4132 results found
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Bank Reconciliation - Change Bank Account for Spend Money and Receive Money transactions
If Spend money is posted to incorrect bank account, it would be good to easily change the account when you edit it. As far as I can tell, this can't be done so we need to remove and redo and re enter to correct account. Intuit allow this simple functionality so not sure why Xero cant??
2 votes -
Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
2 votes -
Separate GST and PST lines on Trial Balance
We operate in a province with separate GST and PST reporting requirements. Xero presently lumps both sales taxes into one line item which is going to be a nightmare in any forensic or audit scenario. We need a separate line item for GST and for PST in Saskatchewan, Canada so that they can be tracked independently as they are applied very different (one refundable, one non-refundable, one applies to everything, one applies to most things).
1 vote -
navigation
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
1 vote -
bulk change customer or supplier VAT to organisations own, as not all of our services require VAT
To be able to bulk change settings for customer or suppliers.. for example, all of our customers and suppliers (4000+) were added to Xero but have all been pre set to include 20% VAT when invoicing.
But not all of our services are VAT chargeable, now whenever we invoice the VAT rate is pre set, causing us to need to remember to remove it. We can individually change this per customer or supplier to use our organisations own setting, in which this pulls from our schedule of rates. But to have the ability to change this in bulk would make…
1 vote -
search function
Good day, we would appreciate it if you can add a feature in the search criteria to allow you to search in any field.
The purpose would be if you searched for an amount or description it would pick that up irrespective of how a transaction was processed. This will make find and recode or fixing incorrect items on the Account transactions easier.
Thank you
1 vote -
Bank Feeds - Get daily feeds for weekends and public holidays
Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.
6 votes -
Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
34 votes -
Bank Reconciliation - Sticky headers/footers to navigate pages
Sticky header/footer for bank reconciliation (cash coding, bank statements and account transactions tabs). The idea is to not have to scroll down all the way to jump to a specific page or navigate to the next page. The option to navigate between pages must be easily accessible at all times.
2 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
2 votes -
New Invoicing - Option to apply credit when using 'Approve and add another'
The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.
2 votes -
sick leave
We need sick leave to be recorded in days to line up with current NZ payroll legislation. 10 days sick leave. The current settings in hours only work for people who work the same hours on the same days. Anyone with variable hours or different hours on different days this does not work and manual accrual needs to be kept outside of payroll. Then leave balances need to be manually adjusted which is a lot of work. This has been an issue for many many years and would be good to get fixed.
1 vote -
notes
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
1 vote -
Chart of Accounts - All Debits as Positive & all Credits as Negative Values
Pls can you consider providing an option to view all Debit balances as positive values and all Credit balances as negative values (in brackets) on the Chart of Accounts as well as accounts on the Dashboard?
That way it's immediately obvious if a balance is owing TO the business or BY the business, without having to first determine if an acc is set up as an asset or a liability on the Chart of Accounts.
3 votes -
History & Notes - Report to show user permission changes
I understand there is history and notes section to show the user activities and login activities. It would be great if there is a log/report that shows the user permission changes. For example, when the new user is created, and created by whom, what permission is given to new user, what permission change is given to existing user and when the user is deactivated and actioned by whom. etc.
3 votes -
Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero, where you can change the…
2 votes -
Show Bank Variance on Dashboard
Show the variance between the bank and the Xero statement balance on the dashboard.
1 vote -
previous invoice pricing, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteYou should find the Inventory Item Details report grouped or filtered by Item Name useful for this information, Chris. If it's something you'll be using often you could star the report to make it available from the menu drop down list. 😊
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Payroll - Enable multi-currencies for Payrun
To allow payrun to be listed in a different currency besides organization base currency.
4 votes -
Revaluation of Fixed Assets
We need a Revaluation feature for Fixed assets. This can be used in lots of fields like: real estate, logistics/transportation, farming, marketing, trading etc.
Actually lots of business around the globe needs this feature and it has been requested multiple times already.
Number of similar apps have already implemented it significantly impoving user experience.
Otherwise, we would appreciate if XERO team at least revert with instructions (workaround) of how Revaluation should be done using their current app functionality.
1 vote
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