212 results found
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xero sign email
It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.
2 votes -
For a business needing to invoice based on a percentage share, it would be useful to have an additional column that calculates thepercentage
For a business needing to invoice based on a percentage share (eg horse racing syndicate), it would be useful to have an additional column to calculate the percentage of the full amount.
A fix I have used is to apply a discount of 100- the share percentage but it would be more professional to have a percentage column.1 vote -
Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 vote -
Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
1 vote -
Copy Reports to Clipboard
Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.
2 votes -
revolut
Please please can we have a feed for personal revolut cards
1 vote -
Clients always have difficulties with creating logins for xero / signing off documents
Improve the way clients can create accounts and log into an existing xero account.
If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.
Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.
1 vote -
Give option to switch spend money to receive money and vice versa
Sometimes we enter a receive money as spend money in error. It would be nice if you could "recode" it or toggle it back and forth.
3 votesThanks for sharing in community here, Becky. Is there a reason you're entering the transaction prior to reconciliation? Potentially using the Create option when reconciling the bank account could prevent the transaction being posted as the wrong type of transaction?
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Fixed Asset Adjustments
Xero fixed assets need the ability to make adjustments to the costbase. Sometimes there are partial sales or additions to existing assets and cant do an adjustment to the asset, have to create entirely new asset or sell and redo new asset. This makes some calculations hard as the depreciation schedule doesnt show disposals correctly either.
2 votes -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
3 votes -
feedback
I feel like a dedicated feedback board would be useful. As I don't feel there is currently an appropriate place to give feedback and notify support of things that are not working properly.
For example, I have the new GST returns to trial and there was an actual feedback box in Xero. Where i gave the feedback that i liked the new features but not the look. Now the feedback box is gone and I have just noticed that it tells you that there are unreconciled lines to code. But, they are for the next GST period. Plus the old…2 votesHi Dylan, appreciate the feedback here. Sometimes when developing a feature in Xero teams will offer a feedback box as you noted. This is usually a temporary channel where the teams can take your feedback to consider directly in time with the work they're doing.
There are other channels like Discussions, raising a case with our Xero Support team or sharing through Product Ideas which are always on feedback channels. While our teams in these spaces will do their best to help provide solutions to your needs, feedback you give is also shared back to the appropriate teams and places in Xero to consider in their development.
From the sounds of your idea here around GST, you'd like the message for unreconciled lines to code to only appear if the lines are dated with in the period of the return?
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Insert Property field on Activity
It would be a great help if you could insert a field into the activity page which includes the property address that the invoice is for, so that this would be clear which property the invoice relates to rather than having to go into each invoice to see which property it is for.
2 votes -
Favourite Report List
It's ridiculous that I have to set my favourites on an entity-by-entity basis. It would be much better if I could set a template for myself, where I could set all of my favourite reports which would then appear no matter which entity's ledger I'm in
3 votes -
select a period for cash coding
allowing a function to select the time period when doing the cash coding, like month, or a specific time period
1 vote -
Report Templates - Ability to add reporting name when creating new account
Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.
1 vote -
XPM | Permissions - Ability to set as default access to Advisor for all staff
Would be great if we have an option when all new clients are entered - all staff are added automatically as Advisors rather than Managed Client. It currently requires an administrator to go and edit permissions for every new client. Then if security is needed to protect certain client info it can be added by the administrator.
1 vote -
Xero HQ - Filters for Client Partner and Client Manager / Xero HQ reporting
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
3 votes -
Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
3 votes -
Xero HQ | Clients - Filter by Xero files
Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.
Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.
This is literally unusable.
EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.
I just NEED a tickbox to toggle…
2 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.9 votes
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