4771 results found
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Reports: Calculate % from invoices for payment report to Contractors
We pay contractors based on sales reports for each contractor. Getting this report is easy. In fact, Xero does that well. However, to get that same report and deduct a % value or any other value to work out what the contractor payment will be. Then being able to save & print & Email that report. Currently, we export to Excel, and whilst that works great, it is fiddly and time consuming. Probably not for everyone, but handy for some.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Dashboard - Remove the "Loading your transactions" message
Right now, the dashboard shows "Loading your transactions" for bank accounts far too often and for far too long. The dashboard should always show the current state of the user's accounts, not what is essentially an indeterminate progress bar. It would be more user-friendly to remove the message entirely because it doesn't give users any actionable information. If new transactions come in while the user is doing things, simply update the dashboard to indicate that there are new transactions to reconcile, even if the user just finished reconciling what was there before.
1 voteHi Adam, thanks for sharing how we could improve your experience when working in Xero.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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BACK UP SYSTEM
Dear Xero,
Please consider the feature of a back up system.
I would like to see this feature implemented as it is a vital step to keep our data protected and safe. We sometimes need to be able to restore a file to a previous file for various reasons. We need to be able to keep a back up of data for business security purposes. We need to be able to back up our xero data for disaster recovery purposes.
Other accounting packages offer this service free of charge, and with the click of a button you are able to…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow linking contact email to sending quotes or invoices
The ability to link a contact for sending quotes to only, or invoices. Within organisations it will normally be a manager who needs to receive the quote, who has the authority to accept and the accounts team don't want to see the quote, only to receive the invoice.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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gst return transactions reference
GST return transactions report - how do you widen the Reference column?
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Estimated Profit
Xero does a great job of calculating profit based off of invoiced items, a crucial feature to quoting projects is calculating profit off of that project.
Xero should add a an estimated profit calculating quotes, and estimated expenses and give you a profit margin based off of estimates and then finalize the profit calculation when the invoice is created.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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RDO and similar monthly accruals
Manually recording rates for certain leave types such as RDO is painfully tedious and time consuming. It's important to be accurate, but as this is repeated for many employees, it becomes easier to make mistakes.
The fixed amount per period is not flexible enough as there isn't a selection of periods to apply a fixed amount to, and if this was rectified, our business would not need a manually recorded rate so frequently.
Previously suggested by another user is a per hour period (80 hrs work = 4 hrs RDO). This is a good concept. An additional cutomisation level to…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to have separate permissions in Settings > Payroll Admin
It would be really helpful if there could be more separation in user permissions.
We have an Admin Team that has the authority to approve leave in our office but does not have the authority to complete other payroll activities - pay runs, view/change pay templates, etc.
Currently Xero does not allow for this separation in permissions so we cannot have this setup correctly in our office2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Feed - Peoples Security Bank and Trust
For Xero to expand their bank feed connections to develop a feed that supports Peoples Security Bank and Trust - https://www.psbt.com/
10 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero message delivery failure notification
RE: Xero message delivery failure notification
This is WORSE than useless - it doesn't tell you which email. We sent 24 invoices as usual to one company's three invoice clerks. We had three messages back covering two of those three clerks. It too 90 minutes with them checking every invoice in their system before we could work out which han't been sent.
Absolutely dreadful system. Why is it impossible to tell us which emails weren't sent?3 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Average currency value used when reporting of Profit & Loss Statement in an alternative currency
When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Payroll - Payrun history expand or collapse button OR group in payroll years
Ability to have an expand and collapse button for pays previously posted and presented under Pay Run History.
After using Xero for a number of years, locating a previous pay run becomes looking for a needle in a haystack as this section is just a swamp of pays.
Grouping in payroll financial years or having a date filter would assist greatly also.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Cash Coding - Disable "Save & Reconcile All' button if nothing is ticked
Perhaps it's a bug but, while using cash coding /fast coding of a bank account, if nothing is ticked, I can still click 'Save & Reconcile all', which I have done by mistake on 2 occasions, causing panic and painstaking efforts to find out what had been coded and undo it (it was many things that were not meant to use the bank rule or needed further details) EG on the cash code screen , transactions that match bank rule are prefilled, which is great, but does not mean they are ready, so I should only be able to click…
1 voteHey Hylton, thanks for submitting this idea. We appreciate you taking time to let us know how we could improve the Cash Coding screen for you. You're right that this is currently designed to accept the suggested reconciliations, even if you haven't ticked anything yourself.
This idea can now begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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UK Payroll - report to include employee bank details
UK Payroll report to include employee bank details - would like a report to run employee contact details which lists existing bank details
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Prototype Home Page - New dashboard widgets
Please, can we make sure the new dashboard will still have all the existing widgets and their current functionality, including VAT Return, Account Watchlist, Invoices owed to you, bills you need to pay, and that each bank account will have its own widget, so that it doesn't become the same debacle and waste of our processing time in doing the same functions as now.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Date Picker - Not default to the current date.
Dates - could this please not necessarily be the current date? This is the one most infuriating thing I find with Xero as it is time-consuming to keep altering it.
For example, when entering bills, I am working through bills from the previous month. It would be useful if the date remembered the previous date entered and defaulted to it, so that one could just change the 'day' number and not the month and year.
Alternatively, could one choose a month period and year so that all entries are going to be in that month, with just the day numbers…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Accounting app - Mark quotes as invoiced on iphone when sending invoice
On iphone version I send my weekly quote for Purchase order approval as i leave site, I find it a bit of a pain to have to send the invoice then head back to quotes to mark as invoiced evetime I just think it could be streamlines by adding an automatic prompt like on pc version
o mark quotes as invoiced on iphone when sending invoice.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bank Rec - Logos for transactions
It would be great if Xero allowed businesses to display logos in transaction details, similar to how many banks are now doing. This would make records more visually clear and easier to identify at a glance.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports
Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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