4691 results found
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User Access: Payroll - Payroll admin access only
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
31 votes -
Contact: Prepayment - Show on statement with negative balance
To show a negative number in customer balance, when customers have a prepayment.
Purpose: To make users easier to see any prepayments that were made by their contact in Xero.
31 votes -
MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
30 votes -
New invoicing - Ability to view as tax exclusive (when entered inclusive)
In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the…30 votesThanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
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Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
30 votes -
Option to disable rounding in Xero
I still don't understand why Xero rounds any amounts? Could we have an option to disable all rounding in Xero. I have just left MYOB after 10 years, they never did anything like this. I moved to Xero on advice from my accountant, starting to regret this! Leave it as an option for whoever is rounding stuff (very werid), but please give me a checkbox that totally disables rounding. Please!
30 votes -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
30 votes -
Xero expenses - Ability to change sort order
Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.
This should allow order by 'date of spend', by amount; category; etc
30 votes -
AU Payroll - Option to run unscheduled pay runs without processing leave
Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.
30 votes -
Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
30 votes -
Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
30 votes -
Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
30 votes -
Xero Me | Add tracking in Timesheets through the app
Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.
30 votesHi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
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Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
30 votes -
Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
30 votes -
NZ Payroll | Timesheet - Indicate public holidays
timesheet - indicate public holidays + add radio buttons selection for:
1. pay as normal (public holiday)
2. worked holiday + entitled to 1.5 pay + day time in lieu
3. worked but not entitled (no extra pay or time in lieu)30 votes -
Branding - Ability to customise bill template
Invoice templates are editable, but bill templates are not.
Would like to be able to add searchable fields to a bill without removing those that are already there.30 votes -
Repeating Invoice - Add dynamic dates to the repeated invoices
As it stands the "template" is largely superficial, whereas a template should be meaningful.
When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.
So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.
30 votes -
Loan Interest Calculations
Ability to manage our loans in Xero. We should have the option to enter the interest %, term, opening balance, simple/compound interest and repayment period (monthly, annually, end of term etc.)
30 votesHi Jason, have you read our help on how you can set up and manage a loan on Xero?
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User role | Invoice Only - Send receipt for payment
As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.
30 votes
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