4580 results found
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Purchases - Line numbers on Purchase orders and Bills
Line numbers on Purchase orders and Bills. This is standard industry practice when ordering oversea as they all speck by a line number when referring to a Purchase order. hard to do when there isn't one. I have invented a work around but I shouldn't have to, it should be a standard option as it is a standard thing that the rest of the world uses
9 votes -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.18 votes -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Cash Coding - Add a bulk transfer option
Ability to do a bulk transfer (to another account) from the cash coding screen - as we have to do this one by one currently
6 votes -
Expenses: Option to change default from company to personal
We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.
Occasionally these slip through the net and aren't changed prior to approval.
Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?
5 votes -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 votes -
Invoices - Option to download invoices by VAT report
We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.
2 votes -
Projects - Ability to add Task Title then seperate line for task description
When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.
2 votes -
Payment Services - Option to add Zip as a 'Buy Now, Pay Later' payment service
It would be great if Zip could be categorised correctly as a "Buy Now, Pay Later" service, rather than "Credit Card" payment service. This would allow us to integrate it with xero invoices along with Stripe for example. Currently they come up in the same category so we can only choose one. Maybe it's time to add a buy now, pay later category for after pay etc as well.
6 votes -
VAT201 - Diesel refund and rebate
On the VAT201 report a option to capture the Diesel refund per month to pull through to the E-Filing VAT201.
44 votes -
GST - Report to show account transactions not using the accounts default GST code
Ability to run a report that brings up a list of transactions where the GST code has been changed and differs to the GST code that has been assigned to the account
1 vote -
Tracking - Restrict categories and tracking combinations
Ability to restrict the 2nd category tracker to a 1st category item.
Eg - Category 1 is the property, Category 2 is the tenant.
When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.
1 vote -
Timesheets AU - Allow employee's to add notes in 'Total hours worked' earning rate
Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.
It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".
As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals
20 votes -
Bills - Add 'paid by credit card' flag to payment overview
With the bills workflow, we often have the issue that when a purchase is made by credit card or direct debit and the receipt is then sent to hubdoc or Xeros solution it sits in awaiting payment - when really it is awaiting reconciliation. or needs something to identify it as a recurring payment or paid by credit card. When marked as paid in Hubdoc that doesn't synch with Xero and there is no way for book keeper to know how it has been paid and thus we have bills being paid twice and you have to know which are…
6 votes -
GST Audit beta - Exchange Rate for GST Purposes
We are based in Singapore. Your system does not cater very well for GST when the functional currency is not SGD.
My Xero is USD-based, hence we have to use only GST Audit Beta.
But we have to key in "Exchange Rate for GST Purposes" into our system so that when reporting to Singapore Tax authority, we have to report in SGD. There is no way to key this in, and it means keeping a seperate excel file, doubling our work. This rate is given by each supplier on their bill, and can change on daily basis. So we need…6 votes -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
AU Payroll - Pay wages direct to employee's credit card
Right now there’s no functionality in Xero to record credit card account in an employees records, by adding this feature would allow payroll to be paid directly to a credit card.
1 vote -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
23 votes
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