734 results found
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AU Payroll: Start and end times for desktop Xero Me timesheets
Id' like to see the start/stop and break times added to web version too.
It's great that they are available on the XeroMe Mobile app, but even though Australia requires this information, I can not require staff to download a workplace app to their private phones.
If the format was available on the web version, staff would have no choice but to supply the information.
5 votesHi community, our product team recently released an update to the web version for Employees. You can now see start and end times, as well as record break times!
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Balance sheet - Only show summary of a group
Balance Sheet - to be able to add a formula to balance sheet lines instead of grouping lines together. Example, I would like to be able to see only the total asset line on the balance sheet rather than seeing the cost line and the depreciation line i.e Computer Cost - Computer dep'n. Currently you can group the lines to then show a total for the grouping, however you still need to have both lines showing on the report. it would be good if we had the option to add a formula to calculate both lines removing the lines we…
1 voteHi Erin, this is already possible. Within the Edit Layout view, if you select to show Total and click the group heading to only view the group title within the edit layout screen when you save the report you'll see this is reflected when you run the report.
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Journal Report - Option to include the description or reference.
Journal Report - Layout
Ability to edit the layout of the report to include the description or reference.
6 votesHi team, not long since my last update we have now gone live with our new Journal report in Xero. 😁
Thanks again for your engagement in community, here.
As noted earlier, with the new version of this report along with more detail and abilities to sort and filter you'll find 'Description is now a column that can be included and filtered by in this report!
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Invoice - Text link to invoices to clients
I would like to be able to text a link to invoices to my clients. Emails get lost in full inboxes where as my clients are much more responsive to texts.
9 votesHey community - thanks to everyone who's added their vote to this idea.
Just a heads up, that it's already possible to generate a sendable link for an invoice, which you can then include in a text 💬
You can find the steps in our 'Share an online invoice or credit note with your customer' support article, but I've also shared the steps for new invoicing below:
- In the Business menu, select Invoices.
- Find and open the invoice you want to share.
- If the invoice is:
- Draft or Awaiting approval status, click the Approve & email arrow and select Approve & get link
- Awaiting payment or Paid status, click the menu icon and select Get link
- Click Copy to copy the invoice link.
Finally, you can add the link to a text or email message and deliver it to your customer!
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Fix incorrect validation of Country field in a Contact Address
The validation for the max length of the Country field in a Contact Address "appears" to indicate that up to 255 characters is permitted.
This is false and entering a string > 50 does not surface the UX message but will cause the SAVE of the address to fail.
The 50 number/limit is mentioned elsewhere in Xero documentation
It goes without saying that the bland message "There is 1 error on the form" is pretty unhelpful
1 voteThanks for raising, Peter - Appreciate the confusion with the '255' reference that you were getting before. Our team have made a change and you should see that the error that appears now indicates that field cannot be any longer than 50 characters as per my image below.
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AU Payroll - Expand columns on Pay Employees screen
In pay employees, add pay run the column last edited isn't wide enough to show the full description. It would be helpful to be able to read the whole description of when the entry was last edited. It would also be helpful to know who entered and edited the pay entry.
If new staff are in training and have completed the data entry but are nervous to speak up if an error was found/made knowing exactly who entered it would help to educate that staff member no what might have gone wrong.1 voteLooping back across your idea here, Kristy - you can view this from the History at the bottom of the screen. This'll show details of changes made to that pay run with the dates, times, the user and the change that was made, which should help identify and educating staff 🙂
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Contacts - Ability to for Invoice only permissions to add notes
Until very recently our staff with INVOICE ONLY permissions could add notes to contacts, not just view them. We are at a loss to understand why this functionality has been taken away as it is not a security issue in any way. Adding a note to say that you have telephoned and what the content of the call was was crucial for someone chasing payment and adding other pertinent customer notes.
Please can we have this back?1 voteThanks for raising, Jo - I can confirm this is something our team looked into and were able to restore quite quickly.
You should find Invoice Only users have access to add notes to a contacts record again now. 🙂
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Profit and Loss - Compare by active clients
The new Profit and Loss has lost the functionality to compare by active client column (active within the chosen time period).
The old layout should not be removed in July 23 - it should stay until Xero reinstate the basic existing functions.
Xero for our company doesn't even have the option in 'common formats' to compare by client at all. I have read many complaints and some answers suggesting that if you have 60 tracking categories, then the option won't appear in 'common formats'. I don't know if that is the reason as I can't find any answers from Xero…
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Report which shows which Bank Account something came from
I have multiple bank accounts in Xero in which I reconcile payments to the same Chart of Account. I would like to be able to run a report which shows me how much logged against a particular Chart of Account came from each bank account. While at the moment it will show you this in the report it will not total it meaning I have to export to excel and add another step.
1 voteHi Stephen, with the Account Transactions report you can include 'Related account' as a column.
If you then select the Bank Account you're wanting to look at and Summarise by Account this will allow you to view all transactions through your banks and see the chart of account it was coded too.
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Its been an industry standard for well over 20yrs to have the ability to run one report and pay suppliers in bulk Ie one payrun to pay sel
Its been an industry standard for well over 20yrs to have the ability to run one report and pay suppliers in bulk Ie one payrun over all the suppliers and generate a report that can then be amended to "deselect certain suppliers" and deselect certain bills within a supplier. that report is then amended, accepted and approved. then remittances are sent out and ONE BULK Bank file is generated to be uploaded into the bank and all the supplier efts transmitted. This is a REAL timesaver for accounts payable people and the authorisers. Do Xero have anything in the pipeline…
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Financial statement
There should be a high level financial P&L that can be ran that will report total department spend or total department spend vs. total department budget that does not include account level information. This is a report that can be better shared without driving the report into the minutiae of the account level details. I have seen that most ERP software have this type of reporting.
