4790 results found
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Exchange rates - More than 6 decimal places
Exchange Rate - Allow more than 6 decimal places.
For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.
Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.
16 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
13 votes -
Files - Ability for user who uploaded to lock a file
Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.
2 votesHi Marlene, thanks for sharing how files could e more powerful for your business and working with clients. We ask that each thread only contain 1 idea so it's clear for community members to know what they 're supporting and we can get a understanding of the interest for specific development.
I've updated your title to your first idea and e have 1 started for the ability to bulk export files over here you can join - welcome to also start new ideas for other items you'd like to see developed. 🙂
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Notification | Email reminder for VAT submission deadline
Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?
42 votes -
Reports - Customer/Supplier Bill Activity show Debit & Credit in separate columns
I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you
7 votes -
Contacts - Highlight contacts
In our old system, before we moved to Xero, we could highlight special clients (they were a different colour). In our case, they were special because they paid their account off in instalments, instead of paying a lump sum. This made it very easy for us to separate them when we sent invoice reminders to the rest of our clients. How we have to do it in Xero now is clunky and manual. :)
2 votesHi Kathleen, it sounds like Contact Groups could help you keep track of clients you'd normally 'highlight'
This way you'd be able to quickly get a view of the different contact groups when looking to set up or send invoice reminders?
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AU Payroll: Bulk file pay runs with STP
When doing a catch up job it takes forever to have to click into each pay run then back into pay employees and repeat. It would be great to be able to tick each one on the payroll > pay employees screen and then submit all at once.
4 votes -
Reports: Edit header of reports
Editing the header of generated reports
4 votes -
AU Payroll - Change earnings rate for ETP pay items
Customisation of ETP preferences to allow drop down menu for rate of pay as only lump sum payment is currently available. Example: terminated employee to receive 2 weeks pay in Lieu of notice. It would be helpful to have the option for Rate per Unit rather than a Fixed Amount only
4 votes -
Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
9 votes -
Supplier Activity Report - Description column includes description
When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…
15 votesPayable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
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Bills Report - Change so most recent bill is at the top
When I select a supplier or customer, the list of invoices start off with the date I started using xero 2013.
Could we change this to make the most current at the top of view instead of scrolling to the bottom.
The way I currently view is:
Contacts, supplier, Name, view recent bills report.2 votes -
UK Payroll: Breakdown of NIC on P32
I have been in dispute with HMRC over an amended FPS submission. Having the employee and employer NI contributions broken down would have been a great help to me.
5 votes -
Purchase Order: Ability to show both item codes and descriptions
When creating purchase orders, having a large list of products, we are finding it difficult to identify the items we want to select because only the item codes show without the item descriptions. (Both the item code and descriptions show when creating invoices and quotes). Would it be possible for the drop-down selections in the purchase orders to show both the item codes and the descriptions?
1 vote -
Xero Expenses - Ability to edit exchange rate
"As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."
Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.
It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.
27 votes -
AU Payroll - Allow HECS / HELP tax deductions for Labour Hires
Prior to the upgrade, if you were a labour hire firm and had contractors who were not a company but used their TFN, you could select the box to allow additional tax deductions for HELP / HECS debts. With the new Phase 2 STP, Xero have confirmed that if you have labour hire using TFN's and they have a hecs debt you cannot check the box and will need to manually calculate the hecs amount to deduct each payrun. This means that every payrun, for every hecs debt you will need to manually add an amount working through the various…
3 votes -
Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/505 votes -
AU Payroll | Employees - Consistency between export and import details
Please re-work the Employee Contact Details report to include ALL of the information available in the employee bulk upload template and in the same format. Also add email address to the bulk upload format as it is already in the Employee Contact Details report.
When a client undergoes a restructure, the employees must be copied into the new file. It is EXTREMELY time consuming to type it all.
You have the start of a great export/import ability, it just needs a little bit of attention and it would be perfect.
25 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
9 votes -
Bank Feeds - Automate imports for Philippine banks
There are a lot of businesses in The Philippines that would benefit from bank feeds. Even if you cover BPI, BDO and Union Bank I’m sure they would fund the development costs.
This combined with BIR accreditation would see XERO as the leading accounting product in a country of over 110 million people.
3 votesAre there specific banks you're connected to and would like to see a feed developed for? It'd be good to get this detail that we can share with our product teams.
Also to help community members understand exactly what they're supporting, as well as share these back internally with our teams it's best to keep one idea per thread - I've updated the idea here for Bank Feeds for Philippines and we can make this even clearer if you confirm which banks.
For reporting and BIR compliance I see another user has started an idea across here you can also support.🙂
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