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4709 results found
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Xero Projects - Ability to group Projects
It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.
3 votes -
Xero Accounting app - Reconcile Stripe payments
Ability to automatically reconcile Stripe payments on mobile app. Currently Xero automatically groups transactions for Stripe payments to be automatically reconciled on desktop, but the Android app does not select Stripe transactions for automatic reconciling.
6 votes -
Bills - Reorder the Banks shown when recording payments
When I'm posting a payment to a vendor, and I choose a bank account to fund the payment, the accounts look like they're displayed in the order in which I created them. But the checking account I use most often is also my newest account and, therefore, is always displayed at the bottom of the list.
Two potential solutions:
Allow us to choose the order in which the accounts are displayed. (This is my preferred solution)
Sort the list alphanumerically.
1 vote -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
3 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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Report Templates - Bulk update
Have a way to make updates to multiple templates at once or somehow link templates. e.g. trading / non-trading companies, should be the same except for the trading statement/income statement. Would be handy to be able to make updates to both at the same time where possible
1 voteHi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂
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Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I expect to (and am happy to) change the current month's reporting column from Budget to Actuals.
But I've realised that I also need to check which month is appearing in each of the 12 monthly columns, as Xero isn't looking at the dates selected in the report layout, but is looking at Current month, Current month -1, Current month -2, etc.
So the report dates advance each month, so too does the Actuals data. The first column date may have been Apr-22 when the report was first set up, but the next month it crept to May-22, then Jun-22.Is there a way of locking the first Actuals month of a report to the first month of the financial year?
And then locking the last Budget month to the last month of the budget?
Then each month in between could be start + 1, start + 2, etc, and Budget -1, Budget -2, etc.We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
NZ Payroll - Ability to Delete bank account from employee payment information
Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
The account name is required, and
The account number is required, then,
It is not possible to save 'nil' information.The Company does not use 'payment information' in the actual payment process and there is no practical issue. Actually, some employees have no bank account information, then, I suppose it could be allowed to delete the existing bank account name and number, and make the bank account information into 'nil'.
My 'idea' is to allow Xero to delete the bank account information of an employee. This time, Xero support seems to change the bank account information, not just delete it. However, we can save some time if it is allowed that the bank account information could be deleted especially for the company with employees without existing bank account information with the payment at the last payment schedule.
The last conditions prevent the client account to delete necessary bank account information for the Company which uses bank account information of employees for the payment to employees.
Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
The account name is required, and
The account number is required, then,
It is not possible to save 'nil' information.The Company does not use 'payment information' in the actual payment process and there is no practical…
3 votesWe appreciate the interest and rationale in wanting to be able to delete an employee's bank information.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we've currently got planned.
In the meantime, you can replace the employee bank account details with fake/dummy information instead.
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Projects | Quotes - apply contact defaults when creating quote from a project
When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.
We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get auto-populated. Xero puts in system defaults.
We then have to overwrite the system defaults with those for the customer so they can see the correct VAT treatment that will be applied to their invoice.Kind of defeats the point of having customer defaults. Please can we have this addressed as we probably spend an additional 5 minutes per quote in checking what Branding Theme, Sales Account and VAT code should be applied for the customer, and then entering the correct details, when this should flow through from the customer record.
If the check is not made, the wrong VAT treatment may be applied to their final sales invoice, and the sales reported in the wrong place within the accounts, which would potentially result in fines and penalties from HMRC for incorrect VAT treatment.
When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.
We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get…
1 vote -
Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an integration!
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
6 votes -
Bank Feeds - SVB Credit Cards
Account credentials for SVB credit card feeds into Xero should not be restricted to the primary account holder. This is not feasible in our business case as these are individuals who are CSuite executives who do not even access our accounting system. Unclear why there is a difference between SVB banking and credit card feeds, they should operate the same.
1 vote -
Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
11 votes -
UK Payroll - Ability to create a list showing all employees' holiday balance
TO create a list showing all employees holidays taken and what is remaining.
10 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
7 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
4 votes -
Lock Dates - Add a Dashboard link for Advisor users
Lock dates should be on main dashboard for Advisors. The setting is buried three layers deep when it needs to be preferable on the main dashboard taskbar. It is very annoying when there you have a client with Advisor privileges who also likes to make backdated changes. Either the lock date option should on main dashboard or allow journals to be outside of the lock.
5 votes -
AU Payroll - Calculate a fixed net salary
When negotiating salaries It can be beneficial to express an amount net of tax and super. Xero does not calculate this other than imputing different amounts of gross wages to achieve a net figure close to required net amount.
Maybe something you could add to future upgrades.6 votes
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