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  1. Our charity places values first and in searching for a new current account for our organisation, ones with high ethical standards that synchronise with Xero is a very restricted field. CAF, Unity Trust, Triodos for example do not have bank feeds and they say this capacity sits with Xero. We currently bank with The Cooperative that scores well, and we have had to leave Barclays who have been exposed as very poor. To reduce risk we must have another account so my idea is that Xero takes the lead on establishing connections with more ethical banks enabling better choice for…

    4 votes

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  2. Add bank five nine to your list of banks you work with.

    4 votes

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  3. Some integrations require firms to have XPM for their practice manager software. Xero blue synchs with XPM but Xero Projects does not - which presents a real issue when trying to use XPM integrations like FYI

    4 votes

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  4. When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing

    1 vote

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  5. When creating tasks in Projects, we are currently limited to 100 characters. Removing this limitation would be extremely beneficial. I frequently handle percentage billing for a client, and this process requires creating tasks for each billable line item when generating quotes.

    Here’s the detailed process and the challenges faced due to the character limit:

    1. Creating Quotes and Tasks:

      • For each quote, tasks need to be created for every billable line item.
    2. Invoicing:

      • When it's time to create an invoice, I have to open the original estimate.
      • Each line item from the estimate must be copied and pasted into the invoice…
    2 votes

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  6. Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.

    3 votes

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  7. I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.

    51 votes

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  8. I’m moving from an existing system to Xero, so need to enter my new data into Xero for the current financial year which the accountant then files with HMRC. But at the same time I need to import my older data without affecting the current filings. All the accountant can do is to lock the accounts from a date backwards, which means I cannot enter my old data.
    All I want is to be able to lock financial years, enter the old data and then use Xero to identify if the accountant needs to make any future adjustments.

    3 votes

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  9. Quickbooks allows this: and 501c6 and 501c3 find this EXTREMELY useful. We don't budget by the month per se; we budget yearly.

    33 votes

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  10. Be able to change an employee/director to be excluded from the pension at any time.
    At the moment, if a director is not excluded from the pension scheme straight the way, the payroll has to be rolled back to when the director was assessed. This is fine for small payrolls but would be very timely on the larger payrolls.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Could the user have access to the calendar in payroll to allow them to manually input other dates that are important but not automatically fed into the calendar and also set up reminder alerts?

    Sage allowed you to this which was really useful if you had to remove/add a benefit on a certain date.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. Chart of Accounts Account Code Limit
    Today 4:40 PM
    Specialist has replied
    CX0015142241
    Chart of Accounts Account Code
    Current Limit is 10 characters for entering a Code.
    Requirement is up to 15 characters. Example 12-345-6789-000

    How soon can this be implemented?

    2 votes

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  13. Reports - Date Option - Start of Fiscal Year to End of Last month

    7 votes

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  14. When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.

    3 votes

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    Similarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.

    That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.

    To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.

  15. The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
    Yet using the same csv file in the old fixed assets module works perfectly well.
    Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.

    1 vote

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    Appreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.

    It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.


    Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks

  16. If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...

    1 vote

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  17. 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.

    20 votes

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  18. IMPORT of CSV with CREDIT / DEBIT COLUMN

    Please add a function to allow import of CSV where debit / credit is marked in a separate column to the amount instead of +/- signs only.

    My bank outputs transactions in the following format:

    E.G.

    Transaction 1 CR 1231.12
    Transaction 2 DR 543.00

    The above denotes a credit of 1231.12 and a debit transaction of 543.00.

    The CR/DR or words Debit/Credit are contained in a separate column.

    Thanks

    1 vote

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  19. Hi Guys, I'm not sure if this has been raised previously, but would like a payroll report that will detail employee salary changes and the date they changed.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.

    With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.

    This looks to be a bug in the system that needs rectifying quickly.

    3 votes

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