4740 results found
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Balance Sheet - Link credit card accounts to show one line
Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.
There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.
3 votes -
Running total of CIS liability on the dashboard
Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.
3 votes -
Organisation details - Shareholder register
It will be good idea if Xero got facility to have a share holder register (like fixed asset register) with the control account in Equity area or facility to upload share holder details, address, number shares issued, dividends due and paid. currently we maintain this register in excel which is an additional thing to maintain.
3 votes -
Unallocated Credit, Prepayment and Overpayment Report
There needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for.
3 votesAppreciate noting that the Receivable Invoice Summary isn't what you're after. However can you give a bit of detail of what's missing or showing differently in this report to what you'd like to see, Shannon?
If it is the time saving of having to format the report each time, once you have it set up you can save the report as Customer and rename it so you can easily access and run the report filtered by only these source items any time.
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Xero Tax - Tax return feature for SMEs
A feature for businesses to submit their own tax returns would be great. I already prepare and submit my own GST returns via Xero and it's really easy - just the push of a button. A similar feature to enable me to prepare and submit my own tax return, without needing to go through an accountant, would be really good as the technology is now here for us to not need expert advice so much in this area now and this will only increase with the rise of AI.
3 votes -
General Ledger Detailed report - Include vat rate instead of %
It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.
3 votes -
AU Payroll - Activity details report on date leave taken (not paid)
Is it possible to change the annual leave or personal leave displayed on the payroll activity details report to be the actually leave dates that the employee has taken. Currently the dates next to the annual leave or personal leave line is the pay date (which for reporting purposes is misleading as the employee didn't have leave on these dates).
3 votes -
Expenses - Submit expense claim without filling all required fields
Looking at the mileage and expense app in the demo company, I noticed many fields need to be completed each time, such as bank account, categorised to an account etc. This level of detail should be managed by an administrator rather than an employee who is on the road and needs to worry about what code the expense should be linked to and the tax rate, and so on. All they need to do is take an image of the receipt, type a few words explaining the reason for the expense and then send it. After which, it is up…
3 votes -
Projects: Include labour costs from Gusto integration
I need to be able to track all my project expenses, including labor costs, for each project. All the labor data is already in Gusto, my payroll provider. Currently I have to create a report in Gusto then manually enter the data in Xero. I also have to manually maintain two lists of the same projects: one list in Xero, and one list in Gusto. I would like the Projects in Xero to synchronize (two way) with the Projects in Gusto. I would also like to be able to pull (or synch) the project labor cost from Gusto to Xero.
3 votes -
Bank Statement report to show who the contact is that the transaction has been reconciled to
In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.
We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.3 votesPerhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too.
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Contact | Copy & paste phone numbers when adding or editing a contact
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…
3 votes -
Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
3 votes -
Sales Invoice - Column for client Account number on invoice
Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…
3 votesHi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation?
It still sounds like untracked inventory could work here - for example each 'client' would be set up as an untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account.
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Organization settings: Include option for Limited Liability Company type
Add LLC for Organization Type
3 votes -
Pricing Plans - Have a dedicated team advising on software for different industries
THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.
3 votesThanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business.
For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions.
Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here.
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Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
3 votes -
Check Register: Add leading and trailing asterisks to amount fields
Improve security of printed checks by adding leading and trailing asterisks to amount fields.
Example $150.99***** and one-hundred fifty and 99/100****** dollars
Makes alteration of amounts more difficult.
3 votes -
Reporting - can we combine two report in xero?
Can we combine two xero report ?
Payable invoice detail report & Detailed time report.3 votesIt's not possible to directly combine reports in Xero, however it'd be good to better understand your needs here to determine if there is something that can work for what you're after.
Right now, you can use the Blank report to create a custom report of your own, or you could look to create a Management report pack where you can select multiple reports in Xero create a single pack of these together.
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Invoices/Bills | Ability to search by exception (e.g no planned date)
Exception search capability - eg searching for invoices or bills that are not scheduled for payment.
3 votes -
Projects - Add staff payment rates to projects
add staff payment rates to projects so can be selected from a drop down list
3 votes
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