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4830 results found
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UK Payroll - Support for HSBC BACS payment files without a service user name
Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN is present currently would be blank space filled.
Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…
10 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote -
Bank Feeds - Add a transaction code and use on the account transaction
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions through my external CRM accounts receivable system, which I need to use instead of Xero accounts receivable.
If Yodlee allowed you to designate the transaction order in your bank feed eg. top of the bank feed is the newest transaction chronologically, Xero could create a system generated transaction reference number which matched the order in which the transactions came into Xero.
This transaction reference number could also be pushed through into GL transactions created from the bank feed.
The transaction reference would allow me to easily sort my Accounting transaction report and work out where I had finished processing my transactions.
Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.
As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.
This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…
1 vote -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
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Screenshot 2023-06-02 16.49.23.png 457 KB -
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Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
6 votes -
Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 vote -
Fixed Asset Schedule - Edit Layout
Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.
9 votes -
Reconcile | Stripe - Auto match
When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts that show up in the bank. We should be able to do this with Stripe too!
When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…
4 votesHi Allyson, there is a way to automate your Stripe payments to the lines imported with your feed. We have some help on this here.
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Sales invoice List - Option to add an "Excluding" filter option
When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".
For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".
Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.
4 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
34 votes -
Dashboard - Ability to Group Bank Accounts
It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc
4 votes -
Expenses - Set Expenses as compatible with TAPR
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which is practical when an owner covers most of the business's costs and then claims them back) this omission is yet another frustration with the Xero Expenses module which - by the way - we are paying extra for each month ...
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which…
1 vote -
Expenses - Floating header
Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?
2 votes -
Bills to pay - Multi facet search (cross-search by multiple fields)
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
Also, the new layout that includes "Planned Date" and "Paid" are not applicable to eveyone so can we have the option to change our formatting to not include those columns.
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
…
2 votes -
Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)
2 votes -
NZ Payroll | Timesheets - Auto populate start of time from last timesheet
In timesheets, when you enter a new entry by hitting the + be good is the start of time could auto default to the end of time for the last timesheet entry you made, but you could still over type this if you wanted. Currently you have to keep looking and there is danger you could over lap or miss some time and it is time consuming.
14 votes -
Balance Sheet - Link credit card accounts to show one line
Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.
There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.
3 votes -
Projects - Order invoices by date
When converting xero projects / Invoice
6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked
The client needs to see this in cronological order and with each task for the said date
eg
1 July
Dave
Fred
jim2 july
Dave
Fred
JimAt the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing
So needs a filter button installed to do this please
2 votes -
Sales Invoice - Column for client Account number on invoice
Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a description if I wanted and the account the amount should post to (Monthly Service).
Right now all there is is repeating invoices. So I have 20 invoices post a month then I go in and pay each one so that I can reconcile 11 invoices or so with a bank deposit. Would be nice to have all 11 in one invoice. That I could select (because they change each month/week as to who is paid). - It makes sense to me.
Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…
5 votesHi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation?
It still sounds like untracked inventory could work here - for example each 'client' would be set up as an untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account.
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