450 results found
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History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
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Bills - Previous/next button to go straight to the next bill/invoice
being able to use a next/previous button to toggle through bills and invoices without using the main bill or invoice to find the next document. Be able to amend bill/invoices without missing any.
14 votesGood news team, quick view is out and this is now available to everyone. As you'll see from the bills list view there is now an eye icon that shows a right side preview of your bill when clicked. To simply move from one bill to the next use the arrows above your bill view. This makes it even simpler to take bulk action on multiple bills at once without having to open and review each individually.
Thanks for your feedback and sharing with us here on how we can improve Xero for you. 🎉
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Payment Service - Multiple online payment options per invoice
Ability to have multiple online payment options in one Invoice.
Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.
88 votesThanks for your engagement on this, everyone. Our improvements to the way you manage your online payment methods in Xero, have now been released to all users.
With the new flow you can easily set up and access differing payment methods to your customers when sending invoices. With ability to choose to enable or disable the payment options you want to offer, you have more control. You can add multiple payment methods to an invoice(like Stripe and a connected app), giving your customers more choice in how they pay, so you can get paid on time.
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UK Payroll - Adjust dates for holiday / statutory leave year
We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
We should also be able to show holidays in days not hours.
We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.76 votesHi community, happy to share that these changes have now been released in UK Payroll! 🎉 You now have the ability to set employee's leave to accrue based on a custom date of your choosing. We appreciate your inputs and based on the feedback we've made a change so that leave will now accrue on the first day of your annual accrual method.
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AU Payroll - Resubmit bounced automatic superannuation payments
Currently, when super payments bounce, Xero sends us an email letting us know that a payment to a particular super fund from a particular payment batch has failed. Once we've identified whose it was, and got the updated details, we then have to contact Xero to get a re-processing authorised.
All of this takes time, during which the Directors of my clients may become liable for late super payments. I'd like a button to click to speed up at least the contacting Xero for re-processing bit - preferably as part of the process identify the refund received and connect the…
15 votesHi team, sorry we haven't joined in this idea sooner. Earlier this year we released an improvement so now if an auto superannuation payment is returned the authoriser will receive an email including the reason for the return. They will be able to withdraw the payment from the processed batch to reprocess the contributions. We have detailed help for this on Xero Central, but if you run into any snags as always our Xero Support team are available to help. 🙂
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Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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Account Transactions Report | Paid or Unpaid Bills / Invoices
I wish to see if invoices are paid on unpaid when pulling account transaction reports.
Accounting - Account Transaction Report - Columns - (add if we can see if bill/invoice paid or unpaid)
There is no way currently when pulling this report to see if the bills are paid or not.
7 votesApologies for not seeing your response here sooner, Jayden. Thanks for sharing that image. I do hope you've got your answer already but to confirm for anyone viewing here - That screenshot appears to be the Account Transactions report.
To view paid or unpaid invoices or bills you'll want to run the Receivable or Payable Invoice Detail reports. This is a slightly different report to what you're looking at and can be found in the Payables and Receivables section of the reports centre.
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Bills - Filter to show credit notes
The ability to search bills and filter specifically for a credit notes would be helpful.
Also, if a credit note has been used the total is $0 - it would be helpful if the total was still shown as paid.2 votesHi team, we've released a recent enhancement in the Bills Filter, and you'll now find you can filter by Document type including Credit Notes, Overpayments, Prepayments or Bills. 😁
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UK payroll - Monthly calculation based on annual salary split by 12
At the moment there doesn't seem to be a way to pay a monthly employee a basic monthly salary without the hourly rate changing to reflect the number of working days in the month. Please can there be an option to pay a monthly employee a basic 12th of their annual salary each month and the hours per month are set to the average of a 12th of their annual hours so that the hourly rate for overtime etc stays the same each month.
Thank you.
19 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
You can now enter more information about employees’ working patterns to support leave and earning rates calculations and save you time. You’ll be able to:
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Being able to set up to 13 weeks in a template means you’ll be able to accurately reflect employees’ that may work differing hours through weeks in a month like you’re after here. We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
Thanks for all your engagement and sharing with us on the idea here.
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Lock Dates - Ability for Advisor users to override
Please can we have the product enhancement for the LOCKED DATES, whereby the Advisor role can LOCK THE DATES to stop other employees/departments posting entries, but the Advisor can OVERIDE the lock dates to post month end/year end journals.
This is critical !!3 votesHi there
There are two Lock Date settings in the Financial Settings screen; one for all users except advisers, and one for all users.
To do this, you could leave the 'all users' date blank, and set a relevant lock date for 'all users except advisers'.
This would allow Adviser users to bypass the Lock Date, while still leaving this restriction in place for other users.
Alternatively, you might leave the 'all users' setting in place to prevent Advisers unknowingly making an change prior to the Lock Date.
If the Adviser does need to override this, they could temporarily delete this date, or move it forwards.
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Inventory - Identify top customers for an item
When reviewing a business' product range for the sake of refining and optimising, we need to identify which customers purchases what products and in what quantities and to what value.
E.g. if I have a butchery, I would want to know who my top purchasers of beef products are and my top purchasers of pork products, and how much those customers spend on beef and pork respectively over a given period.4 votesHi community, with the Inventory Item Details report you'll be able to add columns for Contact and Group by Item Name. once run clicking on the Contact header will group all sales for a customer of each item so you can easily see which customers have purchased the most of one item.
