10 results found
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Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
5 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Date on invoice
Not date of service on invoice? Not sure why such a fundamental column is missing? For a business that invoices monthly it’s a necessity to date each line for jobs completed in that month?
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Report templates - Annual Financial Statements
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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certification
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Staff Teams appear as a filter option When assigning User access to client accounts.
It would be useful to have set Staff Teams appear under the 'Filters' list when adding new users to a client.
We have our internal teams set up as Staff Teams in our practice, and it would speed up allocating access if we could filter the list of staff via these teams.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Report Templates - Text blocks
For text blocks, particularly in the Annual Financial Statements, would it be possible to add a text alignment option (left, centre, right, or justify)? My main request is for the ‘justify’ function, as it makes the reports appear neater and more professional.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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reports
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Search function/Window
Can you change the search function window back to where it was? It is now covering up useful information when I am completing refunds :(
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero HQ | Merge client - Expand pop up
Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
17 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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