4698 results found
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Reporting - Create folders to manage reports (Custom, Published and Archived)
Under Custom Reports
I send out reports to my departments each month, this morning it took 4 hours to add the tracking codes to the new P & L reports (we love the new report and so do our Department Heads).
I was wondering if there is a way of saving each custom report for each individual dept with their tracking within a folder. We have a Junior and Senior Campus and about 45 departments at each. We already have a lot of custom reports so having a folder system would allow each Admin staff member to access what they…31 votesThanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
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Reports - Information from GST report added automatically to bills
When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?
This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by
5 votes -
Projects - Bulk update staff charge out rate
The ability to bulk update staff charge out rates in Project Tasks. Running many projects and therefore many many in progress tasks. Needing to duplicate a task and create a new charge rate is both tedious and cumbersome. Unless you export to excel and manually change data, you are unable to get an accurate snap shot of the financial status of the project as charge out rates are outdated. Currently when exporting invoices, I am needing to individually update staff rates to reflect the current times.
4 votes -
Advanced Template - Packing Slip as it's own branding theme
Could you please enable the ability to create a custom “Packing Slip” as part of our custom “Branding Theme”? We’d like to be able to send our fully personalized packing slips without having to change the invoice “Branding Theme" back & forth.
Thank you
48 votes -
Credit Notes - Show the invoices/bills the credit is allocated to
Automate the showing of which invoice or bill a credit note has been applied to.
I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.
XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work,…
2 votes -
UK Payroll: Employee salary reports
In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries
16 votes -
AU Payroll - Ability for timesheets to not override Pay Template
When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…
64 votes -
Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
11 votesAppreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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Invoice Reminders - Disable until Bank Reconciliation is up to date
I really dislike getting payment reminders for bills that were paid on time! I find it stressful and although it is usually because the sender of the automated reminder has not done a recent reconciliation it still takes time to check. I think that Xero should make it impossible to send a reminder until the reconciliation for that period has been completed. Then they would not have to include the message " If you've already paid it, please ignore this email and sorry for bothering you" Simply don't send it in the first place!
1 vote -
Bills - Give approvers access to limited suppliers
Xero access - Limited permissions for approver
In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:
approver A has limtied access to supplier B
Approver C has limited access to supplier Dapprover A could not see information regarding supplier D and approver C could not see information on supplier B.
This would help us to avoid having an extra software that handles approvals when everything could be done through xero.
2 votes -
Dispose of an asset in the next financial year without running depreciation.
Dispose of an asset in the next financial year without running depreciation to previous FY.
2 votes -
Expenses: Option to change default from company to personal
We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.
Occasionally these slip through the net and aren't changed prior to approval.
Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?
5 votes -
Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
2 votes -
AU Payroll: Show 'actual' leave balance in employee record
Make it so that an employees actual current leave balance is shown on an employee's record under the leave tab. Not just the balance with future leave applied. It's frustrating to have to download an employees pay slip to view these balances.
12 votes -
Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
15 votes -
Payroll - Print changes to bank account details
World like the ability to print the history of bank account number changes
1 vote -
User Role - Ability to share a published report with users
Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.
7 votes -
Contacts - Reinstate the 'Payments in past 12 months' feature
The recent changes to the contacts screen have done nothing but hinder our business. You have removed the "Payments in past 12 months" which is something we rely on heavily when managing our clients. There is now no way to see all payments by a particular client where there are credit notes applied or they have paid by different means (sometimes by card, sometimes DD and sometimes bank transfer) as we would have to search each account separately and manually pull out the credit note balances. Very laborious and this is information we use daily in our credit control procedures.
3 votes -
Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
4 votes -
Profit & Loss | Tracking - Ability to drill down
The previous Profit & Loss report allowed you to filter by multiple categories. There was an add t report function which allowed users to drill down into secondary categories and export ALL of the data into one report which showed 1. A P&L Summary, 2. Detailed expenditure for the chosen secondary category. The "Add to report" function allowed the user to export the entire category details as a whole.
For our business this is critical. We are a bespoke project based company and use this filter constantly & No the project feature does not work for our business....I have tried!
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5 votes
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