4758 results found
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History and Notes - Time Range Search Field
In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.
Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.
So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.
In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!
2 votes -
Xero Files - Archive/Consolidate files by year
I love the Xero filing cabinet as I can put files in there for the accountant and owner to view. However I have been using this cabinet for over 7 years and would like the ability to archive / consolidate by year.
2 votes -
Bank Reconciliation Report - Version without trial balance, AP, AR, journals etc.
Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .2 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
P&L Report - Ability to customise report formulas based on account categories
When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)
2 votes -
Bank Feeds - Notify when the feed has been updated
Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.
2 votes -
Purchase Orders - Import associated files from Unleashed
We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.
When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.
Is there anyway that these files can be pulled with the rest of the information?
2 votes -
Expenses - Option to include employee's expenses on customer's invoices
Most businesses have their employees incur expenses, such as mileage, which are chargeable to their clients. This means that the expenses need to both be added to invoices to clients and paid back to employees. This should really be done by simply getting employees to submit their expenses using, for example Hubdoc. However, at the moment, the systems available allow to to only one of the 2 things described above thus creating a lot of unnecessary admin work and potential inconsistencies between what has been charged to clients and what has been paid to employees.
In large companies there is…
2 votes -
Projects - Allocate account transactions as expenses
Be able to allocate an account transaction to a Project as an expense.
2 votes -
Export - Option to export data in CSV UTF-8
Export in CSV UTF-8 or excel file as opposed to CSV comma delimited. Or have the option to choose what format the file is downloaded in as opposed to it having to be csv comma delimited.
Reasoning: We utilise characters in our Xero that currently doesnt export out correctly e.g. "é’é¾ é¦™ç±³". This problem would be eliminated if we could export the file format as either excel or CSV UTF-8. Xero as a system supports the upload of these characters and displays them absolutely fine on the webpage, which is why we have decided to move to your system, but…
2 votes -
AU Payroll - Pay increase reminder
It would be great if there was a prompt when an employee salary review or increase in salary is required by a particular date, rather than a separate diary entry.
2 votes -
Payroll (UK) - PAYE payment date set
Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.
2 votes -
Xero UI - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
2 votes -
Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
2 votesHi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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Xero Accounting app - Use the default tax rates from account codes on invoices
In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version
2 votes -
Projects - Drag and drop feature for assigning expenses
I would love to group select untracked expenses in Projects then drag and drop them into their expense category
If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column
2 votes -
Fixed Assets - Pictures of a fixed assets in FAR
It would be nice if one can upload a photo of the fixed asset in Xero FAR.
2 votes -
Files - Allow uploads to client organisations
Changes to Xero that have not improved the program
How do I upload files from Xero Files (documents scanned to Xero etc) to my client it no longer allows this - previously you could access either Xerol Files or your own files from your drive - am I missing something ? Also you can no longer just print invoices you have to download them _ why this is a total pain - the joy of Xero was always click and print or email ??? Please put it back many thanks Kate Milne long time user and Xero fan!!!!
2 votes -
Invoicing - Ability to copy multiple invoices without merging
A great new function in xero would be to copy several invoices to another client without merging them together. So that direct debits can be taken of varying amounts each month.
2 votes
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