4691 results found
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historical MTD VAT reports can't be seen after downgrade
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
2 votes -
Bills - Show tracking categories on PDF bill
Bills - Include functionality in Xero to print bills with tracking categories of bills in the print PDF function
1 vote -
Show the attachment 'icon' to indicate document attached in more reports
I would like Xero to show the "attachment icon" when viewing transactions in the accounting transactions menu. (icon is visible to indicate that there is an attachment)
3 votes -
Contact - Indicate if customer receives e invoicing
Please could you add the ability to select on the customer contact card if invoices are sent by e-invoice or not. Some customers prefer e-invoices, and some are not set up for e-invoices.
4 votes -
Xero Verify app
Allow MyIR account to be added into the Xero Verify app.
1 vote -
NZ Payroll - Employee leave sort by first name
Can you please consider adding an option under Employee> Leave to sort by employee first name. You already had an option to sort by surname however it would be great to also be able to sort by first name. Thanks
1 vote -
Customer Journals
The ability to post a journal entry to a customer account or a supplier account, it would extend functionality greatly.
2 votes -
AU Payroll - View payslip in employees record
Option to be able to view payslip in employee file rather than having to download
23 votesHi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.
From here you can see the payslips for all employees in that pay period.
We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.
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Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
Show Contact Details on Customer Activity Page
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be…
2 votes -
projects
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
2 votes -
Files - Create bill credit notes from files folder
You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill2 votes -
Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
6 votes -
UK Payroll - Save and Next option for Timesheet approval
Save and Next option for Timesheet approval.
Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.
4 votes -
Credit Card due dates
Given XERO is pulling in credit card transaction details can they pull in payment due dates to help manage timing of payments? Could be as simple as a "Payment is due" flag that a user can manually turn off if they want after paying.
1 vote -
AU Payroll - Draft timesheet warning message before posting a pay run
Should have a warning Pop Up before posting the pay run, there are draft timesheets for that pay run.
6 votes -
Inventory - Include Purchase Orders in the Latest Transactions
Items - under Latest Transactions, include quotes, draft invoices and purchase orders.
1 vote -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
AU Payroll - Inactivate casual employees
Inactive casual employees, so they do not show up all the time on the pay runs, and you do not have to click on the check box each time.
Also adding a 6-month and yearly payment option as quarterly is too often.
2 votes -
Cybersecurity - Phishing resistant MFA & logging of failed MFA attempts
Cybersecurity - Phishing resistant MFA & logging of failed MFA.
The Australian government publishes a set of 8 essential security measures. In order to progress beyond maturity level 1, platforms need to provide central logging of failed multifactor attempts and phishing resistant methods. Xero currently provides neither and can achieve this via SSO. Please add single sign on support with advice per https://www.cyber.gov.au/resources-business-and-government/maintaining-devices-and-systems/system-hardening-and-administration/system-hardening/implementing-multi-factor-authentication2 votes
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