4897 results found
-
Tracking Categories Report - Ability to print/download tracking categories
Tracking Categories Report - Please add the ability to print/download the tracking categories
46 votesHi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
-
Bills - Automatically pay bills on due date
To have an option for a bill to be paid automatically on the Due date
Invoice comes from Supplier. Invoices is processed to Xero with a due date
On the due date invoice is paid automatically (through interaction with bank)4 votes -
Cash Coding - Ability to attach file
It would be nice to have the option to attach files when using cash coding on the bank. To attach a file, I have to go back to the bank recon tab, find the entry and then attach the file. This wastes a lot of time. A small attach file icon or the option to attach a file on the drop-down will save a lot of time.
15 votes -
Find and Recode - Increase range of items to show per page from 200
In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.
2 votes -
Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
38 votes -
AU Payroll - Employees - Emergency Contacts and Emergency contact report
Ability to add employee’s emergency contacts and export it.
Purpose: Users can have their employee’s emergency contact in case they need to contact them.
61 votes -
Projects - Improved reports & data fields for estimating
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier during…
5 votes -
Reports - Sort archived published reports by end date
Please provide better organization tools to published reports archive such as being able to sort published reports by report end date (cut-off date)!
Sometimes we have to go back and reperform a client's bank reconciliation because they don't always know what they are doing, or new transactions cleared in the subsequent period affect previously published report. It doesn't take long to see the published reports archive get disorganized and hard to find a published report.
1 vote -
Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.
Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.
1 vote -
Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
10 votes -
Bank Feeds - Notify when the feed has been updated
Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.
2 votes -
Invoices - See the details of invoice/quote without opening/editing
Why you can't see the details of invoice or quote as like in a PDF? You need to open invoice and say edit or something to see what was the items etc. Very frustrating. Would like you to address these 3 issues(previously send the...
1 vote -
Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
63 votes -
Bills - Add a Due Date per line
Would like to have due date for individual lines on Bills.
Understand that we can key in manually in description lines, but it is not very convenient.1 vote -
UK Timesheets: Shortcut to previous timesheet period
When entering the weekly timesheet for employees (they complete it on a sheet and I enter last week's hours on Xero), you have to go back to Timesheets where it shows this week's timesheet and you have to scroll down to last week.
Please can Xero create a path at the top where you can click on the timesheet week you are working on? At the moment you can only click on the blue 'Timesheets' which take you back to this week and not last week or the week you working on.
6 votes -
UK Payroll - Hide Employer's NI from payslips
Please can we have the option not to show Employer's NI contributions on the payslip, as this is confusing our employees.
5 votes -
MFA: Remember 'Trust this device' setting after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
11 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.
-
Expenses - Option to include employee's expenses on customer's invoices
Most businesses have their employees incur expenses, such as mileage, which are chargeable to their clients. This means that the expenses need to both be added to invoices to clients and paid back to employees. This should really be done by simply getting employees to submit their expenses using, for example Hubdoc. However, at the moment, the systems available allow to to only one of the 2 things described above thus creating a lot of unnecessary admin work and potential inconsistencies between what has been charged to clients and what has been paid to employees.
In large companies there is…
2 votes -
Account Transactions - Add a description to a Batch Deposit
It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
I know we can add a reference but being able to put your own description would also be great too.Cheers Janice Nuttney
2 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??5 votesThanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
- Don't see your idea?