4794 results found
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AU Tax | BAS - Simplify process for a NIL BAS
Can you xero come up with one click NIL BAS form preparation.
It's time consuming to prepare NIL form and type 0's in the form and save.
Thank you2 votes -
Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
Stripe feed - Ability to convert a multi currency stripe statement to base currency on import
Stripe Bank accounts should have option to include Currency while importing statement manually. Also Currency conversion tool is needed to convert Multi currencies to Base currency.
2 votes -
Bank Reconciliation - Different colours for Create Spend and Receive money transactions
My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.
9 votes -
Login - Option to set login preference
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votes -
Bills - Flagging or colour coding Bills in Drafts
Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.
6 votes -
Search - Option to export results
Please make results of searches exportable to excel
2 votesHi Janet, could you describe or give a few examples of what exporting results for search would help you do? This'll help when sharing the idea back with the team.
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Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
7 votes -
Contacts: Download PDFs from transaction log
When you go into a contact, you can see items that are outstanding and what has been paid, but it would be good if there was the 'pdf' icon against the transaction in this screen rather than having to view the item to see the document.
2 votes -
Bills - Record GST and employer deductions as bills and pay as batches
Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…4 votes -
Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votes -
Dashboard - Option to add Trial Balance
It would be useful if the Xero blue file dashboard diplayed the trial balance as a default. This would assst in reviewing thr clients figures when reviewing and preparing end of period financial statements
2 votesHi Gerard, there is an option to show a watchlist of accounts from the Chart of Accounts on your dashboard and through which you'll be able to view the balance of an account this month or for YTD.
Is there something missing from this that you'd like to see?
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Aged Payable Overhead Report
Aged Payables Overheads Report. Allow filtering by cost code.
1 voteWhen you say filtering by 'cost code' - would this be an account or tracking category you've set up n the organisation, Kaytie?
If you can also share some detail of what you'll use the report for specifically this'll help when sharing back with our product teams. It's good for them to understand how a particular type of report or setup could help a business.
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Branding - Invoice merge field for contact's payment terms
Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.
6 votes -
Sales Invoice - Make reference field mandatory
How to make any particular non-mandatory field in an Invoice change to mandatory.
I want to make the Item Code field & Reference Field Mandatory.1 vote -
User Role - Allow Admin Projects users to see custom project reports
There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.
3 votes -
Au Payroll - EOFY Report for Contractor Payments
A Simple EOFY Report for Contractor Payments - to include Income Payg and Super + contractors details + email (for mail merge) all in one report
I see Xero are in the process of updating reports... Im yet to see an upgrade on contractor reporting, between XERO and the ATO, im sure these clever people can come up with something more efficient. I finally have got Recipient created tax invoices flowing (still could be better if POs worked as well as Bills do in XERO - another idea here) EOFY reports to Contractors and the ATO is very time consuming,…3 votes -
Reports: Make the COVID-19 Business Support 'turnover calculator' permanent
Continue the turnover calculator function post 2022
1 vote -
Bills screen - Show total payment and overpayments after reconciling bills
I would find it really helpful to be able to see the amount of the invoice and the 'overpayment' on the Bills and the Sales Invoices screens after they have been 'matched. Currently the amount for both shows as zero.
1 vote
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