4907 results found
-
Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
19 votes -
Fixed Assets - Add 3-year depreciation schedule for Small Business Corporations in South Africa
Small Business Corporations (SBC's) can, under certain circumstances, depreciate assets in a 3-year schedule as follows:
- 1st year: 50%
- 2nd year: 30%
- 3rd year: 20%
See the attached document, under 4.2.
Currently, this is not possible (I checked with Support).
I expect this to work within Xero, as it is a regular tax rule in South Africa.
Adding this schedule for South Africa would be extremely useful and important, as we now have to do the depreciation outside of Xero.
19 votes -
AU Payroll - Allow to change settings for Decimal places for pay items.
pay rates rounding by 4 decimal points causing an underpayment of wages. EG: Base rate is 25.65 x 1.5 = 38.475000 but the award rate is actually 38.48. Need a solution for this ASAP.
13 votes -
Reporting - Trial balance split by category
"Please provide or enable a template that allows the generation of a Trial Balance report with account groupings categorized under the same headings like Profit and Loss statement and Balance sheet."
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.
In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
3 votesWe're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Invoicing - Template to split invoice lines to multiple codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
3 votesThank you for sharing your idea and letting us know what changes matter most to you!
We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.
Other members can now also comment to share additional details on how this feature would improve their experience with Xero.
-
AU Payroll - Report for Workers Compensation
A simple payroll report that shows the actual wages for a period for reporting for Workers Compensation as it is a legal requirement for AU businesses. Details would be split into wages paid including super, with the residency status (+country of origin for Working Holiday Makers) - with a split if an employee has changed employment basis (i.e., moved from Casual to FT) in the period.
And any additional details that are required by the majority of insurance companies who handle Workers Comp.24 votes -
Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…3 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
-
AU Payroll - Option to 'Approve & Next' employee
In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.
46 votes -
Tracking - Assign Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
3 votesHello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
-
UK Payroll - Don't send automated EPS returns
Like it says on the tin. Why do Xero send an unnecessary EPS each month when its not needed? If I want to change my payroll, great send the EPS when I approve it. If I make a late payment, send the EPS once I've finalised the payroll. But please stop sending pointless returns which makes me wonder what Xero is doing filing unnecessary data that is more likely to cause problems with HMRC than not given their systems.
15 votes -
New Invoicing - Alert if the contact has available credit
In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.
Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.
121 votesHi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
-
Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
17 votes -
Contacts - Turn off the Contact name suggestions when entering transactions
Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.
10 votesHi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
-
Search contacts by ABN
Search contacts by ABN, at present you can only search by ACN.
10 votes -
GST Audit (Singapore) - Show the tax code in each row
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
7 votes -
Payroll - Add pay run comparative to prior pay run
When processing payroll, be able to see a comparative between current pay run and previous pay run before completion/filing to identify any discrepancies.
104 votesHello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.
For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.
Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.
-
Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
-
Colour Code Chart of Accounts
Would it be possible to add a feature to colour code our chart of accounts - especially expenses? When I am at the petrol station adding a receipt for a fuel purchase, it would be great to scroll down to a colour (with the account number). Another idea would be to have a favourites for expenses - we could add the ones we use most often.
Thanks from a small business owner.3 votesThanks for sharing, Timothy.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll share if there are any updates for this here.
-
AU Payroll - Job title to appear on payslips
Can you please look at adding a feature to payroll templates which allows Job title to appear under 'Employment Details' on payslips.
16 votes
- Don't see your idea?