4807 results found
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CIS - Allow 210 CIS Labour invoice to be added to a service
I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
This is unnecessarily timecomsuming and allows for…4 votes -
Bills - Awaiting payment bill highlight in a different colour.
Hi Xero,
It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.3 votes -
Find and Recode - Cash Mode
To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.
1 vote -
AU Payroll - Default Member Number for Employer Default Fund
Dear Xero Team,
I’d like to submit a request for an enhancement to Xero Payroll to improve the setup and management of default superannuation funds.
Currently, when adding a default fund in Xero, there is uncertainty around what should be entered in the Member Number field. We typically process super contributions through the ATO Portal, but we would love to have the ability to do this directly within Xero.
Specifically, we would like the ability to:
Add a Default Fund chosen by the employer.
Assign employees who do not have an existing super fund to this default fund.
Have a…
15 votes -
Invoice payments - Search when allocating credit notes, overpayments or prepayments
Please add to product ideas to have
* allow search feature to allocation screen if the above is not possible1 voteHi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
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multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.3 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
5 votes -
Bank Rule - Part pay existing bill (like the split function)
Ability to set up a bank rule to pay off an existing bill that is paid in monthly instalments. Currently have to manually allocate the monthly payment to a bill using the match and split function but it would be useful if a rule could be set up for this.
1 vote -
Bills - Add notes on the bills sent to directly to Xero
Ability to add a note for the bills sent to directly to Xero.
For example a reference for the bill.2 votes -
Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
6 votesThanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
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Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
3 votes -
Glitches in the software
I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
Here are some changes that could be made that would really improve the user experience with Xero:When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year. It's very frustrating having to switch back and forth randomly.
After I finish putting in a bill, I click…
1 voteHi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.
There are a couple of your points I wanted to confirm here;
- Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
- Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.
I'd recommend raising a case…
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Bills - Drag and drop Files from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
9 votes -
Search Function on Bank - Received or Spent
In the search function under the Bank Statements or Account Transactions tab,
It would be great to filter only received or spent transactions.1 voteHi Tiaan, while you can't filter or search by money received or spent you can order your transactions from the Account transactions tab by Received or Spent by clicking on the column header. Does this achieve what you're in need of here, or could you share a bit more detail of what you're often looking to find? If needed you could add a date search to filter these down further.
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professional version
Wouldn't it be a good idea to develop a professional version of XERO for those of us who use this for bigger concerns or who are professional bookkeepers? This one size fits all approach is not ideal, we don't require pop ups telling us how to create a copy invoice every time when it is something we do on a regular basis. Not the only thing that slows us down but there are too many to list
1 voteThanks for your feedback, Michelle. When you say a professional version are there other things out side of the notifications in product that you'd be looking for within a product of this kind?
Being open we don't have anything like this planned, however understanding your needs can help when sharing your feedback with the team.
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Bank Rec | Coding bank fees - Tab through fields
When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…
2 votes -
AU Payroll - Filter Leave Balance report by employment status
Has support considered the option to filter the leave balance report by employment status? When generating this report all employees are listed or only an individual employee. Why would we need the current balance of leave for terminated employees? I have some employees who have returned, so both are listed but I don't know which is active until I run the report on each.
1 vote -
Chart of accounts - Ability to set billable expense based on account
The ability to automate billable expense assignment by GL code. If you code to a certain GL code you want it assigned automatically as a billable expense for a certain customer. This helps with intercompany on-charges.
1 voteInteresting way of considering how this feature could work, Theresa.
It'd be good to see if others in the community would find this workflow useful to them as well. We'll keep an eye on the support for this here.
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1 vote
When you say one click bank refresh, is there a specific place you'd be looking for this option, Martin? Currently there are some types of bank feeds that have an option to Refresh bank feed.
However how often a bank feed updates depends on your bank and each bank does things a little differently.
You can find the specifics for each bank feed here. It includes when they update, how often and if a manual refresh is available.
If you think your bank feeds might not be syncing correctly, you can check current or recent bank feed delays and issues on our status page - You can also access this from within Xero by clicking on the View status updates option from your bank feed menu.
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AU Payroll - Copying previous wages across to current week shortcut
It would be great if there was an option (tick the box) to copy last week's wages for the current week for payroll. I have casual staff who sometimes have the same hours as the previous week's so not having to replicate this would be great and the quickest way would be to have a tick the box which can copy it across to the current payroll
2 votes
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