4770 results found
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Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
7 votesFurther to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
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Profit & Loss - Tracking items
Our company uses Tracking categories and used to be able to code the bank rec to a job code and then print an easy profit and loss report based on that job category. The current reports available in Xero are not the same and much more confusing for day to day users. Can you remove the account group and give an accurate p&L report to shwo if the tracking category has made a profit or a loss like myob did. I also get a differing amount if i search the tracking summary report to the account code even though they…
2 votesHi Alexandra, it might be good to come into our Support specialists to confirm and get 1-on-1 help to better understand your needs here.
When you say remove the account group in the Profit & Loss - you can edit the layout of your report (or is it the way in which the Profit & Loss is structured that you'd like to change here?)
We have another feature called Projects in Xero that I'd also recommend exploring if not already and enables you to track expenses and sales related to a specific job.
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AU Payroll: Bulk update all employees for STP2
Update details for STP2
I would like to be able to select all employees and update these details in bulk rather than having to do them individually which is time consuming especially when you have a large number of employees.4 votes -
Xero Accounting app - Reconcile Stripe payments
Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.
5 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
7 votes -
Xero Me: When user has open Xero Me invite, prevent them from creating an Organisation.
Please make it harder for employees to accidently create their own Xero account. Most employees can handle accepting the invite to Xero Me but a lot seem to be able to set up their own Xero instead and then when they try to login to the employer Xero, their email address is already linked to another account. If they have been sent an invite from Xero they shouldn't be able to create their own Xero with that address. There needs to be a question asking if that's what they mean to do or if they were trying to accept an…
2 votes -
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
50 votes -
NZ Payroll - Time sheet job tracking
Job tracking in time sheets
7 votesThanks for coming back to me on this, Josh. Appreciate the added insight and I've made sure to share this back with our team.
While it doesn't resolve the needs here right now, I wanted to share this idea that you may also like to join and stay updated in case there is any progress directly within Project reports.
For the time being, there's no direct plans made for this on the payroll side but I'll continue to keep you updated if anything changes. Thanks
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Invoice Template - Make organisation email address a mandatory field
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
5 votesThanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
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AU Payroll - Allow HECS / HELP tax deductions for Labour Hires
Prior to the upgrade, if you were a labour hire firm and had contractors who were not a company but used their TFN, you could select the box to allow additional tax deductions for HELP / HECS debts. With the new Phase 2 STP, Xero have confirmed that if you have labour hire using TFN's and they have a hecs debt you cannot check the box and will need to manually calculate the hecs amount to deduct each payrun. This means that every payrun, for every hecs debt you will need to manually add an amount working through the various…
3 votes -
Global Payroll: Dedicated payroll product for Sri Lanka
Please release payroll module for Asian version . We may able to use it , Deductions you can generalize please
2 votes -
Fixed Assets | Depreciation - Ability to round to the nearest dollar
Have a choice of rounding depreciation calculations up to the nearest dollar and reporting $ only in the depreciation schedule and other fixed asset reports.
Currently it rounds to the nearest cent.. This does not suit our requirements and so have to prepare our own depreciation schedules outside of Xero4 votes -
US 1099 | Include foreign currency transactions
It would be great if the 1099 report could include US citizens being paid in a foreign currency
1 vote -
Sales Invoice - Email a range of invoices with different status
the feature should be available to to email a range of invoices, for all tabs whether paid or unpaid, not just one single tab
1 voteHi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together?
In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero.
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AU Payroll - Search for Employees within a Draft Payrun
One of my clients has hundreds of employees and at present when processing an unscheduled pay run, I have to keep clicking through the pages to find the employee. It would be so much quicker to be able to search for an employee within the Draft Payrun to then select to add.
4 votes -
Quotes: Do not change older quotes when client address is updated
Once a quote is sent or accepted a subsequent change to a client's address should not change the older accepted or sent quotes, they should retain the address used at the time of sending the quote. That way the quotes can be retrieved in the future and the document matches what was sent to the client at that time.
This is particularly important as quote forms part of a purchase contract and there may be instances where the original quote has to be reproduced for audit or legal reasons.
Presently if you print a quote again after a few months…
2 votes -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
2 votes -
AU Payroll: Bulk update employee bank account information
Bulk update Bank Statement text in Payslips
Or we can set up Statement text as fixed for every employee rather than the default "WAGES" statement text in Xero2 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
6 votes
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