4584 results found
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Projects - Option to default bills & expenses to non-chargeable
Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.
The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item
1 vote -
Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
40 votes -
Fixed Assets - Ability to set a minimum value for fixed assets
Add a new setting within fixed assets to set a minimum value for fixed assets.
We have a minimum value we capitalise of £250, but some bookkeepers we use still post trivial items to fixed assets.
Below the threshold they would not be able to post to the fixed asset nominals.
2 votes -
Xero Accounting app - View published Reports
My clients access most of their viewing data on the app but cannot see the monthly reports that I publish without logging into the website. Can these published reports be viewed on the app? Can they receive a notification when new reports are published?
1 vote -
Ability to move files from Inbox to Folder on the app
I will often check my clients' uploaded files on my phone using the app. I can rename them, but then I cannot move them off to a folder. This would save me a lot of time when I get back to my office.
1 vote -
AU payroll - Date entry shortcuts
can the payroll fields be smart fields similar to invoices which allow simple numerical computations. Most invoice fields allow you to add simple calculations into the fields for dates and amounts. This functionality is not available in payroll fields
1 vote -
Dashboard - Edit dashboard layout
Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.
11 votes -
When cancelling doc packs, allow option NOT to email the client
If I send a document pack to a client who then decides they want to sign the paper version, I then need to cancel the document pack to remove it from my 'to be signed' list and an email is sent to the client to inform them of the cancellation of the pack. Without fail, every client then asks me why I have cancelled the pack and will it stop their tax returns from filing, or they ask why I am sending them the document pack again, as they never fully read the email. This is a complete waste of…
2 votes -
Projects - Remove the 100 character limit for Tasks
When creating tasks in Projects, we are currently limited to 100 characters. Removing this limitation would be extremely beneficial. I frequently handle percentage billing for a client, and this process requires creating tasks for each billable line item when generating quotes.
Here’s the detailed process and the challenges faced due to the character limit:
Creating Quotes and Tasks:
- For each quote, tasks need to be created for every billable line item.
Invoicing:
- When it's time to create an invoice, I have to open the original estimate.
- Each line item from the estimate must be copied and pasted into the invoice…
2 votes -
Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
5 votes -
Mobile App - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
3 votes -
AU Payroll - Ability to navigate to previous employee (In addition to "Save & Next")
When editing an employee's payslip within the payrun, options at the bottom of the screen include "save", "save & next", "close". Suggest :
1. Firstly, a button that allows you to easily navigate to the previous employee.
2. Default to save - for example, the buttons would be "previous employee", "next employee", "close". Each button would automatically save. The "close" button would return to the main payrun screen while still saving the payslip details. The option to close without saving is not necessary as there is a "reset payslip" button.
3. Move the buttons suggested in option 2 up to…6 votes -
Payroll - Notification for cancelled leave
I have had a few scenarios where an employee requests leave and then I have gone into Xero and there are no requests. The employee has cancelled the request, but I have no visibility on this and so I have to reach out to the employee and check so could a notification be sent if an employee cancels a leave request before it is approved? Or if the leave request was left in Xero, but with a 'cancelled by employee' status or something? It is important to have visibility in some form.
5 votes -
Chart of Accounts - Increase Account Code Limit
Chart of Accounts Account Code Limit
Today 4:40 PM
Specialist has replied
CX0015142241
Chart of Accounts Account Code
Current Limit is 10 characters for entering a Code.
Requirement is up to 15 characters. Example 12-345-6789-000How soon can this be implemented?
2 votes -
Online Invoice | Stripe - Allow gift card payment
Ability to pay using gift card that is supported in stripe, using giftup.com
2 votes -
Bank Reconciliation - Reconcile reimbursable expense claim against multiple statement lines
When an expense claim is created via Xerome a 'spend money' transaction is created instead of a bill which means that if there is more than 1 payment against this claim I cannot opt to split the transaction when reconciling the payments. There needs to either be an option to split or the expense should create a bill rather than a 'spend money' to enable easier reconcilliation
4 votes -
Xero Accounting app - GST
It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.
3 votesHi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.
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New Invoicing - Description Box Defined
New Invoicing - Description Box Defined
It would be great if the new invoice description field had a defined box around it like the rest of the row does. The old invoice does and it looks cleaner. I find myself second guessing if those descriptions are in the correct place because it looks like they all run together.
2 votesThanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
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Report- Ability to run a report to show unused tracking categories
Xero should create a report for unused/no income Tracking Categoris side by side wih used/income Tracking categories.
When clients pay in bulk for random invoices then in Activity Statement it shows each payment as per the invoice amount. Xero should add a feature that it shows the total amunt paid in Activity statement rather then separate payments because our clients gets confused.
Xero should add a feature where we can edit or delete approve invoices in bulk rather then doing each invoice separately.
3 votes -
Reporting- Balance Sheet layout
Please can we amend the sorting of Balance sheet Fixed asset codes from alphabetically as a default. The default should be that depreciation line should follow the item cost line so it is easier to read.
I know it is possible to amend the names of the codes or edit the layout but this is time consuming to do and it would just make sense to have it as a default.
2 votes
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