4746 results found
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UK Payroll - Automatically include bank holidays and annual leave on Timesheets
Why can't Xero make editing a timesheet easier by automatically showing bank holidays and any days off that have been entered as holiday?
If the timesheet showed bank holidays or days where time-off has been allocated in a different colour or with an asterisk by the date then checking timesheets against time-cards would be much more straight forward.
3 votes -
Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
5 votes -
Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
33 votes -
Reports | VAT201 report - View total per transaction
I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming
9 votes -
History and Notes Report - include item code and contact account number to make report more informative
In the History and Notes Report include item code and contact account number to make report more informative
2 votesWhen you say include the item code and contact account number, are there certain actions you'd like to see history of for these, Edel?
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Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
200 votes -
Bills to Pay - Filter list to exclude Archived contacts
Add a filter to Purchase Overview, Bills, to filter out Archived Supplier / Contacts.
Generally not necessary to keep seeing bills for old achived suppliers.2 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.12 votes -
Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
8 votes -
Dashboard | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
24 votes -
Xero Accounting app - Save a Quote as a PDF
Hi, it would be good of we could save a quote as a pdf using the mobile app instead of having to login to the desktop version to do it.
3 votes -
AU Payroll - Employees to enter tracking categories in timesheets
Employees to be able to add tracking categories in the 'Start and end hours' timesheet setting, rather than a payroll administrator having to do it manually before approving.
5 votes -
Reports | Favourites Section - Undo option
Hi! I like the option to 'bookmark' frequently used reports using the star icon. However, I often click on the star of a report in my Favourites section by mistake, which immediately removes it from that section. It would be great to have a 'undo' option pop up, so you don't have to manually search for the report and add it back in again.
2 votes -
Business Snapshot- identify risks and provide tips for profitability
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
2 votes -
Sales invoices - Ability to move fields of the invoice entry screen
We are a plant hire business and have recently started using Xero Projects to measure profitability by project/vehicle. We raise a significant number of sales invoices every day. This can only be done manually so as to match Purchase Order to Delivery Note and other relevant backing documentation.
The project allocation selection is the final entry item, which doesn't run with the order the backing information is reviewed. It would be a great timesaver if the input boxes on the sales invoice creation screen could be moved around.
The above update would enhance our efficiency.
2 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.
93 votes -
Find and Recode - Sort on Find and Recode by description
being able to sort by description on find and recode
96 votes -
Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
1 vote -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?3 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
17 votes
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