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Bank Feeds - Bank feed form status for all users
When a bank feed form is uploaded, you can see the status of this - currently if one person has uploaded bank feed form, no one else can tell. Would be great if it just showed "bank feed form uploaded and being processed" or something
11 votes -
Xero Accounting app - Check if uploaded fully before save is enabled
Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.
Xero app - Adding a Receipt - auto compress images larger than x size.
The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded my phone and I've realised why...the size of the images increases as the camera improves. As a work around to save time, I've ended up installing a compression app on my phone which I have to use now as it is still faster than sitting waiting for a 8-10mb photo of a receipt to upload via the app.
Here is what I have to do - take photo/s of receipt/s - use compression app to compress - Add Receipt function in Xero app - find photo of receipt - attach to receipt entry. Yes doing all of this is much faster, although very cumbersome so it would be great if the app was able to deal with this instead.
The first request above is due to my discovery that you can save a receipt whilst an image is still uploading! This means xero doesn't get the image and you are otherwise none the wiser... :(.Many thanks!!
Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.
Xero app - Adding a Receipt - auto compress images larger than x size.
The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded…
1 vote -
Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
2 votes -
Sales - Set default landing page for Invoices
Business dropdown menu
‘Bills to pay’ link goes to ‘Purchases overview > All’, showing all Paid and Unpaid.
This should go to Purchases overview > Awaiting payment’? The way it is now doesn’t seem logical, when we’ve clearly selected ‘Bills to pay’ not ‘Purchases overview’ or ‘See all’Menu option to Invoices ‘Awaiting Payment’ going directly to all outstanding invoices?
3 votesHi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.
From here you'll be able to set the Awaiting Payment screen as the default.
It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.
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Batch Deposit - Create multi contact deposit without invoices
In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot reference the customer and then find those payments down the line.
(No, we don't use invoices).In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot…5 votes -
Reporting - Analytics tools for foreign currency exposure
I would like for Xero to provide more detailed analytics about the exposure my business has to foreign currency, with existing foreign currency bank accounts, bills and invoices, but also based on averages regarding how much I am spending and receiving in each currency projecting that out into the future perhaps over the next quarter.
1 vote -
Bank Reconciliation - Option to switch Spend Money to Receive Money
Bank accounts that do not have bank feeds - Spend money should have a reverse function in case a spend money is used when it is supposed to be a receive money.
8 votes -
Reporting - Set a Start Date for the Trial Balance
Trial Balance - Start dates
The TB needs to have start dates please!
A TB is a list of balances from both the P&L and BS.
The P&L needs start dates as well as ending dates as it is compared to a "video". The Balance Sheet only needs an ending date as it is a snapshot or a "photo".
Therefore the two selections for the TB in Xero are messed up/ wrong/ misleading/ liable to cause errors:(add your own term here)
End of last month
End of last quarter
Both of these give you the figures for the whole of the Year to Date.
So pls pls pls sort this bug out, sorry this "idea" out soon as it's not an "idea" but rather a bug or error in programming that someone overlooked when releasing this version of the TB to the public.
(If this hasn't got a lot of votes, it doesn't matter, it doesn't mean it's not an important idea!)
Thanks
Trial Balance - Start dates
The TB needs to have start dates please!
A TB is a list of balances from both the P&L and BS.
The P&L needs start dates as well as ending dates as it is compared to a "video". The Balance Sheet only needs an ending date as it is a snapshot or a "photo".
Therefore the two selections for the TB in Xero are messed up/ wrong/ misleading/ liable to cause errors:(add your own term here)
End of last month
End of last quarter
Both of these give you the figures for the whole of…
7 votes -
Reporting - Run Prepayments Monthly
Is there a option to run prepayments like depreciation on fixed assets like Sage does?
4 votesHi Tracey, not so familiar with how the reporting works in other accounting software, however there are a few reports you can run to view prepayments in Xero. If you find one of these quite useful, you could save the report as Custom so you can easily access it anytime.
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MFA - Set up additional options
It would be really helpful to have more MFA options active - to be able to have the option of authenticator, back up email and security questions all active at the same time.
1 vote -
Lock dates for time entries in xero projects
We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.
17 votes -
Bills - Resize the PDF doc preview
The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.
It would be great to be able to resize the different page components to make things a bit more readible.
28 votes -
Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
4 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Organisation Settings - Support for Alderney addresses
I would like to be able to update my company address in Alderney. I currently have an Alderney address in Xero but I am unable to update it as Xero is not currently supporting.
1 vote -
Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
1 vote -
Payment Services - GoCardless Integration
GoCardless offer Subscription Templates and the processes by which customers can sign up for them are simple and effective.
For my company offering Boiler Service Plans it would be great to use GoCardless to sign customers up, but then have Xero keep a record of Invoices and Direct Debit Payments.
I see it working like this: A customer visits our website and picks the Subscription Template that suits them. They click to set up a Direct Debit Mandate via GoCardless. That GoCardless Customer is matched to an existing Xero Contact or a new one is created. GoCardless then generates monthly Invoices and Payments for that Contact in Xero.
To make this work currently, we'd need to manually set up a Repeating Invoice for the Contact, before emailing it to them so that they can set up their direct debit mandate. It works, but isn't as slick as allowing them to create a direct debit mandate in their own time, via a link on our website.
GoCardless offer Subscription Templates and the processes by which customers can sign up for them are simple and effective.
For my company offering Boiler Service Plans it would be great to use GoCardless to sign customers up, but then have Xero keep a record of Invoices and Direct Debit Payments.
I see it working like this: A customer visits our website and picks the Subscription Template that suits them. They click to set up a Direct Debit Mandate via GoCardless. That GoCardless Customer is matched to an existing Xero Contact or a new one is created. GoCardless then generates monthly…
2 votes -
Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
2 votes -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Bank Reconciliation - Export/Import data option
Bank Reconciliation - Export/Import to transfer data from one organisation to another
3 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
10 votes
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