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136 results found

  1. Expand sales by Item reporting to show customer details so that a special product offer can be created and emailed.

    Expand sales by Item reporting to show customer details so that a special product offer can be created and emailed.

    Currently I need to copy and paste each email address and create an excel database to create the offer.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →

  2. Make reconciling paypal payments in xero EASIER

    At present I have PayPal linked to my XERO account. I receive almost no inbound monies via paypal, but make a lot of supplier payments (o/s) via paypal. Often the amount's are the same. Xero only imports the amount and transaction ID, which is unique and has no reference to the client, It could be 1 of 50, all looking the same. Then manually we must go back into paypal, search through each transaction ID, find it, view the invoice and manually report each payment back into Xero - Very time consuming. I'm hoping my lack of knowledge is the…

    1 vote

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    0 comments  ·  Receipts & Expenses  ·  Admin →

  3. Allow employees to enter start and finish times into timesheets

    In our industry there are penalty rates before/after certain times and days, and employees shouldnt be responsible for working out which pay item they are to be paid.

    We also have a lot of junior staff who would have no clue and they just need to enter their start time, break time and finish time and then allow the payroll officer to convert this into which rates apply.

    Add-ons are way too expensive on top of the cost of Xero, especially when you have more than 10 employees.

    This would also save a lot of double entering (timebooks, then xero)…

    1 vote

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    0 comments  ·  Admin →

  4. Add a section under employee details for emergency contacts.

    Each employee should have at least ONE emergency contact listed for work emergencies. I think in the employee personal details section there should be an area for us to add an emergency contact. At the moment, should anything happen to a staff member at work, there is no emergency contact details in Xero so that we can notify our staff's next of kin. I think it is important (and respectful on behalf of our business) to be able to let loved ones know when a work accident or emergency has happened.

    1 vote

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    0 comments  ·  Admin →

  5. The screen should return to the report you were looking at after you edit a transaction instead of having to start over every time.

    As a bookkeeper I need to be able to pull a report and edit transactions from there. However, every time I edit and save a transaction it brings me back to the dashboard instead of the report I was looking at and I have to start from the beginning to re-pull the report I was looking at. What should be a one step fix is now a 5 step process.

    1 vote

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    0 comments  ·  Reports  ·  Admin →

  6. give the option for cashbook clients (that are cash coding) to add accounts to the chart of accounts - not just edit bank accounts

    Giving the option for clients that have limited access to the partner edition GST or non GST cashbook, that have "cash coding" access - the ability to add accounts to the chart. At the moment clients can only add or delete bank accounts. Some clients I wouldn't want to give this option to, but for other clients we would and don't want to have to keep adding them for them.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →

  7. In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  8. For an api call to log out

    Xero is alive for 30 minutes. For a scenario if a user successfuuly logs in by an application and logs out from the app. Another user comes in with same app and log in and try to connect to xero, he will be in the previous users account.

    Thus for every "connect to xero" if there is an api to log out of the user then for every "connect to xero" the user should give their login credentials to avoid this situtation

    1 vote

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    0 comments  ·  Authentication  ·  Admin →

  9. The ability to include all open invoices with the statement...

    This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  10. Make it possible to back up and restore xero at any point

    Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.

    Thanks

    Jasmine

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  11. Add an OData interface to query live transaction data directly from Microsoft Excel

    Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that's needed is an OData API and…

    1 vote

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    2 comments  ·  Reports  ·  Admin →

  12. Set Sales Account on invoice lines from HARVEST based on XERO item setup

    Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

    This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

    This is critical given the number of invoices per month I do

    Examples of the type of revenue lines:
    Expenses - i.e. back to back…

    1 vote

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    1 comment  ·  Invoices  ·  Admin →

  13. have a pay now button to un lock suspended subsciptions!

    i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please

    1 vote

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    0 comments  ·  Accounts  ·  Admin →

  14. It would be good if unentered information on draft invoices could be high lighted or box colour changed by user.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  15. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…

    1 vote

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    1 comment  ·  Invoices  ·  Admin →

  16. Add pay now button for statements sent via email

    If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  17. create Purchase Order reports

    Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:

    PO number,
    supplier,
    details of items on order,
    date raised,
    date due,
    amount,
    total,
    gst,
    grand total,
    status,
    person who created the PO.

    1 vote

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    0 comments  ·  Reports  ·  Admin →

  18. make it easy for other 3rd party payroll companies to import their GL report to update Xero

    You have a short list of payroll companies who can already interface with Xero accounting software, but I cannot find the format a general ledger needs to be in, in order to update the GL in Xero.

    It needs to be easier to become one of those payroll companies, or you need to provide an import function and provide an import spec sheet.

    1 vote

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    0 comments  ·  Admin →

  19. Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.

    We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  20. have purchaes owing displayed on dashboard , same as salesshows drafts and outstanding.

    It is really great to be able to see outstanding Sales invoices and draft invoices. Would be fantastic if i could also see on the dashboard Bill amounts owing and outstanding.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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