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4565 results found
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Reporting - Enable all accounts to be selected when creating formulas
Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.
1 vote -
AU Payroll - Option to delete additional super funds from the employee record
I'd like the ability to delete a super fund from an Employee's Employment tab where they originally had two super funds operating in parallel, and then closed one of their accounts. Currently the obsolete super fund can not be deleted, and can only be updated, which means you end up with two of the same super funds in the employment tab.
11 votes -
Xero Expenses - Multiple images per expense claim
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature for saving time.
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…
48 votes -
Contacts - Birthday notification
Hi guys,
It would be great if we could get reminders for customers and suppliers birthdays, this is great for customer relations. Also a reminder for certain documents that might expire at a certain time.
11 votes -
Fixed Assets - Remove Capital Gain from Disposal of an asset
Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.
This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.
This issue needs to be fixed.
3 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
43 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Invoice - Option to customise view of email
The ‘fresh new look’ you have decided to give invoice emails is garish and on the verge of being offensive/pushy - WE ARE NOT A FAN! - and we have been told that this cannot be adjusted!!!!!!!!!!! - REALLY!!!!!!???? - not impressed!!!!! - give the option to amend this or put it back to as it was, please!!!
4 votesSorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
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Projects - Option to default bills & expenses to non-chargeable
Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.
The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item
2 votes -
Bank feed - Bank Five Nine
Add bank five nine to your list of banks you work with.
4 votes -
XPM and Projects Integration
Some integrations require firms to have XPM for their practice manager software. Xero blue synchs with XPM but Xero Projects does not - which presents a real issue when trying to use XPM integrations like FYI
4 votes -
Find and recode - Save or favourite a search
We have to use find and recode each month for adjusting certain batches of transactions. These are the same combination of searches used monthly to find and recode.
It would be useful to be able to name and save or favourite search criteria for quick recall each month. (Looking back at previous searches is ok, but not obvious which is which until you click into them).
6 votes -
AU Payroll - Report for Unused Leave Paid out on Termination
When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.
46 votes -
GST Reconciliation report - Common date formats
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
Invoices/receipts - 'Next' option when viewing attachments
When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing
1 vote -
Lock Date - Allow for data to be entered before lock dates, but without affecting existing balances
I’m moving from an existing system to Xero, so need to enter my new data into Xero for the current financial year which the accountant then files with HMRC. But at the same time I need to import my older data without affecting the current filings. All the accountant can do is to lock the accounts from a date backwards, which means I cannot enter my old data.
All I want is to be able to lock financial years, enter the old data and then use Xero to identify if the accountant needs to make any future adjustments.3 votes -
Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown in the Transactions by box number tab of the GST F5 Return report.
Thanks!
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
18 votes -
UK Payroll - Option to add dates and reminders into the Overview Calendar
Could the user have access to the calendar in payroll to allow them to manually input other dates that are important but not automatically fed into the calendar and also set up reminder alerts?
Sage allowed you to this which was really useful if you had to remove/add a benefit on a certain date.
4 votes -
Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
4 votes -
Contacts Merge - Options to open contact record in a separate browser tab when searching
When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.
3 votesSimilarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.
That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.
To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.
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Inventory - Add a Quantity on Order column to the Inventory Item Summary report
Would it be possible to be able to select Quantity on Order as a column option in the Inventory Item Summary report.
Such feature would greatly enhance the product overview in this report.9 votes
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