1599 results found
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Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
9 votes -
Projects - Add Estimated expense in foreign currency
We have projects in Xero that estimated expenses in USD and AUD, but at the moment we are not able to set up tracked expenses in just our general currency (AUD).
37 votes -
Conversion Balances - Add Tracking options
Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.
9 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
8 votes -
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
19 votes -
Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
11 votes -
Quotes - Edit the exchange rate in Quotes
I have found you are able to customise currency rates in Purchase Orders, Invoicing and Bills to pay, however you are unable to amend this in quotes.
Please allow to amend in all modules
2 votes -
Remittance Advice - Include all lines on the bill
Please have all lines be included in a remittance so clients can have full details.
5 votes -
Bills - Add a Project column to the Bill entry screen
Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.
As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!
A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!
3 votesThanks for the feedback here, team. While we have made some improvements to the Bills list screen we don't currently have plans for adding Projects as it's own column here.
However, you may have seen you can now quick view bills from the eye icon and edit from the list meaning you can check a bills assignments, edit if you need and then move onto the next without having to move away from the list.
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Invoicing - Add attachment to sales invoice notes
Include the option to add an attachment to a sales invoice note.
Would be helpful for credit control purposes.
5 votes -
Notification | Send to REPLY TO email when quote accepted
When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.
184 votesHi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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Bank reconciliation - Find and Match transactions to show Minor Adjustments variances
A setting in the backend to turn on/off to find and match transactions within a certain amount (i.e.-/+0.05).
These are usually (if not always a rounding adjustment). It's currently a 4-step process to add a minor adjustment.
Also, selecting minor adjustment or bank fee, can the difference auto populate in the amount field?!!
6 votes -
Invoicing - Remittance advice to customer
Allow remittance advice to be sent by email to a customer when they have paid an invoice
6 votes -
Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
40 votes -
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
181 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
302 votes -
Projects - Visual Dashboard for Projects overview and at a glance review
XERO Projects could do with a massive update!
Similar to the main dashboard XERO Projects could also do with a dashboard where you can see a quick overview of what is due in the coming weeks, what is overdue, what is assigned to me, or what is assigned to staff I manage. What projects are in draft status and what projects are 'in progress'. Projects with amounts that need to be invoiced and projects where allocated hours to tasks have been exceeded or amounts allocated to estimated expenses have exceeded.
In other words a dashboard that gives a nice visual…
34 votesAaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
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Business Snapshot - Filter by tracking category
It would be good to be able to filter the Business Snapshot by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.
5 votes -
Billable Expense - reassign billable expenses
To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.
I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.
19 votes -
Credit Notes - Create for Contact Groups
Allow credit notes to be created for contact groups in the same way invoices can be.
4 votes
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