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4692 results found

  1. Ability to automatically attach a file to all invoices when users send an email out from Xero.

    Purpose: To save time from having to manually attach the files.

    226 votes

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  2. It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.

    8 votes

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  3. Any user with the 'Standard User Role' AKA the role with the least amount of permissions that can still access and perform bank reconciliation, has access to Setting>Check Styles which contains your bank account routing & account number, if you need to have that information printed onto blank check stock. This is a major security overlook. I do not want my employee that is helping with bank reconciliation to have access to my bank account information.

    1 vote

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  4. Currently, when using the cash coding screen, if you do not allocate a payee a new payee is created for each line item. If there is no Payee the contact should be Unknown otherwise there is too many contacts created for no reason.

    3 votes

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  5. When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.

    3 votes

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  6. The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.

    5 votes

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  7. The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.

    6 votes

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  8. Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.

    Just add one line under the address.

    Then one would not have to navigate to the Contacts page to add the VAT number

    3 votes

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  9. Add the functionality to be able to open a manual journal or other account transaction from the journal report.

    5 votes

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  10. UK Payroll - need a P32 report that can be printed/downloaded month by month in addition to the details provided for the whole year. Other payroll software's provide this as it's handy to have.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.

    6 votes

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  12. The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…

    2 votes

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  13. Ability to send and generate online commencement forms from Xero Payroll.

    Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.

    246 votes

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    46 comments  ·  Payroll  ·  Admin →
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    Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.

  14. Currently the Sales tab in the Xero app offers no purpose at all for users of Xero VAT Cashbook subscription because they are unable to create invoices.

    I propose that Xero make sales transactions visible in "Sales" tab of Xero App for VAT Cashbook users, enabling them to use this to view income (identical to the Purchases tab) which would enable them to take and upload photos of invoices to attach to income transactions.

    1 vote

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  15. Activity Statement - ability to filter transactions by Tracking Category to check for accurate GST codes. The ability to filter and check GST entered on transactions with Tracking Categories is especially important for NFPs and Charities.

    For some organisations, there are specific GST treatments for specific transactions and often these are tracked by the use of Tracking Categories.

    Currently in the Activity Statement we can only do a check based on a dump of transactions listed under the tax rate or BAS field tabs, which is cumbersome and clumsy. The current methods available in Xero for auditing and checking GST…

    6 votes

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  16. When setting up new employees from another system, it would be great, if we could import the past earnings information.

    5 votes

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    2 comments  ·  Payroll  ·  Admin →
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  17. Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
    The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.

    13 votes

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  18. At the moment, starting a timer on the phone app will "stay local" to the app (i.e. opening XPM on the web does not show the timer running).
    It would be good if the system was aware of the fact that I am timing a task before it's completed, so if I start it on the laptop (e.g. because I am in a call and I can't easily do it on the phone) I can stop it on the phone and viceversa.

    Also, as things stand, an app crash might make me lose the timer.

    1 vote

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  19. It would be great to be able to add the Business Snapshot Report to the Management reports

    5 votes

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  20. Users in Xero can see the figures of the repeating invoices.

    Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.

    210 votes

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