4709 results found
-
Branding - Create custom templates using Apple Pages
The ability to use Apple Pages to create invoice and quote templates.
We, in common with countless other businesses worldwide use Apple computers, iPads and iPhones, as such we are disadvantaged as we are unable to create templates using any Apple software programs. Please address this for us as soon as possible so that we can make full use of Xero capabilities. This feature would no doubt make Xero more attractive to new Apple based users also.
2 votes -
Reporting - Hide or Archive system accounts
Hide or Archive System Accounts when not needed. We are a Cash Accounting based business so have no A/R, A/P, or other accounts related to Accrual Accounting. I
It would be most useful to tidy up our chart of accounts to be able to hide the system accounts related to Accrual Accounting so that they don't clog up our reports etc.2 votes -
Bills - Add Planned Date from "All" Tab Bills View
Ability to add a planned payment date to a bill from the "All" tab in. It is very frustrating that if you are in the all tab in the bills to pay section and you want to add a planned date to a bill, you then have to navigate to the awaiting payment tab and then search again for the bills you want to add a planned date to.
Further, there is actually no need for an awaiting payment tab. We should be able to filter on the All tab for the view of bills we want to see.
2 votes -
Sales invoice - Show FX translation to non-base currency
Present fx translation to any currency of choice on the face of a sales invoice, instead of being limited to the base currency only. As required by various local VAT authorities, the sale value & VAT must be shown in local currency - which can differ to the invoice currency.
Example: a business invoices in GBP or USD, but must charge UAE VAT and therefore present fx translation to AED on the face of their sales invoices. This is not currently possible using the standard or advanced templates.
17 votes -
8 votes
-
Email template - Placeholder for tax exclusive amount
Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
At the moment, I can only do the Total amount, which includes GST.10 votes -
Bank Reconciliation | Suggestions - Matching by invoice number rather than amount
Reconciliation to be matched by INVOICE NUMBER rather than amount
9 votesHi community, appreciate the interest for being able to match based on the invoice number, even if the amount of the statement line and transaction in Xero differ. While this isn't something we have plans for at this stage, it'll be good to get a sense of the interest for this here.
Just to confirm for everyone coming across - The way suggested matches work currently is based on the amounts of the statement line and transaction being the same and also looking at most of the fields of a statement line and comparing with transactions entered to show a preferred match.
-
Profit and Loss - Filter tracking category by actual and budget
The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.
The old profit and loss report did this easily. So the new report is a major step backwards
Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those less…
51 votes -
NZ Payroll - Show leave balances to approvers in Xero Me
Leave approvers to be able to see sick leave balances in Xero Me app as part of approval process
4 votes -
NZ Payroll - Record Annual shutdown leave in Xero
Ability to record an annual shutdown leave.
Purpose: Ability for a Payroll admin to easily record annual shutdown leave when needing to make a calculation around separating employee’s anniversary dates and start dates.
16 votes -
Xero Billing: Allow American Express as a payment method
We don't have a mastercard or visa, only an American Express card. I'd like to pay by AmEx like a do for a lot of our other vendors. Can you kindly arrange that?
31 votes -
Account Transactions - Set default bank account for Bill Pay or Spend Money transactions
Allow a default bank account to be set for Bill Pay or Spend Money transactions
7 votes -
Quote & Invoice lists - View Projects
Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.
35 votes -
Analytics plus - Include bills with future dated payments in STCF projection
Short term cash flow projection, please can you update it to show bills with future dated payments?
Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.6 votes -
AU Payroll - Add birthday notifications for staff
Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.
93 votesAppreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm.
I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks
-
VAT - Defer VAT lines to later periods
I would like to suggest the option to defer a vat liability to the next period.
In many cases, customers raise invoices, but then their customer does not pay for a time.
The customer in the meantime is forced to pay the vat putting him at a disadvantage.
I propose the option to defer a vat line item to the following period - in other words, remove it from the present tax return and allow it to reflect on the following tax return.
This is a great benefit to the customer from a cashflow viewpoint - especially the smaller businesses.2 votesHi Ingrihid, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared via our Product Ideas page.
I can see that you are based in South Africa and that your idea likely relates to the VAT 201 report. Our VAT 201 return has been developed to comply with SARS guidelines and the option to defer individual VAT line items would go against this. For more information on VAT compliance we would recommend reaching out to SARS directly.
You will see the VAT 201 return can only be run on an Accrual basis. Accrual basis includes all transactions by the transaction date, whereas payments basis includes all transactions by payment date.
It doesn't look like the option to create the VAT 201 on a payments basis has been raised. If this is something you would like to suggest, please feel free to raise this idea…
-
Invoices - Feature for recording and assigning unbilled charges
Ability to create a record work done for a customer/client as a unbilled/delayed charge that has a pop up notification when an invoice is been created for a customer/client. Xero has a record of billable expenses but amounts on invoices are not always linked to a billable expense or time record.
This will avoid multiple invoices been issued to customers/clients and eliminates the possibility of "forgetting" to bill a customer/client for work done.
Quickbooks Online has this feature which is extremely useful.
3 votes -
AU Reports: Gender Equity Reporting
Appologies in advance for my frustration.
Are Xero considering providing a Gender Equity report in the future?
I raised a case for our HR Dept last year and the answer from Xero was no.If any community member has any short cuts on gathering this info, please respond to this post.
I am wasting so many hours trying to gather the required data from your available reports.
In April I exported Employee contact details to export & sort.
This morning I have been exporting Renumeration data and then sorting deleting non date range required emplyees. Due to no date range…9 votes -
Contacts - Import with contact Group
To provide the option to import new contact(s) to an existing group.
Purpose: Users can easily put the imported contacts into the existing group once the file is uploaded into Xero.
120 votes -
Navigation - Make the Default records per page not 10 or 25
Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25
1 voteHi Paul, while we don't have any immediate work planned for this is there an ideal # of items you'd like to set as a default per page?
Just to keep things transparent, in the way features in Xero are developed, it's unlikely that this would be implemented across all areas at once. You may notice with the recent update we have being rolled out in the Reconcile page you can now see 50 statement lines at once. Also from within Products and Services, if you change the # of items per page, this selection will be held when you navigate away. A couple of exceptions for this would be if working in incognito mode or switching between browsers.
- Don't see your idea?