4894 results found
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Reporting - Option to "exclude" rather than deselect in filters
The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).
28 votesHi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
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AU Payroll - Schedule superannuation payments
Add in ability to forward date when a superannuation payment is processed. I would like to submit the authority when I review the monthly super but have the payment not made until it is actually due, which would be a date in the future that I enter.
5 votes -
Invoices - Show GST as 'GST 8%' instead of 'Total 8%, GST 8%"
Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"
2 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??5 votesThanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votes -
Invoices - Create APCA or ABA files from recurring invoices
As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.8 votes -
General Ledger - Ability to consolidate depreciation per asset category
Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?
7 votes -
Contact - Save and add another
When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.
6 votesDo you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
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UK Payroll - Add a remuneration report
UK doesn't currently have the remuneration report. This is a basic fundamental requirement on payroll.
38 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
13 votes -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
5 votes -
Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
3 votes -
Bank reconciliation - View date last manually reconciled
Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.
4 votesHi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
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Create report - comparative periods
I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.
2 votesHi Bernie, when you say you're creating a new report for a client would this be with the Blank report in Xero?
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Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
15 votes -
Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll - Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote
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