1457 results found
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Xero - Resize in conjunction with browser window
When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.
I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.
4 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
34 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
3 votesAppreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
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Budget Manager- Ability to transfer the data from one budget to another
The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch8 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
3 votes -
Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks3 votes -
Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
41 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
16 votes -
New Invoicing - Ability to apply overpayment to invoices
Why do we have to switch back to classic to apply and over payment - This feature needs to be in the New Invoicing System. It creates a massive amount of clicking to get all the features needed.
14 votesHi community, thanks for your engagement through the idea here. This is something we're looking to build into new invoicing. Atm, the team are a little busy with other pieces of work to improve the experience. I'll round back in to keep you updated of any progress toward overpayments in new invoicing with you all here.
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Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
22 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.9 votes -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
13 votes -
Lock dates for time entries in xero projects
We're currently using xero projects a lot and something that happens fairly regularly is staff posting time entries into finalised periods. I.e. we have run reports and finalised an accounting period and then there have been later changes in those periods in xero projects. It would be good to be able to lock periods in xero projects as we do with financial informtation in xero.
11 votes -
Jazzing up the look of Xero Invoices.
I have an idea for sprucing up the look of Xero invoices.
While I was off of Xero for a few months, I came across this look in another competitor's layout.
Look at attached screenshot. See how more attractive the invoice looks compared to Xero layout that has no color? Is this something you could offer in the future for of different templates?Look forward to your response or update. Thank you.
1 vote -
classic invoicing why has xero to xero now not include an attachment
Classic invoicing - why have you removed to send an attachment when using xero to xero. This always worked but lately it has changed...... By the way I refuse to move to new invoicing until xero to xero option is available in the new invoicing.
Xero please listen to your users who know their own businesses and needs. Xero to Xero is a fantastic option and you have removed it and replaced with e-invoicing which no one uses
2 votes -
Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
350 votes -
time
Have Time/Hours instead of Quantity for professional services
1 vote -
Allow unlimited "Tracking"
I'm not the only one suggesting 'tags' but I see the threads keep being 'closed' as tracking is available.
As a small business owner not being able to group expenses by activity with the use of tags is a major flaw.
Two "tracking" codes isn't enough for a business to make strategic decisions or get a decent overview on which areas and activities are performing best. I run dozens of campaigns and attend promotional events throughout the year and want to know which work. To do this I need to be able to tag and run reports on those tags.
…
2 votes -
Report templates - Add Custom reports from client org
It should be possible to add custom reports at the client level into report templates. This would allow several custom reports to be grouped, at client level, to produce management or board reporting packs on a regular basis.
The existing approach is to open and print various reports and group these outside of Xero. Another option is to recreate client level custom reports at advisor level, which is double the work load, potentially difficult given different chart of accounts, and leads room for error if amendments to custom reports happen at client level. Neither of these options are great.
17 votes -
Fixed assets - Add a private use account to depreciation settings
You cannot update depreciation settings when you have rolled depreciation in prior years. You should be able to add a private use account to the settings or to the individual asset without rolling back depreciation multiple years.
16 votes
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