4711 results found
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Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Bank reconciliation report - Show bank account number
In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.4 votes -
Filter Fixed Assets By Asset Type
It would be great to be able to filter the fixed asset list by the various categories but especially by asset type.
For example, I have 500 assets and am trying to pick out just the Office Equipment to dispose of 30 assets, but I am having to search for each individual asset rather than just look at a list of the Office Equipment.4 votesHi Laurinda, thanks for your idea here. Having a read this sounds quite similar to the idea across here asking for the ability to search by serial #.
Let me know here if you feel they're close enough - If so, I'll merge to gather this feedback together. 🙂
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User Role - Allow Admin Projects users to see custom project reports
There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.
4 votes -
AU Payroll: Bulk update all employees for STP2
Update details for STP2
I would like to be able to select all employees and update these details in bulk rather than having to do them individually which is time consuming especially when you have a large number of employees.4 votesHi community, we appreciate the original raising of this idea some time ago. To be open, with STP2 now released and majority of organisations having already updated their employees we want to be upfront we don't have plans for making this change.
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Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
4 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
4 votes -
Login - Option to set login preference
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votes -
Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
4 votes -
Bills - Record GST and employer deductions as bills and pay as batches
Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…4 votes -
AU Payroll - Search for Employees within a Draft Payrun
One of my clients has hundreds of employees and at present when processing an unscheduled pay run, I have to keep clicking through the pages to find the employee. It would be so much quicker to be able to search for an employee within the Draft Payrun to then select to add.
4 votes -
Dashboard - Show Bank Feed expiry date
Can the bank feed expiry date be shown on the dashboard or perhaps in the bank account screen rectangle for each account. It is a frustrating task to have to repeatedly contact clients to update this .... and worse they tend to blame Xero for the functionality rather than GDPR
4 votesThanks for showing your interest through product ideas. It'd be good to get more understanding of what seeing the expiry date of your bank feed on the dashboard would help you achieve? And, how you feel this will benefit your workflow.
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NZ Payroll - leave requests and approval while processing pay runs
Currently leave requests must be approved before the relevant pay run is commenced.
If we discover that leave needs to be added at any point after the pay run is commenced, the entire pay run must be deleted, along with any progress made.
When processing payroll for businesses, I occasionally discover leave should be included only while I'm actually processing the pay run.
I'd like to have a clone of the leave creation UI as an option while within the pay run process itself. This would show leave balances for the employee, and only have an option to Approve or…
4 votes -
Tax Rates - Ability to import & export
Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!
4 votes -
Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
4 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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Xero Expenses - Allow one off expense claims without purchasing the "Expenses" subscription
Allow casual, one off, expense claims WITHOUT needing to purchase the "Expenses" subscription.
I am the treasurer of a Men's Shed and, occasionally, members use personal funds (either card or cash) for Shed expenses, generating an expense claim. These are rare, usually one off, and might not occur again.
Could an exception be allowed for this, within the software, that would allow a one off expense to be recorded? This could then then trigger the need to purchase the "Expense" module if that person had any future expense claims within, say, 12 or 18 months.
4 votes -
AU Payroll - Set Multiple Pay Cycles for the Same Employee
Include the ability to set multiple pay cycles for the same employee. For example, wages are paid fortnightly but commissions are paid monthly. The dates are not aligned with the period if we use only one pay cycle.
4 votes -
Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
4 votes -
Invoice - Ability to change text and sort the invoice by the headers
Improve Text Formatting - Invoicing
Ability to change all text to caps, lowercase or sentence case (like Microsoft word feature) to enable more consistent, professional invoicing in less time. For example when adding multiple billable expense lines.
Ability to sort invoice lines by the headers, i.e. description (alphabetically), by price or amount high-low etc.
4 votes -
Invoice - Make invoice templates location available within the sales overview page
Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...
Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.
4 votes
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