4692 results found
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Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
3 votes -
Expenses - Change the setting to automatically record at Accrual when user input Expenses at new bill
change the setting Xero can automatically record at Accrual when I input the Expenses at new bill dont lock the AP account we can change the automatically record account
3 votes -
Purchase Orders - Lock the PO number field in the transaction page
Currently the PO numbering is editable by the user. Can we disable / lock the PO number field be editable by the user? As we have encountered a control issue that user edited the PO number and the PO number that have changed has gone missing from our PO list. Thus, we need this enhancement critically so that we can have a complete PO listiing.
2 votes -
Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
19 votes -
NZ Payroll: Employee pay template - Ability to order Earnings type
Employee Pay Template - order of "Earnings type"
It would be great to have the ability to reorder an employee's earnings types so that the most frequently used show first on the list when processing a pay run. At the moment, with the exception of Salary & Wages that defaults to the very top, all other "Earnings types" are listed alphabetically and there is no ability to change this order (drag & drop).2 votes -
Xero Me | Edit 'What's it for?' dropdown
Pleeeeeeeeeeeeeeeeeeeease can we edit this list.?!
Would save me typing everything on the tiny phone keyboard for every receipt. And correcting the errors that come with it.
Surely this would be an easy win as the words don't have to be associated with any particular account, etc? (Although that would be an amazing addition, eg I select "Fuel" from the drop down list and it automatically fills in the account I've specified for it, eg "076 - Van Fuel"
1 vote -
Bank rule - Transfer money and Bank fee as 2 lines
Almost all the payment providers are now settling the amounts with the fees deducted from the captured/sale amount. This needs to be reconciled as two lines 1) Transfer to cash control account and 2) Bank fees.
Currently there is no way to create a rule for this, hence it is a big overhead for the reconciliation, with almost a large chunk of card sale having to go through this process.Can the product team please take care of this on priority? thanks
3 votesThanks for the confirmation Prashant.
Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching.
Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction.
You'll see this option at step 3. of creating a bank rule.
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Invoice/Bill - Ability to automatically recognise user's division/branch when they enter bill or invoice
When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.
3 votes -
timesheet - change colour of hours box - improve ease of use
timesheet - change colour of hours box once hours have been entered, or if leave has been claimed against that date, or public holiday etc
2 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
2 votes -
NZ Tax | Pop ups / reminders - Option to dismiss across all clients
Can you please make it possible for firms to be able to remove the pop up/reminders from our screen? We should be able to remove it once on our xero screen and then it doesnt appear for any other client. Or maybe after removing it three times then it goes away. I think its a bit strange you keep reminding accountants there is increase to the provisional tax threshold each time we open a clients GST return.
3 votes -
Profit and Loss - Adding % formatting by row
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)3 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.2 votes -
Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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AU Payroll - 3 weekly pay calendar
This is needed to accommodate a 2 week on 1 week off cycle.
4 votes -
Profit & Loss (Income Statement) - Year to date percentage of income
Regarding the Income Statement:
When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?
This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.
2 votes -
Bank Account - Add separator line at the end of each month
When looking at a list of transaction, for example in Bank Statements, it can be hard to visually identify where transactions relating to the current month or any month begin/end in the list.
When viewing such lists, by simply adding a darker separator line at the end of each month, and maybe an even darker/wider one at the end of each Financial Year (or indeed by having a slightly different background colour/shade for alternating months), it would make visually identifying months so much easier.
Please can we have such a feature? It would make life a lot easier for many…
2 votes -
Find and recode - Ability to change dates
Find and recode dates. We import invoices from invoxy but the date is a system date that I want to change to the current date.
2 votes -
Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
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