4899 results found
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Intergrations with mechanics desk
Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details…2 votesHi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).
As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.
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AU Payroll - Payroll Reports linked under the Payroll menu
Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.
4 votes -
CIS Monthly Return - To include material only bills
Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.
7 votes -
Quote - Formatting options in summary section
Quote- Multiple formatting options in the "Summary" section.
In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.
2 votes -
New invoicing - Freeze header row when editing
Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…
1 voteThanks for your feedback and sharing this with us here, Stuart.
Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.
We also have a separate idea around viewing the full account name that I've also added you on to, here.
In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.
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New invoicing - Option to Approve, send eInvoice and email with one click
I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?
3 votesInteresting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
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Bills - Show previous bill when entering new bill
Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.
2 votes -
aged debtors
Ability to see aged debtors' balance in the currency the invoice was generated in, not just in your base currency, otherwise, it is difficult to calculate how much a customer owes. The same is true when you view the balance for a contact. It shows the issuing currency for each entry, but the total is only shown in the base currency, which is not helpful if you need to inform someone of the balance outstanding.
1 vote -
Online invoices - Consistency with XPM invoice formats
xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
xero online invoices should be aligned with XPM in all formats - pdf version & online2 votes -
Account transactions report - Comparatives
Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.
The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.
5 votesWe're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.
This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.
In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.
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AU Payroll - Increase Size of Drop down within a Payrun when changing between employees
When going to Payroll -> Pay Employees -> (inside your payrun) -> (Inside an employee's pay)
There is an option to drop down the list of employees included in the pay-run to change between. Could this be made much bigger please.Same goes for teh Drop-Down in the Employee Setting Pay-Template tab
2 votes -
AU Payroll - Naming Convention Payroll ABA
As I am an external accountant to several client, each with several pay-calendars across numerous entities, I would much appreciate if the ABA files (much like pdf reports) could be given a naming convention that ties the ABA clearly to entity, and pay-calendar when I screen through my downloads.
19 votes -
Invoice Templates - Automatically update bank account details
Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.
Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?
The different treatment of…
2 votes -
AU Payroll - Show Annual leave in the General Ledger
We need to be able to account for annual leave transactions in the general ledger but Xero does not currently facilitate this. Is there any chance that an update will be done which will allow this? I know that this has already been raised but it is baffling as to why a basic payroll/GL integration is lacking.
2 votes -
Inventory - Add a Description column or preview to the Products and Services list
The option to view the product descriptions when in the Product and Services list should already be a feature.
Many of our products have an abbreviated item name, with the description containing the expanded product information. Opening individual products to view the description takes a significant amount of time as we have over 1,500 items.
It is also the product description, not the product item name, that appears on invoices to customers, so it only makes sense to be able to view the descriptions from the P&S list.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
1 vote -
Xero Me - Allow employees to attach files to timesheets
Allow users to attach a file to their timesheet entry so they can take a picture of the job they are working on and attach it to their timesheet entry
1 vote -
add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
1 vote -
Bank Reconciliation - Filter by spend/receive money
Filter the bank reconciliation by spend or received
Simple to complete the debtors first / or creditors
26 votes -
MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
3 votes
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