4793 results found
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Login - Account Settings - Log in to - BUG FIX
Please fix the Account setting for the Log in to preference so that it works as advertised.
Currently the option to log in to "The organisation I was last in" does NOT work as advertised. It will log me in to a seeminly random organisation from the list of my organisations.
I believe that it is logging me into the "Last organisation that ANYONE was in"9 votesHi Andrew, have you come into our Xero Support team about this? This setting is at a user level so should be based on the last organisation you were in.
It would be good for our specialists to take a deeper look into this with you to determine what's going on. If not already could you please raise a case through Xero Central.
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Reporting - Ability to copy to Clipboard
Many reporting platforms now have the ability to copy reports directly to the clipboard - this would be great to skip the download-and-open-an-Excel-file intermediate step, when in many cases we are looking to drop the data directly into another spreadsheet or workbook.
2 votes -
budgets
Budgets: Allow budgets to be shared and reports drilled down into so budget holders can see their live budgets without having to pull of reports.
OR
Allowing published reports to be viewed by individual users that they can then drill down into.1 voteHi Claudia, just want to make sure I'm interpreting your idea correctly. When you say you'd like to share a budget - would this be a link to the Budget Manager where the budget is entered or to perhaps the Budget Variance report?
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Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
4 votesHi Yumei, a few different bulk requests in the one here.
In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this?
We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.
You'll find existing ideas for some of your other points below, that you may like to join and vote for.
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New invoicing - Emailing Invoice where invoice date in locked period
Do NOT display an error message and update the history and notes.
Sending Receipt to Client41 votesAppreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
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UK Payroll - Leave Transactions report
A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
This would help as an audit trail and when preparing a salary budget or during a salary review.49 votes -
NZ Payroll - Option to change employee anniversary date when on unpaid leave for more than 1 week
Where an employee takes unpaid leave for more than one week, it would be helpful if you could enter in the date in which the unpaid leave applies from so that the anniversary date can automatically be reset. The current set up is rather antiquated, and needs to be automated to ensure accuracy and ease of use.
2 votes -
Bank Feed - Republic Bank of Chicago
Please add Republic Bank of Chicago as a connecting bank
1 vote -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Find and Recode- contact groups
Find and Recode - Contact Groups: I have a need for recoding transactions to add or correct tracking categories based on contact groups. We need to provide summary and filtered reporting based on tracking categories which we cannot efficiently find without the contact group. Please add contact groups to find and recode.
3 votes -
Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
7 votes -
AU Payroll - Create a new timesheet for deleted timesheet period
Once a timesheet has been deleted for a given pay period by an employee, both the employee and the payroll administrator should be able to create a new timesheet for this same period.
We have had instances where the employee has accidently deleted their timesheet after it was declined by payroll administrator (instead of fixing it), and once deleted there is no ability for either employee or payroll administrator to create another timesheet for this period (I submitted a support request to Xero and they confirmed this).
9 votes -
AU Payroll - Reinstate order of payroll activity summary report
Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
- Earnings
- Tax
- Super
- Net payable
- Actual paid
to
- Earnings
- Net payable
- Actual paid
- Super
- TaxPut it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.
The two screenshots I've attached are…
6 votes -
Supplier Bill Activity - Add 'Quantity' Column
Supplier Bill Activity
To add quantities to the 'Columns' filter section.
1 vote -
Highlighting tool
I would like to suggest Xero to have a highlighter tool, this would be handy when viewing wide spread comparable reports.
Currently we are exporting to excel to be able to highlight figures/rows.
There are no certified browser add-ons for this tool, and once the page is refreshed it will be lost at the browser level.
It would be handy to keep the highlights even after the page/report is refreshed on the browser.
Thank you !
2 votes -
Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.96 votes -
Projects - Update Project search function within time entry screen
When assigning hours to a specific Job, the current Timesheet feature doesn't have the same search smarts as when assigning a Job in Invoices, Bills, Spend & Receive Money.
For example, a Job called ABC Studio - Sydney. In an Invoice or Bill I can type just 'Syd' and it will list all Jobs that contain those letters but, in Timesheets it can't. I have to type the first word 'A' before it will show a dropdown list to choose.
This may appear trivial but why have the Job field operate in two completely different ways?
2 votes -
Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!4 votes -
Notification/Reminder - To create Invoice
It would be great to have a feature where a person gets a reminder that an invoice for a project should be sent out soon. Here is the scenario:
There are multiple projects in our organisation and they are led by different people. Each project lead is responsible for sending out invoices for their projects as agreed with the client, which could be monthly or bi-monthly or at the start, middle and end of the project.
So, when a project is set up in Xero, it would be great if there is a function to indicate that the invoices for…
2 votes -
New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes
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