4663 results found
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GST - Report to show account transactions not using the accounts default GST code
Ability to run a report that brings up a list of transactions where the GST code has been changed and differs to the GST code that has been assigned to the account
1 vote -
Tracking - Restrict categories and tracking combinations
Ability to restrict the 2nd category tracker to a 1st category item.
Eg - Category 1 is the property, Category 2 is the tenant.
When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.
1 vote -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
AU Payroll - Pay wages direct to employee's credit card
Right now there’s no functionality in Xero to record credit card account in an employees records, by adding this feature would allow payroll to be paid directly to a credit card.
1 vote -
Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
Reports - Select orders by clicking contact name in Income by Contact report
Income by content.
I want an option to be able to select order by the totals also not just the names.1 vote -
Bank Feeds - Make 'Deactivate feed' button less prominent
Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.
1 vote -
Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
1 vote -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote -
Reports - New Group Row to appear in the location you are at.
It would be really useful that when you are selecting to add a new Group under Row's that it adds the new group option in the location you are currently at, rather than adding it in at the top of the report and having to move it down to where you want it to go.
Also having the ability with the when adding a new formula to be able to select how you want the formula result to appear (ie %, $, rounded $ to the nearest $ etc).
1 vote -
FIles - save to folder faster
It would be great if the mobile app allowed me to take a new photo of a receipt into folders faster - maybe you could improve the "Work offline" functionality so that it does more in the background.
I need to use this method, instead of emailing receipts, because we have various folders (1 for each debit & credit card) where we put the specific receipt photograph into
R
1 vote -
Xero Me - Prevent employees from editing personal details
It would be great if we can lock down the ability for an employee to edit and change their legal name and date of birth in Xero Me.
1 vote -
Inventory - Report to see variances in cost price
I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
Otherwise the only way is by an Excel spreadsheet1 vote -
Bank Rules - Test Rule button
Have a 'Test Rule' button when making a Rule.
1 vote -
Purchase Orders - See status on pdf
It would be useful to see the status (approved/awaiting approval etc.) on Purchase Order pdfs - to avoid the risk of unapproved POs being sent to suppliers. Requested by a client.
1 vote -
Invoices and Bills - Lock once finalised
Locking Invoices and Bills so they cannot be deleted once Finalised.
We often see clients raise invoices, or bills in their Xero file, and then later delete them if a change is required, and then raise another invoice or bill.
From an accounting perspective, this is a huge sin.
Once an invoice or bill has been finalised, the only way it should be altered is by raising either a debit or credit note against it. Xero allows a user to raise debit or credit notes, but the average non-accountant does not understand what these are, so they do the easiest…1 vote -
Invoice list view - Maintain filters when leaving page
FILTERS have to be reset each time you return to a page. This is common throughout Xero and is a real nuisance, but especially if you are editing sales invoices. E.g. filtering on a group of customers and a date range has to be done to edit each invoice individually. Resetting the filter for each invoice you edit is a real pain.
1 vote -
Fixed Assets - Export with dates in dd/mm/yyyy format
Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.
1 vote -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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