4122 results found
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Bank Feeds - Set up two different bank logins from one Xero login
We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.
Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.
This is documented here:
https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-loginsI also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…
2 votes -
CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
7 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
6 votes -
AU Payroll - Warning for missing employee bank details
A warning or prompt should come up when an employee has no bank details recorded - similar to when an employee's bank account is updated when a payroll is posted.
This can be acknowledged by the user and allow them to move on.
When the ABA is exported - this prompt should come up, every time an ABA without bank details is exported - as the payment could fail and the employee will not be paid.
8 votes -
Chart of Accounts - Corporation tax account type to show in taxation section
Please can you add an additional account under expense type in the chart of accounts for corporation tax?
One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
The default setting of overhead and having it in with bank fees etc is frustrating.19 votes -
Payroll - Record Annual shutdown leave in Xero
Ability to record an annual shutdown leave.
Purpose: Payroll admin can easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.
24 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote -
Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Invoices - Ability to send invoices to end user Contact
It would be a great option to recognise various end customers through a single primary client (if that makes sense). i.e 'The ABC Fund' CARE OF '123 Pty Ltd'... The DEF Fund' Care of 123 Pty Ltd; So 123 Pty Ltd might have e,g 10+ customers who like to pay their own invoices but id like the invoices all to go and be recorded against 123 Pty Ltd. So my clients are accountants who have multiple smsf trustee clients of their own that they provide to me to audit. The accountants pass the invoices they recieve onto the smsf trustees…
1 vote -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
1 vote -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
Sales invoices - Allocate overpayments and credits once published
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…
3 votesHi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
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Invoice Payments - Collect GoCardless "ASAP" instead of on Due Date
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…7 votes -
Invoices | Statements: Highlight overdue in PDF
Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.
7 votes -
Xero Me: Hide personal leave balance when requesting leave
In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.
For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.
7 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.)
19 votesHi Jason, have you read our help on how you can set up and manage a loan on Xero?
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Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
5 votes -
Aged reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
1 voteAppreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;
- Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
- Made small changes to the formatting of cells in rows to create more consistency across the report
We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.
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