4901 results found
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Dashboard - Ability to Group Bank Accounts
It would be really helpful to be able to group bank accounts in a similar way to grouping Contacts. We have multiple currency accounts and base currency accounts as well as credit cards and to be able to group them in different ways would make checking them much easier. Eg group into GBP Current Accounts, Currency Accounts, Cash Currency Accounts, All Cards etc
4 votes -
Expenses - Set Expenses as compatible with TAPR
There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.
This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.
As a small business that uses Expenses for all processing (which…
1 vote -
AU Payroll - Annual salary on pay slip to include allowances and additional earnings rates
Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.
22 votes -
Expenses - Floating header
Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?
2 votes -
Bills to pay - Multi facet search (cross-search by multiple fields)
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
…
2 votes -
Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)
2 votes -
NZ Payroll | Timesheets - Auto populate start of time from last timesheet
In timesheets, when you enter a new entry by hitting the + be good is the start of time could auto default to the end of time for the last timesheet entry you made, but you could still over type this if you wanted. Currently you have to keep looking and there is danger you could over lap or miss some time and it is time consuming.
14 votes -
Balance Sheet - Link credit card accounts to show one line
Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.
There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.
3 votes -
Projects - Order invoices by date
When converting xero projects / Invoice
6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked
The client needs to see this in cronological order and with each task for the said date
eg
1 July
Dave
Fred
jim2 july
Dave
Fred
JimAt the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing
So needs a filter button installed to do this please
2 votes -
Sales Invoice - Column for client Account number on invoice
Would like to be able to have adjustable columns on an invoice that I can change what they fill with. Right now an Invoice only has Item as a field. I would like to be able to change from Item to Account. That way I can have one payer and list several clients in the invoice without typing them all in. For instance, if a field was labeled Client Account # or something then I could set up the list with my clients or pull them up from contacts, and just select the clients account number, it would prefill a…
5 votesHi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation?
It still sounds like untracked inventory could work here - for example each 'client' would be set up as an untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account.
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Find and Recode - Edit Line item descriptions in bulk
While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
Can XERO please look into this and bring this new feature in future to save time.26 votes -
Expense Claims: Show account balance and overall budget when approving expenses.
When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.
1 vote -
Projects - Notify users when assigned to a Project
The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.
2 votes -
Aged payables reports: Show list of paid bills and credits listed month by month
In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.
2 votes -
User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user
We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.
It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
- View sales totals
- Approve invoices
- View invoices created by other users
- View Invoices awaiting payment tab33 votes -
Bills - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
3 votes -
Invoice Reminders - Increase # of reminders that can be set up
Hi,
Please can you allow more than 5 reminders, we chase to strict deadlines so 5 isn't enough. Does there need to be a limit?
Thanks
Ryan
36 votesHi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
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Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
AU Payroll - Remove STP filling errors once submission accepted
If there's an error in a payrun that causes STP filing to fail, that payrun shows up in STP finalisation for that financial year as something to fix. Given that filing STP just gives the YTD totals to the ATO, this means that even if I've fixed what caused the error, by doing a correcting payrun (as per Xero instructions), I will still be told that it needs fixing when running the STP finalisation for the EOFY. As will my client, who has now attempted to file the same payrun six times and is getting rather stressed about it, even…
2 votes -
Manual Journals - Predictive text from previous lines
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote
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