4584 results found
-
Reconciliation - show the full statement line
The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?
28 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
173 votes -
Reporting - Include transactions and their project details
A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.
We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!
6 votes -
History & Notes - Report to show just transactions with new notes
I'd like an easy way to make a note on a transaction or other unique information without it having to be "found" in the notes and history at the bottom. I'm trying to give a bookkeeper/advisor a bunch of notes at once, and it would hugely helpful if somehow there was a way to send her something or have a "log" of some kind that showed my recent notes, with easy links to the transactions, so I don't have to do screen shots and send outside of Xero etc.
4 votes -
Reports - Add "Transaction Modified Date" column in Reports
In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.
4 votes -
Purchase Orders - Mobile space to show full no. of 'Number' row
Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.
3 votes -
Bank Feeds - Bank feeds for WesBank loan
I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.
3 votes -
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
17 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
-
Chart of Account - Ability to change bank a different account type
Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.
20 votes -
AU Payroll - Choose when Employees have access to payslips in XeroMe
From the moment you post a payrun, and this can be 1 day or 10 days before payment is made, employees have access to their payslips. To pull an ABA from the payrun, you need to post the payrun first. I process payroll for over 30 business's. Part of that process, as I am sure it is for any agent or employee bookkeeper, you generally need to get an approval (even the filing for STP makes you verify that an authorised person has checked it). This approval is an email to the client with the payroll information (including ABA file)…
6 votes -
Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.94 votesHi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
-
Files - Ability to have sub files
Files is a great feature to use, to make it even more user-friendly it would be really useful to have a high level folder e.g. for the current FY, with the info sitting in sub-folders under it. that way you hold multiple years worth of info there, keeping it well-organised, easy to find and manageable.
116 votesThank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
-
AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
18 votes -
Add Projects to the Quick + link
ADD PROJECT TO THE QUICK +
2 votes -
UK Payroll - Decline holiday requests if balance is zero or negative
Holiday requests automatically declined if holiday balance is '0' of minus value.
2 votes -
NZ Timesheets - Set default pay calendar for timesheet review
When go in to view/approve timesheets have the ability to set a default pay calendar to use (currently all pay calendars including archived pay calendars come up). And the pay calendar for last week (defaults to the current week which means need to scroll down and repeat each time you view/check a new employee). Not very time efficient
6 votes -
AU Payroll - Ability to hide Payroll accounts from employees with Standard user permissions
It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.
This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard access.
They can also…
5 votes -
Fixed Assets - Allow Custom values in depreciation schedule e.g. 50%, 30%, 20%
Please update depreciation schedule to allow for custom percentages per year, for small business in SA it is allowed to depreciate 50% / 30% / 20% over three years but there is no viable way to implement currently.
8 votes -
AU Payroll - Allow letters on employee's bank account number field
I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.
This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.
I would like to be able to pay these people the same as I do everyone else.
5 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes
- Don't see your idea?