4751 results found
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Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
42 votes -
Invoice Template - Option to remove VAT/Tax heading from all templates
An option on the templates to remove the VAT/Tax heading. For non-VAT registered companies this heading isn't relevant, therefore, should have the option to completely remove it.
1 vote -
Account Transaction Report - Related account drill down for invoices/bills
When filtered for the bank accounts in the account transaction report, the related account column often shows AR/AP for bills and invoices. This loses the visibility for us. It would be great to see further drill down of related account of each line item instead of just AR/AP.
1 vote -
Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
86 votes -
2 votes
Hi Omar, thanks for posting in Product Ideas. Is there a certain place or way you'd expect Xero to restrict users if an amount entered in the budget was exceeded in Xero?
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Invoice payments - Pay now Paypal branding for debit card option
Square & Paypal payment texts.
Currently if I add square and paypal payment options to my invoice the Pay Now pop up at the customer end is confusing. The 3rd option which is a Paypal guest passthrough for credit/ debit cards does not have paypal branding. So customers might be confused by options 1 and 3 and I might have to pay more for paypal fees when not needed.
2 votes -
UK Payroll - First NEST pension filing when changing over to Xero
As an existing Nest pension employer - we moved our payroll from an external supplier - in house to our existing Xero account. However, after repeated error messages - "Pension filling rejected by pension provider. Download and read the error report to learn about the problem." and 3 hours on the chat/phone/email with Nest saying ot was a Xero issue - I eventually got the response from Xero support below - it's a known error with the first submission! How have they either not fixed it - or at least offer help and guidance to everyone who all those who…
1 vote -
AU Payroll - Timesheets filter
Under Business Menu/Timesheets - it lists all staff weekly summary. It would be great if we could have a filter in this screen to be able to choose teams etc
1 vote -
Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
3 votes -
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
8 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
281 votes -
Xero Me | Expenses - Add stops for Mileage Reimbursement
Add the ability to add stops to mileage reimbursement. This way a person can add a round trip or add stops between the round trip to collect all mileage for the 1 trip.
13 votesThanks for the idea and adding your interest here, everyone. In lieu of a direct feature to accommodate this atm, you may find duplicating the claim to record each part of a trip useful in cutting down the data entry. We'll let you know if there's any change planned here.
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W-9 Management - Ability to sort and filter
There needs to be a way to sort and filter the list by W-9 status
1 vote -
Reporting - Cashflow summary report
If there is not already, it would be useful to have a proper cashflow summary report showing actual cash movements instead of having to balance against the movement in prepayments etc that come up in the current report.
Same with my payroll, it would be nice to see net wages go out on one line and the PAYE paid on another.
Thank you1 vote -
Fixed assets - Add mid year
Fixed asset register - We used to be able to add fixed assets in the middle of a financial year and enter an accum dep to date value within the entry of the draft assets themselves. Now we are restricted to the beginning of a financial year. This is a backward step. Why has the extra functionality been removed?
1 voteHi Catherine, something doesn't sound quite right there. Is it possible there is a lock date set up in the org ? I'd recommend raising a case with our specialists to get a closer look into your org and the asset you're trying to create and help determine what's preventing you from adding the asset on the date you'd like.
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Xero Tax (UK) | Unincorporated association
I need to prepare a ct600 tax return for an unincorporated association.
As it has no company number and XERO corp tax doesn't let you go past Go without a company number it is not possible to do this and I'm back to paper filing.
Please can this be addressed.1 vote -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
3 votes -
History & Notes - Include deleted statement lines in the History and Notes report
Under Advanced, History and Notes; add a option to view who deleted statement lines.
4 votes -
UK Payroll: Include employer pension contributions in employee opening balances
Have the ability to enter employer pension contributions in the opening balances when adding a new client to Xero. At present the resulting payslip is incorrect as the YTD employer pension figure only shows the current month and not YTD.
26 votes -
Multi Currency - Exchange Rate Import and Export
Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.
13 votes
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