4687 results found
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Contact overview - Show all persons on a contact record
Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.20 votes -
Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 votes -
Products and services - View 4 decimal places
The old Xero version of Products and Services was really useful, as would show individual pieces costs to 4 decimal places.
The new version only shows 2 decimal places - we would really like to be able to see the 4 decimal places again!The old version was also more user friendly, as you could 'tab' shortcut from one section to another when making adjustments. The new version you need to use your mouse and select everything which takes much longer.
Would you be able to update this?
8 votes -
Reporting - Sales by item customer
In Sales by item report we need a column of Customer as well, since it's not available so we are not able to get the details which customer ordered which product.
23 votesHi team, coming back to this idea, while not in the Sales by Item report, you can run the Inventory Item Detail report. You'll find you can add a Contact column and Group by Item name to get the view you're after here.
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Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
6 votesHi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Reporting | Financial statements - Adjust formatting
Please consider adding more customisable options for the financial statements as they do not look professional when compared with Sage Handisoft reports (for instance).
Just to start off, there should be an option to remove the horizontal lines across the page on each account and heading, change indentation, font & in particular font size. The font size is so small it should be close to double that!
26 votesThanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.
With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.
We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.
Connect with your Xero advisor, or find one that can best help with your business needs here.
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AU Payroll - Search employee name when selecting employee
when in an employee file, be able to search by entering next employee's name you want to view next instead of having to scroll down to the name
6 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
9 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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Advanced templates - Font for Thai language
Custom Invoice Template did not work well for Thai characters. I've used Tahoma font as suggested on https://central.xero.com/s/article/Change-font-layout-and-column-headings-on-invoices-quotes?userregion=true#Useforeignlanguagecharactersininvoicesandotherdocuments but the characters above and below letters are not display properly.
Please find the attached for your reference.I would like to ask for a font that can work well with Thai characters on invoice template.
5 votes -
Xero Projects - Charge out Rates by staff member not by Task
It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…
46 votes -
Remittance - Ability to send with Part Payments
It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts
7 votes -
UK Payroll - Calculate pension contributions on pre-SMP earnings
Employer pension contributions for employees on SMP should be calculated on the employee's earnings before they went on leave, not on the reduced rate of 90%. Xero's calculation is currently on the latter with no option to overwrite. The correct calculation would be first choice, but the option to change figures would be helpful also
5 votesHi everyone👋, thanks for the idea and support here. To be open and upfront we don’t have any plans in the near term to expand this functionality.
Right now, you can create an additional Employer Pensions pay item and add it to the employee's Pay Template. When the pay run is processed you'll be able to enter in the difference due, to ensure the total contributions equals the required value. If anything changes in this space, we’ll update you on this idea.
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Remittance Advice on Spend Money
Ability to send remittance advice for bills not paid via Xero. So I am able to send remittance on “spend money” transactions.
28 votesIf the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
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Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
6 votes -
Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.75 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Sales invoice - Edit tax rates without removing payment
It would be great if we could edit the tax rate without reversing the payment allocation. Sometimes, when completing the VAT reconciliation before sending to HMRC, I spot errors in tax rates and I can't edit it without reversing the payment allocation. You can edit the account it is posted to but not the tax rate.
4 votes -
Pricing Plan - UK Payroll only subscriptions
Xero Payroll only subscriptions!
It would be great to be able to open a payroll only Xero subscription for clients who currently don't need/use Xero for bookkeeping. For example, I have a small client who employees a few people but I only provide year end accounting services to which I use the Ledger subscription to complete the year end accounts. I currently utilise Sage payroll online for the monthly payroll reporting but if I could integrate this into Xero without the need for a main subscription, this would help me keep everything in one place. Even if Payroll could be…
11 votes -
Reports: Show report of customers by last statement sent
Develop report that lists customers with date,type and amount of last statement sent.
8 votes -
Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
1,127 votesWe appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
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AU Payroll - Show total hours in draft pay slip
Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.
14 votes
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