4807 results found
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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 - Leave Balances Report
Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense
125 votesHi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.
Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.
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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 -
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 -
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 voteHi Robert, to give a bit of an update here as you may have seen through our Xero blog we have some changes that are coming that includes a simpler navigation.
Along side this we will be looking to make some updates to also simplify and make it easier for our customers to categorise their ideas in the forums here.
Totally get how having Reporting as it's own option would make sense and that is something we're looking at directly as part of this. I'll share as soon as we're confirmed on the new structure.
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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 -
New invoicing - Attach .cdr (CorelDraw) and .B2K (Braille2000) files
I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).
3 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
6 votes -
Navigation - Make invoice lists available as sub menus
When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.
3 votes -
NZ Payroll - Contractors Bills
NZ Payroll. Contractors invoicing us on piece of work basis, we need to deduct WT and to do Payday filing with IRD. In Xero Payroll, can Xero split "Contractors" from "Employees" clearly in all reports (I see many others have asked for that already) and add a "bill feature" to Contractors in Xero Payroll similar to that we use in Xero Payables so we can copy/edit them in future? This will enable saving contractor's bills in each pay run and use bill layout document vs timesheet. Otherwise, if contractors bills that include WT are processed in Xero Payables, can Xero…
4 votes -
Tracking - Functionality for Rental Property Management
Have two codes - one for rental income & one for rental expenses.
When reconciling bank transactions to these codes, have the ability to allocate them to a property.
Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
Auto generate a bill from this statement for the money that needs to be paid to the landlord.3 votesThanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.
However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.
Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.
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New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
108 votesHi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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