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4743 results found
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NZ Payroll - Show date leave was applied for in the leave request
Can the date leave was applied for and approved be added to a leave request?
4 votes -
Lock dates - Allocate past years overpayments to invoices outstanding after accounts are closed
Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
I look forward to a favourable response.Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much needed to mirror supplier's own statements to us.
Thank you for your kind attention to these important matters.
Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
I look forward to a favourable response.Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is…
1 voteHi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.
Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.
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Billable Expenses - Assign Expenses/Credit to Customer at Manual Journal
It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".
1 vote -
Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
16 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
4 votes -
Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?2 votes -
Instagram link
I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.
1 voteThanks for your feedback, Tonia.
While it's not currently possible to add your Instagram link to your advisor listing on xero.com, you could add your Xero advisor listing URL from xero.com to add to your Instagram page.
We don't have direct plans for adding more social link options to Xero advisor listings atm, but we'd like to get a sense of the community support for this that our product team can consider.
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Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
17 votes -
Quotes - Send quotes via SMS
Send quotes and invoices via sms
15 votes -
Fixed assets: Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value, even though it was acquired in the current year.For example: client buys a 20 year old house as a rental property on 1 October 2022. The original capital works cost $100,000, however, only $50,000 is remaining to be claimed over the remaining 20 years at 2.5% on the original cost, (i.e. $1,875 in the first part year and then $2,500 per year thereafter.) If we register the asset as a new asset purchased this year, Xero does not allow us to put in an accumulated depreciation amount of $50,000.
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…8 votes -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail report works even for clients with high transaction volumes.
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the…
5 votes -
AU - Manually edit AU GST on transactions
In Australia, users need to be able to manually edit the amount of GST paid on a transaction. This is required because certain transactions (particularly grocery and pharmacy transactions) have a mixture of items, some of which have GST applied, and some that do not. Unfortunately, the receipts for these types of transactions do not indicate which specific items have incurred GST - they just have a total amount of GST paid on that receipt. As such, it would be great if users could just override the total amount of GST paid for those receipts. See attached for an example of such a receipt.
In Australia, users need to be able to manually edit the amount of GST paid on a transaction. This is required because certain transactions (particularly grocery and pharmacy transactions) have a mixture of items, some of which have GST applied, and some that do not. Unfortunately, the receipts for these types of transactions do not indicate which specific items have incurred GST - they just have a total amount of GST paid on that receipt. As such, it would be great if users could just override the total amount of GST paid for those receipts. See attached…
62 votes -
Batch Payments - Add bill date to transaction screen
In the batch payment transaction screen you have the individual supplier name, bill reference, due date and payment amount but it would be helpful to have the bill date as well
1 vote -
Export audit (IAF) files
Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.
1 vote -
AU Payroll - Setting up a Director in payroll
AU Payroll - Setting up a Director in payroll
When setting up an Employee in payroll that is only being paid Directors fees, you're not able to add their info directly in the Employee tab. Instead, you need to add the directors' fees pay item to their pay template, while also setting up a 0 rate in the ordinary earnings rate.
It would be great if you could pull the Directors fees through to the Employee tab, rather than having to create a 0 rate to allow setup.1 vote -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
Expenses - Restrict tracking category options
Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.
1 voteHey Vanessa
Thanks for submitting this idea on Xero Product Idea's.
As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.
We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Files - Flag duplicates in files
I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".
1 vote -
Sharing Economy Reporting Regime Report (SERR)
The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?
1 vote -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.28 votes
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