207 results found
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Reporting - Detailed Tracking Summary with Notes
Please bring back pre-July 2023 changes tracking summary (detailed) with Notes 3 Codes, I rely heavily on it.
1 vote -
Report Templates - Stakeholder Opening Balance
Calculated Opening Balance on partner accounts (bold line), plus OB for conversion year showing on a separate line. It would be practical to merge this two, but the calculated OB line can't be merged into a group. Instead opening balances prior conversion year must be entered in an unbalanced journal - looked up manual - ok, but just unusual and I have spent too much time on contacting Xero Support and finding this solution.
Merging the two OB lines would be a much quicker way.1 vote -
Xero HQ - Import/Export function of Client Xero Network Keys
Export/Import Xero Network Keys for clients (from Xero HQ) in order to be able to import into company Xero.
So that our invoices can also be sent directly to the clients Xero, so saves time on bookkeeping.
1 vote -
Payroll AU - Automatically grant user roles to practice staff on Xero HQ
Automatically assign practice staff to new clients.
1 vote -
Multicurrency - Process multi-currency transactions without using suspense account
Initially, creating bills other than the base currency, and paying it with a different currency is not available in Xero, even when the other currencies are properly added in the settings.
For example:
base currency- GBP
bills - AED
Payment - EUR using EUR bank account.To resolve this, you have to use a suspense account. But this is a tedious process.
I hope Xero can do something to enable payment in a different currency for this case.
1 vote -
Reports - Add option to include/exclude overpayments in Aged Payables Report
add overpayments to the filter feature so that these can excluded - this is especially helpful when transactions are posted to overpayments whilst awaiting o/bs from last year, so we don't want it to affect amounts due for bills/invoices being posted for the current FY
1 vote -
Practice Report - Add Bank Statements
Report Packs had the facility to add Bank Statements to it, but the new Reporting Templates does not support this. It would be really handy to have this as a template, as we roll it out across many of our clients
1 vote -
Reports - List of clients using reports to be retired
As there are a few Annual Accounts/ Financials reports that are being retired, it would help to be able see a list of our clients that we are using the reports that are to be retired. It is not feasible to physically check each client when you have hundreds of them.
1 vote -
Reporting / Billable Expenses - Cost of Sales between the invoice and its source bill
Reporting - it would be helpful if it was possible to draw supplier bills that have been assigned to a customer with the relevant customer invoice to compare raw figures of income against cost of sales. At the moment this is not possible. My CEO regularly asks for the info between COS and invoice amount. I am currently trawling through 50 invoices over a 2 month period for one supplier.
1 vote -
Reporting - List invoices and Bills separately
When I go into Customers and drill down, I like to be able to see the layout that invoices and bills are shown separately and I can select which one I want to view. This will no longer be the case with the new report formats. Is there any conversation that this could be requested? Thank you
1 vote -
Xero HQ - Activity Tab in Xero HQ
Please bring this back. It was very useful to see which clients had not yet posted their pay runs and which GST returns were yet to be completed
1 vote -
Contacts - Colour coded status icons for invoices and bills
When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
Same applies for Invoices created/sent/paid1 vote -
Xero HQ - Bills Due for Payment
On the Xero HQ screen a column to show if there are any bills due for payment
1 vote -
Xero HQ - Bulk update client industries
Bulk update industry classifications in Xero HQ. Import the data through a csv file.
1 vote -
User Roles - Individual permission to Xero Sign
I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.
1 vote -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
1 vote -
Xero HQ - Accounts Task List
I'm a part-time bookkeeper and would find a Calendar or Task List such as Outlook provides very useful for setting up 'Reminders' to carry out certain time critical tasks.
1 vote -
Document Packs | Queries - Client access to all queries in Xero
Would be nice for a client to have access to all queries from accountancy practice directly in Xero, instead of following links from emails. Quite often the client does not notice those emails or ignore it. It would be more convenient to log in to Xero, go to outstanding queries and complete those.
1 vote -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
1 vote -
Xero HQ - Copy & paste organisation name and hyperlink to org in one
I'm being advised My Xero will be being replaced with Xero HQ. As an admin, one of my key roles is to grant user access. I like to confirm the access by sending/responding to the request with an email. In My Xero, I copy the name of the entity, and it's associated hyperlink, into my response email. When I do this in Xero HQ, there is no hyperlink associated with the entity name which means I need to navigate to the entity, grab the URL and hyperlink it manually.
1 vote
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