4714 results found
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Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
94 votesHi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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UK Payroll - Improving User Experience for Closing Payroll Schemes
When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
Your step-by-step explanation was helpful, but some adjustments could enhance user experience.2 votes -
Find and Recode - Option to switch "Received as" to Prepayment, Overpayment, etc
Find and Recode payments from imported statements to change the "Received as" feature to Prepayment or Overpayment.
I have a lot of older statements to import (this particular payment provider does not offer a feed for importing automatically). These payments are nearly all prepayments, and now I have to manually reconcile them to Prepayments. Automation would be a real time saver!
2 votes -
Invoices - Option to convert to bill
It would useful to be able to have an edit function that allows you to change a bill to an invoice and vice versa. As clients tend to confuse these and it takes a lot of steps to copy the information over and delete the mistake.
68 votes -
New invoicing | Copy to draft - Approve and email prompt if credit or prepayment available
For invoicing - if you copy an existing invoice (copy to draft invoice) - once all information is completed - when you then click "approve and email" it does not offer any credits or prepayments before sending. After you send you return to the invoice - it then shows "apply credit" - but this is too late! If you only click on "approve" then it will show the prepayment to allocate. But I believe you need it on both - approve and email should be included.
2 votes -
VAT201 - Diesel refund and rebate
On the VAT201 report a option to capture the Diesel refund per month to pull through to the E-Filing VAT201.
49 votes -
Hubdoc - Show invoice number in filename for downloads
I wonder if it is possible to implement the following simple change to Hubdoc. Currently, when an invoice is downloaded from Hubdoc, the file name is complied as <supplier name><date><amount>. It would be much better to replace <amount> with an invoice number. It often happens the payment batches are being sent to authorisers outside Xero, so an ability to provide a list of sorted files would be great. It also makes an invoice search outside Xero much easier.
1 vote -
Reporting - Better filtering in Reconciliation Reports
Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…
1 vote -
Bills List View - Add Account and Tax Rate columns to Awaiting Approval tab
In the list view of "bills awaiting approval" it would be really helpful to have an option to display a column with the account the bill has been assigned to, and the VAT; this is the two items I need to check before approving bills and being able to just tick and approve most would save so much time.
2 votes -
New GST report - Add attachment icon to RHS
It would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every GST checker needs to do, is make sure they have the appropriate attached Invoice so they can claim the GST. In Xero, it is laborious to have to open each line and check if their is an attachment.
1 vote -
AU Payroll - List leave types in alphabetical order
Leave types: why aren't these in alphabetical order on the leave request screen?
I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
They are in alphabetical order on an employee's leave balance screen and when you assign a leave type3 votes -
Joblogic integration - Selections for invoice status
When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?
Thank you
1 voteHi Parris, many of our applications have designed and built their integration with Xero themselves. They are best placed to engage with on any changes you feel could enhance your experience when integrating data from their application to Xero.
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Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
11 votes -
Bank Reconciliation - Filter transactions in 'Find and Match'
The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.
When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!
5 votes -
Dashboard: Account watchlist - ability to only show accounts with balance not 0
It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.
Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.
1 vote -
UK Payroll - Change employee regular earnings in draft pay run
Payroll:
Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.
Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.
Hopefully, this can be considered.
Thanks!
6 votes -
Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis
Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.
10 votes -
Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
33 votes -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.23 votesHi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
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Xero Accounting app - Add a credit note
Xero app - it would be good to be able to add credit notes via the Xero app
14 votes
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