1415 results found
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Fetching bank statements and checks
I’d like to suggest enabling the ability to fetch bank statements and check images directly, especially since Xero already offers a bank feed feature.
QuickBooks Online (QBO) includes this functionality, where statements and checks are automatically retrieved and saved in the file section. It would be helpful to have a similar feature in Xero.
1 vote -
Attach a bank statement
Attach a bank statement. It would be great if we could drag and drop a copy of the bank statement onto the screen when we are done reconciling the bank. At month end it would be great to prove that it is indeed balanced when reviewers are looking at it. If we could add the statement that would be a wonderful feature.
1 vote -
Add Contact link to reconciliation page
Add a link to the reconciliation page that we can click on to edit/add a Contact at that moment. Would love to set up a new contact on the reconciliation page and at the same time key in info for the Contact at that time instead of having to get out of the reconciliation screen and open the contacts screen.
1 vote -
Xero Tax (UK) - Allow accounts to be signed by current directors rather than those in place during the year.
Imagine that the worst has happened and the entire board of directors were eaten by sharks on the first day after the year end.
Currently Xero Tax pulls the list of Directors from Companies House for the year in question, so
while new directors could be appointed, none of them would be selectable to sign the Director's Report or Balance Sheet in Xero Tax. On the other hand we would be able to select Directors to sign the accounts who in this hypothetical situation were busy being fish food.Please change the signatories so it selects from current Directors at…
1 vote -
XPM reorder timesheet entries so the most recent is at the top
XPM Timesheets/Timeclock - The ability for the saved time to be ordered from the most recent time to the first time entries of the day so you can quickly see when you last entered time, as a start point. This saves a whole lot of scrolling if you have a lot of entries for the day.
1 vote -
Attach documents to journals posted through Xero Workpapers
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
1 vote -
Manage XPM Client notes using API
We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.
Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.
1 vote -
in report builder have the option to print clients on separate pages
It would be good when printing the WIP ledger for unbilled clients to have the option to print each client separately. i dont want to have to individually tick my clients just to get there report on a single page.
1 vote -
Invoice dates
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)1 vote -
Batch Payment detail field is too small
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
client insights
Client Insights - Ability to see all clients lock dates within xero.
We use these as month end closing records and would be good to ensure we can run our eye down the list to see everyone has met their month end due dates and which clients need assistance.
1 vote -
browser functionality
When accessing through ipad browser (chrome/safari/edge), if entering time through the dashboard, there is not the function to start typing a job name and the list to match with the name typed. This function is avaialble on desktop. This means users need to scroll through the list to get to client name, then click/tap on it. Requesting the desktop site does not work.
1 vote -
Chart of Accounts - Would be great if we could hide certain accounts/bank account transactions from certain levels of security or users?
Chart of Accounts - Would be great if we could hide certain accounts/bank account transactions from certain levels of security or users?
1 vote -
Adding new codes to chart of accounts
Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.
1 vote -
Interest
It would be amazing if we can set up firm settings where if an invoice is 30+ days late the system will automatically assess late fees for clients
1 vote -
Sort debtors by manager
In Xero we want to run a debtors report by manager so each manager can manage their own debtors list. An ability to add a manager field would be great. Ideally this would come through from XPM as this is where we assign managers to clients.
1 vote -
Ensure the Xero to Xero network is available when raising an invoice
Hero HQ - Can we have the ability to send an invoice via the Xero to Xero network when we raise the invoice is the new invoice system rather than having to go into the awaiting invoice page and sending from there, the same way we could in the old invoicing system? I thought the new way was supposed to be progress?
1 vote -
Manual Journal Entries Directly to AP & Bank
Enable manual journal entries to post directly to the bank accounts and accounts payable.
AP: You cannot create a supplier credit like recommended if you are only recording opening balances & have no other information.
Bank Accounts: YE entries are sometimes posted to a bank account to record transactions that were unavailable at the time to rec the bank for the new fiscal year.1 vote -
Customized Financials
It will be great for the customized financials reports can remain in the same format every month, instead of having to delete the customization each time.
1 vote -
additional field in Hubdoc
Wondering if it is all possible to add another field to hubdoc - "Reference", when creating invoices in hubdoc to go into Xero there is an invoice#/reference only field - what is put in that field goes into the invoice number in Xero which is right but the reference field is blank, can another field be added into Hubdoc to allow a reference to be put in
1 vote
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