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  1. Xero Project Module

    we are currently using Xero Project module.
    the duration of each project is around 3 years.

    I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.

    I need to track the profitability of this particular project that will be a duration of over 3 years

    1 vote

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  2. It would be good if ''xero bills'' would send a failed upload notification message back to the email that it was sent from if the upload had failed. This would mean that you would know what upload had failed and issue that caused it to fail.

    1 vote

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  3. I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.

    But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked…

    1 vote

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  4. The new way of importing bank statements does not work for our company.
    Can XERO allow a permanent setting to default to classic import instead of having to switch there manually every time?

    1 vote

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  5. There used to be a feature that you could zoom into a bill that had been uploaded when putting the information into Xero ( when the bill shows at the left of the Xero page ) This has gone and now I have to keep popping bills in and out to see details. Please could it be re-instated

    1 vote

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  6. Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.

    My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.

    1 vote

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  7. When payrun is done in Xero, the payroll payment file will be automatically sent to the bank (without authorisation). This could save the time of exporting payment files and import payment files to the bank.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Show as accrued income on Balance Sheet for projects that are only billed when completed.

    1 vote

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  9. Xero Projects Reporting - fixed charges to be included in Charge Amount column

    We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.

    This allows us to forecast profit for the month more effectively. If we…

    1 vote

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  10. The ability to set a default date range for the tax report in Xero.

    Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.

    1 vote

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  11. The mobile app’s new transaction notifications are Bank dependent. Why? You have to write code for every individual bank in the world just so the app will notify a user that a new transaction needs to be reconciled? Rewrite the code so this works automatically for everyone. It’s crazy the way you have it now.

    1 vote

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  12. Would like to add add decimals (up to 4) in the bank rule feature for the tax rates (otherwise I need to manually change all the amount of my reconciliations which is time consuming).

    For instance at the moment we can input 102.15% but not 102.1451% which is what I would like to have.

    1 vote

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  13. 1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!

    1 vote

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  15. It appears that in the last two weeks (submitted 23/2/2022) Xero rolled out a change to payroll, which possibly has some unforeseen implications.

    It used to be that if you were only paying a small number of employees at one time, you could use the summary screen (capture attached) to copy and paste the net pay figure for each employee to your online banking portal to effect the actual payment(rather than exporting to a file, and then importing the file to the online banking which is a little clunky for small number of employees - there doesn't exist the same…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Reports Projects Filter Staff:

    When filtering Project time reports by staff, is it possible to show only currently active (valid) users rather than any and every user ever associated with the account for all time? Can the list be alphabetized?

    Currently the list includes every user that ever existed including every instance of when Xero Support was invited (via a support ticket) as well as staff removed from the practice. Furthermore, it is in a random order.

    1 vote

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  17. To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it

    1 vote

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  18. In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.

    1 vote

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  19. 1 vote

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  20. Can a way be setup to do Invoicing for Drop-Ship items where we do not need to add inventory, but it is automatically calculated when invoiced to Track how many drop-shipments are being sent in a month and track the difference between the vendor price and customer price. Having to manually add to inventory is a lot of work.

    1 vote

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