231 results found
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Allowing Register Credit Note in Fixed Assets Register
Currently there is a restriction to register a credit note in Fixed Asset Register which is making life tricky at some point. can it be simply allowed as there isn't any accounting principle that restricts booking credit note in FA Register
1 vote -
Direct Debit Aged Payables
1) In financial details of suppliers - to be able to input whether they are paid by Direct Debit and a date if applicable or Bank Transfer etc.
2) Aged Payables report separating out direct debits from manual bank payments.
This would be so handy to be able to provide clients with a list of expected direct debit outgoings and a separate list of manual payments requiring payment.
2 votes -
CIS Verification Date
It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.
If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.
1 vote -
insights
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
1 vote -
Xero Sign - Link Signers to existing contacts
Document packs. Signers contact details and email addresses should be accessed from Contact details already stored for the client. At present they have to be located and copied manually when adding a signer to a document
1 vote -
Xero HQ - ability to add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
2 votes -
Grouping of Accounts in Trial Balance - Allow Layout Editing
Please allow editing layout and grouping of accounts in Trial Balance which can make the XERO more Competitive with other brands like MYOB for finalization. Allowing Grouping of accounts in Trial Balance will make the Xero product more compatible & Inclusive
5 votes -
Allocate Expense to Customers
Can we get the allocate expense to customer added as a feature on bank rules and cash coding to simpify and speed up the process for allocating customer expenses for recharging.
2 votes -
bank rules
In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.E.g. Bank rule & contact would be: 'Pharmacy'
- but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…3 votes -
Prepayments & Accrual Schedules
Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.
For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you…
7 votes -
Accounts Transaction Description
It would be extremely useful if the Account Transactions download included the description that is entered into the invoice posting. Currently the download description is simply the contact name plus the transaction type. Also please can the download also include Quantity. It isn't easy to produce a report that shows sales in a particular unit of measure which covers all transaction types. For example the Receivable Invoice Detail report does show quantities, but this does not include Receive Money transactions (where a sales invoice has not been posted)
1 vote -
Option to connect HQ client record to Xero subscription upon receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
12 votes -
Automation of Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
1 vote -
Document Packs - Drag & Drop files
Ability to drag and drop PDFs into document packs.
1 vote -
XeroHQ | AU Payroll - Report or View STP Unfiled Pay runs
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.
3 votes -
Filter staff client lists by "Org access"
The ability to filter by "Org access" in Xero HQ to show only the Xero files a staff member has access to, and exclude clients they only have Xero HQ Edit rights for.
2 votes -
Xero HQ - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
3 votes -
Partner status - Client detail in points section
Partner Status - recently we handed over some Xero subscriptions to our clients to pay directly. Instead of gaining extra points for our Xero status, our points have gone down. I'd like to be able to see under each partner points section a dropdown menu of the client names and points per client. This will also help me keep on top of our Xero recharges in case a client moves from one tier to another.
2 votes -
More Check Printing Options
Have the option to print checks by First Name, Last Name or the other way around rather than according to how contacts are put in. For the contact list, people like LName, FName. For check printing, people prefer FName, LName. I know you can go in and manually override it, but it would be nice to have an automatic selection of how you prefer it.
2 votes -
Reports Auto Organize Chart of Accounts
Problem: When you add a new account to your COA or if your COA gets out of sort, you have to edit every P & L report.
Wish: To be able to edit once on the COA and have it automatically update all of the P & L reports based on how the COA is set up.2 votes
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