4691 results found
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Reconciliation: Find and Match - add filters for date ranges
In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.
46 votes -
AU Payroll - Report for Unused Leave Paid out on Termination
When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.
45 votes -
Projects - Ability to add a budget that integrates with the overall budget
- Create a budget for each project and then integrate the budgets to the company's overall budget.
- Provide variance report for each project
- Provide variance report for all the projects together
45 votesUnderstand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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Bank Reconciliation: Add the ability to search by contact account number when matching transactions
Bank Reconciliation - Match Does Not Work with Contact Account Numbers
The ability to search by contact account numbers when matching bank transactions is essential as most deposits on the bank statements are referenced with the client/customer account number only. The bank reconciliation ignores contact account numbers in totality.
45 votes -
Remittance - Select & send from Account Transactions screen
It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added…
45 votes -
Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
45 votes -
Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.
45 votesHi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
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Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
45 votesHi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
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Reporting - Filter the Profit and Loss by Contact
When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.
44 votes -
Contacts - Add customer's invoice payments to Contacts
Please put the customer's payments on the activity page so it is easier to see what payments went to which invoices. Seeing that an invoice is paid isn't enough information if the customer has questions. It would be nice to see WHICH payment is applied to an invoice.
44 votes -
AU Payroll - Submit child support deductions through STP
Could Xero please introduce the ability to report child support deductions and garnishees via STP reporting to the ATO.
Xero currently does not support reporting of child support deductions through STP Phase 2 with Xero Payroll.
44 votes -
Xero Accounting app - Ability to send statements from the mobile app
Sending a activity statement or outstanding statement from the mobile app
44 votes -
Xero Expenses - Multiple images per expense claim
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…
44 votes -
Xero with Stripe: Support for Afterpay payments
Now that Stripe offers Afterpay, it would be helpful to add Afterpay to Xero's native Stripe integration.
44 votesHi team, we're developing more ways to pay with Stripe!
Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.
I'll round back to confirm when it's live and more detail of how to do this. 🙂
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Purchase Orders - Ability to Void/Archive purchase orders
At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.
We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.
44 votes -
Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
44 votesHi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Invoicing - Make multiple payments without exiting invoice
Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.
44 votes -
Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits
44 votes -
User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
44 votes -
Tax: Ireland Tax - Irish Vat Return & RTD Details
Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.
Purpose: Irish users can file their VAT easily using Xero.
44 votesHi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here
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