1%. We would like to see Xero separate the option of choosing decimals between numbers verses percentages so our clients can have a clear grasp of the performance.
1 vote -
Save and Next option for Timesheet approval
Save and Next option for Timesheet approval.
Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.
1 vote -
Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
Should have a warning Pop Up before posting the payrun, there are draft timesheets for that payrun.
Should have a warning Pop Up before posting the payrun, there are draft timesheets for that payrun.
1 vote -
item purchase order
Items - under Latest Transactions, include quotes, draft invoices and purchase orders.
1 vote -
new invoicing
Can you resolve the issue where you click into the amount of value fields in the new invoicing and you cannot type/edit until clicking out and then back in again!
Can you also increase the character limit in the description field. I am unable to add all the detail from my jobs to the new invoicing so I have to flip to the original invoicing to complete my monthly accounts.
Also the the performance is terrible, I am running on an I9 Processor Computer, 32 GB RAM, SSD hard drive and a 1TB internet connection and it is very slow.
…
1 vote -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
Classic invoicing? Yes. AI? No.
Was recently contacted by Xero with a request to complete a survey related to my interest in AI. Here's my idea. Fix the "new invoicing" before investigating/researching any additional tech. Do not introduce any further "new" features until you have the"old" ones up to scratch. A once amazing product is now abysmal, and to boot, the company is charging exorbitant prices for a substandard product. Here's another idea - listen to your clientele. Keep classic invoicing.
1 vote -
inactivate casual employees
Inactive casual employees, so they do not show up all the time on the pay runs, and you do not have to click on the check box each time.
Also adding a 6-month and yearly payment option as quarterly is too often.
1 vote -
Cybersecurity - Phishing resistant MFA & logging of failed MFA attempts
Cybersecurity - Phishing resistant MFA & logging of failed MFA.
The Australian government publishes a set of 8 essential security measures. In order to progress beyond maturity level 1, platforms need to provide central logging of failed multifactor attempts and phishing resistant methods. Xero currently provides neither and can achieve this via SSO. Please add single sign on support with advice per https://www.cyber.gov.au/resources-business-and-government/maintaining-devices-and-systems/system-hardening-and-administration/system-hardening/implementing-multi-factor-authentication1 vote -
superannuation approval
Ability for more than 1 person to be able to approve a superannuation payment in Xero. Currently only 1 nominated person can approve the superannuation payments, this becomes an issue if that person is sick, away on holidays, you have more than 1 person in an office sharing the workload. With the changes coming to pay employees' super at the same time as salary and wages, there needs to be the ability to have more than 1 person nominated to approve.
1 vote -
Stripe AMEX
Remove the AMEX Logo on the payment screen (not the PDF invoice screen)
You have the option within the settings to remove the AMEX logo from the PDF invoice view screen if you don't offer payments via AMEX through stripe, but when the customer clicks the payment link within the invoice and gets taken to the following screen to fill in their card details and pay the invoice, the AMEX Logo is then displayed here (even though we don't accept it and chose to remove it from the previous screen)
Stripe say its a Xero issue and Xero say not…0 votes -
Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 vote -
Sales Invoices - Import with Paid status and Date
Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...
Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.
We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...
That would help a lot, as…
1 vote -
Manual Journal page:TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
1 vote -
Connection with Belgium (and other countries) tax authorities
We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.
1 vote
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