1458 results found
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Bank connections page
Bank connections page allowing you to view all clients' bank feed statuses in one central location and easily update the connections for your clients in one go rather than navigating to each clientโs account.
FreeAgent now has this ability, so will Xero follow suit and save hours if not days reconnecting bank feeds? https://www.freeagent.com/blog/industry-first-in-banking-1/
4 votes -
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 sellingโฆ
3 votes -
XPM - Have multiple timers open and useable at once
It would be great is XPM could have the ability to have multiple timers open / useable at once, so I can stop, start and resume between tasks as you pick up / put down. This was a great feature of MYOB AE.
6 votes -
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.
2 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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payslips
Report to print Multiple Payslips and sort by Employment Type eg. Casuals, and Pay Period.
2 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 -
Multicurrency - Cheque/Check Log
We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.
3 votes -
Fetching bank statements and checks
Iโd 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.
3 votes -
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 atโฆ
3 votes -
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).
3 votes -
Accumulated Depreciation a default column in Depreciation Schedules
I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.
3 votes -
AU TAX - up to 72 hours lodgement time (compared to other systems with instant lodgement)
Please fix the amount of time it takes for returns to move from "submitted" to "filed"
2 votes -
Ticking off multiple tasks
If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.
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 -
Invoice Only User Permissions: Add Payment Services
A current limitation of the Invoice Only user permission is that the user cannot add payment services to an invoice. A second user with more expansive permissions must go in to add payment services to the invoice. This is an unnecessary additional step that can slow down the A/R process. Adding "add payment services" as an option under the Invoice Only permission will help to streamline this process for many companies.
2 votes -
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
3 votes -
Will Coinbase contact you by phone?
๐๐ธ, ๐๐ธ๐ฒ๐ท๐ซ๐ช๐ผ๐ฎ ๐ฝ๐๐น๐ฒ๐ฌ๐ช๐ต๐ต๐ ๐ญ๐ธ๐ฎ๐ผ ๐ท๐ธ๐ฝ ๐ถ๐ช๐ด๐ฎ ๐พ๐ท๐ผ๐ธ๐ต๐ฒ๐ฌ๐ฒ๐ฝ๐ฎ๐ญ ๐ฌ๐ช๐ต๐ต๐ผ ๐-๐๐๐-๐ ๐๐-๐๐ ๐ ๐, ๐ฝ๐ธ ๐ฌ๐พ๐ผ๐ฝ๐ธ๐ถ๐ฎ๐ป๐ผ. ๐๐ฏ ๐๐ธ๐พ ๐ป๐ฎ๐ฌ๐ฎ๐ฒ๐ฟ๐ฎ ๐ช ๐ฌ๐ช๐ต๐ต ๐ฌ๐ต๐ช๐ฒ๐ถ๐ฒ๐ท๐ฐ ๐ฝ๐ธ ๐ซ๐ฎ ๐ฏ๐ป๐ธ๐ถ ๐๐ธ๐ฒ๐ท๐ซ๐ช๐ผ๐ฎ ๐๐ฒ๐ฝ๐ฑ๐ธ๐พ๐ฝ ๐น๐ป๐ฒ๐ธ๐ป ๐ฌ๐ธ๐ท๐ฝ๐ช๐ฌ๐ฝ ๐-๐๐๐-๐ ๐๐-๐๐ ๐ ๐, ๐ฒ๐ฝ ๐ฒ๐ผ ๐ฒ๐ถ๐น๐ธ๐ป๐ฝ๐ช๐ท๐ฝ ๐ฝ๐ธ ๐ซ๐ฎ ๐ฌ๐ช๐พ๐ฝ๐ฒ๐ธ๐พ๐ผ ๐ช๐ผ ๐ฒ๐ฝ ๐ฌ๐ธ๐พ๐ต๐ญ ๐ซ๐ฎ ๐ช ๐น๐ฑ๐ฒ๐ผ๐ฑ๐ฒ๐ท๐ฐ ๐ช๐ฝ๐ฝ๐ฎ๐ถ๐น๐ฝ ๐ธ๐ป ๐ผ๐ฌ๐ช๐ถ.
1 vote -
Employees able to put Bonus items PLUS Ordinary Hours into timesheets themselves
To enable employees to add quantities for ordinary hours PLUS quantities for bonus line items in their timesheets - this functionality was previously available. Employees previously were able to be able to submit timesheets with both ordinary hours PLUS bonuses. Now we have to manually enter bonuses.
2 votes -
GST period settings - Allow for changes to taxable periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
2 votes
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