4812 results found
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Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 voteHi Robert, to give a bit of an update here as you may have seen through our Xero blog we have some changes that are coming that includes a simpler navigation.
Along side this we will be looking to make some updates to also simplify and make it easier for our customers to categorise their ideas in the forums here.
Totally get how having Reporting as it's own option would make sense and that is something we're looking at directly as part of this. I'll share as soon as we're confirmed on the new structure.
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
NZ GST - Export return with heading 'GST return' + period of the return
GST Return Export
It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.
It needs to have the words "GST Return" or similar.
1 vote -
New invoicing - Attach .cdr (CorelDraw) and .B2K (Braille2000) files
I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).
3 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
6 votes -
Navigation - Make invoice lists available as sub menus
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
3 votes -
NZ Payroll - Contractors Bills
NZ Payroll. Contractors invoicing us on piece of work basis, we need to deduct WT and to do Payday filing with IRD. In Xero Payroll, can Xero split "Contractors" from "Employees" clearly in all reports (I see many others have asked for that already) and add a "bill feature" to Contractors in Xero Payroll similar to that we use in Xero Payables so we can copy/edit them in future? This will enable saving contractor's bills in each pay run and use bill layout document vs timesheet. Otherwise, if contractors bills that include WT are processed in Xero Payables, can Xero…
4 votes -
Tracking - Functionality for Rental Property Management
Have two codes - one for rental income & one for rental expenses.
When reconciling bank transactions to these codes, have the ability to allocate them to a property.
Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
Auto generate a bill from this statement for the money that needs to be paid to the landlord.3 votesThanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.
However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.
Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.
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New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
108 votesHi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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Bank Reconciliation - Show difference between Statement Balance and the balance at the actual bank
Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.
It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.
2 votes -
AU Payroll - Add a separate lock date for payroll
AUSTRALIA PAYROLL - Can we PLEASE have a separate Lock Date for Payroll. I have had many incidents where I have prepared an Activity Statement ( PAYG), and the client reverts a pay run to draft, makes a change AFTER THE ENDOF MONTH AND IAS CREATION, and then we have to re-calculate and re-submit IAS for signature.
The lock date is unable to be added as the ACCOUNTS are still being reconciled, but the payroll is complete.
This will also be extremely helpful at EOFY.
4 votes -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
1 vote -
Permissions - Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
Xero Expense - Assign Approver for multiple submitters
Would love to see the option to assign an expense approver to multiple expense submitters or even an 'Approvalmax' approver matrix function added to Xero Expenses. Currently using Xero Expenses to administer over 100 employees expenses and need stronger controls than central finance approving all. Happy to help design/ test!
282 votesHi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
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Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
3 votes -
Bank Accounts - Set up loan schedule and amortization
I think we should be able to create with a loan schedule with interest rates, term and amortization instead of having to manually enter the transaction.
42 votesHi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
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Invoices - Make Due Date non-mandatory
There doesn't seem to be an option to delete the due date on sales invoices, my client doesn't want this to show on their sales invoices so it would be really useful if this could just be excluded
11 votes -
Xero Central - Advertise Xero Product Ideas on the Support Page
OK so maybe it's obvious to you that Xero Product Ideas is under the 'Community' tab on xero central but can I suggest you mention it under 'Support' too, as that is where most people looking for help start?
I tried searching 'feature request', 'request' etc on support and in the end had to open a case to find out you had a whole Product Ideas thing - I didn't think to look under 'Community' as I wrongly assumed that was just discussion.
I can't be the only person who thought this way, especially when concerned about something that seems…16 votesHi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁
As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.
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Invoices and Bills - Mark with a "Delivered" status
After sending out an Invoice and it has been paid, it would be useful if that invoice could have an additional status, indicating (1) that the goods have been "despatched", then (2) later as "delivered"
Similarly, on a Bill, After the bill has been paid, it ships, and it would be useful if the bill could be marked as (1) shipped then (2) later as "received".
And in both cases, there is an associated shipping document, such as Air Waybill Number and associated shipping agency. The AWB can be further enhanced to provide a link to the tracking service provided…
6 votes -
New invoicing doesn't contain previous useful features
New invoicing version makes me tick 'Include files as attachments' for every invoice I send off, whereas the old invoicing remembered my defaults. I prefer the old way where my preferences were saved.
New invoicing also cannot preview attachments, it always has to open a new tab to view an attachment. Old invoicing I could preview an attachment on a pop up within the same browser tab. I prefer just viewing the attachment quick within the same screen, I personally don't like having another tab that needs closing.
Invoicing notes are inaccurate. For example; the system keeps marking invoiced as…
7 votesThanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience.
That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each.
- Don't see your idea?