3889 results found
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Expense report - Ability to export with attache files
I need the ability to be able to print an expense report to provide to a client that includes all of the supporting documentation. All of the receipts are captured via Xero Expenses app but I can't print a report that includes them. To provide that information to my client...I had to screen shot every receipt and them insert them into a Word document. This isn't a workable solution. Please add this report.
4 votes -
Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
3 votes -
Xero Projects - Time tracking browser extension
I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.
4 votes -
Reporting | Draft - Warning or prompt to Save
Could you please implement a warning sign when closing a report in draft especially if changes have been made anywhere in the report or within the layout (example: Do you wish to save draft").
Reason: I often forget to click on 'save draft' or accidentally navigate away and end up losing all changes.
4 votes -
AU Payroll | Timesheet - Update time in lieu balance
The current option available for updating the time in lieu of XERO is to previously inform the fixed number of hours that will be added to the leave balance in the leave register. However, the number of hours varies each week, so I cannot predict in advance how many hours each employee will work.
My suggestion includes an automatic update from the time in lieu of using a timesheet. Thus reducing the probability of errors by entering the balance manually.
13 votes -
AU Payroll - Award change projected cost
A tool in Xero to calculate the cost of a shift change for employees using the award that is set up in Xero. This would greatly assist in understanding the financial impact of such a change.
1 vote -
Bills - Set up repeating payments
If I'm paying a bill by monthly direct debit (say Business rate), it would be useful to have the ability to set up multiple payments instead of having to set up 12 separate identical monthly payments.
1 vote -
New invoicing - Option to edit Account name
I noticed the new invoicing option seems to be not user-friendly as you can't edit the account name there is no option, and the classic is much better. I wonder why that is?
2 votes -
Projects - Add date of the expense onto the tasks & expenses screen
In the Projects | Tasks & expneses, can we please add in the date??
I understand that the date can be accessed by opening the bill or viewing the bill, but this is very tedious AND if you open the bill, you can't easily find your way back to the particular bill you were looking at (the screen jumps back to the top).
It is extremely difficult to navigate these expenses when there are hundreds of them attached to the project, so having the bill date here would be SO much more convenient.2 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
16 votes -
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
13 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…5 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Reports - Voided and Deleted Invoices deselected by default
I deleted and voided invoices for a reason. I don't want to see them again, yet they show up by default on a number of reports. This is in addition to making the invoice number unusable when invoices are voided. None of this makes sense to me and I shouldn't need to make a custom version of every report that seems to included voided/deleted data by default.
3 votes -
Bank Rules - Report to review bank rules and their application
Bank Rules Report
To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc32 votes -
GST Returns - Next and Previous period options in return
We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side
8 votes -
Bank Reconciliation - Reconciliation history in the bank feed section
In the bank feed section. Please make the vendor history available when going through bank feeds. QBO has a button in the bank feeds called Categorization History. This way to do not have to go into a contact page to view how something was coded in the past. This is for things without rules.
1 vote -
Inventory - Report to see variances in cost price
I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
Otherwise the only way is by an Excel spreadsheet1 vote -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
3 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
44 votes -
Email to bills | Draft invoices - Create rules to autofill data
I automatically generate draft bills from emails and the Payee is automatically selected. I want to setup rules (or even better re-use the reconciliation rules) to set the description, account and tax rates for each of the imported bills that are in draft.
3 votes
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