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  1. Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.

    As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.

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  2. Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list

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  3. We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen

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    Hi Marinus, thanks for the detail of your needs here. While there's no particular feature for this right now, one option could be to use a consistent prefix that you add to the reference field of these type of bills.

    When reconciling the payment in your bank account, you'd use Find & Match and could enter the prefix in the Search field to look up al the related bills for that period.

  4. It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
    This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.

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  5. It would be good to see the number of notes in the Notes Tab (perhaps in brackets, for example: 'Notes (2)'), so you can see at a glance, if there are any notes for the Employee and if yes, how many.

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment

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    Not an idea I've seen raised yet, Lisa. Can see how this may be helpful when you have many invoices entered in your org. It's not something we have any plans around at present but we'll track the interest here and share if there's news.

  7. When importing bank statements, it would be very useful if we could select (already in the csv perhaps) whether the payment is to be a Direct Payment, or rather a Prepayment.

    We receive almost exclusively prepayments, and I find that when I import the statement, that I cannot select that the income lines should be treated as Prepayment.

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  8. Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback

    Dear Product Development Team,

    Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1

    We’ve observed a gap in understanding the timing of these…

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  9. Please see attached doc re keeping some of old xero features in new xero

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    Thanks for your feedback as well as sharing screenshots to show the differences and what would help you when using new invoicing.

    Taking a look across these, the first around using a draft invoice as a template with only text in the description - this is currently possible, but may depend on how you are entering the information in your invoices. I'd recommend having a read of my update on this idea and joining if you'd like to receive updates.

    We appreciate different users have different preferences to how they consume information and we'll track the interest in the layout of detail in History through your idea here. I've slightly changed the title of your idea, here. However just reflecting on your examples - all the information for the approved action as shown in your 'old xero' image, is the same detail as shown in the second note of your…

  10. Ability to obtain a report on the actual costings on each timesheet category. Currently only able to report on the hours paid. Would be helpful to find out costing on each category. Presently have to manually calculate by multiplying hourly rate charge and hours (plus super).

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  11. Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.

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    Thanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.

  12. It's very known for all that the space for batch payment details is very tie.

    We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
    BR
    Ramadan Abdu

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  13. Integration with propertytree.com & propertyme.com.au for P&L

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    Sorry we've note responded to your idea here sooner, John. We don't typically build integrations with other applications ourselves. Instead we have a developer centre where interested parties can come to get information and collaborate if they are interested in integrating with Xero. If not already I'd recommend seeing if this is something Property tree would be interested in developing from their end. You can share our developer platform here.

  14. When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.

    Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.

    1 vote

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  15. When searching for specific bank transactions(s) using the filter option, when found, it would be good to be able to export your findings directly from your screen. This would prove to be a very efficient way of exporting specific data quickly.

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  16. When creating a new line, auto populate the quantity box as '1', rather than having to type it out each time

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  17. Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.

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    Hi Charlotte, sorry we haven't responded to your idea sooner. Appreciate your screenshot and raising this with us. I'd recommend this is something our Xero Support team take a deeper look into with you. If you can raise a case with them through Xero Central they have tools to be able to escalate this with our product team if not working as it should.

  18. Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Automated File attachments for repeating invoices.

    Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…

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  20. When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.

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