4710 results found
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Projects - Report on nil activity projects
Ability to report on projects that have nil activity. Currently they do not show in the Project Summary Report until activity has been entered.
8 votes -
Invoice - Add a page break to standard invoices
Invoicing - Ability to insert a page break in long invoices
Some of our invoices have long narrations with multiple lines. At present if one of your line items goes over to a second page you have no ability to define where the page break should be. It would be a great feature to be able to place a page break at any point in the invoice.
23 votes -
Xero Files - Archive/Consolidate files by year
I love the Xero filing cabinet as I can put files in there for the accountant and owner to view. However I have been using this cabinet for over 7 years and would like the ability to archive / consolidate by year.
2 votes -
Bank Reconciliation Report - Version without trial balance, AP, AR, journals etc.
Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .2 votes -
NZ Payroll - Show the "Timesheets to Approve" section in Payroll Overview (NZ)
Show the "Timesheets to Approve" section in Payroll Overview (NZ).
We already have this in Xero AU.6 votes -
NZ Payroll - Generate invoices from pay runs
Automatically generate payment invoices when creating payroll.
The current help article suggests creating spent money entries on the fly when reconciling.
It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
The advantages are that:
- the payment is reconciled to where it is created ensuring it is correct,
- the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
- payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached…5 votes -
Reports - Do not show unfiled amounts for previous financial years
The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.
2 votes -
Bank Reconciliation - Remember Search details in Statement and Account transaction pages
If you go to the bank transaction page and search for a word then click one of search results then go back on your browser, the previous page has forgotten your search. It should remember the search, quite a few other sections do this but not the bank statements page
4 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
5 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
Projects - Create a report that includes a breakdown of suppliers invoices
Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available
1 vote -
Projects - Integrate with Google Calendar
Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.
10 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…
12 votes -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
1 vote -
Xero Go - add bank feeds
Bank feed - it would be great for small self employed businesses who do not need a full Xero subscription to be able to link their bank account and categorise their business transactions. Similar to Coconut so that you can link personal accounts and pull in business transactions that have gone through.
9 votesHi everyone, thanks for engaging with us here on Xero Product Ideas. As you'll have recently seen in our communications - We have spent the last year testing and refining Xero Go and after completing a careful review to understand the future of the product, we found greater investment was required to meet the changing customer needs and expectations around the product.
As a result, we will be retiring Xero Go on 12 September 2024, and will move this idea to not planned. We really appreciate the support from you all who have been using the app during this free period.
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Invoicing - Ability to select payment details, without needing separate templates
I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.
Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.
1 vote -
Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this5 votes -
P&L Report - Ability to customise report formulas based on account categories
When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)
2 votes
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