4792 results found
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Bills | Make payment - Wider Fields for "Paid From" and "Reference"
Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.
3 votes -
Organisations - Enable a Greater Number Visible When Switching
When switching between (many) entities the visible list is too short, necessitating a frequent search for the required entity. There is ample space to make more of the entities visible.
4 votes -
AU Payroll - Prompt to enter Leave loading rates
When ticking the "eligible to receive leave loading" box under taxes, have a pop-up to enter the leave loading rate. A lot of clients tick the box, but are not aware they need to manually enter the rate under leave in the payroll settings as well for it to occur.
5 votes -
Bank Rules - Tab and select functions when entering detail
Xero UX designers seem to be under the impression that users want to select accounts by scrolling though a list of 100 entries every time.
You removed the ability to search for the appropriate account by typing the account name when adding payroll categories a while ago. Most recently, you've removed this from the Bank Rules screen without having to use extra clicks.
Anywhere we're supposed to select an account, either tabbing or clicking into the field and typing the name of the account should search for and select the account, as it used to everywhere and as it still…
4 votes -
Find & Match - View all 50 items at once
We have 60+ clients who pay through direct debit which credits the bank account as a single amount. This has to be reconciled as over 400 individual transactions in Xero. We would like to be able to expand the page to view all 50 plus lines. More importantly there should be a "save" option while matching to enable any adjustments and allocations to be made without losing all the previous matches.
1 voteAppreciate the ideas you've raised, Gabi. We ask that each thread only contain one idea so it's clear to others what they're adding support for and also to help when sharing back with our teams internally.
I've adjusted your idea for the first and you'll find one raised to save a part match across here that you can join, too. Thanks 🙂
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Statement of Cashflows - Ability to edit format for 'Profit before tax'
Could edit the Statement of Cash Flow starting from "Profit before taxation" instead of " Profit after taxation"?
1 vote -
Aged Accounts receivable/payable reports - Make headings across multiple pages
The Management Pack report includes the Aged Receivables and Aged Payables reports. When they fall over two pages due to the volume of contacts, the column headings only appear on the first page. It would be useful (and good practice) to repeat the column headings on each page.
3 votes -
Projects - Manually enter an invoiced amount into a Project
Incorporate the ability to manually enter an invoiced amount to a Project - Sometimes we have a number of projects for one client but they just want one total invoice rather it being broken down into projects but we want to allocate the relevant amounts to each project - currently we can only do it by amending the invoice after its been sent and breaking it down into separate jobs - this is time consuming and risks the invoice on our records not matching theirs if there were ever a query on it.
2 votes -
Reports | Editing Layout - Show only the total of an account group
Reports > Editing Layout. Include functionality in layout editor to show only the total of an account group and omit the individual line it
2 votes -
Assign bill to entity to a Contact
It would be good to have a feature in Xero invoicing wherein we can set up the end-user as contact then assign the relevant Distibutor/partner as the bill to entity. Then in the AR Aging report, both end-user and billed entity (i.e.Distributor/Partner) should be shown.
1 voteHi Corazon, to check in on your idea - would this be much like the ability to assign a billable expense within a bill or expense item at present?
Appreciate there's not much reporting on billable expenses in Xero atm, and we likely have an idea I can merge yours in with. Wanted to see if this is the feature you're interested in here first though. Thanks
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Bills to pay - Order suppliers invoices in date order so it matches the statement
When trying to match multiple bills to pay against Supplier statements, Xero scatters the bills randomly by reference and not in date order. There also needs to be an extra box on entering bills form, so there can be a supplier invoice no. separated from reference no.
4 votes -
NZ Payroll - Include 8% holiday pay in ordinary earnings
With previous software, we can put in the entire hourly rate, which includes our casual staffs holiday pay, rather than change them to a rate of say
2 votes -
Payroll: Submit reimbursements and allowances for approval
Ability for reimbursements and allowances to be submitted by staff and approved by managers similar to the way that leave is submitted and approved.
1 vote -
Reporting - Show the statement lines reconciled to each account (income, expenses, assets & liabilities etc)
It would be really helpful if I could produce reports (by various time periods as usual) that list all the bank reconciliations that I have posted to my various accounts that I have created. This is useful for me to check in my book-keeping role to ensure that I have reconciled everything to the correct account, especially before passing everything to my accountant to produce the accounts.
Example:
Does my "Postage & Stationery" account include only postage and stationery bank statement reconciliations?
Does my "Salaries" account include only salary bank statement reconciliations?etc etc
4 votesHi Anna, have you tried the Account Transactions report with the 'Related account' column selected?
Sounds very much like what you're after here 🙂
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Bank rules - Ability to Gross up
Need to allow bank rules to gross up. I want to apply a bank rule to say the net received is net a 2.2% fee. I want to be able to compare different fees I am charged via websites, Stripe, Square Reader, Paypal etc.
You have to enter bank rule for each amount you charge. You only allow a rule to be split to 100%, it should be able to gross up. As such net received $97.80 is $100 (Sales) and 2.2% or $2.20 of gross sales (fee exepnse).
1 vote -
AU Payroll: Show all employees on one page in draft pay run
Have 1 page with all employees (items) instead of the max 50 per page when processing a payroll.
1 vote -
Cheques(CA) - Ability to show Account Number/s
Can we display the GL Account Number(s) on a cheque? This helps us with reconciling/troubleshooting.
1 vote -
Hubspot integration - Unlock invoicing for EMEA Users
The Hubspot CRM integration for the EMEA region doesn't offer the option to 'Get invoicing'
1 voteThanks sharing with us here, Haider. Not something that we have plans for extending the integration for at present, but we'll start tracking the support in this here and let you know if there's any plans for change.
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Sales Invoices - Order of lines when exporting or viewing Receivable Invoice Detail Report
When invoice details are extracted to Excel or reported in the Receivable Invoice Detail Report, all invoice line items (and comments when they are included) should be extracted in the same sequence as they are shown on the invoice. Currently this is not the case and I would consider it an error in the system rather than an improvement to the system. Similarly, the details shown in the line item description should include any formatting (ie carriage returns, leading spaces etc).
2 votes -
Fixed Assets - Accumulated Depreciation on Disposal
To see accumulated depreciation on disposal on the Disposal Schedule report.
3 votes
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