4681 results found
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Manual Journals - Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
3 votesHi Josue, Xero has an inbuilt calculator that enables you to enter simple formulas that'll auto calculate when you move the cursor to the next field.
Does this accomplish what you're in need of here?
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Find and Recode- contact groups
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
3 votes -
New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes -
AU Payroll - Turn off reminder to pay the employees and file the pay run
Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.
3 votes -
AU Payroll - View Activity account codes
Hi I need a detailed report like the Payroll transaction list report that also includes the account code the amount was posted too. I want to reconcile the journal posting to the Indvidual's so i can see who is incorrectly setup.
3 votes -
NZ Payroll - Option to set automatic pay runs
I have one employee that is paid the same amount every week, it would be great if I could set the pay run to post and file itself every week until further notice. I have an automatic bank payment set up so this would make it so easy - and more importantly it doesn't rely on me remembering.
3 votesHi community, while we appreciate you sharing this idea with us here, and understand the interest for being able to automate pay runs, we want to confirm this is not in our plans at present.
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Bank Feed - Revolut personal accounts
Please please can we have a feed for personal revolut cards
3 votes -
Fixed Assets - Remove Capital Gain from Disposal of an asset
Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.
This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.
This issue needs to be fixed.
3 votes -
1099 report - Ability to print
Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.
3 votes -
Management Report - Ability to save individual reports as custom
Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.
3 votes -
Xero Inventory Plus - Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
3 votes -
Bills - Hide archived items when creating repeating bills
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
3 votes -
GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
3 votes -
Accounts - Ability to lock history from previous financial year backward
Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.3 votesHi everyone, while we do have lock dates that'll allow you to stop changes being made to transactions during a past period. We appreciate there are improvements you'd like to see in lock dates that'd further enhance these for you. We don't have any plans for this change atm but we'll keep a track of the interest here and share if there are any changes planned.
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AU Payroll - Payroll Employee Summary report filter by current employee groups
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I…
3 votesAppreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
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AU Payroll - Employee Summary Report for dates worked
Payroll Employee Summary Report
Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.
3 votes -
Navigation - Make invoice lists available as sub menus
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
3 votes -
VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
3 votes -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
3 votes -
Xero Expenses - Search Projects by code
Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.
3 votes
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