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4313 results found

  1. We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.

    12 votes

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  2. Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

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  3. If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed

    13 votes

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  4. Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.

    1 vote

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  5. New quote screen has created a lot of extra steps in creating quotes
    i.e.
    - moved buttons out of intuitive workflow space
    - save button now hidden at top right instead of at bottom of quote
    - quote numbers less visible once saved
    - sending a saved quote takes a lot more steps

    Understand the need for new framework but the workflow changes have made creating quotes longer and more complicated. Thanks.

    23 votes

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  6. To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.

    8 votes

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  7. It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......

    6 votes

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  8. Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

    12 votes

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  9. It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.

    1 vote

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  10. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    25 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  11. The Xero App currently does not allow you to manually edit the tax amount on bills, and therefore in turn means you cannot approve bills with any tax adjustments made via the App.

    I'd like for this to become a feature to save any approvers having to log into Xero in another way just to approve a bill.

    3 votes

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  12. Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.

    5 votes

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  13. Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.

    5 votes

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  14. I would like to add an "Account Type" called Cash on Hand that would sit as a heading on the Balance Sheet Just like Bank, Curent Assets etc does. We have various sources of this account type, and I would like to group them rather than them sitting in current assets as they currently do. They are not technically bank accounts, so don't want them under that heading.

    1 vote

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  15. Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.

    15 votes

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  16. Custom Reports
    The formula feature only appears to work for columns that are located to the left of the formula column.
    Each column has a name, surely the name is the important element and not the position of the column on the report.
    Can the formula feature be amended so that columns from anywhere in the report can be included

    6 votes

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  17. When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?

    2 votes

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  18. Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.

    5 votes

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  19. Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…

    2 votes

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  20. Transactions posted after a period end affecting prior periods

    Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
    How can I locate these entries?

    I have tried a transaction report, but there are no parameters that I could enter.
    Ideally.

    Example -
    Our year end is 31st August.
    I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)

    In other accounting systems, you could take a unique reference number (URN) at…

    12 votes

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    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

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