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4799 results found

  1. Allow to create project templates to apply to task lists to newly created projects

    26 votes

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  2. Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.

    52 votes

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  3. Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it

    13 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  4. 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.

    46 votes

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  5. 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.

    3 votes

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  6. We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.

    4 votes

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  7. Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added

    7 votes

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    Thanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.

    We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.

  8. When adding a new employee's super fund, being able to add the fund by entering the USI number.

    If that can't be done, at least show the USI next to the super fund name so we can make sure we are selecting the correct super fund.

    Currently to make sure I am selecting the correct super fund in Xero when adding a new employee, to confirm the USI I need to go to my organisation, settings, payroll settings, superannuation and then, because I can't sort alphabetically or search for a fund name or USI, I basically have to add a…

    43 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  9. Ability to merge inventory items.

    Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.

    81 votes

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  10. Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.

    59 votes

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  11. See Inventory Item Cost when doing a Quote. I would find it helpful, when doing a quote to a customer, to see the cost of the inventory item I am quoting on. Of course, it should not appear in the final quote going to the client, but seeing it, would give me more confidence in doing my quote and make it a lot quicker. Thanks

    14 votes

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  12. It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary

    44 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
  13. When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.

    Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…

    1 vote

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  14. We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email

    10 votes

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    Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.

    While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.

  15. When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…

    2 votes

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  16. Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.

    3 votes

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  17. Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.

    The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.

    36 votes

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  18. Ability to filter draft invoices by Contact Groups.
    We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen

    15 votes

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  19. We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
    This is a significant quality and risk issue.

    1 vote

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  20. Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.

    34 votes

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    Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

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