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  1. Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.

    1 vote

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  2. Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.

    1 vote

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  3. GST Rec - 2 Simple ideas.

    1. In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.

    2. A GST report that showed the late claims that relate to the prior financial year.

    1 vote

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  4. When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing

    1 vote

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  5. Please make it impossible to add a duplicate identical super fund to an employee's record.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
    Yet using the same csv file in the old fixed assets module works perfectly well.
    Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.

    1 vote

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    Appreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.

    It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.


    Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks

  7. We would like to be able to share hyperlinks of transactions (any, bill, invoice...) to other people.

    1 vote

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    1 comment  ·  Admin →
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    Thanks for your response, Elsa. If the user has access to the organisation you could share the browser URL of the invoice or bill you're on. This contains a transactions ID. The user would need to be logged into Xero and then when they go to that link it'd open that invoice.

    I guess the second part of your idea here when you mention the hyperlink - Is there somewhere specific or a method you're using that you'd want to share the link?


  8. If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...

    1 vote

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  9. Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.

    1 vote

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  10. Make the banks (like American Express) see how they need to fix their systems. It's not your fault transactions don't match up. The banks need to improve their data.

    1 vote

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  11. In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.

    1 vote

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  12. Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

    Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

    Purpose: A report that would allow users the ability to extract KPIs…

    1 vote

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  13. When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.

    1 vote

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  14. Access and use G702 & G703 Application for Payment forms for progress payment

    1 vote

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  15. I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.

    We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.

    1 vote

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  16. allow for contact navigation to left of screen more streamline

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  17. Option to exclude debit and credit amounts when copying manual journal

    1 vote

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  18. Direct Payments - Change of status - Scheduled to Paid

    Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.

    1 vote

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    Thanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.

  19. BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
    If we could get the actual flow for how the paperwork per Job can be produced!

    1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
    2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the…

    1 vote

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  20. When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
    Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
    Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
    The two attachments show when creating new PO, the first screen. Then I need to add…

    1 vote

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