4692 results found
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XPM reports - Ability to match clients to ATO report
Hi People, I run a report where I can match my XPM clients to the ATO report. However, since the single client record merger, my reports in XPM have been detecting the Blue Xero files. In other words, the report cannot exclude the Xero Blue files in HQ.
This is a nuisance because, as practitioners, we need to ensure the currency of our client reports. Can you please create a field that excludes the unrelated data being pulled into the report?
Thank you. I have raised a support case, and they confirmed it is an issue.
The support case number…
2 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
3 votes -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.15 votes -
Xero Me | Timesheets - Ability to choose different earnings rate
Before we had start/stop times, employees were able to add different pay rates (ie Saturday Penalty Rate). It would be excellent if this option could be included with the start/stop time version in Xero Me.
103 votes -
Xero Accounting app - Create Overpayments & Prepayments
Would be really useful to have the ability to add Spend or Receive money transactions (overpayments or prepayments) within the mobile app. At p[resent the only options are bank fees or adjustments. So quite often reconciling transactions requiring this type of action need to be left until able to access a full web browser version.
5 votes -
Stripe feed on Xero - Include payee card country code for application fees
The data we see in our feed on Xero that's pulled from our Stripe account includes the two-letter card country code for the customer's payment card for all our subscription payments received or refunded via Stripe.
However, for the payments we receive from Stripe called 'Application fees' (this is when we take a percentage fee of a Stripe payment) the card country code is not included, even though this data exists on Stripe.
This means we can easily track the location of revenue for subscriptions, but for the received payments for application fees, we have to look this up manually…
1 vote -
Dashboard - Show BAS PAYG GST running totals in watchlist
To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.
3 votes -
Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
174 votesHi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Navigation - Pin the Search Criteria Panel
When searching for transactions, be they Invoices or Bills, it would be handy if the Search Box/Panel could be pinned in place. It is time consuming when changing from bills/invoices awaiting payment or paid to then search in a different section, the criteria needs to be re-entered. Double entry takes time that could be best suited doing other things. This would also be handy when searching bank transactions across multiple bank accounts.
2 votes -
Chart of Accounts - Ability to lock individual accounts
The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.
27 votesThanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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Projects - Transfer funds from one Project to another
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…
5 votes -
Fixed Assets - Create as Draft if recoded from other accounts
Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.
4 votes -
Xero Product Ideas - Showing a greater Interest in these ideas
I feel that there is a poor level of dialogue from Xero on these ideas. For the top voted topics - I'd like communication as to what they're doing to implement a solution (and if not then why not).
For the ideas that are years old but still receive steady votes - what's happening?
If Xero have no plans to take on certain ideas then make it known.57 votesHi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
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Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.9 votes -
Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
3 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
3 votes -
Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
3 votes
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