4579 results found
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Branding - Add Tracking Categories to Invoice Template
Adding tracking categories to a sales invoice template.
48 votes -
UK Payroll | Timesheets - Enter start and finish times on behalf of employee
To be able to enter and start and finish times on the time sheets on Xero me and login for staff, save miscaluculation on hours.
33 votes -
Invoice - Raise a commission invoice for deductions from supplier payments
An option in Xero to raise commission invoices which are deducted from supplier payments or being able to differentiate from sales invoices and commission invoices raised to suppliers.
2 votes -
Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi everyone, we're working on a feature that'll help detect duplicate bills, which will help identify when duplicates of the same bill are in your workflow. We'll switch this across to Working on it for now and I'll be back to share more once it's out. 😁
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Profit & Loss - Ability to add variance columns for YTD Actuals & budget
Added features to P&L report design to be able to add variance between YTD Actuals and YTD budget on the P&L report
6 votes -
Reporting - Set default date columns from oldest to most recent
A button you can click to reverse the order of the columns in Reporting
Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.16 votesYou can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Reporting - Filter Inventory reports by Tracking
Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.
27 votesHi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
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Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
18 votes -
Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…
78 votes -
Multicurrency - Ability to change the setting of Unrealised forex
CX0012821665 refers.
It would be good if Xero could turn on the functionality to post the theoretical Unrealised forex entries that it is calculating as a reversing entry. It would be a bonus if Xero gave the business the option to have it posted. Without this, because its not a journal, it doesnt reflect in my BI system. To post a manual entry is not a solution as then both entries appear on the TB
3 votes -
Profit and Loss - Filter tracking category by actual and budget
The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.
The old profit and loss report did this easily. So the new report is a major step backwards
Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those less…
42 votes -
AU Payroll - Ability to pay an overseas foreign resident employee
we will have an overseas employee (from NZ) joining our australian company. In payroll I can put under Taxes the status Foreign Resident but not his address in NZ. I find this very restrictive to only be able to choose a State in Aus and no overseas addresses. Anybody an idea how to circumnavigate this without having to find some additional app to connect with Xero as was suggested by Xero Support.
17 votes -
NZ Payroll - 63 day holiday report
This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.
13 votesAppreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business.
Come back to let us know 🙂
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Profit & Loss report - Filter by project
Project reports are very difficult to follow and understand. The ability to click a transaction and open the source is not possible unlike all standard Xero reports. A Profit and Loss by project is crucial. Project transactions need to be combined into the audit trail so that standard reports can be ran to include project information.
65 votesThanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
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Invoice - Ability to transfer name and address directly to Label Printer
Label printing. It would be so much easier if having entered the name and address on an invoice we could then print the name and address directly onto a label writer (something easily done using Sage software). We are a publisher, selling books via a website to people who usually only ever make one purchase, so we don't want to create an unnecessarily massive contact list. At the moment we have to type their name and address onto the invoice, then type it all over again on the label writer software, thus doing the same thing twice with the chance…
3 votes -
Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
22 votes -
Quote - Bigger space for terms
When creating quotes, there is not enough space to add our Terms and Conditions in the relevant field. There are nowhere near enough characters. Please can you increase the size of that, and also allow us to have smaller text there too. We have long terms and it's very important we get them in.
8 votesHi team, while we don't have plans to increase the space directly within the Quote on Xero there are two ways you could go about adding larger terms to your Quotes. You could;
- Attach the (externally created) file with the full T&Cs to each quote as it is created, and then include it as an attachment
- Use an advanced invoice template for your invoices/quote etc - making the document the second page of the advanced template.
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Reporting - Ability to Bulk Archive Published Reports
It would be useful if we were able to select published reports in bulk to archive them, rather than having to do them one at a time.
8 votes -
Payroll - Select all employees in a draft payrun
We have up to 100 employees at certain times of the year, and it would be easier to unselect employees we are not paying, than select employees we are paying. A "select all" option would be good.
5 votes -
Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
1 voteHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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