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432 results found
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Xero to Xero - Share item codes
We operate two Companies on Xero - the manufacturing company sells to the retail company - so we use the Xero to Xero function for this.
I understand from the support articles that item codes are not transferred from Xero to Xero transactions. Is there any way to enable this, if we were to use the same item codes in each company? When the sales invoices are shared and received as draft purchase invoices the Item codes and COGS/expenses codes have to be re-entered - we would process about 500 per annum with up to 50 lines per invoice -…3 votes -
Inventory - Bulk update Sales tax code field
Sales tax code for Products & Services SKUs "Item Name"
When you export the list of items from Products & Services you get a CSV with the fields:
ItemCode ItemName SalesUnitPrice SalesAccount SalesTaxRate InventoryAssetAccount CostOfGoodsSoldAccountHowever, there is no field for "Sales tax code" which is used when you're leveraging AutoTax lookup integration with Avalara. Therefore, as we're converting to using AutoTax, we have ~700 SKUs here that we have to manually update ONE BY ONE!!!!
This is insane. Why is this field not able to be edited in bulk like every other field?
4 votesHi team, we've released a change to the CSV import for inventory. You'll now find you can bulk update the Avalara sales tax code by importing this with the CSV file. You can find information on preparing data in your import file on Xero Central 😁 Thanks for sharing your idea with us, here!
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Analytics Plus - Fortnightly expense predictions in short-term cashflow
The short-term cash flow projection should allow 2 weekly/fortnightly expense predictions (instead of just weekly and monthly predictions). The current absence of this feature currently results in incorrect cashflow forecasts (e.g. we pay wages every two weeks, so the timing of our wages prediction is always incorrect).
2 votesThanks for your feedback, it's good to hear how you're using short term cashflows.
Predictions within Short-term cash flows should be generated for recurring amounts based on the last 3 months.
Our tool looks for weekly, fortnightly and monthly payments - the dates, amounts and contact have to be fairly consistent each time for a prediction to be generated.
If you do find you're not seeing predictions you'd expect to appear for fortnightly payments do raise a case with our team of specialists so we can take a deeper dive into why this may not be showing in Short-term cash flows. Thanks
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New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.19 votes -
VAT - Support multiple VAT accounts for control and suspense
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be…
2 votesHi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.
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Bank Rules - Add condition for transaction type
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this…
16 votes -
AU Payroll - Ability to send Leave taken to a balance sheet
As per this post 3 years ago I have the same challenge.
https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll
Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?
18 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
4 votes -
Bank rule - Transfer money and Bank fee as 2 lines
Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.Can the product team please take care of this on priority? thanks
3 votesThanks for the confirmation Prashant.
Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching.
Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction.
You'll see this option at step 3. of creating a bank rule.
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Bank Reconciliation - Option to not remember last comment
Have a tick option to remember old comment OR not remember for the bank rec. Otherwise people are just going to ignore and use the same comment every time they reconcile a similar transaction, even if it's not valid. Nice to apply this just to comments vs forgetting coding.
1 vote -
Tax - Ability to calculate and report tax for multiple jurisdictions
GST - where an entity trades in different tax jurisdictions, allow the file to create the ability to manage GST for different countries (different GST codes) in separate GST accounts and not all consolidated into one GST account.
eg if an entity trades in Australia and New Zealand, you can have an Australian GST account and a NZ GST account to make reconciliation and completion of BAS easier.17 votes -
Purchase orders: Ability to add CIS labour & materials
Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.
13 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
23 votes -
Bulk reconcile bank transactions for accounts without bank feeds
We have deposit and cash accounts with no bank feed, I would like to be able to reconcile a whole month's transactions in one go rather than each individual line (mark as reconciled).
I know the balance at the end of the month is correct so I would like to be able to tick all transactions and 'mark as reconciled' in one hit.2 votesHi team, this is already possible. However in order to bulk mark as reconciled you'll need to enable this option.
When in a bank account in Xero, click the '?' icon at the top of the screen where you should see the option to turn on 'Enable Mark as Reconciled'. Its based on your user login so while this will turn it on for yourself, another user in the organisation will need to follow these actions to for themself.
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Bills Preview - Use cursor arrow keys to cycle through bills
When previewing bills in 'awaiting payment' or 'awaiting approval' there used to be up and down arrows to cycle from one bill to the next or previous. The arrows have been removed from the interface with no plans to bring them back.
Previously, we could review the account and GST coding of each bill, as well as having the attached invoice open to the right, including the abillity to review the Xero ocntact bank details by clicking on the contact name. Now, without the abiity to cycle between bills easily, it means we need to close each bill before clicking…
3 votes -
UK Payroll - Add pay element nominal codes to employees records rather than at Company level
As we don't have the ability to turn off automatic posting of payroll, can you add nominal codes for ER NI & ER Pension, other analysis fields to employees records rather than at Company level to allow easier analysis and posting of payroll journal.
There is a field on the employee record to enter the nominal code for their wages cost so why can't there be more fields for different codes?4 votes -
Bank Reconciliation - Simple mode
I found the reconciliation options too complicated for my use case. I didn't understand or need the codes and found my best efforts left the balances showing the wrong amounts. Really all I would need is a distinction between "Money in" and "Money out", and custom tagging so I could track my own categories rather than try to make sense of a technical coding system.
1 vote -
GST Audit (Singapore) - Select Tax code display
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
3 votesAppreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code…
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Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes
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