4118 results found
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MFA: Remember 'Trust this device' setting after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
6 votes -
Invoice/Bils: Importing - Use Contact Account Number instead of ContactName
When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.
16 votes -
Bank Reconciliation - Untick 'Show (currency) items only' by default
Ability to untick the option of ‘Show currency items only’ by default.
Purpose: To avoid confusion especially for users who are dealing with multiple currencies.
29 votes -
Dashboard - Option to pin the bank summary report to the Dashboard
Pin the Bank Summary report to your Dashboard
It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.
1 vote -
VAT201 - Export return to PDF
It would be great to have the ability to Export the VAT 201 to PDF, or the Summarised version to Excel.
1 vote -
Bank Feed - Don't remove duplicate statement lines
Xero should auto import all the transactions from the bank feeds even if it appears to be double entries of the same transaction. For example Toll fees with the same amount on the same day are only imported once into xero although all the transactions are on the bank's online profile.
1 vote -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.1 vote -
Invoices - Override GST by +/- 1c
Both Xero and XPM really need to have the ability to override the GST calculated by 1c either way to fix the GST rounding errors that continually occur. This would be more efficient than having to add a Cost rounding adjustment in XPM of 1c to have it then import to Xero showing this rounding adjustment on a separate line which then needs to be altered before sending to the clients. Having to do this for hundreds of invoices is very inefficient.
1 vote -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
2 votes -
Timesheets AU - Keep default pay template earnings rates in pay runs generated from timesheets
Xero feature to add pay items by default to payslips even after timesheets are approved.
The issue we face now is that once a timesheet has been approved , if we go back into the payslip, those defaults item disappears and we need to manually pick those from the drop down list.
It would be great to have that feature where earnings rate items are saved even after the timesheets are approved.This will also save us time in choosing, extra pay items such as commission, vehicle claims, bonus etc. from the list.
2 votes -
Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
2 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
10 votes -
User interface - Ability to bookmark most used features
Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily
1 vote -
Invoices - Allow Invoice Only users the ability to bulk import invoices
As with standard users and bills raised, ability to bulk import invoices from excel.
1 vote -
Payroll AU - Add units of measurement to Transaction Listing Details report
Please add unit and rate columns in this report.
I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.
1 vote -
Credit note - Ability to set an expiry date
Hi all!
I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.
Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?
Or even just having the option to add an expiry date to a credit…
1 voteGreat to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers.
Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂
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Reports - YTD drop-down in "Compare With" field
Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
thanks.1 vote -
Bank Reconciliation - Partially reconcile a statement line
Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.
19 votes -
Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
3 votes -
Account Transactions - Option to archive old transactions
Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.
4 votes
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