4794 results found
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New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
2 votes -
Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this2 votes -
AU Payroll - Make employee groups mandatory
Please give us the option to make Tracking Groups a mandatory selection on the Employee tab before Xero users can save a new employee. This will stop users from setting up new employees & forgetting to assign the Employee Group tracking group which results in misreporting
2 votes -
Bank Reconciliation - Show cheque number for matching payments
Cheque payments should have the cheque number visible for matching in the bank feed. In the past, Xero cheque numbers were displayed with the payment informatio "suggested match" column of bank recs.
When you have 5+ outstanding cheques for the same amount, it was easy to verify that you were matching the correct one because you could see the cheque number on the bank feed as well as the payment. Now you have to drill down into "find match" and actually open the payment to verify. Very cumbersome.
4 votes -
Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
4 votes -
Investing in AI
I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.
4 votesLike your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
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Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
2 votes -
delete primary bank account
Delete Primary Bank account for an employee
We have employees who are now being paid via AP. When I try to delete the Primary Bank account that is there, Xero will not let me. Can you please add a feature to Xero that gives options such as "paid in cash" or "paid via AP" so that once that is ticked, the Primary Bank account details are greyed out or deleted? Thanks
2 votes -
No Annual Salary for Casuals on Employee Remuneration
It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.
2 votes -
1 vote
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Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
10 votes -
leave dates
Can the date leave was applied for and approved be added to a leave request?
2 votes -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
2 votes -
Billable Expense - Reorder Columns & Horizontal Scroll from any Part of Window
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
2 votes -
SHORT TERM CASHFLOW
Short Term Cashflow improvements
1.It would be great if you could set up recurring sales invoices and that these would factor into the cashflow forecast.
2.It would be useful to have a report for the short term cashflow. This would also be useful if that report could be dropped into Excel. Banks often ask for longer than 3 months cashflow and it would be great if you could drop the one in xero into excel to extend.
1 vote -
Improve bank feeds with more details (particularly for banks with abysmal information like (AU) BOQ Specialist)
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…1 vote -
file library to dashboard
I would find it helpful to be able to add 'file library' to my dashboard. I have to upload receipts for on account purchases through the month in preparation for the end of month statement and it would speed things up to be able to open file library from dashboard
1 vote -
AU Payroll: Set up second auto super authoriser
Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.
106 votes -
Organisation settings - Increase options and favourite companies in dropdown list
Xero Dashboard Company Toggle - Change Organizations:
Please add the ability to have more than 6 companies in the dropdown list. Possibly allow the user to choose how many companies they would like to be able to choose from. Also, it would be nice to be able to "Favorite" the companies you use most often and have them appear at the top of the list.6 votes -
New Invoicing - Saving Drafts
We used saved invoice drafts with set templates for customers and we have noticed that when "saving & close" that any accounts that have a $0 value are now not saving and reverting to random accounts. Current advice from support is that we put $1 values into account lines so that they stay the same account, just so the account codes do not disappear, but this can cause risk of invoices with wrong values. We want to save draft invoices with $0 values as before "Approving" the invoice, we might change details or add in new values to accounts that…
2 votes
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