4833 results found
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investment boost expense code
It would be useful if the 20% investment boost expense could be allocated to its own code rather than the default depreciation code.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reporting - Filter the Profit and Loss by Contact
When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.
59 votes -
AU Payroll - Customised payroll report for multiple pay items
Create a customised payroll report to include multiple but not all pay items for a specific period. As an example - view all overtime payments for relevant period
4 votes -
ratio
In my custom income statement, I'd like to create a calculation for a debt service coverage ratio. However, I don't there's a way to set a P&I payment as "per month" in the custom features. Is there a feature to set a formula that adjusts my debt service based on the number of months the income statement covers? (E.g. monthly P&I is $5,000 per month. So a 6-month year-to-date statement would adjust P&I to be $30,000 on my printed report).
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Contact sorting
The contact layout is very unhelpful and a pain for organizing and updating information. The groups are useful, but contacts should show tags of what groups they are in via the main contact page. The tax info should also be shown. I should be able to scroll the contacts and see who is ready for 1099 submission for example. Clicking in and out of every contact is such a waste of time and there's no marker for knowing when a contact has been updated. Theres a ton of wasted space on this page. Mocked up screenshot attached.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Group VAT Returns
We have recently entered into a group VAT registration. However, there is no functionality in Xero to make the submission as a group. We have to create the VAT returns in the individual entities and then import VAT box amounts, which means we lose the audit trail in Xero. Also if we were to receive a VAT inspection would mean that we cannot provide HMRC with just one return we would have to provide them with multiple.
Need the additional functionality to link companies via a VAT registration number and submit the return (from any one of those entities).
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Submit mileage claim for another staff member without Expenses access
Expenses - Submit mileage claim for staff member without Expenses access
Allow an authorised staff member to submit a mileage expense claim for an existing staff member that does not have access to the Expenses add-on. Sometimes business owners do not want staff to have authority to submit expenses, or they're so rare, maybe a few times per year.
Giving someone Expenses access brings with it a range of policy requirements, authorisation and approvals process and other administrative burden, simply for being able to submit an occasional claim.
An authorised person should be able to submit on behalf of the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
4 votes -
Bills - Wrap tracking category in field
Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
- see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
Thanks4 votes -
Invoicing / Bills | List views - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
56 votes -
1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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cis "monthly statements" email
We send CIS statements to our SubContractors each month and the tool that does it is very good.
However we get no visibility of what the Subcontractor sees. Please could you add an option to bcc all the emails to a nominated address.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reports/Tracking - Add filter to P&L Comparison to hide zero balance tracking columns (projects)
When comparing the Profit & Loss by projects, it would be very helpful to have an option such as “Hide zero balance projects” after selecting all projects. Currently, when we select all projects (we have more than 100), the report also shows those with zero balances (no transactions). This makes the report slower to display and download, and we have to manually remove those projects afterwards. Would it be possible to add such a feature to improve efficiency and reporting usability?
1 voteThanks for sharing this valuable idea and detailing the specific improvements you're targeting!
Our internal review is now complete, and this feature proposal is live for community engagement!
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only show open balance sheet items
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Facility to disable automatic invoice numbering
Ability to turn off automatic invoice numbering. I have 2 separate invoice number sequences and a lot of self billing invoices that come in. The current system of automatic numbering does not work well for me at all.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bills - Filter bills list by account code
On Xero bills, as well as being able to filter and search for purchase invoices by contact or invoice reference, being able to search by a nominal code would be helpful. For example, making a payment run for all of one type of cost; finding any invoices that have not been allocated properly or for finding amounts that need to be included in management accounts.
2 votesHi Mike, we appreciate your engagement and letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Expenses - Permission to submit on behalf without approval
Expenses - I want to be able to give an employee the ability to submit on another's behalf but not to be able to approve them or see everyone else's expenses e.g. Executive PA should only be able to submit her the Executive and not have the option to approve or see another employee's expenses.
2 votesHi Holly, thanks for sharing your idea here.
This can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
5 votes -
Bank Feeds - Suggestion for Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
2 votesThanks, Antoinette for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…2 votesThanks, Will for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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