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Bank Feeds - Foreign Currency Bank Feeds
Ability to set up bank feeds for foreign currency accounts.
Purpose: To save time rather than manually import the statements into Xero. And it’s beneficial for businesses who are dealing with foreign currencies.
4 votesHi team to get more understanding as more direct and open banking feeds are developed it would be good to get understanding of the specific foreign currency feeds you're each wanting to see. If you can add detail or start an idea for a specific banks and financial institutions this will help in sharing back to our product team 🙂
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Reporting - Ability to consolidate multiple entities
To have the ability to combine the reporting between more than one Xero org.
Purpose: Better at group budgeting and account managements
3 votes -
Invoices - Ability to recognise future revenue
The ability to recognise future revenue from the invoice.
Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.
4 votes -
Bills - Deferred expenses/amortization of bills spread out over time
To see deferring expenses of bills that’s spread out over time.
Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.
1 vote -
Expense Claims - Duplicate expense claims flag when there are potential duplicates.
Ability to have a flag feature when potential duplicate expense claims are uploaded.
Purpose: To make users easily noticed when the same/similar expenses are already uploaded.
2 votes -
Contacts - Automatic Credit Hold/Stop
Ability to automatically put customers/contacts in Xero on credit hold.
Purpose: This is to make staff within the Xero org can’t send the invoice to the customer if they have an overdue payment.
1 vote -
Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
3 votes -
Reporting: Account Transactions Report - Adding reference fields when applying cash basis.
To have reference fields appear when applying cash basis in the Account Transaction report.
Purpose: To save time from having to manually export to excel and add the description from there.
1 vote -
Sales Invoices - Combine and hide line items for customers
Ability to combine and hide line items in the invoices.
Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved
6 votes -
Organisation settings - Ability to open multiple Xero organisations on different tabs
To make users able to open different Xero organisations in different tabs.
Purpose: To improve the accountant's workflow, rather than jumping into different browsers.
5 votes -
Manual import: PayPal transaction - Import PayPal transaction easily.
Ability to make users’ easily import the transaction from PayPal without having to edit the CSV file.
Purpose: To save users’ time from editing the CSV file.
1 vote -
Xero Analytics: Cash Flow Projections / Forecasts - basic balance sheet modeling required
Ability to show future cash flow projection in Xero.
Purpose: To effectively plan and manage the upcoming fund needs of an organisation.
2 votes -
Dashboard - Ability to create a customise graphs/report on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
4 votes -
Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Ability to add interest for the late payment. This includes part-paid too
Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.
18 votes -
Profit and Loss report - Calculating COGS by Opening Stock + Purchases - Closing Stock
To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.
Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.
4 votes -
Sales Invoices - Schedule a one-time invoice to be sent via email
Ability to schedule invoices to be sent at a future date
Purpose: Users can set up a preference date to send their invoice, and to make sure that invoices aren’t sent during the weekend. As it makes them look unprofessional.
12 votes -
Bills - Apply discounts on accounts payable invoices
Applying discount on account payables invoices.
Purpose: User doesn’t need to manually recalculate the cost of each item
3 votes -
Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
16 votes -
Global Payroll - Time billing
Ability to record staff hours spent with the client.
Purpose: Because it’s important to track how much time an employee spends on a job
2 votes -
Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
5 votes
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