4698 results found
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Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 votes -
NZ Payroll - Include draft pay runs in Payroll History reports
Have an option to include Draft Pay runs in the Pay History report.
When working with clients, we want to send a custom report to them to show them the current pay run vs prior pay runs. We do this through exporting data in to excel and manipulating the data to run a report - but there is no way to do this without posting the pay run, running the report, and then reverting the pay run to draft.
1 vote -
Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…
17 votes -
Reporting - Show Invoice Date and Paid status on Account Transactions Report
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
2 votes -
Xero Me - Search option in Tracking
Xero Me app - Add a search option in the Tracking drop-down, which would be fantastic.
1 vote -
1099 Report - Total amounts of 'excluded transactions'
The report does not total amounts of “excluded transactions” from the report of less than $600 transactions
1 voteHi Juan, have you been through the troubleshooting steps to confirm your rules set up would capture the transactions you're expecting to see in the report?
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Reporting - Run the Bank Reconciliation Report in Accrual basis
Many companies operate based on accrual and not cash. It should be possible to show accrual basis in all reports, most specifically the bank reconciliation report.
1 vote -
Projects - Value remaining to be linked to cost not on-billed charge
When you estimate an expense in Projects so that you can track that expense against what you budgeted for it, and tell Projects that you'll be on-charging at a particular rate, Projects tracks the progress of expenses incurred against the revenue expected. It should be tracking the progress of actual expenses against the estimated cost of that expense.
In the screenshot I've attached, you can see that the expected total cost of the expense I'm tracking is $202,702.50 and I have so far used $140,257.52 of that. It should show that there is $62,444.98 remaining in the budget for this…
1 vote -
Invoice - Add a page break to standard invoices
Invoicing - Ability to insert a page break in long invoices
Some of our invoices have long narrations with multiple lines. At present if one of your line items goes over to a second page you have no ability to define where the page break should be. It would be a great feature to be able to place a page break at any point in the invoice.
5 votes -
Navigation - Buttons at top to navigate between pages of a list
Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.
Purpose: To save users time from having to scroll the page.
158 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
166 votes -
Xero Support - Increase description field size in case raise form
Hi,
Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.
It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.
3 votesThanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates. -
Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
5 votes -
Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's…26 votes -
Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
54 votes -
Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
81 votes -
Xero expenses - Ability to change sort order
Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.
This should allow order by 'date of spend', by amount; category; etc
26 votes -
Expenses - Fields for GHG reporting / Greenhouse Gas Emissions
When travel details are entered in expenses capture information that is useful for GHG reporting. This might include details of distance traveled in taxi, uber, flights etc.
Provide reporting of this detail which can be exported.
2 votes -
Bank Reconciliation - Select multiple statement lines and match with multiple bills
2 bank transactions to match 4 bills in reconciliation not using overpayments
1 vote
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