4904 results found
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Xero Accounting app - Bank reconciliation: Show notes first
I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.
3 votes -
Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
3 votes -
Bank Feeds - Bank feeds for WesBank loan
I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.
3 votes -
Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
Xero Support - Increase description field size in case raise form
Hi,
Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.
It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.
3 votesThanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates. -
UK Payroll - Total Earnings per PRP on Pension Output
Include 'Total Earnings Per PRP' on Pension Output
3 votes -
AU Payroll - Lodge SGC statement
Can we have Super guarantee charge (SGC) statement lodgement trough xero.
3 votes -
Report for Bills not Assigned to Projects - Also include in Hubdoc
My client has started using Projects which I'm finding not easy to use.
We would like to assign bills directs to projects in Hubdoc.
I also want to be able to give my client a list of bills that haven't been assigned. I can see this in bills to pay but its not printable/ exportable and there is no report that will give me this information.
I would also like to include direct spends from bank feed instead of having to create a bill just so we can see its not assigned
3 votes -
Contacts - Activity and transactions browser
I would like to see the specifics of the contacts activity on the main page of the contact. Currently you need to click on each transaction to see where the transaction was allocated. It would be nice to see it all on one page. It would be helpful if it was editable from that page as well. Instead you have to click again to edit the transaction. Currently in Quickbooks you can view/edit from the main client screen. I always appreciate less clicks. :D
3 votes -
Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Bank account - Drag & drop option to change order of bank accounts
It would save so much time if there was the ability to drag and drop the bank account order in the bank accounts screen (so it changes the order in the drop down menus). It is very cumbersome clicking the bank accounts up one step at a time especially when you have over 30 bank accounts!
3 votes -
UK Payroll - Automatically assign employee number when bulk importing new employees
There is a new feature on Xero Payroll that creates employee numbers automatically on employee creation. A great new feature, it gets my vote. It would be good if this worked for bulk import, e.g. by setting the employee number field in the import as blank. (When I tried this it didn't work).
3 votes -
User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
3 votes -
My Xero | Organisation - Make the whole box clickable rather than just name
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the…
3 votes -
Invoices - Feature for recording and assigning unbilled charges
Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.
This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.
Quickbooks Online has this feature which is extremely useful.
3 votes -
Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items
I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
We sell a service and we cannot track the item as there is no amount to it.
But when running the report the cost price does not show3 votes -
Contacts - Display the "included in emails" tag for additional contacts with no name
Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!
3 votes
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