For small businesses

4588 results found

1. Demo Company - Clear ALL, don't reset, optional data reload and cloning

   This idea has been raised again and again but XERO isn't listening!!!

   The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.

   It's VERY simple to achieve a very useful and flexible feature, by....
   1) Be able to clear all the data in the Demo Company
   2) Make the 30 day reload of useless data optional
   3) Enable cloning of an existing organisation

   We need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore the standard demo company data set or Cloning an existing organisation.

   PLEASE ACT ON WHAT CUSTOMERS WANT

   This idea has been raised again and again but XERO isn't listening!!!

   The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.

   It's VERY simple to achieve a very useful and flexible feature, by....
   1) Be able to clear all the data in the Demo Company
   2) Make the 30 day reload of useless data optional
   3) Enable cloning of an existing organisation

   We need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore… more

   17 votes

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   submitted  ·  2 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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2. Bills | NZ - Manually adjust GST for each line

   Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)

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   submitted  ·  11 comments  ·  Business features  ·  delete…  ·  Admin →
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3. New invoicing - Simplify process for allocating Credit

   When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.

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4. Fixed assets - Pooling assets for NZ version

   Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ

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   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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5. BAS - Detailed BAS activity for the year

   Be able to run a detailed BAS activity for the year. This way we can see what changes were made after a BAS has been lodged.

   2 votes

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6. New invoicing - Ability to type in the tracking category field

   I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.

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7. New invoicing - Inbuilt calculator when posting payment

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the Pop out screen won't allow math.

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the… more

   3 votes

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8. Bank Feeds - Square bank feed integration

   Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
   Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!

   I have so many issues with Square! And it is one of the most widely used payment processors!

   A recent example -
   A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that the sales come through as a daily sales invoice, then the fees come through as an expense. These come through as reconciled. Then the transfer comes into the bank account, we allocate it to the Square account and always have to go in and manually mark as reconciled in Square. This is not a huge drama, but now that I have talked the client into doing his invoicing out of Xero instead of square (he invoices businesses who book him for events) the invoices may be paid via Square and this doesn't convert to the Square Balance account automatically! The client has had to go in and manually mark them as paid. Did so to the bank account instead of the Square Balance account so i have had to undo them, and redo. I then need to apply a credit in the square balance account otherwise the sales are doubled up from the daily sales invoice from that day!

   Amaka is also a horrible add on. it use to be ok, but i have also had heaps of issues with the GST not coming through correctly and on a couple of clients who aren't even GST registered, i had it all set as BAS Excluded in the settings, then something changed and all of a sudden the sales were coming in as BAS excluded but still had GST added to the bottom of the invoice. So it wasn't as simple as just recoding them!

   Long story short... GET A SQUARE BANKFEED!!!! (LIKE STRIPE)

   Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
   Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!

   I have so many issues with Square! And it is one of the most widely used payment processors!

   A recent example -
   A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that… more

   27 votes

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   submitted  ·  5 comments  ·  Accounting features  ·  delete…  ·  Admin →
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9. Reporting - Update Custom reports for change in chart of accounts

   When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.

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10. AU Payroll - Pay Contractors in payroll and include GST

    Hi,
    It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.

    8 votes

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11. Bank Reconciliation - Indicate if a bill has an attachment when reconciling

    We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.

    3 votes

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    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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12. New Invoicing | History - record when invoice has been copied

    History needs to show when an invoice has been copied and which invoice it has been copied from and to.

    9 votes

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    submitted  ·  3 comments  ·  Business features  ·  delete…  ·  Admin →
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13. NZ Tax - Include Rental schedule when filing return with IRD

    IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.

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14. Bills - 'Send remittance advice' option after recording a bill payment

    In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.

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    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
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15. Show "all" transactions in nominal account

    It would be very helpful to have an option to select ALL transactions in an account, rather than a specific dates/ranges. So, when looking at account transactions, in the Date Range drop down options, simply add "All" so we can see EVERYTHING from day 1.

    For example, when looking at a Balance Sheet account, it would be nice to see when the initial transactions were entered which may have been 2, 3 or 4 years previously. At the moment, we need to keep changing dates to try and capture everything - time consuming.

    Thanks

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    1 comment  ·  Accounting features  ·  delete…  ·  Admin →
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16. Notifications - Ability to create custom notifications

    CUSTOM STAFF / BUSINESS NOTIFICATIONS

    I see on this page - https://central.xero.com/s/article/Set-up-notifications#:~:text=Custom%20notifications%20explained&text=Alert%20staff%20when%20time%20entered,exceeds%20a%20set%20time%20amount.&text=Alert%20staff%20when%20the%20time,percentage%20of%20job%20estimated%20time.&text=Alert%20staff%20when%20the%20job,to%20a%20specific%20job%20state.&text=Alert%20staff%20when%20the%20actual,percentage%20of%20task%20estimated%20time.&text=Set%20to%20alert%20staff%20up,job%20or%20task%20is%20due.&text=Milestones-,Set%20to%20alert%20staff%20up%20to%207%20days,after%20a%20milestone%20is%20due.&text=Alert%20staff%20when%20a%20new%20adhoc%20job%20is%20created.&text=Alert%20staff%20when%20a%20new%20job%20is,any%20or%20a%20specific%20client.

    This page states I can set up custom notifications in the business section under features and notifications but this is not available in my xero, only 'practice organizations' have these features.

    I want to be able to set up notifications or reminders for my staff. For example to follow up a sent quote or other tasks.

    Also, I think quotes should have the same reminder system as invoices as I think this will assist with getting quotes accepted.

    3 votes

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    submitted  ·  0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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17. Business Snapshot - Remove loan bank account from current ratio

    I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.

    Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on current vs long term as null and void.

    When setting up a "bank" account in Xero, it asks if the account is an everyday, loan or credit card, the very act of selecting "loan" should either a) denote it's likely long term, not current. Or b) prompt an additional question as to whether the loan is long or short term.

    We should not have to sacrifice using a fundamental basic tool in Xero (the bankfeed) in order to utilise tools such as business snapshot ratios. Especially not for something that seems so fundamentally basic, there must be many, many businesses using a bank feed for long term loan accounts who are also trying to utilise tools such as ratio's.

    I don't believe this is a feature request but rather an urgent break/ fix.

    I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.

    Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on… more

    6 votes

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    submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
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18. Logout now option on the timeout screen

    When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.

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    submitted  ·  4 comments  ·  Business features  ·  delete…  ·  Admin →
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19. AU Payroll - No TFN entered for employee notification

    When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does not have a TFN', 'this person has worked more than 28 days without a TFN'.

    I understand there is the warning in payroll for when an employee turns 18 and this should and could be a trigger for payroll officers to check. However with over a 100 team members it's not always practical to stop half way through payroll, go out, check, change etc. This also doesn't help with the 28 days for staff who started with one and then never supplied.

    The issue has come to light after a staff member turned 18, 3 years ago. This is before I started. And they have been working without one this whole time, with their tax declaration selected as exempt under 18 and being taxed tax free threshold this whole time. It's only come to light as they have started a second job and could not locate their TFN, because they never had one.

    Had there been an auto prompt or change in Xero and a consistent warning that this person was over 18 and did not have a TFN, then their tax rate would have changed and I'm sure this would have prompted them 3 years ago to actually apply.

    When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does… more

    2 votes

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    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
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20. Mobile App - Transfer between accounts in Mobile App

    Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?

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