4140 results found
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Management Report: Be able to save individual reports
Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.
1 vote -
Real Time Reports for Management/Head of Depts
Due to the pressure from Dept Heads and Management on Finance team to report on a real time basis, if Xero can have a function where we can send a live link to individual Xero reports to Dept Leaders in the company so that they can generate the report at any point of time, it would make a huge impact.
Eg. Creating a report specific to IT and let the IT Dept head able to access the unique report on Xero platform on an real time basis whenever they need to make a decision. The non-finance user dept doesn't need…
1 vote -
Bcc quotes
Bcc Quotes and Invoices.
Our quotes and invoices do not show on our CRM when sent from Xero as we cannot Bcc them. Come on xero. Add Bcc for quotes and invoices
1 vote -
screen rotate
I have the a tablet and use a cover with a keyboard, it would be so much easier to use the app if the screen didn't default to portrait mode and activating the screen keyboard. Please allow the Xero app to rotate to landscape so that I can use the cover keyboard.
1 vote -
Timesheets - default pay item
When entering timesheets for an employee, it would be great if the pay item defaulted to the employees pay template. When there are different departments and therefore different Pay Items setup, these are attached to the pay template for each employee, but when entering timesheet, you have to choose which one to use, as it defaults to the first one on the complete pay items list, which half the time is not right.
1 vote -
Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
1 vote -
Alternate Holiday accrual
Change the Alternate Holiday accrual to days not hours. Legally when someone works on a statutory holiday they get to accrue 1 days alternate holiday, which is the hours that they would normally work when they take the day off, not the hours they worked on the stat day. It's misleading putting in hours instead of days, especially if every day if not an 8 hour day. Reports need to be run every time an Alternate Holiday is taken to ensure they still have that day available.
1 vote -
copy
Invoice Copy to Purchase Order.
The classic invoicing has the ability to copy from an invoice to a purchase order. The new does not have this option.
It is an important feature when you work with subcontractors or suppliers.It is possible to Copy to > Purchase orders from a quote on the new invoicing but not always you will have a quote prior to have the invoice.
1 vote -
Staff rates in projects
Include staff rates / payroll costs / staff hourly costs in the profitability calculation used in the xero projects dashboard.
1 vote -
payroll faster payment download
UK Bank upload: Please can you sort out the Bacs/faster payment facility in Payroll? It needs to be compatible with UK Banks to avoid having to manually enter 80 payments into the bank.....please please!
1 vote -
Add Employee Group to Gross to Net and other payroll reporting
Gross to Net Report (and payroll reporting more generally) to have the Tracking Category defined in the payroll setup.
We use Department. Could the tracking category be added in the same way this functionality exists in wider Xero reporting.
It is quite painful not to be able to summarise the payroll by the selected tracking category (department for us) and also to group together this way. The bigger the company gets, the less helpful the current functionality is
1 vote -
Shortcuts/ aGlow programs
Integrate with Shortcuts Software CRM/POS and aGlow membership software program.
(Beauty industry.)
1 vote -
Subscriptions/ Memberships/ Portal
Memberships/ Subscriptions/ Portal
New feature required offering memberships/ subscriptions so that clients pay through Xero weekly/ fortnightly/ monthly etc. They would need to have their own log in portal which shows the subscription/ membership they’ve signed up to. Even if this was a subsidiary company of Xero. Even better if there was a dedicated Xero team who helps draw up legal templates and whom follows up failed payments etc.
1 vote -
Ability to view files in file library prior to attaching to an invoice and return file to library from invoice
In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…
1 vote -
New Invoicing - Support Title and Summary Like on Quotes
We use Xero's title and summary in every single quote to give important details specific to that order but not to any single line item. But Xero doesn't provide anywhere to put important order-specific or summary information like this on invoices. And the alternatives are ugly kluges:
- Adding these details to a description only item-line confuses customers and looks unprofessional since it's not a line item.
- Adding this to the email subject/text means it is lost when customers just pass around the PDF or view the invoice web link. And it's not saved with the invoice, so it's also lost…
1 vote -
Xero Me - function selection
Xero Me - it would be good to be able to disable the 'leave' functions on Xero Me for businesses that use other platforms for this purpose but would still like their employees to access their payslips online
1 vote -
Customizable Print PDF options for bills.
Dear Xero Product Team,
I hope this message finds you well. I am writing to propose an exciting idea that I believe could enhance the user experience within Xero:
The implementation of customizable Print PDF options for bills.
Currently, when users print a bill from Xero, the PDF generated may not always align perfectly with their specific needs or preferences. My suggestion is to introduce a feature that allows users to tailor their Print PDF output by selectively displaying or hiding certain columns.
Here's how it could work: within the Print PDF settings, users would have the ability to toggle…
1 vote -
Report/Invoices - Show invoices with "includes Adjustments to Tax"
In Classic views if there was an Adjustment to Tax it was quite obvious when the Invoice (or Bill) had an adjustment to tax. Compare that to the new Invoice screen where there is nothing showing that this adjustment exists.
It must be sitting in the database somewhere as its shows in classic invoicing.Could this be added back into new invoicing plus could there be a report or filter that could show invoices or bills that have an adjustment to tax?
1 vote -
import bank statements
IMPORT of CSV with CREDIT / DEBIT COLUMN
Please add a function to allow import of CSV where debit / credit is marked in a separate column to the amount instead of +/- signs only.
My bank outputs transactions in the following format:
E.G.
Transaction 1 CR 1231.12
Transaction 2 DR 543.00The above denotes a credit of 1231.12 and a debit transaction of 543.00.
The CR/DR or words Debit/Credit are contained in a separate column.
Thanks
1 vote -
Add a second reference field to customer invoices
It would be helpful to include both the customer reference number and our file number on an invoice. This would make it easier when cross referencing with our database.
1 vote
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