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471 results found
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Dashboard - Ability to Group Bank Accounts
It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc
4 votes -
Quotes - Only display the Item Code and Name when searching
In the old quote version, when adding an item it would search just by the item code which was great.
Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.
Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?
Thanks
Sue8 votes -
Inventory - Copy existing items
Ability to copy existing items/code.
Purpose: Saving users’ time from re-typing all the details.
44 votesHi community, Our team have been doing some recent work in this space and they have released a change so you can now copy/duplicate existing items! The new item will still need a unique item code and you'll see the name is duplicated with the tag 'copy' at the end. 😊
Thanks for all your feedback and sharing with us for the idea here.
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Analytics | Short term cashflow - Remove BAS & PAYG Payments
When a BAS payment is due it shows up in Analytics Plus on the due date. However when the bas or payg payment is paid early there is no way to remove it from the cashflow and it skews the cash flow workings. Can we create a way to remove these system populated entries when they are no longer correct.
4 votesHi all, we've just released an update to Short term cashflow(STCF) so you can now exclude individual BAS/PAYGW amounts from your orgs projection breakdown, when the due date falls within the selected date range of the STCF.
You can always add back any excluded amounts to the projection at a later date. 🙂
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Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
38 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
UK Payroll - Seperate PAYE within Payroll to support Tronc
In UK hospitality, Tronc (tips) systems require a different PAYE to your normal payroll. It would be very useful if Xero could accommodate more than one Payroll, including PAYE reference and employees could have a job with each.
A pay run should be able to be created with each PAYE separately, and each would have its own coding to the balance sheet. e.g. Net Wages, and Net Wages Tronc are different numbers in COA.
As things stand I've had to create a second company, paying for a payroll which does not integrate into our main company in any way so…
5 votes -
Bank Reconciliation Report - Ability to run for multiple bank accounts at once
In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?
I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.
123 votesHey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉
In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.
Thanks again for all your feedback on this one 😊
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Notifications - Ability to view all notifications received (especially tax code change notifications)
Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked
7 votesAppreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
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UK Payroll - Auto updates for national Insurance category (NI)
It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!164 votesHi community, we've rolled out a change to Xero Payroll (UK), and now Xero will automatically apply the new NI category to a pay run based on an employees birthdate, and if they are entering into a new NI category. Meaning you no longer have to manually track and updates these.
We appreciate all your contributions and letting us know how valuable this feature is for you. 😊
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Investing in AI
I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.
6 votesLike your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
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Chart of Accounts: Code numbering template
Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.
5 votes -
AU Payroll - Ability to apply tracking categories to superannuation
We have grant funding so wages as well as super needs to be applied with the tracking code to acquit grant correctly. Presently, there is no availability to apply tracking codes against the superannuation, as well it is only available through timesheets for the wages.
It would be very helpful if tracking codes could be applied directly with pay items in employee template (similarly like other software) so this can be applied when leave is taken also31 votes -
VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
5 votes -
Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…
83 votes -
New General Ledger Summary report - Reorder columns (Account Code before Account Name)
New General Ledger - It would be good if you can have the option to have the code number first before the account name
This will make looking for items easier
7 votesAppreciate the feedback for the General Ledger Summary report, Kala.
I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after?
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New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
UK Payroll - Report showing PAYE obligation, due date and account code
Produce a report/statement in Xero or Xero Payroll which would inform my clients on how much to pay to HMRC, which HMRC account/sort code to use, what reference to use, and what date it should be at HMRC by.... available for each time a Payroll is run.
7 votes -
Tracking - Ability to assign tracking to accounts
I would like to assign a tracking code to an account code to avoid having to manually edit every invoice imported from a plug in (in this case Cliniko). Imported volumes are large and it would be so much easier if it was automated.
23 votesWhile not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
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Projects report - Show task and expenses against the account code
Ability to pull an accounting or project report that will show task and expense against the transaction code/s. Provides a clear view of project bills as well as invoices linked to the projects. the full ins and outs.
6 votes
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