4701 results found
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User Roles - Restrict the ability to edit approved invoices
There is a significant risk to accuracy allowing the ability to edit an approved invoice without further approval from a higher access tier to what is already provided.
We have experienced a number of clients sending out the invoices to their clients and then editing the invoices, resulting in differences between the original invoice and that on the system. There is no real audit detail either.
Therefore, the request is to consider introducing an additional access level restricting the editing / amending of documentation after approval.
1 vote -
Analytics Plus - Add SaaS metrics to analytics plus
Xero Analytics Plus - add basic SaaS metrics/Unit Economics such as MRR, ARR, ACV, LTV, CAC, etc to Analytics dashboard.
4 votes -
UK Payroll - PAYE payment date set
Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.
2 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
6 votes -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
9 votes -
Payroll - Feature for Cayman Islands
I'm an experienced chartered accountant relatively new Xero user. I'm flummoxed by the inclusion of payroll transactions in the "bills to pay" section. While the detail is hidden from some users, some personal payroll transactions (related to overpayment) have become viewable by users without payroll access. Even summary transactions should not be viewable by people without payroll access.
All payroll transactions should be in a separate section to avoid confusion and any breach of privacy.
I cannot, for the life of me, see the rationale for including payroll transactions in this area in the first place.
1 voteAppears that you're based in Cayman Islands, Steve. When setting up your Xero org this will have set the region as Global, which doesn’t have Payroll.
Our Global edition of Xero has the pay run feature, which is a simple payrolling tool.
As this is a more simple payroll feature, when a pay run is processed it posts a transaction to be paid into the 'bills to pay' screen, like you described.
If you'd like to have the UK regional payroll product and submit to the HMRC, you'll need to set up a new organisation as paying taxes in the UK.
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Bills - Assign tracking category for partial bill payment
A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
If you can add a popup for Bill Payment "tracking category", it will be a great help for the users1 vote -
Bill Payment - Ability to review attached bill when creating an ABA file
With scamming on the rise checking bank details is a priority.
I would love to see the ability to open each of the bills in the review section when creating a batch payment (ABA file).
Even better if you could open any attached files direct from the batch payment review section users could quickly check if the bank details in Xero Contacts match the latest bill. If there is any discrepancy the user could investigate before processing the payment.
1 vote -
AU Payroll - Automatically email payslips
Hi
There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
access.36 votes -
AU Payroll - Next employee button on employment information screen
Currently we can search employee's data by using the dropdown arrow and selecting a specific employee. Can we also have the option for an arrow which allows us to simply scroll through each employee's record rather than having to use the dropdown option each time
7 votes -
Notifications - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
2 votes -
Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
2 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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Option to disable rounding in Xero
I still don't understand why Xero rounds any amounts? Could we have an option to disable all rounding in Xero. I have just left MYOB after 10 years, they never did anything like this. I moved to Xero on advice from my accountant, starting to regret this! Leave it as an option for whoever is rounding stuff (very werid), but please give me a checkbox that totally disables rounding. Please!
29 votes -
Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
3 votes -
Invoices - Assign billable expenses in bulk
Is would be helpful to be able assign different expenses from one bill to different customers, in one batch. At the moment you have to do it individually and then go back into the assign expenses section to do it again for each assignment, which for a bill that relates to multiple customers takes a lot of time.
9 votes -
Bills - Billed Purchase order to auto-populate reference field
Currently when updating a draft invoice to approved some of the fields self populate (From, date, reference and tax inclusive total).
Can the description field be done the same way instead of copying and pasting?1 vote -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
29 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
3 votes -
Xero Accounting app - Use the default tax rates from account codes on invoices
In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version
2 votes -
Bills & Invoices - Change Bills to Supplier Invoices and Invoices to Sales Invoices
I have been following a number of ideas, and it is apparent that some confusion often occurs when using the terminology 'Bills' and 'Invoices'.
Could we have the option within Xero for bills to be referred to as 'Supplier Invoices' or 'Purchase Invoices', and invoices referred to as 'Customer Invoices' or 'Sales Invoices' to avoid this confusion, as they are in every other accounts package I have used?
4 votes
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