76 results found
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Invoicing
Revert to standard invoicing until the problems are sorted out. Each entry has a 5 second delay before it is entered. Even this message is doing this. It is currently almost impossible to work with as a bookkeeper. It jumps aaround all over the screen and with the delays one then has to go back and find the field. It is not my computer. Other screens are not a problem. I read somewhere there are going to be changes to payroll. Please test the changes before this happens with this also.
1 voteHi Pauline, I'm sorry to hear the slowness you're experiencing. I want to be transparent that we will not be bringing back classic invoicing. However, I'd highly recommend raising a case with our team of specialists at Xero Support who can investigate what may be causing this for you.
As you've also mentioned experiencing slowness when engaging on product ideas here, while you wait for supports response I'd recommend starting with the troubleshooting steps in our article here.
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Xero integrate with Housecall Pro online software
Clients using online software "Housecall Pro" are forced to stay with QBO due to its native integration with the software. Xero can adapt using Zapier, but who really wants to do that!
1 voteHi Marci, though we appreciate you sharing on Product Ideas I want to be open that we don't generally develop integrations with other applications ourselves. We have a great Developer Ecosystem Centre where interested parties can come to learn how to build an integration with Xero, and I'd recommend sharing with Housecall Pro to see if they would look to develop.
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power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
3 votesHi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
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date selection in Account transactions
There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.
1 voteHi Tavia, just to check when you say the Account Transactions would this be the report or the tab within the bank account?
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Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
7 votesThanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
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Checking of Bank Reconcilaition
Would it be possible to have a report that shows the bank transactions and the bill/invoices that it was reconciled with? It's time consuming to check transactions one by one just to find a transaction that was incorrectly reconciled. Please see below example for your reference.
3 votesHi Marleth, the Account Transactions report can probably help you here.
You can customise the report to add a Related account column, where you could then run the report to view the bank account and related account each line was coded to. Does this solve your needs?
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Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
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1099s - Exclude Ramp credit card transactions from 1099 reports.
Ramp credit card transactions should be excluded from 1099 reports but they are currently included.
15 votes -
Allow for Log Out Times to be Set at the Console Level
When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.
1 vote -
Inventory - Sales price history in invoice screen
The ability to see the history of an item's selling pricing within the Invoicing screen would be extremely helpful. Sales staff would be able to quickly access the selling price history of items within the Invoice screen to ensure that the latest price is used on invoices.
The ability to see this history within the invoice screen will also remove the need to access a separate report in Xero to view the history of inventory item sales price, which will save a lot of time.
This would also be particularly beneficial for businesses who have frequent changes in their selling…
4 votes -
Porting of Credit card Credits as negative expenses
Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.
2 votesHi Richard, looks like you may have been meaning to post your idea here in a different accounting software's forums?
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Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
3 votesHi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
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Report Templates - Option to bulk mark codes as reviewed
Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.
Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…
1 voteHi Gay, just wanted to return from my last update. While this is something our teams took a look into, it's not something that's been planned for the time being.
For now, we'll continue to get a sense of the interest from your idea here. 🙂
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NZ Tax - Edit payment schedule on tax return
Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…
36 votes -
NZ GST - GST 101A return
I have come across an issue where a client who is GST registered wanted their refund transferred to Provisional Tax. The only 2 options in Xero are GST 101 (GST only) and GST 103 (GST and Provisional Tax). I chose the GST 103 option and the Estimate option under that.
The return was rejected by the IRD as a GST 103 return is for the Ration option only. I was told the return/option I needed to file is a GST 101A.
This is not available in Xero
I have never had the IRD reject this before so I am not…1 voteHi Sharlene, taking a deeper dive I see you were also in touch with our Xero Support team on this and through a bit more investigation after your idea was raised here, they appear to have helped you resolve this issue.
I'll shortly remove your idea from the forum here, but if you have any further questions on this please do come back into our specialists through the case you raised - you should be able to do this through your My cases 🙂
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Create a Xero integration with Financial Cents
Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.
3 votesHi Glenn, we don't develop many integrations ourselves but interested apps can build these themselves. It sounds like this might be something Financial cents are looking into. It might be worth sharing this link to our Developer platform where there are experts and lots of help in developing an integration with Xero.
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UK Payroll: Additional pension pay items to be included in Pension Filings.
Enable User Created Pay items to feed data into Pension filings and payroll expense journals. Currently, any additional pension pay items that aren't created by Xero automatically won't pull through to the pension file. The same happens for re-imbursements
18 votes -
AU Payroll - Customise Payslip templates
it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour
81 votesHi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.
This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.
We’ll update you here if we have any news to share. Thanks
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Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID27 votes -
Contacts - export Customer list only
Be able to just export customers to excel not the whole contacts list. If not this then at least have a column so that I can filter out suppliers from the list.
6 votes
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