4732 results found
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Bank Feeds - Make 'Deactivate feed' button less prominent
Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.
1 vote -
Sales Invoice - Add 2nd description field
Sales Invoices Additional Line Level Text Field (2nd Description field)
For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.
For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is…
19 votesHi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.
In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.
I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.
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AU Payroll - Ability to send Leave taken to a balance sheet
As per this post 3 years ago I have the same challenge.
https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll
Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?
17 votes -
Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
16 votes -
Bank Reconciliation - Make the Find & Match window expandable
On the find and match screen, can we have the ability to expand the size of the window showing the list of transactions, so we spend less time on scrolling. The find and match shows 50 invoices at a time, but you have to scroll to see them.
8 votes -
Expense claims - Add reference to bill
Add in the facility to include "description" when using the expenses app.
Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
Purpose - would increase visibility/transparency when reviewing credit cards9 votes -
Tracking - Ability to lock options from being used
Instead of delete - can we lock tracking category - for our business - this is very critical if we post any transaction accidentally as we have more than 200 in tracking - any solution for this
5 votes -
EU Invoice: Ability to switch comma/decimal format
Currently in European Countries except for the United Kingdom, the comma is used as a decimal separator not the dot.
Europe: x.,xx i.e. €1.250,55
UK: x,.xx i.e. £1,250.55For those Xero users invoicing to Europe countries It would be great if we could change the format of these numeric separators to better conform to European countries.
The only ability we have at the moment to customise this is to remove the comma separator completely and have no decimal places.
i.e €1 2517 votes -
Bank Reconciliation - Create a Batch Payment file from Spend Money transactions
Create batch files for spend money transactions so if a payment needs to be made to say the ATO can create a batch file and upload to bank without needing an invoice.
20 votes -
Projects - Change behaviour of how multi-currency is calculated in reports
Profitability of projects not correct. We are setting up projects in Xero. We have found the profit figures are not accurate where there are a mixture of GBP and US$ bills. Could you please forward to your development team. It can't be that difficult for projects to pick up a translated figure surely??
4 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
22 votes -
AU Payroll - Change decimal places on allowances in payslip
Can we please have flexible decimal points on allowances. So overnight stays - 3 - are appearing as 3.0000 and 200 kilometres is appearing as 200.0000 kilometres. I would like to remove those decimal points?
5 votes -
NZ Payroll: Include field for employee number
Include a new filed in payroll employee data with employee number. Employees will have a unique indentifier in xero. When running a pay history report the customer number to appear on this report as well as any other payroll roll reports. Businesses are using automated payslip and messaging services for payroll and this info is required for these software's.
6 votes -
Xero Expenses - Easily add expense to employees next payslip
Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.
Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.
Employee's submit expenses - so you know who needs reimbursed already.
23 votes -
Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
1 vote -
Reports - New Group Row to appear in the location you are at.
It would be really useful that when you are selecting to add a new Group under Row's that it adds the new group option in the location you are currently at, rather than adding it in at the top of the report and having to move it down to where you want it to go.
Also having the ability with the when adding a new formula to be able to select how you want the formula result to appear (ie %, $, rounded $ to the nearest $ etc).
1 vote -
Projects | Tabs - Ability to filter by status
To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it
2 votesHi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
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Contacts - Export formatted contact details (like PDF)
I was recently asked by a client how create a formatted PDF list of their contacts in Xero with addresses, telephone numbers, email addresses etc.
They had been asked for this by their factoring provider.
I know they can select all contacts and use the option at the top of the screen to export, but that creates a csv file which obviously doesn't have any formatting and runs the risk of it being opened in Excel which then messes up phone numbers etc (we are in the UK where phone numbers start 0 and Excel 'helpfully' removes this when opening…
2 votesThanks for the extra detail, Ross and apologies I never rounded back on this here. While we also don't have plans for creating a report that includes all the detail from a contacts record atm I've slightly adjusted the title of your idea here and we'll continue to track interest in this here. If any plans are made down the line I'll be sure to let you know on the idea here.
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UK Payroll - Payroll Gross to Net report summarise by employment group
On the Gross to Net report being able to group by employment group
13 votes -
Xero Accounting app - File CIS returns from app
To be able to use CIS on the mobile app and on an IPAD.
When you are not able to use a laptop and you need to work with CIS.10 votes
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