734 results found
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Bills - Export to Excel
Ability to export an existing bill to excel & import as a new bill - convenient for repeating bills of large line item volume
2 votesHi team, while not an Excel file type this is already possible through the Export, Import features in bills.
You can search and export specific bills from the list view, and from the New bill drop down select Import from CSV and drag & drop the file that was downloaded. 😊
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Add notes field for contact so that I can see what suppliers do
I have a large number of suppliers in Xero and it can be hard to keep track of what each of them do. Whilst I can put them into broad categories /groups, that is not enough. I would like to have a 'notes' field on contacts so that I can put some information about each of them (searchable if possible) as well as some notes as to whether they are good payers (in the case of customers) or other useful information. This will also extend the basic CRM functionality that already exists for customers.
4 votesHi James, it is already possible to add notes to a contact - See- the last section of our article here
If you're looking to have this information more visible when viewing contacts you may be interested in voting and joining the idea here.
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Invoices/bills tags
Add a tag feature to invoices/bills, which is only visible internally (not for customers/suppliers) and would allow to run ad hoc reports.
Example - tag sales invoices to sales rep and be able to run reports to see how much revenue that specific sales rep has brought in.1 voteHI Barbara, this is exactly what Tracking in Xero can be useful for. You have 2 tracking categories that can be used for different departments or sectors of your business that you'd like to be able to monitor - find out more here.
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New Journal Report - Manual journal search
The old journal report allowed one to search for Manual Journals, the new report does not; it would be invaluable to drill down into the new journal report to search manual journals only :-)
1 voteHi Vanessa, great to hear you're using the new report! 🙂 If you click on the More option in the report you'll see this is an option that can be selected - see my image below.
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AU Payroll - Do not update historical payslips when new leave balances are added
We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…
2 votesHey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.
- If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
- In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.
We have help for both of these processes detailed in this article on Xero Central.
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Reporting some expenses only
I'd like to create some customised reports for particular costs and wondered if there's any option to just report on some costs of the business without having to lump all the other ones somewhere
1 voteYou should find the Blank report can be used to create what you're after here, Mary-Ann.
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Invoices: Set due date as from receipt of invoice instead of from creation
Ability to select a date that says payment is due upon receipt of this invoice. This is "due date" is used just as much as net terms of 30 days.
5 votesHi community, returning to the idea right now you could enter a Due Date that's the same as the Invoice Date (or set it to whatever the date is when the invoice is being approved and emailed).
Additionally if you'd like to specify the text that appears (such as 'This invoice is due upon receipt') you could either:
- Add this into the ' Terms & Payment Advice (Invoice and Statement)' on a Standard invoice template, or
- Add this text into the Footer of the invoice template on a Advanced branding theme
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Sales Invoice - Add Primary person and email when adding new contact
When generating a sales invoice for new contact to have the ability to add the primary contact name and email so that email can be emailed to primary contact name without editing the contact first.
11 votesHi community, sorry we've not looped into this idea sooner. You'll now find with new invoicing that you can add a new contact and their details, or edit a contacts details without having to leave the page.
When you add a new contact, this'll open the modal for the Contact card and from here you can add the Contact name, Email, Billing and Delivery addresses, and or phone number.
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Bills - When bill is imported the viewing screen is very hard to see
The image of the supplier invoice is very hard to see. I would like to be able to magnify it so I can view it properly as ATM I proceed to print it which enlarges it and then cancel once I see what I need. Not very user friendly.
1 voteHey Gillian, thanks for this idea!
We've rolled out an update to the 'Bills to pay' screen this week that makes some changes to the attachment preview.
Attachments will now open in a frame to the left of your bills, and you'll have the option to zoom and navigate this preview, or open the attachment in a new window.
I've included a screenshot of the preview, with the navigation and open buttons highlighted 😊
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Cost Centre feature
Cost centre- if Xero can have cost centre function, that would be more helpful to the companies who have one more branch.
2 votesHi Becky, have you explored Tracking in Xero? With Tracking you could use one of your Categories to list all the different cost centres in your business and track transaction cost against each. You'll find many of the reports in Xero can be filtered by Tracking to help you segment and get a view of amounts based on a specific cost centre.
