4580 results found
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Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
20 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
9 votes -
Reconciliation | Suggest previous - Move to top of screen
The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
May I suggest:
1. software updates maintain the existing settings, and
2. place the "suggest previous" at the top of the screen where Users have a chance to see it.1 voteHi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.
Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.
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Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
231 votesThanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
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Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
7 votes -
UK Payroll - Payroll specific tracking
Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!
3 votes -
Batch Payment - Allow the "Reference" field in bill payments to overwrite the reference field in the batch payments file
Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.
payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.
It would be great if either:
a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…3 votes -
Bank Reconciliation - Rank the best banks for reconciliation
Make the banks (like American Express) see how they need to fix their systems. It's not your fault transactions don't match up. The banks need to improve their data.
1 vote -
UK Payroll - Correct rounding when employee earnings are split
There is an issue in payroll where you will get a rounding error due to other pay items such as Leave/Holiday.
e.g. Salary £12,570 per year
Paid in May the calculations are as follows:
1685.692935=£956.41308 Rounded: £956.41
85.692935=£45.54348 Rounded: £45.54
8*5.692935=£45.54348 Rounded: £45.54Total = £1047.50084 Rounded Total: £1047.49 instead of £1047.50
This should be corrected somehow to use the correct number before rounding as the final calculation. The rounding can either be ignored from the line items, added to the first line item (the total pay) or added as a new line item specifically for the rounding…
2 votes -
Expenses - Ability to request Invoice from user for Company Expense
Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account
2 votes -
UK Payroll - Option to set default leave entitlement
UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation
4 votes -
Budget Manager- Ability to transfer the data from one budget to another
The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch15 votes -
Invoices - Add "Yesterday" to date selection
Thank you for the 'Today - tomorrow' options in date selections but we would really benefit, and use regularly, a 'Yesterday' option given we often Invoice customers 'after' they have collected goods etc.
... just a thought
18 votes -
Foreign currency budget report
It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.
6 votes -
Journals - Ability to access the journal entry from each transaction
I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.
7 votes -
Top 5 overdue customers
In the Sales overview screen, we can see the top 5 Customers owing the most. Is it possible to add an option to change this to the top 5 customers who have the highest overdue balance?
2 votesThere's no way to change the order of the customers owing the most to sort by overdue on the Sales Overview, Chris.
The left column will show the total owing and the right column will show the figure overdue.
However, from this screen you can click to Send Statements where you'll be able to view Overdue amounts high to low (if not shown automatically just click the Overdue column header. 😊
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Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 voteThanks for submitting your idea here, Robert. Appreciate where you're coming from. Right now, the structure of product ideas categories is similar to the blue navigation within your Xero org so we typically have reporting ideas under Accounting features. Understand how it mightn't be the most intuitive design atm though and this is something that we're considering making updates to. I'll keep you looped in on any change for this here. 😊
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
NZ GST - Export return with heading 'GST return' + period of the return
GST Return Export
It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.
It needs to have the words "GST Return" or similar.
1 vote -
AU Payroll - Historical Payslip Report (bulk download)
Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.
553 votesHey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
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