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4688 results found

  1. Batch change exchange rate
    Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
    I would like a feature like "find and recode" so i can filter for all…

    9 votes

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  2. There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful

    9 votes

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  3. Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.

    9 votes

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  4. Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.

    9 votes

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  5. We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.

    9 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  6. Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.

    9 votes

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  8. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Actual vs Accrued Leave on Payslips
    A report to support this leave
    Employees are submitting leave as per there payslips and have no knowledge that this is not actual leave. They may not have been with our company 12 months or it's accured leave which only becomes actual on their anniversary. We are finding some of our employees with negative leave balances, which causes both confusion and problems on them leaving.

    9 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  10. Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option

    9 votes

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  11. New reports - enable data capture in links

    Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.

    It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports

    9 votes

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  12. Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.

    The inventory items in the templates need to automatically update with latest prices when utilized.

    Really hope you consider this …

    9 votes

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  13. When creating quotes, there is not enough space to add our Terms and Conditions in the relevant field. There are nowhere near enough characters. Please can you increase the size of that, and also allow us to have smaller text there too. We have long terms and it's very important we get them in.

    9 votes

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    Hi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;

    1. Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
    2. Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
  14. Add in the facility to include "description" when using the expenses app.

    Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
    Purpose - would increase visibility/transparency when reviewing credit cards

    9 votes

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  15. When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.

    9 votes

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  16. An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
    "If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.

    Ideally the system should be designed to fully complete the edit or should…

    9 votes

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  17. It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

    For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

    But for customers who do not have a mandate set up, things get even more complicated.
    We generally set the Due Date of…

    9 votes

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  18. We need to export donations from Xero to our CRM system. However, matching on Name is looking very difficult but we could add either the CRM ID to the Contact record as their Account Number, or their email. However, I can't find a way of exporting a csv containing the date, amount, and either email Account number. Can this be added?

    9 votes

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    Hi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation. 

    This will include Account Number, email - See our article here

    Can you expand a little more on what you're meaning by date and amount? Thanks 

  19. The Profit and loss report: Compare tracking are amazing, but still needs the following:
    1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
    2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports

    9 votes

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  20. Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email

    9 votes

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