4131 results found
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New Invoicing - Add line number
Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.
20 votesHi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
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Fixed Assets - Group columns in schedule together
Fixed asset schedules are pretty standard and the information we need to include is pretty standard.
The current functionality in Xero does not allow columns to be group together so we get a fixed asset schedule report with a lot of columns that is quite wide and squished up.
This idea is to add functionality to allow columns to be added together i.e. additions and disposals, depreciation rate and method, to condense the report and allow a more polished version to be created for included within annual financial statements.
8 votes -
UK Payroll: Option to have regular earnings as days instead of hours
Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.
Thank you.
13 votes -
Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.65 votes -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
4 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
2 votes -
Receivable Invoice Summary Report - Need ability to Sort by Gross Amount
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that is sorted by gross invoice amount. In Xero, I can click on the column header to accomplish this, but when I save the draft report or export to PDF, the sort order is not maintained. I would like the ability to change the report format to maintain the sort order after saving.
1 voteHi Paul, you should find a Top Customers option to the left panel of the report. This automatically orders customers by Gross amount and should show in order when exported. 😊
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Reporting - Ability to 'Save' Custom reports instead of 'Save As'
This is very similar to https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46454503-reporting-ability-to-save-to-same-draft-file, except that we need this same functionality for reports that have been saved as custom reports. I'm tired of having new copies made of an income statement whenever I add an account and need to change where it is grouped. This should be a simple edit & save. While Save As is needed, it should not be the default and only option.
2 votes -
Xero Files - Direct option to download file
Now that you cant attached docuemnts from files to a contact like you used to I have to download them from the files screen, but before I can download them, I have to click on them to preview first. I have to do this for 4 documents right now.
I would love to see the below made available in the files screen:
1. Have download available in the three dot drop down.
2. Have the three dot drop down options available in the preview screen2 votesHi Fiona, hoping you may have seen my recent update that we have now developed the ability to upload files to a contact record from the file library.
Appreciate your idea is still valid also and we'll continue to track the demand for this here. If there's any further changes around this, I"ll let you know. Thanks
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Projects - Copy time entry on web
Projects - Ability to copy time entries using web platform
Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.
2 votes -
User role - Restrict option to add or delete Bank Accounts To Subscriber user role
It is concerning that Bank Accounts can be added or deleted by users with "Standard User Access or even "Advisor" in some cases.
Considering the whole Xero Accounting system revolves around Bank Feeds, the ability to add a bank account, activate Bank Feeds or even delete a bank account should only be a function available to the Software Subscriber.
2 votes -
Mobile App - 'None' option for Tracking in Bank Reconciliation
Currently you can't select NONE on Job Tracking list when reconciling on mobile - it would be great if this was added just like it is when reconciling on desktop
2 votes -
Bills List view - Sort and adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
13 votes -
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
125 votes -
payroll book to separate accounts
UK Payroll: Allow each payrolls to book to different accounts.
Most consulting firms have a set of employees on fees, the costs of which are considered as costs of sale in the P&L, and a set of employees in the back office, the costs of which are considered as operating costs in the P&L.
Xero already support multiple payrolls (and we use this feature) but Xero doesn't not support each payroll booking to separate accounts in the chart of accounts. We have to do an error prone manual journal for each payroll each payroll cycle.
I would be great if…
1 vote -
Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
43 votes -
New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
82 votes -
Bank Rules - Set an order for priority
There are three types of bank rules (receive, spend, transfer) and there is no absolute order. So, if there is a conflict between one that is # 1 in transfer and # 100 in spend, the spend one wins.
Do you see what I mean?
There is currently no way around this? It would be good to have an absolute rule order covering all three types of rules.2 votes -
Resolving VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
1 vote -
UK Payroll - Holiday enhancement as per new legislation 1 Jan 2024 to commence April 2024
New holiday regulations from 1 January 2024 to commence from 1 April 2024. The new legislation from 1 April is only based on 4 weeks so it would appear the only option is to manually calculate the enhanced holiday pay.
It would be good in time if it was possible in Xero Payroll to calculate the enhanced holiday on selected pay elements only such as overtime, bonuses, commission, etc.
We use two other payroll software packages that allow this process of selecting specific elements to calculate the enhanced holiday so it is possible.
1 vote
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