4790 results found
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Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
18 votes -
Invoice/Bill - Ability to automatically recognise user's division/branch when they enter bill or invoice
When a business has multiple branches or divisions, it would be great for the system to recognise who (from which division or branch) is entering the Bill or Invoice or Journal, and would automatically assign the correct cost centre to the transaction based on that (with the ability to override allowed or not in the user setup). It would also be good to be able to only allow reconciliation/viewing of that branch or division bank account instead of all bank accounts.
3 votes -
timesheet - change colour of hours box - improve ease of use
timesheet - change colour of hours box once hours have been entered, or if leave has been claimed against that date, or public holiday etc
2 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
2 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
2 votes -
NZ Tax | Pop ups / reminders - Option to dismiss across all clients
Can you please make it possible for firms to be able to remove the pop up/reminders from our screen? We should be able to remove it once on our xero screen and then it doesnt appear for any other client. Or maybe after removing it three times then it goes away. I think its a bit strange you keep reminding accountants there is increase to the provisional tax threshold each time we open a clients GST return.
3 votes -
Profit and Loss - Adding % formatting by row
In Retail KPI's are important so on a month by month report we would include the
GP % on Liquor sales
GP% on Food Sales
Wage %
At present it comes out just as a number '61'
It would help if this could be formatted as 61% (italics & bold)3 votes -
Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
2 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
Profit and Loss report - Automatically change the end of date of report
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.2 votes -
Bills to Pay - Export Overpayments as a negative to match Aged Payables report
Bills to Pay export report that contains Overpayments does not currently agree to Aged Payables report. The Overpayments are displayed as a positive value instead of a negative value. This means that the Bills to Pay export report is overstated. Please correct this.
2 votesTrying to better understand your idea here, Niamh - When you say Bills to pay export, would this be when exporting a list of Bills from the Bills to pay screen?
Overpayments for bills would be treated as credit available to be applied to a bill - Unlike Prepayments which would be treated as a debit that would be applied at a future date to a bill that has yet to be created.
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AU Payroll - 3 weekly pay calendar
This is needed to accommodate a 2 week on 1 week off cycle.
4 votes -
Profit & Loss (Income Statement) - Year to date percentage of income
Regarding the Income Statement:
When the "Percentage of Income" & "Year to Date" options are selected, can we get the percentage of income column to calculate on the year to date column as well?
This would allow for better variance analysis - comparing the current months percentages to the year to date percentages.
2 votes -
Bank Account - Add separator line at the end of each month
When looking at a list of transaction, for example in Bank Statements, it can be hard to visually identify where transactions relating to the current month or any month begin/end in the list.
When viewing such lists, by simply adding a darker separator line at the end of each month, and maybe an even darker/wider one at the end of each Financial Year (or indeed by having a slightly different background colour/shade for alternating months), it would make visually identifying months so much easier.
Please can we have such a feature? It would make life a lot easier for many…
2 votes -
Find and recode - Ability to change dates
Find and recode dates. We import invoices from invoxy but the date is a system date that I want to change to the current date.
2 votes -
Quote Folders Expanding in Information Tab
Quote Folders Expanding
Option to expand the folders and keep them open. (Even when clicking in and out of costs etc)3 votesWhen you say 'Quotes folders' - could you provide a little more detail on where and what you mean by this in Xero, Kim?
Would this be when viewing folders in the Files library that may have been set u for your Quotes? or something a bit different? Thanks
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Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
1 voteHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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Fixed Assets - Prevent posting > 100% depreciation rate
Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.
Thanks
2 votes -
Purchase Order - Hover mouse over order list to view contents, without opening the order
One of my clients has suggested that it would be useful to be able to see the contents of the purchase orders on Xero without having to open them to find items ordered. In the same way that a salary is hidden but pops up when a mouse is hovered over on the payroll employee tab, the information on a PO could pop up.
Opening them all is very time consuming.
2 votes -
Online Quote - Consistent view with PDF when using advanced branding template
Online Quote - Expect the quote be view directly even is a custom branding theme.
Purpose: The reason we said "online quote", means no matter what the customer can view online. But now it's limited due to the organisation create their own theme which is not fair.
2 votes
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