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Invoice - Add company logo in invoice reminders email
Add Company Logo in invoice reminders email
Purpose : Invoice reminder email would not be treated as spam with company logo in the email
17 votesHi everyone, super quick turn around here 😁I'm happy to share that the changes for invoice reminders have been pushed live and you should now find invoice reminder emails will include your company logo. This is pulled from the organisation settings, so if you'd like to revise your logo you can do this through the organisations settings page.
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Sales | Recurring invoices quarterly or annually
I would like to generate invoices quarterly or annually automatically, thank you.
1 voteHi Carrie, may need a little more detail if this isn't what you're after - however you could set up a repeat template to repeat every 12 or 3 months which would cater for annual or quarterly invoices?
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Xero Me - Show employees total hours of upcoming leave
On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface
1 voteCrossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊
If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.
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Sales Invoice - Option to input 'Paid In Full' for Due Date
For web orders etc there is no way of adding to the invoice that the order has been paid.
So an option within the Due Date section to choose 'Paid In Full' would eliminate the customer receiving the invoice appearing as if it needs to be settled.2 votesRather than entering as an invoice creating a Receive Money could achieve this.
You can then send a Receipt to indicate the payment has been received.
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Sales invoice - Internal template as a base for invoice
requesting a way to have a preset invoice template with lines and accounts selected that you could then update from the app
be great for clients that do the same invoice each time, with differing amounts
1 voteHi Lisa, there are a couple of ways you and your clients could go about this at present.
- Set up inventory items that are commonly used and can easily be selected when creating an invoice
- Use the Make a copy option from within the Xero Accounting app(mobile) to copy an existing invoice details
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Separate Roles for A/P and A/R
I have two employees with separate functions in the company.
One will be responsible for Accounts Payable (Bills)
the other will be responsible for Accounts Receivable (Invoices).
How do I set that up in Xero.1 voteHey Sandra, you can set up seperate User Roles for invoices and bills. You can read through our steps for that in our 'About user roles in Xero' article.
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New Reporting - Automatically include cents
On the new reports the cents are always off and when you are reconciling the bank to me as a bookkeeper you want to cents to be included and not having to tick an extra button to say please include. I have noticed the reports have been geared towards accountants and not bookkeepers as all my reports have cents on them however the bank reconciliation report it's just doesn't make sense to me. Or if you could set in your set ups to always include cents and then this stays that way in the entire Xero file that would be…
1 voteHi Anja 👋 we just released Report preferences to everyone from today!
If you have the Adviser or Standard role you can access this from Advanced settings - see more on this here 🙂
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Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
10 votesHi team, with little interaction on this idea in sometime and based on the existing options that have been shared we are going to move this idea to delivered.
To reiterate the options - you can set defaults for accounts, items and contacts to fill fields and save time when entering bills, alternatively depending on your workflow you may also find importing bills from CSV where you can bulk populate account codes for multiple lines on one bill handy.
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Journal report - Include account Type and Source
Showing Account Type and Source
1 voteHi Joanne, you can include both Account Type and Source as columns by running the General Ledger Details report which also allows you to view Journal ID 😁
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History & notes - Filter by the date a change was made
To be able to filter the History and notes - by the date that the changes were made on something specific and not the date of the original transactions.
This would be helpful if the Annual Financials have been finalized, and a change has been made after the fact.
For example: You want to know when the changes toward the 2022 tax year were made, towards the advertising account transactions since a specific date i.e. a date after the financials have already been finalized.
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All bills that were processed after a specific date and not necessarily the date of…
3 votesSorry we've not updated this idea here sooner, everyone. To confirm this is how the date range filter int he History & notes report works today - Results in the report are based on the date the actioned occurred in Xero, not the date entered on the transaction.
For a broader view of recent user activity you may also find the assurance dashboard quite useful.
We appreciate there are other items and actions that our customers would like to see more record of history for and we welcome you to join and/or add any ideas for specific actions you'd like to see entries recorded for.
- Don't see your idea?