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2171 results found
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Reports - Include which bank account an amount was reconciled to
Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.
1 vote -
Xero Accounting app | Tablet users - Screen Rotate
I have the a tablet and use a cover with a keyboard, it would be so much easier to use the app if the screen didn't default to portrait mode and activating the screen keyboard. Please allow the Xero app to rotate to landscape so that I can use the cover keyboard.
8 votes -
NZ and AU Payroll - Send link for easy onboarding of new employees
Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.
108 votes -
Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
22 votesHi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
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Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.
115 votes -
Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
5 votesHi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
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Purchase Order default address removal
Hi Everyone,
I have a client who has shifted from using MYOB to XERO, she has today requested that in the event that she forgets to place another delivery address on the suppliers purchase order then it defaults to her address. SO the proverbial hit the fan this morning when her supplier has done what was requested on the PO and delivered it to the address noted on the PO this was meant to be in Sydney today for an opening tomorrow 1/11... so now this means a trip from Newcastle to Sydney.... Lucky it wasn't Perth.
MY QUESTION…1 vote -
Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
94 votesHi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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AU Payroll - Include Portable Long Service (BERT/BEWT/ACIRT) on payslips
If this has already been suggested I would like to add in the payroll items an Employer Expense (not a deduction or reimbursement), similar to the way Superannuation is treated, with an expense and liability account. This would account for the BERT & BEWT that is required in the building industry.
52 votes -
COA | Create new account - Ability to add reporting name on the fly
It would save numerous steps if:
When a new account is created from within a transaction (for instance spend money or journal entry) the option to add a reporting name was available, instead of having to update later through the chart of chart of accounts.
When creating a new account, through the chart of accounts or elsewhere, that the Report Code mapping category could be allocated at the same time.
2 votes -
New Invoicing - Typeable dates in Date fields
On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"
310 votesWe're pleased to announce that with our latest update you have the ability to directly type dates when making payments on invoices! We know this was a highly requested feature, and we appreciate everyone who voted and shared their input.
For those familiar with our Xero Central article on keyboard shortcuts, you'll be happy to know that all those shortcuts are now fully functional in this date field, as well as all other date fields throughout your invoices.
While a direct dropdown for "yesterday" isn't available, you can quickly enter the previous day's date by typing 't-1'.
As this update delivers the majority of the changes discussed in this idea, we'll now mark it as delivered.
We also heard the feedback from some users who prefer to use a full stop (.) as a date separator instead of the forward slash (/) or hyphen (-). There's a specific idea,…
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Invoicing - Adding a payment refund
Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
You can only add a refund on a CN but no always there is a CN available.
When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…13 votesHi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
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Mileage/Tracking Report - Ability to see employee mileage within the tax year
We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.
This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the …
29 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
6 votes -
Contact | Merge - Carry through Gocardless mandates if archiving a contact through merge
When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.
3 votes -
Find & Recode - Ability to bulk update exchange rate of multiple transactions
Batch change exchange rate
Currently, once a receipt has been entered the only way to change the exchange rate is to go into each individual transaction and edit transaction->change the exchange rate. I have a situation where i have hundreds of transactions that have been allocated the XE.com rate, but i would like those transaction to have the user defined rate. Also in receipts entered using the iOS app will use the XE.com rate even if there is a user defined rate set in settings.
I would like a feature like "find and recode" so i can filter for all…9 votes -
Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks33 votes -
Account Transactions Report - Display bank account on transactions
Please VOTE for this. I would like my detailed general ledger (and other) reports to show me which bank account the transaction is from.
1 voteHi everyone, we've recently released the related account column to the Account Transactions report, this shows both sides of the journal (so includes bank account) and can display up to 2 accounts, when there are more you can drill down to view these - Take a look over here for more information :)
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Batch Deposit - More than 50 transactions
We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.
60 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions…
32 votes
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