4691 results found
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Accounting for savings pots within one bank account
I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself.…
1 voteHi Neil, perhaps worth engaging your accounting advisor on, however from the sounds you could create 'suspense' accounts in your chart of accounts to reconcile these amounts from your bank account too. Effectively when you make you create a transaction that is related to the amount that's been allocated to a pot you could then make a payment on the transaction to that 'pot' account in your organisation. This way you could run the Account Summary report to keep a constant track on the amounts you have unallocated in your pots.
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Au Payroll - Timesheets widget on dashboard to show no. awaiting approval.
Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.
1 vote -
Au Payroll - Overtime report
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I…
1 vote -
Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?1 voteGreat to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.
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Project module
Xero - Currently the project module does not include any manual journals ie. for accruals and prepayments, accrued income etc, so the reports are not an accurate overview of a project. Since discovering this I have decided not to go ahead with Xero and will look at alternatives. Are there any plans to change this?
1 vote -
Project reports - Edit Layout
Enable editing and saving as custom of project reports as one can with other reports
1 vote -
Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
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VAT Summery Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Sales Tax Report (US) doesn't recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote -
Password on bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
1 vote -
Pay run
Xero should not get rid of global payrun it is a very useful feature that will make things more difficult for small businesses
1 vote -
Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
1 vote -
Payment services for Australian banks e.g. Westpac alternative to Stripe
Xero is a New Zealand company, and Australian banks pretty much run the NZ banking system. It would be good if there is payment services option to accept credit card payments from Australian Bank platforms. Really the only option is Stripe which has poor customer service, high fees and is based in the USA.
Why couldn't there be an integration with e.g. Westpac payment platform. This would directly connect to my Westpac business account. The payment would land faster and cheaper.
1 vote -
Creating a report of creditors that have not been paid for over two years so they can be archived
Creating a report of creditors that have not been paid for over two years so they can be archived
1 vote -
When unmarking PO as billed - do not go out of the PO
When you unmark a PO as billed, keep the screen in the PO and not automatically load the master PO screen
1 vote -
XeroMe - Detailed invitation status.
The status of invites to XeroMe to be easily displayed
When an employee is invited to XeroMe, it would be good to be able to see the status including:
- sent to employee
- employee revoewed
- employee accepted
- employee rejected
- etc1 vote -
PO Discrepancy Tracking and Four-Way Matching in Xero
Feature Request: PO Discrepancy Tracking and Four-Way Matching in Xero
Xero currently lacks a mechanism to track discrepancies between purchase orders, goods received, and bills. This creates a significant gap in inventory and financial accuracy, especially when POs are used across both sales and purchasing workflows.
Use Case / Scenario:
A Purchase Order (PO) is created and sent to a vendor for 10 units.
That same PO is copied to a sales invoice and sent to a customer, assuming full fulfillment (10 units).
However, the vendor only delivers 7 units and issues a bill for those 7.
In Xero, when…
1 vote -
Xero Accounting app - Send remittance advice
Add the ability to send remittance advice from the mobile app.
I find do most of my nightly accounting on the couch in my living room with this app - brilliant - but still have to go into the office just to do the remittance! Annoying.
Couldn’t we just do it from the app please?
1 voteThanks for sharing, Guy. We're continuing to improve the app to provide more common feature our customers would want on the go. If there is any news of sending remittance I'll share an update with you here.
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Ability to add multiple money in/out for cash flow forecasts
We have a Google Sheets cash flow forecast model, but my boss likes to review the business cash flow forecast in Xero using Analytics Plus. This entails me entering a lot of money in/out predictions for items not yet in Xero. It would be great if we could import these instead of having to do them one at a time, alternatively if there could be an option for the forecast to include bills and invoices in Draft or Awaiting Approval status.
1 vote -
Include a tracking order under inventory/product items
Include a tracking order under inventory/product items. For e-invoicing in Malaysia, a classification code must be tagged to each product items when issuing the bill. This is mandatory as the e-invoicing would need to be validated by the tax authorities. Including this classification code simplifies the coding for each product items and this would avoid running into errors during validation with our tax authorities.
3 votes
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