4572 results found
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Projects - Drag and drop feature for assigning expenses
I would love to group select untracked expenses in Projects then drag and drop them into their expense category
If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column
4 votes -
Timesheets: Daily approvals
Weekly Payroll calendars and get paid monthly.
It would be advantageous if timesheets can be submitted daily and approved daily.
Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.44 votes -
Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.92 votesHi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
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Report Codes - Add/Edit codes from Chart of Accounts
Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?
Reasons for the request:
1. It is a logical workflow to specify how an account is to be reported when setting it up
2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
3. As the account balance is shown on the Chart of Accounts page, it makes it clearer which accounts actually…45 votesHi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
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Contacts - View suppliers and customers at the same time
I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.
1 voteHi Helen, did you know you can search a contact from the 🔍icon in the blue banner? This will avoid having to go all the way to contacts and find the contact there 😊
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Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
Contacts - Ability to bulk restore archived contacts
I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.
13 votes -
Bills to Pay UI - Visual Hierarchy
Bills to Pay UI - Visual Hierarchy
the new update of the 'bills to pay' screen is great and has some very useful new QOL features but i think the current layout is quite difficult to read and should contain a similar visual hierarchy that the old style had.
i have found myself focusing intently and trying to figure out where i am up to which could easily be fixed by a graphic designer adjusting fonts, weighting and alignment.
9 votesHi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
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Sales Invoices - Bulk assign lines to Project/customer
When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.
When creating an invoice, even from within a Project each line has to be manually assigned to a project.
Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
This is very onerous, especially when there are numerous invoice lines.When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.
40 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 -
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. -
UK Payroll - Allow Xero users permission to authorise employee timesheets
Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.
44 votes -
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 -
AU Payroll: Control default 'Timesheet type' for employees
Set the default time method for timesheets.
Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.
17 votes -
Payments - Future dated remittance
Be able to send a remittance for a future payment. Currently you can only send remittances a day after the payment has been made when the bank feed has been updated. We have suppliers who wont process our payments without a remittance meaning we run the risk of our account being stopped or alternatively we have to generate a remittance using word which is just duplicating work.
You should be able to generate a remittance for any payment set up and not have to wait 24 hours after the payment is released form the bank account.
13 votes -
Projects - ability to set a project currency
Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
It would be great to allow the user to select the quote currency.51 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 -
UK Payroll - Total Earnings per PRP on Pension Output
Include 'Total Earnings Per PRP' on Pension Output
3 votes -
AU Payroll - Lodge SGC statement
Can we have Super guarantee charge (SGC) statement lodgement trough xero.
3 votes -
Bills - Allow invoice number duplication when importing
When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.
6 votes
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