4689 results found
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Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
11 votes -
Contacts: Pin a note on client profile
To be able to 'pin' a note t the top of the client profile to see a note clearly.
This note will continue to stay at the top of their activity to view easily.
15 votes -
Sales invoices - Download all invoices
To be able to bulk download invoices for a client or multiple clients.
With also the ability to filter to all invoices, paid invoices and not paid invoices.
13 votesHi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
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UK Payroll - Adding Employee Group data to reports
You can enter a group for an employee on the employment information but this function cannot be used on the reports.
If the information of which employee is in which group, then surely its not a huge leap to add this function to the reports. Using the gross to net report, you could select a group rather than an individual, saving a lot of time.
14 votes -
UK Payroll - Employee salary reports
In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries
18 votes -
Bills - Add 'paid by credit card' flag to payment overview
With the bills workflow, we often have the issue that when a purchase is made by credit card or direct debit and the receipt is then sent to hubdoc or Xeros solution it sits in awaiting payment - when really it is awaiting reconciliation. or needs something to identify it as a recurring payment or paid by credit card. When marked as paid in Hubdoc that doesn't synch with Xero and there is no way for book keeper to know how it has been paid and thus we have bills being paid twice and you have to know which are…
6 votes -
Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
17 votes -
Xero Billing: Allow American Express as a payment method
We don't have a mastercard or visa, only an American Express card. I'd like to pay by AmEx like a do for a lot of our other vendors. Can you kindly arrange that?
25 votes -
BAS - Stop autofilling T8 and T9 on BAS statement
Stop autho filling T8 and T9 fields on BAS statements in Xero blue as this creates errors when importing to Xero tax.
These fields need to be left blank by default. It wastes our time to have to delete the info2 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
GST Audit beta - Exchange Rate for GST Purposes
We are based in Singapore. Your system does not cater very well for GST when the functional currency is not SGD.
My Xero is USD-based, hence we have to use only GST Audit Beta.
But we have to key in "Exchange Rate for GST Purposes" into our system so that when reporting to Singapore Tax authority, we have to report in SGD. There is no way to key this in, and it means keeping a seperate excel file, doubling our work. This rate is given by each supplier on their bill, and can change on daily basis. So we need…6 votes -
Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
8 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.
10 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.
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Reporting - Create folders to manage reports (Custom, Published and Archived)
Under Custom Reports
I send out reports to my departments each month, this morning it took 4 hours to add the tracking codes to the new P & L reports (we love the new report and so do our Department Heads).
I was wondering if there is a way of saving each custom report for each individual dept with their tracking within a folder. We have a Junior and Senior Campus and about 45 departments at each. We already have a lot of custom reports so having a folder system would allow each Admin staff member to access what they…34 votesThanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
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Inventory - Allow Negative Stock On Hand
Ability to allow negative stock in Xero.
Purpose: Users that take orders and receive payments from their contacts before placing inventory can easily do it in Xero.
101 votesHi everyone, we appreciate the restrictive nature of inventory(Products and Services) atm, and our product team have plans to explore adding capability to cater for negative inventory or back order of stock recorded in Xero.
While they have a few other priorities to get through first we'll move this idea to Under review and return to share more when this work picks up.
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Fixed Assets - Depreciation averaging method
Enable the selection of the averaging method of depreciation (full months and actual days) for Australian edition.
6 votes -
UK Payroll - Alternative NI Calculation type for directors starting mid-year
When adding a Director to payroll midway through the year the status can only be set to 'Annual'
It would be great if we were able to choose either 'Annual' or 'Alternative' Setting a new director on 'Annual' in January has affected their NI contributions. On Annual the NI does seem to vary but sort its self out by the end of the tax year. It just means paying more NI for a period of time.15 votes -
Transactions - Allocate dishonoured and reversed to customer's account
I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).
Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.
The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).
The…
10 votes -
Xero and Shopify inventory integration -Direct link for live stock levels
Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.
22 votes -
Repeating journals - Date placeholder that uses a number-format for month
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3…
8 votes
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