734 results found
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Inventory - View history of sales
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteHi everyone, returning to the idea here as mentioned in my last update you can use the Inventory Item Details report grouped or filtered by Item Name useful for this information.
If it's something you'd like to refer to often, star and favourite the report to make it available from the menu drop down list. 😊
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UK Payroll: Customise default working week
Ability to set up standard week in Xero Payroll.
Purpose: To make users easily calculate their employee’s wages. Especially for industries that run 7 days a week.
186 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
This change reduces manual workarounds enabling you to enter more information employees’ working patterns to support accurate allocations of leave and earnings rates. You’ll find you can now;
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
We really appreciate everyone who’s engaged with us on this idea and those who’ve been involved in testing some of the functionality with us through the journey.
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UK Payroll - Auto updates for national Insurance category (NI)
It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!164 votesHi community, we've rolled out a change to Xero Payroll (UK), and now Xero will automatically apply the new NI category to a pay run based on an employees birthdate, and if they are entering into a new NI category. Meaning you no longer have to manually track and updates these.
We appreciate all your contributions and letting us know how valuable this feature is for you. 😊
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Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
22 votesHi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
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Email & Invoices - Option to add Emojis to email and invoice templates
Ability to add emojis to email communication templates and customised docx templates.
E.g.
Hello Jane 👋
and
2 votesHi everyone, we've released a new experience when sending with new invoicing in Xero. You'll find with the side-by-side view along with being able to cc and Bcc others in the email you have the ability to also insert emojis into the email. 🎉
The preview on the right will show you how these ill appear when sent to the customer. 😁
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How to record and reconcile a part payment on a Bill
The client has been using Hubdoc for uploading the bills into Xero. How can we record the part payment for the bill during the reconciliation in Xero please?
In general, we use "Split" to record the part payment but we are unable to see the split on Hubdoc bill1 voteHi Just a heads-up that this is a public forum for discussing improvements to Xero, rather than finding support with using Xero.
To do this you could:
- View the bill and scroll to the bottom to the 'Make a payment' section.
- Record the part payment here, directly on the bill.
- Finally, use Find & Match to reconcile the bank statement line with the part payment.
If you need any further assistance with this, or anything else in Xero, please raise a case with some details on Xero Central, and our Support team will be happy to help.
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Bills - Assign planned date within individual bill
Usually, the options when you make a new bill would be "create new, copy, edit, etc" and date issued, date due, but no date planned to pay. SoI hope that one day there would be an additional option of "schedule for payment at date" because sometimes there are so many bills lying around and going to the "ALL" tab in Bills to pay, to find which are the bills that haven't had a schedule yet to schedule it is kind of inconvenient. So if I may, I would like a small additional option to be able to assign a planned…
50 votesHi everyone, returning to confirm that Quick view for bills has now been released to all users.
You'll see while still on the list view when you click the 'eye' icon you can see full detail of your bill and make a few quick actions including the ability to add a planned date.
I appreciate there are a couple of recent comments still wanting to see this in the individual bill page - please give this option a try and feedback if still does not meet your needs. We may open another idea to get a refreshed sense of the interest. Thanks
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Xero Me App Receipt Analysis - Make available for Expense Submitter users
Make the Xero Me App receipt analysis feature (to autofill expense data) available to expense submitter users.
I was pretty surprised to lean today it is currently only available for admin users, despite it being a feature to benefit the expense submission process.
1 voteHi Paul, I think there's been a little bit of confusion here. Only an Expenses user with Admin can enable this feature, however once enabled any user in the organisation that has access to Expenses will be able to make use of the receipt analysis feature. 🙂
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Contact - Notes section that's visible within all screens of contact's record
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.
195 votesHi everyone, as noted in my recent update Additional notes for a Contact is now live to 100% of organisations. A quick recap - You’ll find this new feature located at the bottom of the Contact details section, when adding or editing a Contact. It’ll be visible in the Add/Edit screen, and from the right panel of a Contact’s record.
There are some asks through this idea that go beyond this release such as;
- Viewing notes from the Contact List
- Ability to export/import additional notes
- Sales Invoices - Pop-up reminder of notes
If you're interested in these features please join and support them. It’d be good to get a refreshed sense of the interest in each. You're also welcome to start a new idea for additional functionality - Our product teams will bear these in mind as they continue to develop across Xero. Thanks again for all contributing, and helping…
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SG - Manually edit GST amount
There is a need to manually edit the amount of GST paid instead of using Xero's calculation. For example, for credit card merchant fees, merchants calculate GST based on individual transactions and sum up the total GST payable, add onto the merchant fees for the total amount payable. As Xero calculate GST based on the total amount, there is a difference in the GST payable. Other accounting systems allows you to adjust, and it will automatically adjust the total amount. Without this feature, we have to use either rounding (for below 0.10c) or add a new line item. The problem…
2 votesHi 👋 Xero calculates the GST on each line item in invoices, bills and other transactions. The GST is then rounded to the nearest cent. The total GST is the sum of these amounts.
We don't offer alternative rounding methods but if you have the global or Singapore versions of Xero you can enter a tax adjustment if you want to.
Simply,
- Select the Tax Exclusive option in the Amounts are field.
- Edit the amount shown in the Tax Amount box - if this box isn't showing, click the + symbol next to the Tax Rate heading
We have more information in our article here.
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New Invoicing - Option to leave Discount field on or off permanently
A function that was used 100% of the time in classic invoicing
2 votesHi Amy, although discount column may not be visible when you first use new invoicing, you can use the Show/hide fields option to choose which fields and columns are displayed - including Discount, and Save your preferences.
Next time you create an invoice for a customer using new invoicing you'll see your field preferences from the last invoice should be in the new one.
