4812 results found
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Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
4 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
29 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
UK Payroll - Activity Details and Summary report format
The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?
3 votes -
Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
2 votes -
Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.88 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
11 votes -
New invoicing - Auto tax rate to recognize non US address
Had to switch back to Classic INVOICE again... Because new INVOICE does not work...
Auto tax rate for us in the US can be a good feature if implemented with smarts... That seems to be a big IF... Some of us do business internationally. So not all our invoices are for US based customers.
Creating an invoice for a customer in Germany... !!!Unable!!! to complete the INVOICE because Auto tax rate insist I have to have a state for it to work???
IT IS IN GERMANY... No state required and being outside of the US Auto tax rate should recognize…
2 votes -
Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left as…
2 votes -
Sales - Filter by Credit notes
Sales overview should include an option to view credit notes only (appreciate that this can be done by sorting on amount and looking for negatives) but would be nice if there was a one click option to show credit notes only
2 votesGood to know you're aware of how you can get a view of your credit notes for now. This isn't something we have direct plans for at this stage, but we'll track the interest from community here and share if there's any progress.
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Inventory - Allow more than 4,000 tracked items
Increase the number of tracked inventory from 4000 to more, potentially on tiered plans.
2 votes -
AU Payroll - Super Accruals Report to include TFN and Addresses
Recently did the super and needed to add the TFN of each and every individual employee manually into the file.
If it's a required field for the clearing house file then it should be included in the super accruals report - obviously.
4 votes -
Hubdoc - More control of menu
I just started using this program and the ability to close the left-hand menus is needed, at minimum the ability to adjust the column width.
When the "Folders" and "Docs" menus are both open constantly with no way of adjusting them, I lose almost 1/2 the screen.
The webpage is basically broken up into 4 columns, yet there is no way to adjust any of them for a better user experience or easy viewing of documents. Currently it is impossible to view all of the information needed for individual docs without moving the document around a bunch. It's a very…
1 vote -
UK payroll - Amend employee regular earnings if pay run hasn't been run
Please can you add a fix so that you can amend someone's regular earnings with the same start date if that pay-run hasn't yet been run.
You used to be able to do this, but recently you cant make a correction - instead you have to put the correct data on the next available date. This creates a second line on the payslip - which looks messy and clearly displays the fact you've made an error. Not something I'd choose to share.
1 voteHi Georgina, the salary line will only lock once it's been included in a pay run. Is it possible there is a pay run in draft? If so, you'd need to delete the draft pay run in order to edit the salary line.
If you're having any issues with this we'd recommend raising a case through Xero Central where our specialists can investigate this with you.
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Date Fields - Hotkey shortcuts on all Forms
Similar to QB, in the date field, use hot keys to move quickly without all the clicks.
Use the "+" to go up one day at a time, the "-" key to go down one date at a time.
Use "w" to go to the beginning of the current WeeK and "k" to go to the end of the current week.
Use "m" to go to the beginning of the current MontH, and "h" to go to the end of the current month.
Use "y" to go to the beginning of the current YeaR, and use "r" to go to…1 voteHi Terry, not exactly the same shortcuts as you've mentioned here, however there are date entry shortcuts that you can use in many places throughout Xero. You can see all of the different options in our Xero Central article. Is there a particular place you're wanting to use these shortcuts where they aren't currently applied?
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UK Payroll - When setting up a deduction item in payroll we need an option to pick P&L nominal accounts
The problem is if you set a deduction item in payroll on Xero it doesn't give option to pick P&L nominal account, where reimbursements to employees should be coded. The only work around are journals, which is ineffective when you have clients posting payroll themselves and they need management reports each month, so you have to reanalyze and repost their payroll.
3 votes -
VAT - Reference if transactions has been included in a return
It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.
2 votes -
1 vote
Hi Chloe, we don't generally develop integrations ourselves. Instead we have a Developer Centre where interested parties can get information and connect with experts that can help them develop and build an integration with Xero themselves.
I'd recommend sharing this link with Alto to see if this is something they'd be interested in developing.
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UK Payroll - Timesheets for employees on Annual Salary
Overtime needs to be recorded on Timesheets and be included in pay runs for employees on a fixed annual salary.
We've been using Xero for 5+ years. It's brilliant in so many ways, and this basic functionality is missing, or rather, I expect is poorly coded.
We have a number of employees on a fixed, 5 day per week, annual salary, which is divided by 12 to generate their pay every month. However, it's not uncommon for them to work overtime: additional hours here and there and sometimes whole extra days.
Currently, the flaw (I really think this is a…
9 votes
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