4589 results found
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Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
5 votes -
AU Payroll - Introduce employee onboarding
Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?
20 votes -
Branding - Option to Archive invoice branding themes
Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.
6 votes -
AIA G702 & G703 Application for Payment
Access and use G702 & G703 Application for Payment forms for progress payment
1 vote -
Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
1 vote -
AU Payroll - Increase the character limit for Earnings rates on timesheets
Timesheet - Earnings Rate viewing space needs increasing
Why is the space so small to view the earing rate selected, most earning rates are much longer than the space provided, which is creating issues to clarify if the rate selected is correct. And creating additional time required to check the correct rate has been entered or pulled through from scheduling software.
Please widen this space, there is plenty of room as there is excess room in the Tracking area or the page actually widened.3 votes -
Project - Show Days elapsed vs remaining
In Xero Projects --> Time it will show "Deadline 31 May 2024 80 days to go"
Instead could it show "56 days elapsed and 80 days to go", or a percentage of the days elapsed to give it a scale the same way the invoiced and timesheeted hours headings do.
You could treat the first day as the first time entry on the project, so no need to add a field to manually set the project start date.
3 votes -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
7 votes -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
2 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.164 votes -
Invoicing - Exempt flag for non-taxable lines
When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.
5 votes -
Reporting - Notes column option on reports
Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note
4 votes -
Reporting - Options for Font colour & type
Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.24 votes -
Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
Cash Coding - Keep the same sort order of uncoded statement lines
Sometimes the order of transactions is different in Uncoded Statement Lines Report to the transactions you are coding in Cash Coding. This means you cannot quickly enter codes from the Lines Report but have to carefully check line by line that it's the same transaction. This is extremely annoying, time consuming and occasionally results in incorrectly coded transaction lines. This has been a problem for years! It's terrible.
2 votes -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you17 votes -
AU Payroll - Calculate future leave balances for employees
For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.
I hope this idea is backed and implemented.
177 votes -
Contact navigation - Left of screen (rather than top)
allow for contact navigation to left of screen more streamline
1 vote -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
Bank feeds - Allow direct bank feeds with Discovery Bank
Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.
5 votes
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