4812 results found
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Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
MFA - Allow setup of Multi-Factor Authentication on first Login
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bank Rules - Bulk edit bank rules to include GST/VAT/TAX
When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.
4 votes -
Navigation - Add Projects to the Quick + link
ADD PROJECT TO THE QUICK +
4 votesHi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
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Xero Tax (UK) - Add Association of International Accountants - AIA as an accountancy body
Association of International Accountants - AIA should be added into accountants report section of statutory accounts.
Thanks
2 votes -
Bank reconcilliation - Allocate account transactions against each other.
Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).
1 vote -
AU Payroll - Automatically transfer PAYGW and Superannuation liabilities to separate bank account
My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
This sets aside the money ready for the BAS'es, IAS'es and super.2 votes -
NZ Tax - Ability to calculate income tax for part year returns
Hi team
We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.
Currently the only option is to file via myIR which is really not good enough.
56 votesHi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.
I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.
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Project - Import Bill of Materials for a project (Inventory items with quantities)
I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?
I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?
4 votes -
Reporting - Save default settings for Aged Receivables Detail
One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.
Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.
1 vote -
Business Snapshot - Filter by tracking category
It would be good to be able to filter the Business Snapshot by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.
8 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
AU Payroll - Bulk approve timesheets
A 'select all' feature to approve all unapproved timesheets would be great.
8 plus years now of having to tick in a tiny box for all my casual/part-time staff is getting a little tedious, especially when a slight error opens the timesheet up and you have to then back out of the page to start all over again.
It shouldn't be too hard from a coding point of view should it?
Thanks, Bob2 votes -
Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
13 votes -
History & Notes - Contacts - Increase 2500 character limit in notes
I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.
1 vote -
Account Transactions Report - Show Invoice Date and Paid status
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
4 votes -
Login - Use backup email or phone for confirmation of suspicious login
you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.
6 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Batch Payments - Customise Batch Payment Printout
On our batch payment printout auditors want someone to sign them off and say they've randomly verified bank accounts. Is there any way to customise the batch payment printout to include:
1. Random bank accounts verified (with tick box)
2. Signature area
3. Name of Person Signing off
Thank you4 votes -
Budget Manager- Ability to transfer the data from one budget to another
The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch15 votes
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