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4688 results found
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Bill - Show Supplier bank account when creating a bill
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with supermarkets and they have a lot of change of owners.
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with…
1 vote -
NZ Payroll - Show leave balances to approvers in Xero Me
Leave approvers to be able to see sick leave balances in Xero Me app as part of approval process
4 votes -
NZ Payroll - Record Annual shutdown leave in Xero
Ability to record an annual shutdown leave.
Purpose: Ability for a Payroll admin to easily record annual shutdown leave when needing to make a calculation around separating employee’s anniversary dates and start dates.
16 votes -
AU Payroll - Bulk update Pay Items
Pay items bulk upload
can we please have a way of updating pay items in bulk
when items are imported via a different pay system the W1 area is not updated
and to do 100 items takes so much time as they have to be one indivually.
other items can be exported, updated and then imported back5 votes -
Account Transactions - Set default bank account for Bill Pay or Spend Money transactions
Allow a default bank account to be set for Bill Pay or Spend Money transactions
7 votes -
Find and Match - Reconcile two statement lines to each other
There needs to be a better matching system with Xero.
For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.
Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.
7 votes -
NZ Payroll - Specify leave approver
It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications
4 votes -
Analytics plus - Include bills with future dated payments in STCF projection
Short term cash flow projection, please can you update it to show bills with future dated payments?
Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.6 votes -
Checks - Bulk upload check
Bulk upload of check data into registers for printing using excel or third party. Not the same as paying via check bill payment.
4 votes -
Navigation - Make the Default records per page not 10 or 25
Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25
1 voteHi Paul, while we don't have any immediate work planned for this is there an ideal # of items you'd like to set as a default per page?
Just to keep things transparent, in the way features in Xero are developed, it's unlikely that this would be implemented across all areas at once. You may notice with the recent update we have being rolled out in the Reconcile page you can now see 50 statement lines at once. Also from within Products and Services, if you change the # of items per page, this selection will be held when you navigate away. A couple of exceptions for this would be if working in incognito mode or switching between browsers.
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Chart of Accounts - Show which codes have no recent entries
Can we please add a feature to allow you to view the inactive Chart of Account Codes? This can show when the last transaction was and highlights which account codes are inactive that may not be needed.
2 votes -
Xero Accounting app - Password Confirmation
The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.
2 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
21 votes -
Reports - Export to excel with dashes instead of zeroes
It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large reporting pack.
It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large …
8 votes -
Bills & Invoices - Change Bills to Supplier Invoices and Invoices to Sales Invoices
I have been following a number of ideas, and it is apparent that some confusion often occurs when using the terminology 'Bills' and 'Invoices'.
Could we have the option within Xero for bills to be referred to as 'Supplier Invoices' or 'Purchase Invoices', and invoices referred to as 'Customer Invoices' or 'Sales Invoices' to avoid this confusion, as they are in every other accounts package I have used?
5 votes -
Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items
I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
We sell a service and we cannot track the item as there is no amount to it.
But when running the report the cost price does not show2 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
8 votes -
AU Payroll - Option to enter withholding tax variation as an additional percentage
The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.
Or allow the upward variation amount to be a percentage amount - not just a fixed amount.
The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed) but the pay run only calculated a total of 10% tax.
The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.
Or allow the upward variation amount to be a percentage amount - not just a fixed amount.
The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed)…
39 votes -
Web Content Accessibility Guidelines
Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.
https://www.w3.org/WAI/WCAG21/quickref/
A quick scroll through shows that Xero fails a number of criteria, such as:
- 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
- 2.4.7 Focus visible (if you tab through the page, can you see what you've tabbed to? Xero fails on the invoices page)
- 1.4.12 Text spacing (I'd really like to reduce the spacing between columns in tables, to increase the readability, but I can't figure out how. Compact view helps with the distance between lines, but not enough, and I can't figure out how to change that)
- 1.4.8 Visual presentation (the ability to switch between compact and regular view is not available on all pages)I can't say that the WCAG cover all situations, and there's certainly a bunch of best practices with regards to presentation that aren't specified in the Guidelines, but they are the bare minimum to ensure Xero is not in breach of the Disability Discrimination Act and to ensure that people like me can use the product they're paying for.
Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.
https://www.w3.org/WAI/WCAG21/quickref/
A quick scroll through shows that Xero fails a number of criteria, such as:
- 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
- 2.4.7 Focus visible (if you…4 votes
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