4692 results found
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Subscription Payment - Accept DD payment of for bank accounts that have dual signatories
Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?
6 votes -
Timesheets: Allow non-employees to submit timesheets for reimbursement
I think it would be great to have a submit for approval option in timesheets on the web version just like you can with invoices and bills. I am a third party bookkeeper and therefore Xero Me isn't really an option because, I am not an employee so I can't really use Xero me and if a timesheet is submitted by an employee, it has to be sent to me for approval for editing to ensure it comes through to payroll correctly for processing as an approved timesheet cannot be edited in payroll. Not all staff are tech savvy and…
6 votes -
Reporting - Billable Expense report for paid invoices
It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number
30 votes -
Statements - Auto populate the current date when searching customers statements
Hi it would be really good if when searching for client statements in xero that the date in the 'and' box populates to the current date rather than one month previous, as its quite annoying having to change that to the current date all the time. I would think most people would prefer to be able to see the most up to date figures.
1 vote -
Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
55 votes -
New Journal Report - View file attachments from source transaction
Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.
6 votes -
UK Payroll - Reducible balance on employee loan items
Employee loans and advances should have the ability to add the gross amount starting date deduction amount this should then be reduced by each payment so the amount still owe can be seen at any time.
6 votes -
Sales invoices - View email of a contact that's viewed online invoice
The ability to see which contact has read an invoice when it's sent to multiple people
6 votes -
AU Payroll: Automatically add approved expense claims to pay runs
Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.
This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.
11 votes -
Foreign Currency Gains and Losses report - filter by tracking category
It would be really helpful to be able to find the source of foreign exchange gains and losses within a tracking category.
1 vote -
Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
29 votes -
Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
33 votes -
Bank reconciliation - summary of multiple accounts
I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.
3 votes -
Quotes - Choice to show VAT information
Quotes need the ability to either show the VAT content or not. Depending on the type of business you are dealing with at the time i.e domestic or Commercial. Generally domestic clients want to know the total cost including tax (VAT) whereas on a Commerical clients are not bothered as it is generally assumed or stated plus VAT.
3 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Contact - Field for Business Registered Name
When creating a new contact, I need a space for the Business registered Name as well as Trading name.
21 votesAppreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
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User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.38 votes -
Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
Profit & Loss - Show breakdown of expenses & income by tracking category as rows
It would be extremely helpful to allow the user to show additional rows for certain expenditure and/or income items, broken down by tracking category. In our small business, we run 3 or 4 events per year, and we like to track box office and performer payments via tracking categories. We would then like to show these as rows rather than columns on our P&L reports.
33 votes
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