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Hubdoc - Multi-page PDF
Hubdoc - Would like a second email address to be able to upload PDF with multiple pages for multi page split.
3 votesHi team, sorry we've not returned sooner! Pleased to share that this has now been released 😁
With the Hubdoc mobile app you can now upload up to 10 images at once.
Images can be bulk uploaded using the camera capture or your device’s gallery.
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Reporting - Report that shows bank entries with the same value
It would be great to have a report that would highlight any payments paid from the bank account with the same value.
2 votesHi team, you could use the Account Transactions Report here. When you run this report, select the bank account, then sort the results by the relevant amount column, this will group any items for the same amount together.
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Quotes - Make preset quotes for common products
Would be useful to be able to make quote templates for our common products to save time quoting, so you can just add in the customer and send.
2 votesHi Tiana, while there isn't a specific feature for this, you could create a draft quote for a 'Dummy' customer. When needed you could then Copy to a new quote which will copy the contents to a new Draft Quote.
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Trial Balance - Ability to see current month figure along with YTD
The ability to see current month figures together with year to date on a trial balance report. This was possible on the old version of the trial balance but not on the new version.
68 votesThanks for adding input and sharing how this idea could help with your business.
Taking on board feedback, and considering some of the changes we've made across reporting recently we wanted to highlight the General Ledger Summary report that can be set up to meet your needs here. 🙂
You can set up the new General Ledger Summary report to run for a 'Month' date range, and select to include Opening and Closing balances.
With this run, Debit and Credit columns will only show the movement within the period, while the closing balance will be the YTD figure for the account (showing as positive or negative).
If you find this handy, you can save it as a Custom report rather than having to set up the layout each time you'd like to run the report.
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Profit & Loss - Filter Tracking Report by second tracking category
Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.
136 votesHot anticipation for this idea - We're pleased to share that this change is going live! (If you don't quite have it yet it'll be with you in the next 2 days)
If you use Tracking in your org we've added a new 'Compare tracking categories' option on the front page of the newer Profit & Loss.
While the older version had a limitation of selecting 100 options at a time, the team have doubled this, so now you can select up to 200 tracking categories to view at once.
In terms of activity
- Archived tracking options won't be shown by default but there is a switch to view and select these if you choose.
- When run, the report is designed to only show columns for tracking options that have had activity within the date range the reports run which should help you zone-in, and get a better view of…
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New invoicing - Don't update Due Date when changing the Invoice Date
With the old invoice format—when you edit the invoice issue date, the due date doesn't change. When you edit the issue date with the NEW invoice format, the due date automatically changes. Not sure about others, but I don't want it to do that. I'll often issue an invoice in the first couple of days of the month but then immediately backdate it to the end of the previous month. I don't want the customer's due date to change. I change the due date back, manually, but again—it's more clicks.
Changing the issue date (and undoing the change to the…
2 votesThanks for the feedback on the behaviour of the dues date, community. Our product team have implemented a change to this as of today, so now if you update the issue date after you've set a specific due date, it will not automatically update the due date when you make issue date changes.
We appreciate our customers have different expectations of the behaviour between issue and due dates in new invoicing - Along with other changes we're developing for the due date picker, we'll soon release the option to 'Reset to default due date' which will let you intentionally update the due date based on your invoice's contact's default due date (if set) or your organisations default due date, just by clicking this option.
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Bills - Automatically go to the next draft bill after approving bills to pay
When looking at Bills to Pay that are in Draft, we review the bill and approve. We then end up on the approved/awaiting payment bill screen. To get back to the next Draft bill to pay, we need to select "Bills to Pay" from the breadcrumb nav, then select back onto the Draft tab and finaly select the next bill.
It would be good to have an option of "Approve" where we can directly go to the next draft bill to manage.
80 votesHey everyone, thanks for this suggestion.
Now when you're reviewing a Draft bill, you can click the drop-down next to Approve, and select 'Approve & view next', to take you to the next bill instead of returning to the list. Screenshot attached for reference. Enjoy! 😊
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Activity Statements - Collapse or Expand Transactions by Tax Type
It would be really helpful when in the Transactions by Tax Rate or Transactions by BAS Field tabs in the Activity Statement if you could collapse by the Tax Types. It is currently very cumbersome navigating these screens for businesses with high volumes of transactions. If you want to view the GST Free Expenses, you will have to scroll through hundreds of transactions and hope that you find the GST Free Expense heading in amongst all of them. The current work around is to export to Excel and manage the data that way, which isn't always ideal.
3 votesHi Amy, I'm pleased to say that we've recently introduced this feature, making several improvements to the GST transactions report:
- The 'Transactions by Tax Rate' and 'Transactions by BAS Field' tabs have been combined into a single view, now accessible through a 'By Tax Rate vs By BAS Field' filter.
- Users can now filter transactions by specific BAS fields, tax rates, or both, a feature that is particularly beneficial for organisations with a large volume of transactions.
- A wider view has been introduced for better visibility
- We've also added a sticky top header for easier navigation.
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New Contacts Screen - Add Field (column) Chooser
On All of the New contacts Screens (All, Customers, Suppliers, Archived and Groups) have a field Chooser of the data to display on the screeen. Similar (but with more fields) to the Column chooser in the Bills Screens. These settings need to persist for the User within the Organisation.
5 votesHi everyone, just popping back here to let you know that the custom column option has been added to the All, Invoices and Bills tab.
Clicking on the ‘Column’ button opens a list of all data columns available on the tab. Select the fields you wish to see on the page, and Click Apply. This saves the default view for the tab for all the contacts in your selected organisation.
Note - This change is per user, so the columns will not change for other users of your organisation.
- Don't see your idea?