734 results found
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User Permission - Books Closing Date Restriction
The ability to set a closing books date so that no entries in a prior period closed date can be changed without an administrative password or an approval process chain of more than one approver.
3 votesHi community, this is possible via the use of Lock Dates in the organisations Financial Settings.
You have two optional date settings:
- One date that applies to all users except Advisers
- A date that applies to All users, including Advisers
These prevent the relevant users from adding or making changes before these dates.
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Ability to set a branding theme that will default from the 'Create Invoice' function.
It's not currently possible to set a branding theme that will default from the 'Create Invoice' function.
You'll need to manually select the correct one each time. It doesn’t look like this idea has been raised as yet.
1 voteHi Nicole, this is actually possible based on the ordering of your branding themes from within the Invoice Settings screen - Read more on default options in our help article here
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Make Xero Central a hub page leading to important sections
It is often hard to locate/remember webpages or sections in the Xero environment.
Instead of showing only Support and Learning in the top bar on the Xero Central home page, it would be great if Xero Central additionally showed across the top: Product Ideas, Blog, Discussions or Xero Business Community, etc. This probably would be somewhat tied to the user's profile.4 votesThanks for your interest and support in how we can make Xero Central more powerful for you all.
We're pleased to share recent releases that enhance your experience and seeking help.- Earlier this year we upgraded to a new Learning platform where you can build your knowledge and understanding through Xero courses, webinars and videos.
- We've made steps forward for our community by creating and bringing together Xero's community with a new homepage.
- When searching Xero Central you'll find you have optional filters for Customer type, Product, and type of Content.
- Navigation at the top of Xero Central has had an upgrade with more options to go directly to the section of Xero Central you're after - Articles through Support, educational videos through Learning, help for people 'Getting started' and 'Community' 🙂
- Bringing help right to where our users need, Xero Central is being embedded directly within Xero where…
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Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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Reports - Custom Comparative Dates
It would be great to be able to enter custom comparative dates on the new reports.
For example, say I want to run a 10 month P&L report for a client, the only "custom" comparative option is the previous 10 months. What I really want to be able to do (quickly, not by editing the report) is compare with the same 10 months from the previous year.
Having a proper custom date entry field would enable this to be possible and surely assist in other comparative scenarios.
Image attached showing the limited "custom" option when running the aforementioned 10 month…
1 voteThanks for the image, Benjamin. This is possible atm, however when selecting your 'Compare with' you'll want to select 1 year, rather than the Custom date range.
This'll then give you a comparative period to the previous year based on the date range you've set in the report - I've attached an example I've created in the demo co.
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Invoice/Quote - Ability to not display the description
To save on screen real estate, after selecting the item, don't display the description in the "Item" column. This small column wraps the description and takes up much needed screen space, when it is not necessary as the description repeats itself in the very next column "Description"
Our quotes and invoices can have 40-100 lines of product on them, and after zooming out as much as possible ( but still be able to read the screen), only 14 lines can fit on the screen while in edit mode. This is because in the "Item" column, the item code is displayed,…
2 votesHi Terry and Susie, it's now possible to show/hide columns in new invoicing and quotes.
Within the quote or new invoicing screen you'll see an option above the grid where you can choose which columns of your invoice or quote are shown on the screen.
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Products & Services Standard Paragraphs without Values
We have noticed with 'new' Xero that standard products & services we have set up now print on our quotations with the value of zero under Quantity, Price & Total columns.
For us, most of these services are just standard statements and do not require a Quantity, Price or Total but we cannot remove the zero's.
It looks strange on a quotation to include a zero value next to a statement which doesn't refer to values,
'Old' zero didn't do this and would suggest that new Xero be updated to allow standard paragraphs to be added without values - as…1 voteThanks for your feedback, Gail - sorry we've not updated your idea here sooner. The team did make some improvements to Quotes one released. You should find you can now add description only lines that will not show any values if no quantity or price entered.
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Dashboard - Return search icon (May 2022)
Please put the SEARCH feature back on the dashboard please- we use it throughout the day
for just about everything3 votesAppreciate your input here, Jeffrey and Tom. We’re aware that there was an issue around the time of your post here, where some users are unable to use global search on their Xero Dashboard. But our team has identified and resolved this (see our status page for more information). Sorry for the inconvenience.
If there’s any widespread issue, we’ll post it on our status, so it’s good for you to check it as a point of reference. And if you still have issues with this, make sure to contact Xero Support so you can get an individual troubleshooting session with them.
That being said, we’ll mark this thread as ‘delivered’ so the votes can be returned. -
Income by contact report - Chart for top 10 Customers
To have the ability to show the Top 10 spending by contact chart for customers similar to chart available on the expense by contact report.
1 voteSorry for not catching your idea here sooner, Tahlia. Appreciate the idea and this was fast to follow the Expense by Contact report.
Our report team have now added a chart to rhe Income by Contact report so you can view your top 10 customers the same as you can suppliers from the Expenses by Contact report. 🙂
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Invoices/Bills - Discount the unit price, not the entire line item
Ability to add a discount for unit price just for a single line item.
Purpose: To save time from manually allowing percentage discounts.
