460 results found
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Xero Blue | Global Search - Search Contacts by address
Ability to search contacts by address and phone number.
Purpose: To have more options for users to search their contacts in Xero.
85 votesHey community,
Just following on from our last update, this is being rolled out - you'll have it now or in the next few days!
You can now use the global search function to find contacts by Address line 1 - 4 as well as Postcode/Zip code. I’ve attached a screenshot so you can see it action
Thanks again for all the comments and feedback around this idea, for more on this change, check out our Xero Central support article.
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History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
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Reporting - Aged Payables with foreign currencies
Thank you for listening regarding the changes that you implemented in July 2023. Bringing back a simple icon that signifies a foreign currency is a big help in Aged payables and Receivables
1 vote -
Help functionality (in app)
I would like you to develop context sensitive help. Currently any input to the help box results in the attachment below with three options that are not pertinent.
I want to enter a single word or phrase then have a series of articles containing this word or phrase sorted by importance. What I DO NOT want is a list of articles that might help.
Looks to me like xero and it’s non existent help function was written by accountants and not IT people who know how to create super useful help function.
Maybe this should not be in Business section…3 votesHey James, from your screenshot it looks like you’ve used the search function when looking for help. The help menu is to the right of it. I've attached a screenshot highlighting where it is and what it looks like opened up.
The help menu in Xero uses the context of the page you're on to produce the recommended articles, and also has keyword search that is backed by machine learning, to sort results by relevance. You can view the help article right within the menu itself and move it around so you can follow along while working in Xero.
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Reporting | Excel Export - Remove formatting
Please remove font size formatting and merged cells from excel exporting and open the exported spreadsheet at 100%.
18 votesHi team, rounding back to confirm that the changes shared last week have now been rolled out and you'll find the next time you export a report from Xero to Excel that the formatting will be a little different. To recap the updates we've made;
- The report will now default to 100% zoom (rather than 150%),
- we've adjusted the size of title and currency fonts for ease of reading, and
- made slight changes to the formatting of cells in rows for consistency across the report
Thanks again for your feedback on the site, and if you'd like to support and follow any updates on merged cells, join in the idea here 🙂
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contact activity
It would be great if the contact activity items could be divided into different tabs.
Eg. Quotes, Invoices, Purchase Orders, Bills, Notes, Etc.
A couple of my contact have become very cluttered, and it has become increasingly difficult to find the correct documents.
4 votes -
Global Search - From Every Screen
Have the ability to use the search function, regardless of what you are currently looking at.
Right now, whenever you are in the Report section or the Fixed Assets section, you do not have the ability to search. You have to go to a different page, and then you're allowed to search.
67 votesQuickly following on from our last update our teams have been working hard to keep developing consistency in search. You'll now find you can search from any screen across your Xero organisation!
We appreciate direct feedback on the screens you wanted to see this capability such as Fixed Assets, Payroll, new Invoicing, Reports - Now, wherever you go in your org, you'll find the magnifying glass in the blue navigation bar. 😁
Thanks for your support community!
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Account Transactions Report | Paid or Unpaid Bills / Invoices
I wish to see if invoices are paid on unpaid when pulling account transaction reports.
Accounting - Account Transaction Report - Columns - (add if we can see if bill/invoice paid or unpaid)
There is no way currently when pulling this report to see if the bills are paid or not.
7 votesApologies for not seeing your response here sooner, Jayden. Thanks for sharing that image. I do hope you've got your answer already but to confirm for anyone viewing here - That screenshot appears to be the Account Transactions report.
To view paid or unpaid invoices or bills you'll want to run the Receivable or Payable Invoice Detail reports. This is a slightly different report to what you're looking at and can be found in the Payables and Receivables section of the reports centre.
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Bank Reconciliation report - Default to show decimal places
Can we please have the bank reconciliation reports default to show decimal places. I've never seen a bank rec that rounds off the decimals until Xero introduced it.
3 votesHey Barbara, thanks for sharing your idea!
Earlier this year we rolled out a change to the Bank Reconciliation report, it now defaults to including decimal places. This can be changed by deselecting 'Decimals' from the 'More' menu. I've attached a screenshot as an example 😊
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Bills - Filter to show credit notes
The ability to search bills and filter specifically for a credit notes would be helpful.
Also, if a credit note has been used the total is $0 - it would be helpful if the total was still shown as paid.2 votesHi team, we've released a recent enhancement in the Bills Filter, and you'll now find you can filter by Document type including Credit Notes, Overpayments, Prepayments or Bills. 😁
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UK payroll - Monthly calculation based on annual salary split by 12
At the moment there doesn't seem to be a way to pay a monthly employee a basic monthly salary without the hourly rate changing to reflect the number of working days in the month. Please can there be an option to pay a monthly employee a basic 12th of their annual salary each month and the hours per month are set to the average of a 12th of their annual hours so that the hourly rate for overtime etc stays the same each month.
Thank you.