2 votesHi Alvin, it's possible to create a summarised version of the Profit & Loss yourself through the use of the Layout editor.
In the editor you'll be able to group accounts to show a summarised total rather than the individual account figures.
You can then run the profit & Loss to include the relevant columns (Tracking or budgets) as you choose.
Once you have the report set up as you please, save as Custom to run and use this report regularly.
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Bulk matching invoice receipts from a Direct Debit run
For a company that takes Direct Debits from customers and the receipt appears as one line on the bank statement it would be useful to be able to bulk match the receipt to multiple customers rather than having to manually select every invoice the receipt relates to. You could do this by being able to import invoice payments in the same way you can import invoices into Xero.
3 votesComing back to this idea we're going to switch this to delivered - you can make use of Batch deposits to group and match payments.
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hubdoc login page doesn't show entity if you only have one
I find it frustrating that when I login to the apple app I need to select the entity when I only have one - would be great if it just went straight in. Thanks
1 voteHey Daniel, thanks for suggesting this one.
Understand that having to select an organisation is a bit unnecessary when you only have one!
As part of the new update coming to Hubdoc, you’ll instead be greeted with your organisation’s document list when you log in, making it faster and easier to get the information you’re looking for.
You can read more about this update in the April section of our building on beautiful page. -
Bills: Ability to search by Created Date
Extend the search function under bills to pay to include creation date to help elevate duplication when exporting data to csv file.
I want to export invoices from Xero to import into a CRM platform to use as a job cost analysis as this is not a function Xero currently has.
All invoices dated the 01.09.22 will not be input on the same date so there is no way to ensure you have exported all the invoices for the 01.09.22 unless you delay the export. This is not a practical solution for me as I want to assess the profit…
4 votesHi team, returning to the idea I wanted to highlight that you can currently run the History & notes report which could be filtered for Type = Bill, and type 'created' in the search bar.
Relating to the ability to identify duplicates - our team are currently working on aa duplicate detector that'll further help with this process, so you'll be able to review bills that have been identified as duplicates and take needed action before exporting - You can stay up to date with work for this on this idea. Just add your vote to receive updates 🙂
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Contacts | Search - contacts with no invoices (variation: no paid invoices)
Using Search, I want to generate a list of my customers that don't yet have any invoices at all (or none in the last year).
This is the best way for me to see which customers have not yet done anything.1 voteHi Scott, this is actually possible with Smart Lists in Contacts.
You can run a new search for customers that have been Invoiced less than 0 Ever (see my image below), which will give you a result for any contact that has never been invoiced in your org.
Similarly you can set this for a specific Invoice Status or base the search on Payments. 🙂
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Quotes | Apply contact defaults
Hi.
Prior to the recent update to quotes, the default sales settings inputted onto a contact would carry across to the product rows on the quotes.
i.e you could set the default department and category for a customer which would auto-populate when you entered a product / tabbed across the product line whilst inputting the information.
Do you think this functionality could be restored?The ability to tab across has actually been removed too, could this be re-added to? Or if there's an alternative key to press that would work too.
Purpose: to save sales people time when inputting large…
7 votesHi everyone, sorry we've not updated this idea sooner. With feedback and smaller iterations to the new experience for Quotes our team have made a change so that contact defaults saved within a contacts record will flow though to a new Quote once the Contact has been selected.
Once you select a contact within your Quote you should see a small pop up at the bottom of the screen to indicate that these have been applied - Like the example I've attached
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Bank Rule - Set tax treatment (Inclusive, Exclusive, No Tax)
We have some suppliers that charge tax (e.g. VAT) and others who do not (e.g. from abroad).
On the bank rule creation/editing page, it would be useful to be able to specify the default taxation status (i.e. Tax Inclusive, Tax Exclusive, No Tax) for all transactions being processed by that rule.
This would save having to manually select the correct tax category on every bank rule transaction during reconciliation.
3 votesHi team, not having any response to our last update we will move this idea to delivered. To confirm - when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction within step 3 where you allocate line items.
For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
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Filter to manual reconciliation screen
It would be useful to be able to filter the account transactions page between reconciled and unreconciled transactions, as well add a date range. I have to do lots of manual reconciliations so being able to filter the transactions that actually need reconciling is quite important
1 voteThis is possible, Katie 🙂
If you click Search from the Account transactions tab of a bank account, you'll see an option to enter a date range and select Status 'Unreconciled'
Here's a pic
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Account transaction reports - View description and account coded to
It would be very useful to be able to create Account Transaction reports for individual or grouped bank accounts that show detailed descriptions and split transactions and which account (chart of accounts) each item in the split transaction is allocated to.
1 voteYou can already do this in the Account Transactions report, Ann.
You can select to add Description and Related account as columns so you can see the detail and account each line was coded too.
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Sales invoice - update draft invoice date to 'today'
Repeating invoices which are created to be draft. I then call the customer to confirm the settings are still accurate and sometimes have to wait for 1 week. It would be helpful to have a "Today" button at the bottom of the calendar that opens to quickly set today's date as invoice going out
2 votesHi Christiane, I see you're also a part of the similar idea across here.
Just like noted there, you can use the keyboard shortcuts to update a draft invoice to todays date by pressing the letter 't' when in this field 🙂
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