4848 results found
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Bills - Add a Due Date per line
Would like to have due date for individual lines on Bills.
Understand that we can key in manually in description lines, but it is not very convenient.1 vote -
NZ GST - Increase size of the current period button
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 -
NZ Payroll - Option to upload employee IRD numbers
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 -
Bank Reconciliation - Simple mode
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 -
Banking - Show account balance on statement import screen
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 -
Bills - Enter multiple bills on one page.
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 voteHi Louleen, rounding back to your idea here. From what you describe it sounds like majority of the contents of the bills are the same? If so perhaps a repeat bill template could be an option. If you set this to create a Draft bill you could then just review and make any adjustments.
Also if you already have existing bills that need entering you can back date a repeat bill template and dependent on the cycle you set e.g 'repeats every x days' you could spin up multiple bills from one template at once.
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MFA - Option to switch between devices in Xero Verify
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 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We're keeping an eye on the support for this idea through the forums here, so make sure to share with any colleagues that would find this useful too.
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Emailed bills - Save as Draft without needing to click Log In for each one
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 -
Reporting - Link Account Transaction Report to Total Lines on Balance Sheet and P&L
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 -
Bills - Add a remaining balance line
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 -
Bank Feed - Support Vectra Bank Colorado
Vectra Bank Colorado used to be supported for Bank import but that stopped mid 2022 - is there a chance it can again?
1 vote -
Bank Reconciliation - Import statements in CFONB format
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 -
Statements - Auto populate the current date when searching customers statements
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 -
Payment Services - Add Zeller as a payment option
Zeller is a far better payment option to Stripe. It would be great to have this as an integrated 'PAY NOW' option
1 voteHi Terry, we don't have any plans for extending the payment services we offer with Xero in the near term. However if you have a payment service that doesn't currently integrate with Xero you can see if they have a custom URL with placeholders that can be applied to your invoice template in Xero.
We have a bit of information on this here, however you'll also need to touch baser with Zeller to request the custom URL that you can include, from them.
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Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Xero Accounting app - Link to Google Drive to upload multiple pictures
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 -
Reporting - Include invoices due today as Current in the Aged Receivables, not Overdue
In the aged receivable reports (summary and detail) Xero currently assigns any invoice that is due today to the "< 1 Month" column. But an invoice that is due today isn't yet overdue, so it should still be in the "Current" column.
1 vote -
Reporting - Alert if the Balance Sheet is unbalanced
Show an alert if the Balance Sheet is out of balance
1 vote -
Xero - Integrate Xero with Dance Studio Pro
Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.
1 vote -
Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 vote
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