19 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
You can now enter more information about employees’ working patterns to support leave and earning rates calculations and save you time. You’ll be able to:
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Being able to set up to 13 weeks in a template means you’ll be able to accurately reflect employees’ that may work differing hours through weeks in a month like you’re after here. We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
Thanks for all your engagement and sharing with us on the idea here.
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Lock Dates - Ability for Advisor users to override
Please can we have the product enhancement for the LOCKED DATES, whereby the Advisor role can LOCK THE DATES to stop other employees/departments posting entries, but the Advisor can OVERIDE the lock dates to post month end/year end journals.
This is critical !!3 votesHi there
There are two Lock Date settings in the Financial Settings screen; one for all users except advisers, and one for all users.
To do this, you could leave the 'all users' date blank, and set a relevant lock date for 'all users except advisers'.
This would allow Adviser users to bypass the Lock Date, while still leaving this restriction in place for other users.
Alternatively, you might leave the 'all users' setting in place to prevent Advisers unknowingly making an change prior to the Lock Date.
If the Adviser does need to override this, they could temporarily delete this date, or move it forwards.
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Xero support case raise - Refresh suggested articles less often
I'm not sure if this is the appropriate place for such a thing.
But, when i just submitted a support ticked and was typing in the description and with every character of mouse click it would reload the suggested articles.
Which is just not how it should work.
The old format was perfectly fine.1 voteThanks for bringing this up here, Dylan. We've made a small update to the way this works.
Now, when raising a case with our Xero Support team and typing in the description the articles suggested on the right side won't update as quickly as they were before. This should make it easier to skim through existing help articles as you type. 😊 We'll move your idea across to delivered, however we welcome any further feedback to our update.
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Customer Statements Link to Invoices
Hyperlink Invoice Numbers on Customer Statements (including PDF) to Invoices in Xero, or to External Invoices if the Invoices were imported via API.
62 votesHey community - we're delivering this idea 🎉
The team have been testing a solution over the past few weeks. Off the back of positive feedback, we'll be rolling this out to 100% of Xero organisations.
It will be enabled automatically for all statements sent out. Thanks for all of your feedback on this feature!
The team are also exploring a solution to our other top-voted Statements idea, Contacts | Statements - View and Pay Online. We’ve shifted it to ‘Under Review’ for now.
Stay tuned there for more updates!
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Bills To Pay - Default to Awaiting Payment
Bills to Pay defaulting to "Awaiting Payment". When I am coding draft bills the system defaults to "Awaiting Payment" after I have approved the bill. PLEASE CHANGE THIS BACK to "All" or "Draft Bills". When I'm coding draft bills I don't want to see bills awaiting payment I want to see draft bills whether in the "All" list or "Draft" list.
9 votesHi everyone, thanks again for sharing how we can improve Xero for your experience. The ability to set a default page for Bills to pay has now been released to all users.
One point that we'd like to highlight is that this setting is device specific - so if you commonly access Xero from multiple devices you'll need to set the default page on each device you use.
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Reporting - Trial balance as favourite
Trial balance should be included as Favourite in reports.
1 voteHey Syed, you can mark any report as a 'Favourite' by selecting the star icon next to the Report name in your Accounting > Reports screen.
I've attached a screenshot as an example 😊
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Balance sheet - dollar value variance on reports
Ability to show a variance column as a dollar value on a balance sheet report to show changes over the year and make it easier when inputting this data into another system for preparation of financial reports.
1 voteHi everyone, as noted in my previous update you can currently include a variance column on the Balance sheet in Xero using the Layout Editor to add a Variance column.
We'll shift the idea to delivered. 😊
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Profit&Loss New-Report in multi-currency
Ability to run the profit and loss new in a currency other than the organisations base currency
36 votesHi everyone, thanks for your contributions to the idea and to those who jumped in to help test and play with the multi currency before the full release.
Today I can confirm we've released the ability to run the Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org has been using to all users. If you're using multi-currency in your org you'll find this extra option in each of these reports settings. 😁
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Reporting - Duplicate a customised report within advisor report pack
We would like to have the ability to duplicate a customised report in a financial accounts pack within the advisor reports.
For example, when preparing monthly reports, they will include a YTD profit and loss report then a month by month profit and loss report.
The P&L reports can have quite a few customisations like grouping and added formula's etc, so it would be a huge time saver if we could duplicate the YTD P&L then edit to make it month by month, rather than having to start customisations from scratch with a new P&L report.8 votesHi team, this is possible through the use of the Management report in a Xero org.
If you click the 3 dots next to Management report you'll see you can Create new report pack where you'll have the option to add any of your custom reports that have been saved in the org. 🙂
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US Tax - Automatically apply tax rate from tax lookup for new invoices
Automatically apply the tax lookup to new invoices, or the ability to set the tax lookup as the default tax rate for certain accounts.
2 votesHey Vincent, thanks for suggesting this idea!
Customers in the US can now opt in for our 'Auto Sales tax' feature, you can read a little more about it over on our US Roadshow Blog.
To get started, head to Accounting > Advanced and select 'Sales tax' to start the opt-in process.
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