4808 results found
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AU Payroll - Voice automated super approval for overseas
Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.
1 vote -
UK Payroll - Audit history
To be able to view the audit history of pay run changes or changes made within payroll settings
5 votes -
Reporting - Allow Standard users to publish reports
Provide an option to allow standard users to publish bank reconciliation reports, but not all reports.
As a Xero Advisor, I don't always perform all of the accounting functions for my clients. For some clients we mutually prefer to have them perform the bank reconciliation process each month. This is a standard internal control that isn't always outsourced. Requiring publishing bank reconciliation reports at the Advisor level user seems overkill and limits how advisors can manage levels of service assumed by the advisor and their clients.
8 votes -
Bills - Add overpayment/older bills tab
Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.
3 votes -
Reports - Ability to add CIS Verification Date.
It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.
If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.
1 vote -
Invoice list view - Ability to tally by checkbox with search applied
Please add option to show invoice values excl/incl tax in invoice list views
Bulk invoice features. We would like to see more functionality added to the bulk editing in the sales overview/invoices:
- Bulk editing of Due dates
- Bulk editing of Expected date
A more consistent 'Tally by checkbox' - this works really well in the invoices lists where a sum of all checked invoice values are shown but this feature is missing in invoice searches.3 votesHi Jonas, it's best if we have each idea as a separate thread in the forums here so other members know exactly what they're adding their vote for and our product teams can gauge the interest in a specific feature.
I see you've already found and voted for this idea on bulk editing expected date. I've also just added your vote to this idea on bulk date change, and I'll slightly amend the title of your idea here for the 'Tally by checkbox' when you have a search applied.
While the current amount due shown on the list view will show as tax inclusive, if you'd like to view inclusive v exclusive you could run the Receivable Invoice Summary report where you have the option to add Gross, Net and Tax columns. Alternatively if there's a specific reason you'd like to view this from the list of invoices…
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Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
4 votes -
Semi-Annual Sales Tax Report
The new Sales Tax Report does not allow for a semi-annual tax reporting period. The non-profit youth camp I work for pays a small amount each year, and the state has us on a schedule to pay twice a year. That is not an option that can be selected, as the only options are Monthly, Quarterly, and Annually. Please add the option for a semi-annual reporting period.
3 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that'd be most meaningful to you.
This isn't something we have plans for atm, but we'll keep monitoring and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???4 votes -
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Stripe - Improve ACH bank transfer to include current balances/overpayments
I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.
ACH Payment Process Concerns
Overpayment IssuesOne of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can…
2 votes -
Account Transactions - Edit transaction dates without remove & redo
I would like to be able to edit an entered transaction, i.e., transfer, payment, etc. When I am reconciling, some transactions are posted on the following month, but they were entered at the end of the prior month this creates a problem when reconciling. All I need to do is edit the date and change it, but I have to remove and redo the transaction. This is extremely time-consuming.
Also, could we change the bank account when we enter the transaction in the wrong registry instead of removing and redoing it?
2 votesHi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
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Reporting - Inventory Item Summary to include untracked purchases in Cost of Goods Sold
There is no reason to override a cogs associated account to a purchase account in the inventory item summary.
The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.
1 vote -
New Invoicing - Allow us to have Negative quantities on invoice
In the Classic Invoicing, we could set a negative item amount which was useful to make it clear to clients that we had refunded something. It also corrected the stock levels in the inventory. In new Invoicing, you can set a negative financial amount but you are not allowed negative quantities, as such it is not clear and it messes up the stock inventory levels. You can do it via credit notes but this requires more things to be issued to clients etc.
20 votes -
AU BAS - Consolidated Lodgment for grouped entities
Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.
4 votesAppreciate some customers are working with multiple Xero organisations, Stephen. This isn't something we have plans to support right now, we have another idea around consolidated reporting that you may also like to join here. We'll start to track interest in consolidated BAS directly, here.
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Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
2 votesHi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.
If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.
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Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
6 votes -
Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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Xero Expense - Use date of last entry
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
1 voteThanks for sharing your feedback here, David. Appreciate how this could be useful when entering back dated expenses. Have you tried enabling receipt scanning as an option to automate some of this data entry?
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Contacts - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
1 vote
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