4658 results found
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Chart of Accounts - Add cash on hand account type
I would like to add an "Account Type" called Cash on Hand that would sit as a heading on the Balance Sheet Just like Bank, Curent Assets etc does. We have various sources of this account type, and I would like to group them rather than them sitting in current assets as they currently do. They are not technically bank accounts, so don't want them under that heading.
1 vote -
Bank Reconciliation - Show Bank Balance when entering a Spend Money Transaction
When entering a Spend Money Transaction show the Bank Balance
1 voteHi Nickalaus, do you mind sharing a bit more on how being able to see the bank balance would help you when using Xero for your business?
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Reports | VAT201 - Add Google Sheet format for download
Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!
1 voteHi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?
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Timesheets AU - Add "Skip" function to timesheets for non-work days
It would be helpful to have a "Skip" timesheet option for part-time staff to indicate that it's a non-work day (rather than assuming they've just forgotten to complete their timesheet). E.g. a checkbox above each day on the weekly timesheet that if checked would grey-out the relevant day. Rough example attached.
1 vote -
Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
1 vote -
Quotes - Option to bulk add new lines, as you can in Classic Invoicing
hi, please add bulk item lines function in quotation as like invoice.
1 vote -
Organisation Settings | Rounding - Option to exclude decimals and automatically round
Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.
1 vote -
Dashboard - Option to pin the bank summary report to the Dashboard
Pin the Bank Summary report to your Dashboard
It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.
1 vote -
Invoices - Allow Invoice Only users the ability to bulk import invoices
As with standard users and bills raised, ability to bulk import invoices from excel.
1 vote -
AU Payroll - Add units of measurement to Transaction Listing Details report
Please add unit and rate columns in this report.
I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.
1 vote -
NZ Payroll - Add a Payday filling notification when contractors IRD numbers are not included
Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.
6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.
I don't think this should be…
1 vote -
Bank Reconciliation - Bulk deleting statement lines from bank feeds.
Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…1 vote -
Bank reconciliation - Increase area for description when reconciling
It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.
1 vote -
Credit Note - 'Accept and Next' Button for credit note entries
Bills has an 'Accept & Next' Button. It would be great to have the same feature for Credit Notes.
1 vote -
Reporting - Run Income and Expenses by Customer report by Due Date
I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.
We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.
E.g. an invoice for August's usage would be auto generated on 25 July,…
1 vote -
Invoicing - Allow users to edit the same invoice at the same time without duplication
We have problem with Xero, For one user Xero approving and then editing same invoice on same time, When it is editing on same time it is adding same line items twice on the invoices resulting invoice amount is double. Any one having same issue ? How to solve this issue ?
1 vote -
Customer Statements - Filters by 'Has email address' and 'account balance'
When sending customer statements, we have a mix of clients who have email, and some who still get sent statements in the post.
It would be amazing if we could apply filters, like in excel, to the send statement screen, so i could say filter out all clients who have a balance greater than $0, but also who has an email address, so we can process statements, then reapply the filter to give all those without an email so we can then print all the statements needing printing.
At present we can sort by email or account balance but not…
1 vote -
New reports - stop default jumping to top of the reporting page on refresh
The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped
1 vote -
AU Payroll - Remove STP filling errors once submission accepted
If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…
1 vote -
AU Payroll - Set payroll deduction limit
We really need to be able to set a limit, be it based on number of instances or a dollar amount. Having to do it maunally at present is very problematic when you have a large payroll.
1 vote
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