4582 results found
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Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
5 votes -
Xero - Option to flag a performance issue without having to raise a support case
I would like to be able to flag or log a Xero issue, without having to raise a case.
Sometimes my colleagues and I are having the same issue at the same time with Xero. Eg. Dashboard not displaying correctly, unable to change organisation from the dropdown menu. But when we go to https://status.xero.com/ everything is showing as "Operational".
An option of being able to click onto a region; setting; choose the issue would be great. That means that Xero could be alerted quickly if there is a wider issue, or if it's an isolated issue.23 votesHi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
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AU Payroll - Add YTD figures on payslips for recurring reimbursements
Add YTD figures for (recurring) reimbursements on an employee"s Payslip, such as non-reportable travel allowances (paid as reimbursements).
I followed a Xero direction to process non-reportable travel allowances as reimbursements, as it ws creating discrepancies in our BAS (even though include in W1 was not checked).
For an employee not to be able to see their total YTD renumeration on their payslip, including these reimbursements, is disappointing (particularly as it won't show on their EOFY payment summary).
2 votes -
Invoicing: Set invoice reminders by invoice branding template
Ability to turn off invoice reminders based on the invoice branding template.
This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.
23 votesThanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
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AU Payroll - Option to allocate employee salary across different departments
Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals
12 votes -
Bank Reconciliation - Shift page up from the bottom, not down from the top
Bank reconciliation screen: Why now, when reconciling, the page shifts down from the top! Shifting up from the bottom would make more sense and be less confusing. I reconcile from the latest and scroll down the page, but the page shift affects the ability to find my place for the next transaction down the list to reconcile. Often, I reconcile a wrong item as the screen header rolls down not up after I have reconciled a transaction. I find I always must readjust my vision. Very annoying.
2 votes -
Email templates - Ability to format date placeholders
Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.
Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.
Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.
Ideal Outcome: The due date would…
28 votes -
New invoicing - Allow invoices to be emailed when using einvoicing
Allow invoices to still be emailed when using e-invoicing
2 votes -
Short term cashflow to integrate with budget
It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.
2 votes -
New Invoicing - Description Box Defined
New Invoicing - Description Box Defined
It would be great if the new invoice description field had a defined box around it like the rest of the row does. The old invoice does and it looks cleaner. I find myself second guessing if those descriptions are in the correct place because it looks like they all run together.
4 votesThanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
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AU Payroll - Upgrades to Xero me app for more customisation
We are long term users of Xero and find many aspects of its functionality make our accounting functions easy! This is not the case in terms of Payroll entry….The Xero Me App does not come close to meeting the needs of a small business like ours….and I am sure we are not entirely unique!
Our business is predominantly made up of casual employees who work different hours from day to day/week to week. Many of our employees also drive vehicles and require kilometre reimbursement.
The biggest challenge we have is the accurate recording of employee hours…unfortunately, we have issues around…
2 votes -
NZ tax- Student Loan overseas borrower repayments
Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.
8 votes -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
3 votes -
Chart of Accounts - Duplicate existing account
Being new to the business, new to finance and bookkeeping and even newer to Xero we are starting from scratch with our "Chart of Accounts". As we grow and want to create sub accounts for clearer reporting - having to manually 'add account' each time, and reselecting all the appropriate account settings is very time consuming, especially for a novice like me. Being able to right click and choose to duplicate an existing account and then be prompted to rename/renumber it would be so much quicker.
My work around is currently to open up the existing account - take a…
6 votes -
Dashboard - Tax & reporting to include when an activity statement is ready to prepare
For the existing Tax & reporting tile on the dashboard, it would be good if the Activity Statement included an indicator for when the next one is ready to be prepared and submitted.
2 votes -
Projects - Add "Invoiced" to Categories.
The 3 Project categories at present are Draft/In Progress/Closed. I would like another category called "Invoiced" so I could see which projects have been invoiced and are waiting for payment before we close them.
3 votes -
US tax - Trust accounting for law firms
Our law firm has a critical need for an understandable method for handling trust transactions.
3 votes -
Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
36 votes -
Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)
Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).
The <ContactAccountNumber> is allowed to be included on system default invoices.
2 votes -
Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
2 votes
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