4776 results found
-
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…
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…
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.
-
VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
11 votes -
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…
6 votes -
Bank accounts - Export list of unreconciled items from Account Transactions screen
Be able to export to Excel the Account Transactions screen from the bank that shows the unreconciled items
10 votesHi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
-
Pay with Wise - Ability to have multi-currencies payments
Integration with Wise bank making multi-currencies payments
Could you please add more currencies on the list for making payments from Xero to Wise? Now is available just GBP UK account. Can you add currencies - AUD, EUR, CZK, USD?
7 votesHi all, while we have removed the Pay with Wise feature follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
-
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 -
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 -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
-
NZ Payroll - Time sheet job tracking
Job tracking in time sheets
8 votesThanks for coming back to me on this, Josh. Appreciate the added insight and I've made sure to share this back with our team.
While it doesn't resolve the needs here right now, I wanted to share this idea that you may also like to join and stay updated in case there is any progress directly within Project reports.
For the time being, there's no direct plans made for this on the payroll side but I'll continue to keep you updated if anything changes. Thanks
-
Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
Find and Recode: Filter by currency
I find the 'Find & recode' tool very useful, but it would be really helpful if the condition 'Currency' could be added, so that we can choose to see only transactions in a certain currency.
Since MTD for VAT, more and more clients are using digital links as software that automatically extract the VAT amounts from receipts (e.g. Dext), including receipts from other countries. They publish them to Xero and are not aware that they are overclaiming VAT. To make corrections and change these transactions to 'Zero Rated Expenses' we use 'Find & recode'. It would be much easier if…
3 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 -
Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votes -
Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
12 votes -
Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
6 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
- Don't see your idea?