4725 results found
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User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.38 votes -
Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
Bills - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
25 votesHi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Xero Search | Items - search more fields
Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.
4 votesIs there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
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Chart of Accounts - Export Chart of Accounts with current & last financial year balances including zero balances
It could be useful to export the chart of accounts with current and last financial year balances including zero balances to see which account codes are not in use. Helping to simplify chart of accounts.
3 votes -
Receivable Invoice Details Report - Add Contact Location
It would be great if possible to run an invoice detail report which reflects customer location.
6 votes -
Dashboard - Reminders for submission dates (payroll, tax CIS)
Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.
9 votesHi Sharon, a few ideas rolled in the one here. While appreciate the detail it would not be possible for the teams to work on these widgets at once.
It would be good to get a view of the interest in each.
I've adjust the title of your idea here to reflect your first idea on reminders. We have another for the ability to show tax on the dashboard you may like to join & support, and welcome to start any others for particular widgets you'd like to see so we can begin to get a sense of the interest in each. 🙂
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Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
7 votes -
AU Payroll | Employee - Add multiple email addresses
Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.
21 votes -
AU Payroll - Link deduction pay item to bank account
Please create a deduction for payroll that can be linked to a bank account. Currently deductions can only be managed via balance sheet and/or by adding reimbursement to enable it to be transferred via EFT. Quickbooks and some other payroll software have this ability and it makes life so much easier and clearer for the emlployee too.
5 votes -
Branding - MergeField for name of the branding theme
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteThanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂
Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.
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Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Projects: Allocate to projects when bulk importing invoices
The Xero bulk invoice import template makes provision to allow for the population of data into the available tracking categories that would correspond to same inside Xero. However, is it possible to do same with a project? Xero have since confirmed it is not possible to include project allocations when importing invoices.
We have a high frequent need to import bulk lines of data each representing individual invoices, and we wish to use Xero projects, but need to be able to allocate the bulk upload of these invoices to the applicable projects inside Xero.
21 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
21 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.
23 votes -
AU Timesheets - Change time entries to four decimal places (up from two)
Change decimal places for hours to 4 decimal places instead of 2. When hours are imported from Tanda it shows errors, as Tanda exports to 4 decimal places for more accuracy
4 votes -
Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
8 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
9 votes -
Reporting - Option to run reports in different currencies
i would like to have the option to run a report with USD , at the moment i have the option to British pounds
thanks
Astrid2 votes
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