If you sell to different customers at different prices you can also add margin and/or profit columns to get a better understanding of those you make the most return from.
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Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab
Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.
31 votesHi everyone, thanks so much for bearing with us on this one! We know you've been waiting for an update, and while we haven't directly responded until now, please know that your feedback on this was absolutely shared with our product team.
We're really pleased to let you know that we've now released a fix for this! The filter for reconciliation status will now apply correctly on the Bank Statement or Account transaction pages of a bank account.
Thanks again for sharing your thoughts and helping us improve Xero – we genuinely appreciate your feedback here.
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Xero support case raise - Refresh suggested articles less often
I'm not sure if this is the appropriate place for such a thing.
But, when i just submitted a support ticked and was typing in the description and with every character of mouse click it would reload the suggested articles.
Which is just not how it should work.
The old format was perfectly fine.1 voteThanks for bringing this up here, Dylan. We've made a small update to the way this works.
Now, when raising a case with our Xero Support team and typing in the description the articles suggested on the right side won't update as quickly as they were before. This should make it easier to skim through existing help articles as you type. 😊 We'll move your idea across to delivered, however we welcome any further feedback to our update.
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Expenses | Ability to copy an existing expense
Expenses - Clone or Copy an Existing Expense
My team have asked if we can make a 'copy to new Expense feature' from an existing Expense. Most of the expenses they enter are similar and just have a different amount and different receipt image. It would save them a lot of time if they could clone an existing Expense. Thank you.
12 votesHi team, it's possible to Duplicate an expense receipt within Xero Me mobile app. 😊
Your employee can open a Submitted or Approved receipt, select options and they'll see the ability to 'Duplicate'. Alternatively, for a complete Claim simply opening the receipt and scrolling down they should see the option to Duplicate.
In the draft receipt they'll be able to change whatever details necessary before submitting for approval.
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Bank Feeds - In-app alerts for current and historic outages
If Xero or a partner organisation should encounter issues which may lead to data integrity issues, we should receive an email alert or some kind of notification.
e.g. issues with Bank Feeds whereby there are duplicate or missing transactions. This has occurred a few times and we have only discovered, retrospectively, about the issue.We don't use Xero each day and certainly don't visit the Status page every day, such issues may well not come to light... by the time we visit the Status page a problem is quite likely to have been resolved and the status shows as OK,…
9 votesHey team 👋 We're thrilled to announce a change that we've made that addresses your idea here. We've added notices for bank feed disruptions directly on the Bank Accounts widget on your Xero Dashboard!
If there's a known issue, we'll tell you about it right then and there, allowing you to plan your day accordingly and know when to be extra vigilant with your reconciliation. We're also considering expanding this feature to include a wider range of real-time disruption alerts in the future.
We thank everyone who contributed to this idea and shared your experiences. Your feedback is what drives improvements like this. 🙂
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Balance sheet - dollar value variance on reports
Ability to show a variance column as a dollar value on a balance sheet report to show changes over the year and make it easier when inputting this data into another system for preparation of financial reports.
1 voteHi everyone, as noted in my previous update you can currently include a variance column on the Balance sheet in Xero using the Layout Editor to add a Variance column.
We'll shift the idea to delivered. 😊
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AU Payroll - Add Payroll as optional extra for starter plan
PAYROLL AS AN ADD-ON IN AUSTRALIA
Please allow payroll as an add on in Australia. The very basic plan is enough for most small businesses and sole traders, but the jump in price just to add one apprentice is prohibitive. I feel small businesses and tradies are not catered for well. We often don't need all the bells and whistles, but just something basic. To pay my apprentice via Xero will cost me an extra $360/year which is ridiculous.
7 votesHey team, as you may have recently seen on our blog payroll is now included in all of our business edition plans!
We received valuable feedback from our customers on their needs in this feature with our lower tier plans, which has helped inform this change.
Thanks for your feedback, and sharing what matters to you in Xero Product Ideas! 🙂
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Reporting - Add a column for contacts' phone numbers
I would like to be able to run a report that simply has overdue invoices, name, phone number, email. Ideally sorted by sales. Similar to the list I get when I am doing Statements but with a phone number in it.
4 votesHi team, apologies we've not updated the idea here sooner. With the Aged Receivables Summary report you can add a column for phone number, and you'll also find a common format from the left panel called 'customer credit limits' which show a list of limits and available credit by customer.
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New Bank Reconciliation report - Include note for foreign currency exchange
Exchange rate on bank reconciliation report
For foreign currency bank accounts, the old bank reconciliation report used to include a note stating that the exchange rate per xe.com that was used to translate the bank balance to the home currency at the report date. This was very useful information to include, as it confirmed the rate and the source of where that rate was obtained. This is not included on the new format bank reconciliation report pack. Please could this note be brought back on the new format reports?7 votesHi community, apologies we've not returned to this sooner. Pleased to share that foreign currency disclosures are now available in the Bank Reconciliation Summary report.
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Reporting - Option to run reports in different currencies
i would like to have the option to run a report with USD , at the moment i have the option to British pounds
thanks
Astrid2 votesHi Astrid, sorry we haven't got back on your idea here sooner. You'll find since you first raised this here we've released the ability run reports in different currencies your organisation uses.
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