67 results found
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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 ID28 votes -
Bank Reconciliation - Indicator of Unreconciled Items in Drop-down Menu
When completing Bank Reconciliations (especially for those customers with 5+ bank accounts) it would be useful to see an indicator of Unreconciled Items in the drop-down list at the top left corner of the screen. This could either be the number of unreconciled items, or simply an asterisk to indicate there are items to be reconciled.
I often use this drop-down to switch between their most-used bank accounts, but if there was something to indicate which accounts still have unreconciled items, this would be immensely helpful and save a lot of time switching back to the main Bank Accounts screen…
7 votes -
Ability to completely delete bank statement lines
It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.
27 votesHi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
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Xero Files: File upload notifications for administrators
When a client uploads or emails a file to the Xero files area of their own subscription, it would be helpful if we, as their accountants, could receive a notification to let us know there is a file waiting for us.
This should be an optional setting, perhaps even with limits (eg notify me for every 5 files uploaded).10 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
82 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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Activity Statement - Ability to revise through Xero
Revise Activity Statement / IAS via Xero when a client has lodged their own IAS/BAS. It would be beneficial for tracking purposes if Xero offered the facility to unlock a submitted BAS/IAS to review & amend and relodge with the ATO. Whilst these can be revised via ATO Portal there is no tracking or record of an amendment in Xero
40 votes -
New reports - Set date without impacting date of layout editor
On the New reports - the ability to set a date criteria on each report without it affecting all the other dates. I know you can set up in custom reports but is a pain.... If i wanted to whiz a new report off for a client sat in a meeting, i don't wnat to have to start and edit the layouts. The dates worked brilliantly in the old style management report. I thought it would work the same in the new ones but really long winded. Please can you make it so we can amend the date criteria at…
5 votes
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