4702 results found
-
Navigation - More quick links to speed up data entry
I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
2. Allow a default bank account to be set up for e.g. payments, receipts etc
3. Able to use + - buttons to increase /…3 votes -
Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
7 votes -
AU Payroll - Add or edit breaks in timesheets
There is no functionality to retroactively add or edit break times into an employees submitted timesheet. It would be good to be able to edit or add a break time on the timesheet if they forget before approving it.
7 votes -
API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
15 votes -
Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…
27 votes -
Inventory - Auto-Sum feature in the default purchase cost price field
When adding a new item to your inventory it would be very helpful to have the sum ability in the cost of item tab.
for myself it would help when a supplier has the price less vat.
It would allow me to input 123*1.15 and get the answer inputted automatically, just like you can do when inputting a item on a invoice.
1 vote -
Business performance - Negative + negative resulting in incorrect profit
Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.
1 voteHi Charlotte, sorry we haven't responded to your idea sooner. Appreciate your screenshot and raising this with us. I'd recommend this is something our Xero Support team take a deeper look into with you. If you can raise a case with them through Xero Central they have tools to be able to escalate this with our product team if not working as it should.
-
AU Payroll - Be prompt when payslips have already been sent and the ability to record a message for the payslip after payrun as been posted
Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.
1 vote -
Sales Tax Adjustment at Filing
Add a quick option to create a manual journal entry to adjust the sales tax amount paid when reporting and filing sales taxes.
My state (and others, I assume) forces me to round up to the nearest dollar the amount of sales tax I owe when I file, which results in the filed number being different than what's in my "sales tax" account in Xero. I then have to add a manual journal entry to adjust that amount - usually debiting from one of my product categories.
It would be nice to have the option to do this automatically when…
2 votesThanks for sharing, Kris. Our product team are just beginning some work that will enable you to do this in Xero. We'll shift to working on it now, and I'll update you when this is released with more detail of how you can do this.
-
Xero to Xero - Import Name/ABN and contact with invoice
XERO To XERO - IMPORT NAME/ABN AND CONTACT ACROSS WITH INVOICE
It would be helpful when a supplier who is also on Xero - sends us an invoice that their business contact details are also imported with the invoice. It would make it easier than going back and entering the Contact name , address and ABN numbers.2 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 MYOB5 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.
-
Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
5 votes -
Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!5 votes -
Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is easy via…
1 vote -
Xero Expenses - Ability to populate with a contact's default tax rate
When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.
1 vote -
Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
3 votes -
Sales invoice - Lock attention to details on individual invoice
We often need to create invoices to the same customer with different attention to contacts. Since this field reads in from the customer card, when an old invoice is reprinted it picks up the current details from the customer card, which is inconvenient as we need to research who it was originally sent to and amend the invoice.
It would save us time, if once an invoice is posted, this field is locked in and does not change.
Thank you.
2 votes -
Projects - Ability to set a default tracking category
Number of fields for projects is really poor, I need a tracking category added to projects so for example we can have four different types of projects which I want to categorise in the initial project set up. When costs and revenue are then allocated to this project it's also automatically allocated to the tracking category associated. At the moment I'm having to manually allocate to every transaction. Would be made easier if like sage they had a copy above function but we don't even have that either, so clicky!
2 votes -
Contact - Ability to add date of birth
I have multiple clients who have members. They like to keep their members date of births on file, so they can send them birthday emails, or if they are over a certain age can get a discounted membership. It would be great to have either a dedicated date of birth field, or like some other accounting softwares a few open fields, that we could name per file, for additional required details, like date of births, member types, allergies, voting member etc. I'm sure these fields could be useful for other types of businesses as well.
2 votes -
Hubdoc multi-organisation search option
It would be useful if we could search for invoices/suppliers/amounts/Invoice references in all organisations listed within our Hubdoc portal. Meaning one search bar that searches all organisations, no just the one that is open at the time.
2 votes
- Don't see your idea?