4328 results found
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Xero Accounting app - Create Overpayments & Prepayments
Would be really useful to have the ability to add Spend or Receive money transactions (overpayments or prepayments) within the mobile app. At p[resent the only options are bank fees or adjustments. So quite often reconciling transactions requiring this type of action need to be left until able to access a full web browser version.
5 votes -
Dashboard - Show BAS PAYG GST running totals in watchlist
To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.
3 votes -
Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel
Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You
38 votesHi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Notification | Email reminder for VAT submission deadline
Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?
60 votes -
AU Payroll - Leave requests for part time workers that dont work standard hours
When multiple days are requested the ability to adjust the hours for leave application so it matches the ordinary hours for particularly days.
196 votesThanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.
While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.
If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.
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Projects - Transfer funds from one Project to another
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…
5 votes -
New Invoicing - Add line number
Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.
28 votesHi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
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Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.9 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
10 votes -
Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
3 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
3 votes -
Xero Me - Allow employees to self-service change of address
Xero Me - change of address - employee can lodge a notification through Xero Me to payroll for your change of address. The change could be approved by the payroll administrator and it immediately updates Xero, then an email would be sent to the employee to say the change of address has occurred. This would reduce administration time, spelling errors in address and encourage employees to keep their details up to date.
54 votes -
Reports - Add multi currency for intercompany reporting
The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.
6 votes -
NZ Payroll - Payslip notes
Could we have the ability to add the amount paid to a Deduction.
(A staff member messaged me the other day asking if the $450 showing on his pay slip was the amount he had left to pay for tools deductions or the amount he had paid. After checking I saw it was the amount he had paid and he has $468.93 left to pay.)
Q: Is there any way to add the amount he has left to pay for tools to the pay slip.
2 votes -
Bank Reconciliation - reconcile transactions for multiple bank accounts at a time
I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.
Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.
Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…
8 votes -
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
169 votes -
Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
226 votes
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