4803 results found
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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 -
User Roles - Restrict the ability to edit approved invoices
There is a significant risk to accuracy allowing the ability to edit an approved invoice without further approval from a higher access tier to what is already provided.
We have experienced a number of clients sending out the invoices to their clients and then editing the invoices, resulting in differences between the original invoice and that on the system. There is no real audit detail either.
Therefore, the request is to consider introducing an additional access level restricting the editing / amending of documentation after approval.
2 votes -
UK Payroll - 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 -
Notifications - 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 -
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 -
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 -
Chart of Accounts - Ability to remap accounts in bulk
I would like to be able to have a remapping feature (similar to find and recode) but on a bulk stage. It is common that a business operation changes and the previous COA is no longer fit for purpose and updates are needed.
This can be done by having a feature that presents the COA with a current a proposed column. The proposed is automatically mapped to the current if no answer is added. In the proposed there is a drop down item that allows you to remap all historical transactions to a different account or remap.
Post remapping the…
2 votes -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
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 -
Profit and Loss - Exported CSV to contain Account Transaction breakdown
Within the old Xero profit and loss report, there used to be a feature where you could add account transactions to a excel export of the profit and loss. The account transactions for a specific account would appear as a separate tab in the excel profit and loss export. Unfortunately, this feature seems to have been removed with in the new profit and loss. It would be great to see this feature reimplemented, as losing functionality of a report due to an upgrade is a shame.
2 votes -
Xero Files - Retain transaction attachments when removing files
When delete a file, do not automatically delete it from the linked transaction.
I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.
Even a warning that this would happen, would be better than just wiping everything.
2 votes -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks2 votes -
Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Projects - Track labour costs without generating an invoice
I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.
2 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
2 votes -
Bank Feed - Support First Citizens Bank(FCB) Commercial Advantage feeds
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
AU Payroll - Add 'Payslips Sent' flag to STP filing screen
It would be good if you could go into 'Pay Employees' and next to the STP - Filed or not filed it would be good to have 'Payslips Emailed'. I have no way of checking / double checking if I have sent them.
2 votes -
AU Payroll - Show mark as paid on the superannuation status page
It would be very helpful if any super that has had the 'Mark as Paid' applied was also shown on the superannuation status page and also on the Superannuation Payments Report too. It is a collaborative QA, transparancy/visibility thing that would be very helpful given we have clients, BASAgents, Bookkeepers and Accountants all trying to make sure a client meets all obligations so showing this would provide good clear confirmation as to what has occured no matter which 'advisor' with permission logged in - we can all support each other this way.
2 votes -
Multicurrency: Bug - invoices show "outstanding bills" in wrong currency when viewed online
The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.
Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.
Example screenshot attached.
In Xero we have assigned "Australian Dollar" as the…
2 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes
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