4183 results found
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Account Transactions report - Option to Group by and then summarise within a group
Account transaction report that can analyse multiple accounts in one report by grouping everything by account and then summarising each account by contact at the same time.
2 votesNot exactly what you're after here, however in lieu of not having the ability to summarise within a group you could use the column header to order by Contact within a grouping.
Being open, we don't have any plans for developing this capability in the near term.
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Bill payments - Separate bill folders for different purchase types
We have a client that has subscriptions that are paid monthly via card with a "debit order", can you create different payables folders and link it to each bank account so that normal operating expenses that are paid weekly can match with the business' current account and have a separate folder in payables that has all the subscription invoices to match in the bank recon screen
1 voteHi Marinus, thanks for the detail of your needs here. While there's no particular feature for this right now, one option could be to use a consistent prefix that you add to the reference field of these type of bills.
When reconciling the payment in your bank account, you'd use Find & Match and could enter the prefix in the Search field to look up al the related bills for that period.
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On focus the code dropdown should clear
In the dcoding screen, if there's already a code selected then the user has to manually empty the existing code to be able to type another. This is just clunky - when the dropdown is enabled it should either clear the field or allow the user to start typing a new code.
2 votesSorry for the delayed follow up here, Kevin. When you mention the dcoding screen would this be find & recode or somewhere a bit different in Xero?
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UK Payroll - Simple view xml submission receipt from HMRC
Currently you can only view the official submission receipts and their associated IRmark via an XML file. It would be nice to see this in a more user friendly manner and without all the associated coding tags and data.
6 votes -
Fixed Assets - Add accumulated depreciation to new assets
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
10 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
28 votes -
Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
94 votesHi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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UK Payroll - Improving User Experience for Closing Payroll Schemes
When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
Your step-by-step explanation was helpful, but some adjustments could enhance user experience.2 votes -
Find and Recode - Option to switch "Received as" to Prepayment, Overpayment, etc
Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.
I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!
2 votes -
Invoices - Option to convert to bill
It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.
68 votes -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.24 votesHi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
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New invoicing | Copy to draft - Approve and email prompt if credit or prepayment available
For invoicing - if you copy an existing invoice (copy to draft invoice) - once all information is completed - when you then click "approve and email" it does not offer any credits or prepayments before sending. After you send you return to the invoice - it then shows "apply credit" - but this is too late! If you only click on "approve" then it will show the prepayment to allocate. But I believe you need it on both - approve and email should be included.
2 votes -
VAT201 - Diesel refund and rebate
On the VAT201 report a option to capture the Diesel refund per month to pull through to the E-Filing VAT201.
49 votes -
Hubdoc - Show invoice number in filename for downloads
I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.
1 vote -
Reporting - Better filtering in Reconciliation Reports
Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…
1 vote -
Bills List View - Add Account and Tax Rate columns to Awaiting Approval tab
In the list view of "bills awaiting approval" it would be really helpful to have an option to display a column with the account the bill has been assigned to, and the VAT; this is the two items I need to check before approving bills and being able to just tick and approve most would save so much time.
2 votes -
New GST report - Add attachment icon to RHS
It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.
1 vote -
AU Payroll - List leave types in alphabetical order
Leave types: why aren't these in alphabetical order on the leave request screen?
I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
They are in alphabetical order on an employee's leave balance screen and when you assign a leave type3 votes -
AU Payroll - Option to export employees details from Xero to Xero
Be able to export all employee details so this can then be imported into a new xero
16 votes -
Dashboard: Account watchlist - ability to only show accounts with balance not 0
It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.
Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.
1 vote
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