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  1. Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
    A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.

    1 vote

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  2. We currently have a limitation to fully exploring Xero Me in that for an approver to be delegated as approving leave/time sheets, any notifications will go to their personal email address.

    We would like to implement Xero Me, but would like staff accessing it through their work email, not personal email so any approval emails are going straight to a work email address.

    The issue is that we intend to continue emailing payslips as good practise (and because of the ease of doing it in Xero), but these would be required to go to staff's personal emails for perpetual access…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. When setting up Xero payroll, have the option of uploading tax information (IRD number, tax code etc.), as currently needs to be done individually.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.

    1 vote

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  5. My request is to allow us to have a CSV column with data in it that will automatically populate the "Why" field with the bank account description content. I have a client with hundreds of different payees and recipients and each has a different description. Very few are consistent each month, and those are covered by the bank rules, but that is only about 5% of her transactions. She wants the same description in the ledger as is on the bank statement. It is very tedious for me to copy and paste the bank description into the"why" field for each…

    1 vote

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  6. Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.

    1 vote

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  7. Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.

    1 vote

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  8. When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.

    Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.

    Thanks

    1 vote

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  9. Add a feature where you can capture bulk supplier invoices.
    You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
    This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.

    1 vote

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  10. Changing MFA devices for Xero Verify brings over your accounts but on the Xero Identity Account page, when you attempt to change the device it makes you re-set up the account / code in Xero Verify. Would love to just have a 'change linked device' with a drop down of devices that have Verify attached to the account.

    1 vote

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  11. When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.

    For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…

    1 vote

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  12. Add the ability to open an account transaction report by clicking on the number in a total line of the balance sheet or P&L. The linked account transaction report would contain the account transactions for all accounts that were being totaled.

    1 vote

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  13. Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.

    1 vote

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  14. Vectra Bank Colorado used to be supported for Bank import but that stopped mid 2022 - is there a chance it can again?

    1 vote

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  15. Our bank has changed from export of bank statements from OFX to CFONB (see below the new French standard) which is not yet supported by Xero! This has a huge impact on our workflow and time spent on getting our many bank transactions in the system. Can anyone help and vote for this to be upgraded as a format for bank transaction import..

    Thanks so much!

    CFONB (also known as AFB) is a French standard defined by the Comité Français d'Organisation et de Normalisation Bancaires/French Committee for Banking Organization and Standardization (CFONB) to meet the needs of the Association Française…

    1 vote

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  16. Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.

    1 vote

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  17. Hi it would be really good if when searching for client statements in xero that the date in the 'and' box populates to the current date rather than one month previous, as its quite annoying having to change that to the current date all the time. I would think most people would prefer to be able to see the most up to date figures.

    1 vote

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  18. It would be really helpful to be able to find the source of foreign exchange gains and losses within a tracking category.

    1 vote

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  19. Sort account transactions by date not just by status.
    I think this is how the old reports were.

    1 vote

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  20. I’d like to be able to use Google drive on the app and be able to share links to any given file.
    For example: Unit (apartment units) turnovers require multiple pictures (before and after).

    1 vote

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