4106 results found
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AU Payroll: Set up second auto super authoriser
Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.
68 votes -
My Xero - Permanently remove cancelled org from list
Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.
5 votes -
Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
60 votes -
Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
80 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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Invoice Only Access - View Contact History
Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.
4 votes -
Organisation Settings - Setting up a UK company with a non-GBP base currency
We have a UK based client who have a presentational and functional currency in USD. There is no possibility of setting up this company correctly on Xero, as Xero only lets UK organisations use the base currency on GBP to link easily to taxonomy.
It would be very helpful if this could be set up.
6 votesHi Jonathan, when you say presentational and functional currency is USD - does the organisation pay taxes in the US? If so it would be recommended that you pick US when setting up the org.
Alternatively, if US is one of the currencies that the org regularly deals and transacts in but pays taxes in the UK it would be recommended that you select UK and the client is on an org that includes multi-currency in it's plan.
We appreciate customers would like to see more capability with currency in Xero - most recently we have added the ability to run the newer Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org uses.
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UK Payroll: Send payslips to multiple email addresses
Can you please create the functionality to send the payslips to both the employees and the employers.
Currently payslips can only be sent to one email address when being sent by Xero. A second email address can't be added to an employee's record for payslips to be sent to.
It would be beneficial to be able to send them via Xero to both the employee and employer.
5 votes -
Navigation | Bank Rules - Add to Accounting menu
Add Bank Rules as an option to Accounting/Advanced options.
Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well
3 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
16 votesHi everyone, our product team have released their first update to the history and notes of new invoicing where you can now see more detail of the change that's been made such as where an issue or due date has been edited or the amount of the invoice has changed.
We have more improvements planned for new invoicing history and notes and I'll share more as this comes, here.
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AU Payroll: Leave and Leave Loading summary reports
I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment and leave…
1 vote -
Payroll - Field for Preferred Name
Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.
39 votes -
Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
8 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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Banking | Manual import - Option to reverse Credits and Debits columns
A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.
The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.
A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.
Or maybe allow a bank to be treated as a Liability?
4 votes -
Invoicing - Adding a payment refund
Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
You can only add a refund on a CN but no always there is a CN available.
When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…11 votesHi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
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Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
6 votes -
All Contacts vs Customers and Suppliers
It's so frustrating to go looking for a customer when you know they are on the system but you just can't find them. However, if you look in All Contacts, they are there.
I know that Xero is meant to mark them as a Customer if a sale transaction is entered against that account or as a Supplier if a bill is allocated to them.
However, we have had instances of customers with no bills against their record - only sales invoices but they still can't be found in customers.4 votesHI Alec, you're right that contacts in Xero are classified by the type of transactions that are entered for them.
Something doesn't quite sound right there with the example you've mentioned? Is it possible the contact has had receive money transactions entered rather than sales invoices? If so this would cause them to not appear under Customer.
Another option if you'd like to manage customer and supplier groups yourself would be to add new contact groups that you can then attach individual contacts too in your org - More in our help here
If you're having trouble working out why the contact is appearing in one list over another it'd be good to approach our specialists for help who can get access to your org and dig into the history of a contact you're having trouble locating.
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Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 vote -
Reconciliation: Import spreadsheet file that allocate invoices against bank deposit in XERO
I would like to be able to Import a file from a spreadsheet for a bank deposit received. We currently receive 1 bank deposit which will pay 200 invoices over 10 Sales Accounts.
We currently Import a Spreadsheet file to upload our sales invoices.
I would like to be able to Import a Spreadsheet file to upload the bank deposit received for 200 plus invoices, this would save a lot of manually typing invoice numbers in when processing the Deposit in XERO.1 vote -
Invoice Reminders - Ability to pause and resume
Have a function that allows Invoice Reminders to be paused over holiday periods (to prevent clients receiving invoice reminders on Christmas Day, Easter etc). Would delay the reminders sending them out after the "holiday" dates had lapsed.
1 vote -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be1 vote
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