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1345 results found

  1. It would be great to be able to print or export the Productivity Dashboard like the other standard reports.

    11 votes

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  2. It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.

    5 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  3. We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.

    9 votes

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     ·  3 comments  ·  Admin →
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  4. Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.

    10 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  5. When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. It would be nice if My Xero could allow sorting by the number of unreconciled transactions. Being able to sort by the number of comments would be nice too

    3 votes

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    1 comment  ·  Admin →
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    Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?

  7. When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option

    3 votes

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  8. Make a force sync button from Xero to Hubdoc.
    E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
    Unless you have to disable and reactivate the Xero-Hubdoc link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    18 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  9. When filing an SA100, allow us to change the Personal allowance of the client to match their actual tax code, so the return can be filed correctly. Currently on the generic tax code is catered for, and this doesn’t account for people who have different tax codes.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  10. It would be really helpful if the Global Search Bar would also look at all fields held with the the 'Contact details' ie

    • Account number
    • Company registration number

    Quick referencing these detials directly from the Global Search Bar would save me loads of time and fustration

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  11. On Xero bills, as well as being able to filter and search for purchase invoices by contact or invoice reference, being able to search by a nominal code would be helpful. For example, making a payment run for all of one type of cost; finding any invoices that have not been allocated properly or for finding amounts that need to be included in management accounts.

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  12. Can you please add the ability to split depreciation between business & private use in the asset worksheet within the rental schedule in XPM.

    1 vote

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  13. The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.

    1 vote

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  14. What if I want to add something on the cover and content page? There should be an option to insert content, add a text block, etc. Not to mention the period customisation, we have clients that just started out and we are required to add (Date of Incorporation) behind the starting date, e.g. period from 23 August 2024 (Date of Incorporation) to 31 March 2025.

    I want to also address the trial balance and some other reports as well, namely the accounting period has a lack of flexibility in terms of displaying the figures we wanted, like all I want…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  15. If capital gains have been distributed in a family trust distributions, the data doesn't feed into item 18. You can't select the 'create CGT worksheets…' option like you can for managed funds. Instead you have to create new CGT worksheet & manually enter the CGT information

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  16. You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  17. It would be great if ALL users (ie practice staff) in Xero HQ could see all Xero files. It should be obvious on the list which are accessible and which are not (ie if you didn't have access, the Xero org name could be greyed out)

    In terms of access, if a particular staff member did not have access to a Xero file, they should be able to request access from a HQ Administrator (with mange user access of course) which can be granted easily. Would be handy to have a 'Why' comment field so the approver knows the context…

    50 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  18. The way prepayments work in Xero, these only impact the Accounts Receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.

    Solution for now enter prepayments as Overpayments to the Customer's account. My recommendation is that we have the ability to modify the words in the Activity field that appear on statements, so when overpayment is the desired function to use to trick Xero to show the payment as a credit on a statement, I would like to modify the field that says Overpayment to say "Prepayment" on the statement for the customer…

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  19. The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.

  20. When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.

    This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…

    7 votes

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