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  1. It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.

    288 votes

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    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

  2. Our financials include a report on the profitability of projects closed during the month. Because the system writes the date of closure from the actual live date that the user marks the project as closed, the user needs to make sure that each project is marked as closed immediately on the date of completion. E.g. If a project is completed in the last week of the month the user must ensure that the closure field is ticked during that week and not wait until the following week.

    Can you allow the user to enter or amend the closure date ?

    3 votes

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  3. Journal entries - You can tab from box to box, but it doesn't tab from the Date box to the Auto Reverse Date box. It would be so handy if it did and ave time. If you don't want it you would just tab on to the next box. At the moment, you have to manually click on the box each time you want it

    2 votes

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  4. Set Cheques up properly for Canadian Companies.

    Canadian companies should be able to print cheques properly at the bottom, and we should be able to use blank cheque stock.

    4 votes

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  5. A section for CIS suffered as like the current CIS deducted would be really useful. The reporting for CIS deducted is great and helps records for monthly PAYE. A similar section on the CIS suffered side would be great - checking through separate ledgers and updating RTI filings is manual in contrast.

    3 votes

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  6. Please can we amend the sorting of Balance sheet Fixed asset codes from alphabetically as a default. The default should be that depreciation line should follow the item cost line so it is easier to read.

    I know it is possible to amend the names of the codes or edit the layout but this is time consuming to do and it would just make sense to have it as a default.

    2 votes

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  7. Being able to choose a supplier from the Item Code drop down when entering bills. This would allow you to use CoOperatives that give you accounts with hundreds of different companies and reconcile those accounts to the individual company.

    For e.g. I use Capricorn Society that gives me accounts with hundred of different companies throughout Australia. I enter the Capricorn bill and then brake that invoice down into the companies that I bought from as line items. All of the invoices are just attached in a massive list. Then when I need to go back and find an item that…

    2 votes

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  8. Recently found out that draft invoices are assigned a number once created, even if they are eventually not approved and deleted.
    For accounting reasons in Spain, the numbering on all invoices presented has to be consecutive and the fact that draft invoices are assigned a number from the same sequence causes a problem. So basically if a draft invoice ends up being deleted, then when presenting the invoice list to the tax authorities, there is a number missing, which could cause a problem.
    My suggestion would be that the sequence number is not assigned until the invoice has been approved…

    17 votes

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  9. Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.

    61 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  10. Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.

    1 vote

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  11. Can we drill down into the history lines by date to see the actual changes/edits or whatever was done for individual invoices? This would enable a clearer picture for future scrutiny.
    My client couldn't work out what had been done and neither could I . All the history said was 'edited' by an employee.

    1 vote

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  12. In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.

    1 vote

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  13. Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL

    5 votes

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  14. UK doesn't currently have the remuneration report. This is a basic fundamental requirement on payroll.

    30 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  15. There is an issue in payroll where you will get a rounding error due to other pay items such as Leave/Holiday.

    e.g. Salary £12,570 per year
    Paid in May the calculations are as follows:
    1685.692935=£956.41308 Rounded: £956.41
    8
    5.692935=£45.54348 Rounded: £45.54
    8*5.692935=£45.54348 Rounded: £45.54

    Total = £1047.50084 Rounded Total: £1047.49 instead of £1047.50

    This should be corrected somehow to use the correct number before rounding as the final calculation. The rounding can either be ignored from the line items, added to the first line item (the total pay) or added as a new line item specifically for the rounding…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.

    I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.

    1 vote

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  17. Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

    Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

    Purpose: A report that would allow users the ability to extract KPIs…

    1 vote

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  18. When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.

    1 vote

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  19. Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account

    1 vote

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  20. The ability for an employee to be able to enter the number of kilometres travelled each day. This number being able to filter through to the pay run so the employer can pay an allowance of cents per kilometre.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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