4699 results found
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Chart of Accounts - Add visualisation when adding new account
It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically
1 vote -
2 factor stripe
Activating a bank 2-Steps-Verification process or bank one-time pin when processing payments using stripe integration.
1 vote -
Bills -Use Avalara for Consumer Use tax look up as well
Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!
1 vote -
VAT to be able to view on mobile app
It would be extremely useful if we could view VAT on the dashboard of mobile phone app. Director only uses Xero on his phone so can never keep track of what VAT is due.
1 vote -
NZ Payroll - Sick leave entitlements to automatically accrue when employees are included in any future pay run following their entitlement.
As a Chartered Accountant, I’ve observed an issue in Xero’s handling of sick leave entitlements that I believe warrants improvement. Currently, if an employee is not included in the pay run closest to their sick leave entitlement date, the entitlement does not accrue. This creates a significant gap in compliance with employment obligations and adds unnecessary administrative burden to correct.
To enhance the functionality and flexibility of Xero's payroll system, I think that sick leave entitlements should automatically accrue when the employee is included in any future pay run following their entitlement date. This adjustment would ensure compliance with employment…1 voteThanks for your feedback of how Xero handles sick leave entitlements, Natalee.
I've made sure this is shared back with our product team, and while we can understand the reason for change you'd like to see here, we want to be open that this isn't something we have planned in the immediate future.
Right now, if an employee isn't included in the scheduled pay run when their leave anniversary date falls, you'll need to do a manual leave adjustment to grant the employee the missed entitlement.
If there's any news of change for this, we'll update you here.
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budget variance report
Variances for expenses to be correct, ie, an underspend is a positive variance and and overspend is a negative one. This will require a slight change to the variance formula in the report.
1 vote -
Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status
Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.
1 vote -
Xero Subscription -Turn the e-invoice into a new Repeating Bill
Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.
1 vote -
Bank Feed support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
1 vote -
Xero Mobile - Bank Reconcilation: Notify when more than one potential match
Mobile/ipad bank reconciliation
Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)
Else payments can be matched to incorrect same value invoices - what a headache to fix later..
AND
… find and match can only search by name or invoice number -
Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)
Thank you
1 vote -
payables invoice due date into instalments
It would be great to be able to split a supplier invoice down into instalments. ie, I receive an invoice for $1200 dated 01/01/2025 which is to be paid over 12 monthly instalments of $100 on the 15th of each month, I would like the due date to reflect this, so that when running cashflow the $100 shows as due on the 15th of each month.
1 vote -
Billable expenses - Add items to Invoice in the same order as the source Bill
I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer
1 vote -
AU Payroll - Voice automated super approval for overseas
Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.
1 vote -
Set holding company in industry list within organisation details
Within the dropdown list for industry, there is no option to set a holding company, but this would be ideal if the company is a holding company for multiple industries
1 vote -
create time entry
Ability to enter time not associated with a project.
1 vote -
Reporting - Inventory Item Summary to include untracked purchases in Cost of Goods Sold
There is no reason to override a cogs associated account to a purchase account in the inventory item summary.
The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.
1 vote -
Payables report by planned date
Hi Guys,
Is there an option for us to general a payable report by the planned date?
1 voteHi Kai, you can run the Payable Invoice Summary report which has the ability to include Planned Date as a column, or you can also choose to group by this field if you'd prefer - Does this achieve what you're in need of here?
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Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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Expense Claims Date of Entry Retention
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
1 vote -
Group and Summarize by Description
When reconciling transactions, there is "Who, What, Why". When viewing reports, the "Who" becomes "Description". Not ideal, but okay.
We really need a way to Group and Summarize by that Description field. Especially when looking at annual reports for accounts that have lots of monthly expenses, it would be really great to have them totaled up by Description.
1 vote
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