4706 results found
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New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
3 votes -
AU Payroll - Ability to obtain costings for timesheet categories
Ability to obtain a report on the actual costings on each timesheet category. Currently only able to report on the hours paid. Would be helpful to find out costing on each category. Presently have to manually calculate by multiplying hourly rate charge and hours (plus super).
1 vote -
Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votes -
Quotes - Tax status & Delivery Address when invoice is created from quote
It would be nice if when converting a quote to an invoice that Xero would be able to recognize tax status of customer, and would automatically bring up delivery address.
2 votes -
Find and Recode - Ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
1 voteThanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
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New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)8 votesHi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
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Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
integration with propertyme.com.au & propertytree.com
Integration with propertytree.com & propertyme.com.au for P&L
1 voteSorry we've note responded to your idea here sooner, John. We don't typically build integrations with other applications ourselves. Instead we have a developer centre where interested parties can come to get information and collaborate if they are interested in integrating with Xero. If not already I'd recommend seeing if this is something Property tree would be interested in developing from their end. You can share our developer platform here.
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1 vote
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AU Payroll - Allow leave requests to be submitted using just a keyboard
Make creating leave requests functional when using keyboard entry.
Currently, when I want to create a leave request, I:
- go to the top menu, tab across to Payroll and select (4 keystrokes),
- arrow down to Leave and select (4 keystrokes),
- tab through to New Request and select (15 keystrokes),
and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.Then, once I have used the mouse to get the new leave request pop-up, I have to:
- tab to the employee field (3 keystrokes)…2 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
1 vote -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
Xero Accounting app - Move favourite Tracking Categories to the top of the list
When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.
Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.
1 vote -
Bank Account | Account transactions - Export filtered transactions directly from screen
When searching for specific bank transactions(s) using the filter option, when found, it would be good to be able to export your findings directly from your screen. This would prove to be a very efficient way of exporting specific data quickly.
1 voteThanks for your idea, Lynn. While not exactly the same we have a somewhat similar idea across here. If you feel they're close enough I can merge?
This isn't something we have any plans for atm, however we'll get a sense of the interest in this from community and let you know if there's any updates.
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Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
3 votes -
Navigation - When copying text into a field, pressing 'tab' shouldn't delete it
Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.
3 votes -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
2 votes -
Purchase Orders - Auto-populate '1' in the Quantity column
When creating a new line, auto populate the quantity box as '1', rather than having to type it out each time
1 vote -
Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on…
6 votes
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