4810 results found
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Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
10 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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Projects - Create Spend Money from a Project expense
When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.
2 votes -
Sales Invoices - Ability to specify a % of invoice held on retention
We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.
We also need a way to keep track of the total amount of retention held by a client
42 votesHi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
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Bank Reconciliation - Match payment to more than 50 invoices
I would like to see the limitation of receiving payment on 50 inovices be increased or removed completely. I Have a trucking company that issues hundreds of trip invoices to it's customers and the limit of receiving payment on 50 invoices at a time doesnt work for them.
5 votes -
UK Payroll - Employee salary reports
In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries
19 votes -
Bills - Include supplier's tax ID on the PDF for US region
The supplier address is shown on the PDF bills, not the tax ID. Please include the tax ID in the bills for US region.
2 votes -
Reporting - Balance sheet to switch only individual accounts when applying switch rule.
When the Switch rule is set for an account group in Balance Sheet, only individual accounts with negative balances are moved. Please allow option to switch for the whole account group, not individual accounts only.
3 votes -
Fixed Assets - Quick asset creation from supplier Bill
When an Item is purchased, make it an easy step to turn the purchased item into a fixed asset rather than inventory.
2 votes -
Reporting - Set 'Working capital with other cash movements' report to be default for the Cash Summary Report
I need to include a Cash Summary report and bank summary report in standard management reports.
I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.
At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.
2 votes -
AU Payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
44 votes -
Xero Accounting app - Organisation Switching in "Share/Context" menu
Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.
I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.
2 votes -
Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
47 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
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Reporting - Work in Progress to appear on P&L
The ability to add in work in progress each month so that it shows as turnover in the P&L. This will enable us to produce a true position of the businesses profitability.
6 votes -
Reports - Depreciation schedule report break down by month
from country singapore
- depreciation schedule present by monthly - can show each month depreciation
- inventory xero function - not good for SG country
- export report, GL - kindly include the attached document together when export out. so we don not need save another document in our server. every doc can view via xero software.
- phone apps - xero - not much thing can do. just for upload purpose. not good enuf. at the end we still need use laptop to do the job.
1 voteHi Wendy, thanks for sharing your feedback here. So that other users can understand your idea and vote for it, it's better to keep to one suggestion per product idea. It also helps us accurately gauge interest in specific ideas to share with the right product teams for prioritisation.
We'll leave this idea as "Depreciation schedule report - break down by month" and I've created a new idea for your 3rd point, and added your vote to it.
For points 2 and 4 we need more detail to understand specifically what is lacking in inventory and the phone apps. Would you please be able to see if any other ideas already exist for the features you'd like to see, and vote for them. If they don't already exist, create a new idea per request 😊
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Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
13 votes -
Reporting - Subtotals for Balance Sheet areas, without grouping accounts
Subtotals for Balance Sheet Items
At the moment I can only get subtotals on the balance sheet by using the grouping function. Rather than doing this it would be great to subtotal certain parts of the Balance Sheet without creating multiple group headings. eg Fixed Asset accounts & the accumulated depreciation for each asset.1 vote -
MFA - Allow setup of Multi-Factor Authentication on first Login
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Payroll - Automatically transfer PAYGW and Superannuation liabilities to separate bank account
My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
This sets aside the money ready for the BAS'es, IAS'es and super.2 votes -
Projects - Bulk update staff charge out rate
The ability to bulk update staff charge out rates in Project Tasks. Running many projects and therefore many many in progress tasks. Needing to duplicate a task and create a new charge rate is both tedious and cumbersome. Unless you export to excel and manually change data, you are unable to get an accurate snap shot of the financial status of the project as charge out rates are outdated. Currently when exporting invoices, I am needing to individually update staff rates to reflect the current times.
5 votes -
Contacts - display unpaid invoice on top only under client/contact
Ability: Xero only displaying the unpaid invoice up top under client/contact ----- same as former Xero version - PLEASE change this back it was perfect and it is very much not userfriendly now
Purpose: quick overview of the account i.e. which invoices are unpaid and what was communicated last
Current issue: with the new changes all client invoices are displayed on top, this clutters the view and is useless information, the old invoice (old and paid) don't need to be visible on top. The current invoice status is important i.e. what is not paid. It is clutter to display all…
4 votes
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