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1937 results found
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Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
11 votes -
AU Payroll - Calculate leave on multiple payroll rates
Need to be able to accumulate annual leave and sick leave when an employee has to rates of pay for example: working in two departments - one pay 24.50hr and the other department pays $24.17hr, currently Xero does not accumulate pay on multiple ordinary hours pay rates, one has to be and overtime rate using multiple of hours how can you do this for a rate with a difference of 33c. I also have the same issue with an employee who works week days at one rate, saturdays at another rate and sundays at a third rate. - I have…
9 votes -
Contacts - Improve UK Postcode Lookup
Xero has the facility to look up UK addresses by postcode when entering new contacts etc.
Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!
UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.
UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…
6 votes -
Bank Reconciliation - Suggest matches for total of multiple transactions for the same Contact
In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.
5 votes -
Bank Reconciliation - Allow the Tax Setting to Default to Tax Exclusive
When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.
5 votes -
Bills - Bulk Void multiple bills
When duplicate bills have been entered you have to delete them one by one, would be great to be able to delete them in bulk
103 votesHi team, just as a follow up to my last update - along with the ability to bulk void bills, it is now also possible to bulk void payslips. See my last update for more detail on this process 🙂
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Contacts - Allocate a contact as a supplier, customer, or both
Ability to make a contact as supplier, customer and both.
Purpose: To make bills cannot accidentally be entered as sales and vice versa
42 votes -
Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
13 votes -
Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
6 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.165 votes -
Contacts - Preview files for supplier bills
In the activity tab in contacts, it'd be great to be able to have a "files" column just like in the bills section, so that we can preview the invoices to the side rather than having to click into the bill to see the invoice.
3 votes -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.79 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
33 votes -
Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
10 votes -
Contacts - Option to turn off debtors statements
It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.
35 votesInteresting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
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VAT excel export - Date column should default to date format
Dates should default to date format when exporting the VAT return to excel.
Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.
Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of…
4 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
7 votes -
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
13 votes -
Bank reconciliation report - Show bank account number
In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.4 votes
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