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4737 results found
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Reports - Do not show unfiled amounts for previous financial years
The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.
2 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Settings - Ability to lock bank Reconciliation Period
To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank
28 votesHi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
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Bank Reconciliation - Remove 'Great Job!' messages
There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.
I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.
3 votes -
Quotes - Restrict users to send quotes but not invoices
Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk of unauthorised sales invoices being sent. I suggest another level of approval to solve this issue or provide the option to submit quotes for approval.
Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the…
1 vote -
Xero Analytics - Projection date to be customised
Re Xero analytics - AI uses the previous 3 months data to project data. In seasonal industries like agriculture or tourism, that is irrelevant. It would be much more useful to base projections on the same period 12 months ago.
1 vote -
UK Payroll - Ability to re-instate an employee
A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays
6 votes -
Repeating journals - Option to auto-reverse
I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
Auto reverse is available on regular journals but not repeating.7 votes -
AU Payroll - Custom pay calendar length
I would like to pay my employees for a specific period:-
example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?
16 votes -
Projects - Default account for invoice raised from projects
Being able to add a default account for invoices raised through projects
4 votesHi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
6 votes -
Xero Expenses - Show original currency + currency amount
Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.
The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.
34 votes -
AU Payroll | Employee - Add multiple email addresses
Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.
24 votes -
Canadian Payroll - Annual maximums for pay items such as CPP and EI
Provide fields for the user (or Xero) to input annual maximums for payroll deductions, including Canada Pension Plan (CPP) and Employment Insurance (EI), such that when an individual employee reaches or exceeds the maximum, Xero would provide a notification that the maximum has been exceeded. Canada Revenue Agency sets these thresholds annually.
2 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
Bank Feeds - In-app alerts for current and historic outages
If Xero or a partner organisation should encounter issues which may lead to data integrity issues, we should receive an email alert or some kind of notification.
e.g. issues with Bank Feeds whereby there are duplicate or missing transactions. This has occurred a few times and we have only discovered, retrospectively, about the issue.We don't use Xero each day and certainly don't visit the Status page every day, such issues may well not come to light... by the time we visit the Status page a problem is quite likely to have been resolved and the status shows as OK, even though... things have not been OK.
A simple email alert in such cases would pre-empt the situation and let us know the date range during which we need to double-check and possibly manually import transactions.
If Xero or a partner organisation should encounter issues which may lead to data integrity issues, we should receive an email alert or some kind of notification.
e.g. issues with Bank Feeds whereby there are duplicate or missing transactions. This has occurred a few times and we have only discovered, retrospectively, about the issue.We don't use Xero each day and certainly don't visit the Status page every day, such issues may well not come to light... by the time we visit the Status page a problem is quite likely to have been resolved and the status shows as OK,…
9 votesHi everyone, while not an alert as such, currently we're looking into enabling customers the ability to send us an alert if you're having trouble with a bank account feed in your organisation. This'd help us quickly identify issues with a particular feed. I'll round back to share more as this shapes out.
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UK Payroll - Total Earnings per PRP on Pension Output
Include 'Total Earnings Per PRP' on Pension Output
1 vote -
Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)26 votes -
Reports - View history of changes to published reports
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.
In all honesty, such occurrences should not be happening, and it has led me to question whether these actions are the result of system glitches. I genuinely value the reliability of Xero, and I believe there could be a better way to address these incidents effectively.
If Xero could provide a comprehensive reporting history, detailing every action taken on GST reports, including revisions to draft and final versions, it would greatly assist users like me in understanding any modifications made to our financial records. This function would not only eliminate the mystery surrounding unexpected changes but also empower us to manage our finances more confidently and efficiently.
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our…
2 votes -
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
15 votes
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