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  1. Please provide a report by Customer for Profit and Loss and allow us to upload a budget for each customer so we can include the forecast in XERO. QBO has much better and flexible reporting than XERO. Please see attached QBO Report of P&L by Customer. Please mimic this report in XERO.

    6 votes

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  2. In timesheets, when you enter a new entry by hitting the + be good is the start of time could auto default to the end of time for the last timesheet entry you made, but you could still over type this if you wanted. Currently you have to keep looking and there is danger you could over lap or miss some time and it is time consuming.

    14 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  3. We need the ability to search by reference within Account Transactions. The new search bar in the top appears to search reference fields, but not the search field under Account Transactions.

    23 votes

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  4. Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.

    There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.

    3 votes

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  5. When converting xero projects / Invoice

    6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked

    The client needs to see this in cronological order and with each task for the said date

    eg

    1 July

    Dave
    Fred
    jim

    2 july
    Dave
    Fred
    Jim

    At the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing

    So needs a filter button installed to do this please

    2 votes

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  6. It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.

    19 votes

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  7. When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.

    1 vote

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  8. The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.

    2 votes

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  9. In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.

    2 votes

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  10. A report that shows all purchase orders with invoices against them and balance remaining.

    52 votes

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    Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.

    We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.

  11. We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.

    To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.

    I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…

    2 votes

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  12. Can we get predictive text in manual journals for words already used within the journal we are working on

    1 vote

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  13. When making a batch payment, it's always a pain to have to exit to get the missing bank details.

    I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.

    5 votes

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    It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct? 

    Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record. 

  14. Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.

    36 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  15. Xero has the facility to look up UK addresses by postcode when entering new contacts etc.

    Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!

    • UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.

    • UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…

    5 votes

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  16. Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?

    Bill email notes
    https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation

    24 votes

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  17. When downloading the individual payslip it would be nice if the PDF would say the persons name rather than the default filename of Payslip (1) etc
    Other payroll software such as Shape does this. Shame that Xero doesn't

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
    Is there anyway you could keep the date.

    2 votes

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  19. Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
    I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our…

    2 votes

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  20. A note of outstanding, unreconciled statement lines before completing a VAT return.

    Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.

    This would help to ensure no transactions are missed when completing a VAT return.

    8 votes

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