4777 results found
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Bank Reconciliation - Linked hierarchy bank accounts
Can we please have a Parent and Child relationship on the accounts to ease cash allocations. At the moment we are getting 1 payment that covers multiple accounts.
We work with Schools and get payments from Councils and Academy's. These payments go across multiple schools and payments are currently allocated 1 invoice at a time.
It would be helpful to have a Parent account / Hierarchy account or to put the Council/Academy name within the individual school account on Xero and put the Parent/Hierarcy name within the "Find & select matching transactions" - "Search by name or reference"
6 votes -
Bank Reconciliation - Recap transaction option prior to reconciling
Please add Recap Transaction found in MYOB.
The feature allows you to see which accounts will be affected (debited or credited) by a transaction you're about to enter. Seeing what effect a particular transaction will have on the accounts allows one to know the outcome of transactions with accuracy. This is a powerful feature that can prevent incorrect entry of all kinds of transactions. See attached screenshot from MYOB3 votesAppreciate not the exact feature you're looking for here and will be good to get a sense of the interest of this here. In the meantime, I wanted to make sure you can find this information once reconciled. Those with the Standard or Adviser roles can run the Journal report to view recent impacts to accounts and the user that made each change.
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Direct Bill Payment - Notification when payment has been authorised
When processing an invoice for payment - request someone to pay option - an email is sent to my boss for her to authorise the payment and I receive the below message :
You have requested someone to review and pay a bill payment batch Xero business: (Business name)
Hi
A request has been sent to the following users in your organisation to review the payment details and pay
However, when my boss has done this, I do not receive any further notifications. It would be helpful if another notification could be sent once approved / paid otherwise there is…
2 votes -
Send invoices - Option to not send if customer has larger credit on account
Ability to not send out automatic overdue invoices IF there is a larger credit on the account.
2 votes -
Reconciliation - Show default account for contact when reconciling
While in the reconcile screen, when I type in who and it pulls up my contact, I would like it to automatically default to the gl acct that I already have on the Contact card. I have to click on details then go to the gl box click on it to see what the gl acct is. Sometimes lets say Costco it could either by Office Supplies or Auto Expense(gas). So when I type up the Costco contact I would like to see what gl acct it is going to and if I need to change it to Auto Expense…
2 votes -
Fixed Assets - Add accumulated depreciation to new assets
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
4 votes -
AU Payroll - Superannuation Guarantee Charge form report
When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.
24 votes -
Bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
1 vote -
Quotes- Ability to approve quotes
Hi there,
Most clients cannot accept 'DRAFT' quotes, and not all clients like to be emailed through Xero (how you turn it non-DRAFT currently).
Please can you add the same functionality as an invoice where you can accept, save and export it so we can email non-DRAFT quotes to clients and keep communication on our systems/in the format they like?
THANK YOU
1 vote -
Report templates - Add Custom reports from client org
It should be possible to add custom reports at the client level into report templates. This would allow several custom reports to be grouped, at client level, to produce management or board reporting packs on a regular basis.
The existing approach is to open and print various reports and group these outside of Xero. Another option is to recreate client level custom reports at advisor level, which is double the work load, potentially difficult given different chart of accounts, and leads room for error if amendments to custom reports happen at client level. Neither of these options are great.
20 votes -
UK Payroll - Holiday Leave Balances
I would like if xero could include and show statutory days in employees overall leave balance.
2 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.10 votes -
Category codes
Please could we get more available category codes.
2 votesHi Betty, would this be for more options within a Tracking category? If so I do want to be open that we don't have plans for extending this and you can find out more on this from the idea here.
Alternatively if it's something different that you're after would you be able to share a bit more detail?
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Batch Payments - Add notes
Include a notes function on the Batch Payment view, which would enable a note to be made next to any payment line item which might need an explanation for when the payment batch needs to be reviewed by a manager before being captured in the bank.
2 votes -
Bank Rules - Ability to set Date as a criteria
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
1 voteHi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
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Reporting - Undo option when deleting draft reports
The addition of an undo button when accidentally deleting a draft report
1 vote -
Projects - Filter project reports by staff member or category
Allow Xero to filter Project Reports by Staff Member or Category in order to get more data for KPIs.
2 votes -
Projects - Different staff cost rate per project
We charge our consultants at a different cost rate per customer project and pay them a different cost rate per engagement. This is negotiated with them at the start of the gig and applies only to that Project.
I want to set a different staff rate per project per staff member.
17 votes -
bas
BAS due dates should appear on the Dashboard.
1 vote -
Contacts - Multiple sub-headings against the same Business name
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If…
1 vote
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