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4719 results found

  1. When an Item is purchased, make it an easy step to turn the purchased item into a fixed asset rather than inventory.

    2 votes

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  2. I need to include a Cash Summary report and bank summary report in standard management reports.

    I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.

    At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.

    2 votes

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  3. Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.

    I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.

    2 votes

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  4. Currently, when you invite a brand new user to Xero who has never used Xero before:
    1) on first log in you need to register for Xero & set password
    2) on second log in, it asks you to set up multi-factor authentication (MFA)

    It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…

    2 votes

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  5. 2 votes

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  6. Association of International Accountants - AIA should be added into accountants report section of statutory accounts.

    Thanks

    2 votes

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  7. My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
    This sets aside the money ready for the BAS'es, IAS'es and super.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. A 'select all' feature to approve all unapproved timesheets would be great.
    8 plus years now of having to tick in a tiny box for all my casual/part-time staff is getting a little tedious, especially when a slight error opens the timesheet up and you have to then back out of the page to start all over again.
    It shouldn't be too hard from a coding point of view should it?
    Thanks, Bob

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Stop autho filling T8 and T9 fields on BAS statements in Xero blue as this creates errors when importing to Xero tax.

    These fields need to be left blank by default. It wastes our time to have to delete the info

    2 votes

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  10. Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk…

    2 votes

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  11. When travel details are entered in expenses capture information that is useful for GHG reporting. This might include details of distance traveled in taxi, uber, flights etc.

    Provide reporting of this detail which can be exported.

    2 votes

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  12. The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
    It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
    I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…

    2 votes

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  13. Within Products and Services when items are set up that aren't invoiceable costs, and therefore the "Sell" box unticked, when they are allocated as to Projects these items don't show as "Non-Chargeable" costs as they should do, they show as "% Mark-up" costs. Therefore, when going to "Invoice Tasks and Expenses", they appear in the list of potentially invoiceable items.

    Therefore, each expense item has to be edited in each individual project and switch it from "% Mark-up" to "Non-Chargeable. Such costs should automatically come through as "Non-Chargeable".

    Also, "Find and Recode" feature doesn't recode the Product and Services type…

    2 votes

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  14. 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

    2 votes

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  15. Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.

    2 votes

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  16. Invoice Only : User role - I would like more options assigned to this role. So they can issue payments by cheque. Similar to an accounts payable role. Currently, this user cannot issue cheques, even though Xero states this user can pay bills.

    2 votes

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  17. When selecting different accounts from the dropdown list in reports, the accounts that have been selected are not easy to locate without scrolling through the list (which sometimes can be a large number).

    It would be helpful to have the accounts that already been ticked at the top of the list, so that they can easily be unticked if need be.

    2 votes

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  18. When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
    Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
    And especially in the TB, I can't get it to show a period for…

    2 votes

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  19. Ability to make it compulsory to assign project to invoice.

    2 votes

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  20. Document reference number could be modified & next number is shown is recommended.
    Eg.
    - Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
    - to shown next number under the reference number.

    2 votes

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