4317 results found
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Bank Accounts page - Filter bank accounts by unreconciled
I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.
2 votes -
AU Payroll - Report that shows for each employees earnings, super, tax and leave
What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
The report you are telling me is to messy to read.4 votes -
Contact - Font color
If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss
5 votesHi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.
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Bills to Pay - Filter by currency
It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency
5 votes -
Contact - Sub Categories
Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?
22 votesAppreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
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UK Payroll - Deselect employee from entering timesheets
It would be useful to be able to deselect employees form completing time sheets and therefore not appear on the time sheet screen. We have admin staff that don't complete time sheets but I still have to submit nil time sheets to ensure all are up-to-date
1 voteThanks for your idea, Susanna. We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of the interest and track support your idea receives from the community from your idea.
You can find out and stay updated with Xero releases on Xero Central.
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Xero HQ | Clients - Notes - Show date of note not relative date e.g 1 Month ago
In Xero HQ - Clients - Notes - Please show date of the note not "a Month ago" which is meaningless.
1 voteThanks for sharing your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll monitor and track support your idea receives from the community.
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AU Payroll - Earnings rate attached to days of the week
The ability to assign earnings rate to day of the week so a timesheet automatically uses the correct earnings rate and can't be changed by employee.
Eg Saturday timesheet is pre- filled with the Saturday earnings rate.
1 voteThanks for submitting your idea, Grace. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community. If there are any direct plans made for this we'll share with you all, here.
You can find out and stay updated with Xero releases on Xero Central.
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Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
1 voteHi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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AU Payroll - Submit total hours for week rather than each day
Option to submit total ordinary hours for week rather than each day. + Alam reminder to do hours just before payrun is done
1 voteThanks for submitting your idea on Xero Product Idea's, Chris. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Inventory Plus - Create a Purchase Order directly from an open Sales Order
Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.
1 voteThanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for this atm, but will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Invoice | Create item - Ability to copy & paste from invoice lines
It is very frustrating to not be able to copy & paste the line items on an invoice attachment when creating a new item to the inventory list.
Request to remove the 'grayed out' background1 voteThanks for submitting your idea on Xero Product Idea's, Toni. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
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AU Payroll - STP Reporting Super for Employees earning above the Quarterly Contribution Cap.
STP reporting - Super for employees with OTE above the maximum contribution base. ATO STP guidance allows employers to report EITHER Super Type L (the YTD SUPER liability for each employee) OR Super Type O (The YTD OTE for each employee). For employees earning OTE above the maximum Contribution base the correct STP reporting category to use is Super Type L. I have not been able to find how to set up the Super Category Type L in Xero. This option needs to be available to correctly report YTD super for employees earning above the maximum contribution base. Unfortunately the…
1 voteThanks for submitting your idea, Sandra. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll begin to monitor and track support your idea receives from the community, and share if there are any updates in product.
You can find out and stay updated with other Xero releases on Xero Central.
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Manual Journals - add drag and drop to import feature
Add drag and drop import feature or allow multiple journals to be import at the same time. For example adding daily sales/payment journals this would a gamechanger in time it take to complete these tasks
1 voteThanks for the screenshot, Rebecca. While we don't have a feature to drag & drop to create manual journals like the bills upload feature, you can import multiple manual journals at a time using that import method in your screenshot.
The Date and Narration cells determine whether you create single or multiple journals. Feel free to practice in the demo org if you're like to test this first.
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Statements - Record additional notes sent with statement.
Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement
4 votes -
UK payroll - Automatically create a pension bill from filling
It would be really helpful if a bill could be created from the pension filing figures on payroll once you have clicked on marked as filed. (such as it is an option when you do your vat return)
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Reporting - VAT reconciliation report for South Africa
Please add a VAT Reconciliation Report for South African Xero Orgs.
There is currently no report that allows users to determine which transactions in the VAT Control Account have been posted to which VAT periods and which returns they fall under. Late claims are not indicated anywhere except in the transaction detail within each VAT201, so the Control Account needs to be reconciled externally in excel.
This is particularly an issue when a conversion from another accounting software has taken place and there are opening balances to reconcile. Or if conversion took place mid VAT period.
It would be useful…1 vote -
Invoicing - Xero Network remember based on last send for contact
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…
1 voteThanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly. We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.
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Search - Using accounting terms
How about your search function is told that it is a part an accounting software package huh?
Just a thought...1 voteIs there a particular invoice or transaction you're trying to find there, Samele? Appreciate your screenshot, as shown search primarily looks at the contact, reference or invoice number.
Or were you searching for help on some way to use invoices?
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Bank Rec - Suggest the most likely match
make xero smarter, its clunky and user unfriendly and you have over 2000 ideas from users but you do absolutely nothing about fixing things
1 voteSorry to hear your frustration, James. If there are multiple transactions that could possibly match the statement line Xero will show these so you can choose the most appropriate.
I appreciate we may not always be working on what you're after however I can assure you there are many ideas that our product teams do pick up and develop from our community. Last year alone we delivered solutions for over 350 ideas that were raised here on the site.
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