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  1. Ability to sort expenses on a Profit and Loss report from largest to smallest.

    5 votes

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  2. Can we please have a report that will breakdown annual leave and leave loading. When there is a lot of employees that take leave for a quarter is time consuming to have to drill down into each employee to work out the leave loading to ensure that the SGC amount is reconciled.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
    You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.

    The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…

    6 votes

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  4. My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!

    1 vote

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  5. Encryption of PDF documents from within Xero.

    Purpose: To ensure Tax Invoices are SARS compliant (VAT404 Guide - Tax invoices must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature)

    9 votes

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  6. Cash Coding Discussion/Notes: When I'm cash coding transactions, it would be really helpful to access the discussions/notes on the cash coding screen. When I have a question about a transaction, I have to go find it in the account to write a note for review. It'd be great to do that straight from the cash coding screen.

    5 votes

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  7. Reports Projects Filter Staff:

    When filtering Project time reports by staff, is it possible to show only currently active (valid) users rather than any and every user ever associated with the account for all time? Can the list be alphabetized?

    Currently the list includes every user that ever existed including every instance of when Xero Support was invited (via a support ticket) as well as staff removed from the practice. Furthermore, it is in a random order.

    1 vote

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  8. To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it

    1 vote

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  9. In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.

    1 vote

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  10. 1 vote

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  11. Can a way be setup to do Invoicing for Drop-Ship items where we do not need to add inventory, but it is automatically calculated when invoiced to Track how many drop-shipments are being sent in a month and track the difference between the vendor price and customer price. Having to manually add to inventory is a lot of work.

    1 vote

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  12. I'm an accountant and having advised our clients to adopt using Xero they often come to me with questions. It would be really useful if advisers could view the expenses and projects tabs even if we are are not subscribed to use them so we can help the client with issues.

    1 vote

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  13. It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.

    3 votes

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  14. 6 votes

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  15. When I'm posting a payment to a vendor, and I choose a bank account to fund the payment, the accounts look like they're displayed in the order in which I created them. But the checking account I use most often is also my newest account and, therefore, is always displayed at the bottom of the list.

    Two potential solutions:

    • Allow us to choose the order in which the accounts are displayed. (This is my preferred solution)

    • Sort the list alphanumerically.

    1 vote

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  16. This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email

    3 votes

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  17. We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.

    6 votes

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    Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this. 

    If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice. 

    It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team. 

  18. In the old quote version, when adding an item it would search just by the item code which was great.

    Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.

    Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?

    Thanks
    Sue

    7 votes

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  19. Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks

    3 votes

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    HI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views. 

    Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year. 

  20. Have a way to make updates to multiple templates at once or somehow link templates. e.g. trading / non-trading companies, should be the same except for the trading statement/income statement. Would be handy to be able to make updates to both at the same time where possible

    1 vote

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    Hi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂

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