16 votesHi community, this is possible for invoices with the use of the discounts column where you'd only enter a discount for particular line items. With new invoicing you'll have the option to enter a discount as either a % or amount.
Alternatively if you'd just like Xero to calculate the unit price and not need this shown you could use Xero's inbuilt calculator to enter an equation that'll automatically calculate the price for you based on a given amount.
We have a separate thread going for the ability to add discounts to bills (accounts payable invoices) that some of you may like to join for any updates.
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Reporting | Payable invoices - Summarise by Contact Group
Need to be able to summarise supplier balances on a Payable Invoice by Group report
3 votesHello everyone, we want to round back here and let you know, you can already achieve this idea by either using Payable Invoice Summary & Detail or Aged Payable Detail & Summary report, as we’ve mentioned earlier. From there, you’ll be able to summarise/group the report by Contact Group.
That being said, we’ll update the status of this idea. Welcome to raise a new idea if you’re thinking about different functionalities. -
Quotes: Save and continue
Hi Team,
When entering one quote that runs into multiple pages I always save the work intermittently. Just incase there is a computer software or power issue. However the two options available are Save & close and Save and Add another. Could you please add the feature to Save and Continue? It will be a great help. Also Please reconsider reintroducing the Shortcuts (Using the tab) rather than the mouse click option for every item. It is not an efficient way.
1 voteHey Shirani 👋 when creating a quote in Xero, you have three options for saving.
As you’ve already found, you can ‘save and continue’ or ‘save and add another’ but both of these will navigate away from your page.
Instead, you can click the standalone save button. This will save your progress without navigating away from the page 😊
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Reporting for contacts by account
Include a report that allows you to roll up expenses on a per contact basis but only for certain accounts. We would love to see what our spend is on software and hosting costs by vendor.
1 voteThis is possible with the Account Transactions report, Hussain. A little earlier this year we added the ability to add a Contact column in the Account Transactions report - See all detail on this report here🙂
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AU Payroll: Text search for earnings rates in Employment tab
In the new employment tabs in payroll especially painful if you have 100+ pay items and have to scroll down the list and MANUALLY click the item you want.
Would like to start typing the name and have it jump down the list to that item, press tab and move on to the next section.
Too much clicking involved.
1 voteHey Kielan!
The 'Ordinary earnings rate' dropdown box supports text search as you've described 😊
You may have to clear the field by clicking the x next to your earnings rate first, but once that's complete, you can type in your earnings item and select it from the results.
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Executive Summary Report - Exclude Internal Transfers
If you take $20 out of your own wallet and put it in your pocket, that's not "Cash Received," but the Xero Executive Summary report treats it that way.
Transfers between cash accounts that you own (e.g. between two checking accounts) show as "Cash Received" and "Cash Spent" in the ExecSum report. This is clearly wrong.
Please fix this. If you insist this is somehow a feature, please add an option to exclude internal transfers from the Cash section of the report.
Putting it another way: the Cash Received and Cash Spent numbers should reflect what was actually received and…
2 votesThanks for bringing this up here, Rob. This is something the team quickly drew their attention to, as well - You'll find we've recently released a update for the new Executive Summary report to exclude transfers from 'Cash received' and 'Cash spent'. 🙂
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Invoice - Attachment preview to move to a different screen
When previewing the attachments / supporting documents, it would be great to be able to move the preview onto a different screen so can more easily mark of items as correct as reviewer, without having to download/ open.
2 votesHi team, you'll find with new invoicing, attachments open in a new tab on your browser rather than as a pop out window.
Thanks again for your feedback, we appreciate your contributions.
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BAS - Automatic Reconciliation of BAS Payments
Auto create entries for items included in “Amounts the Tax Offices owes you” and under the accounts of PAYGW, GST and PAYG, when an activity statement is created in Xero.
Purpose: Save time not having to manually create once Activity Statement is completed
16 votesHi everyone, roll out for this release has begun and will ramp up really quickly so you should all have it within the next couple of days. 😊
We've released a new feature that allows you to easily create a draft bill or invoice directly from the BAS (Business Activity Statement) statement page after finalising or filing it for the period.
The created transaction will be pre-populated with most of the required details such as contact details, account, amount, and description, for you to review and approve. You'll be able to view the transaction directly from the BAS return, or through Invoice and Bills. 🎉
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1 vote
Hey Tristan!
Thanks to some great work from our team, you'll now find a link to your Payroll Settings in the Payroll menu drop down 😊
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1 vote
Hi Kamila
There isn't currently a specific filter for this. However, you might consider using Tracking Categories to record when an invoice is for commission. You could then Filter the report by this category to view your commission invoices.
There's more info on this here: Set up tracking categories and Select settings in a report - Xero Central
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Profit and Loss - Compare to same period last year
Ability to compare a custom period, with the same period the year before.
For example be able to compare a profit and loss for July 2021 - March 2022, with the same period the year before, not just the 9 months before.
There seems to be the function to do this with a year-to-date profit and loss, however if you want to have an end date prior to today then it doesn't seem to work.
2 votesHi Rebecca, we've revamped comparative periods in the new reports to provide greater flexibility. Allowing you to customise what comparisons show when running date range reports.
So now, you can compare with the same exact period ( eg 10 days), months, quarters or years. Dive on in for a try and let us know what you think!
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