4142 results found
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Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
3 votes -
XeroMe - Timesheet One-Touch "Tap n Go" Widget
Timesheet Tap n Go Widget for Mobiles
The Xero Me app is fine for leave and payslips, but it's not the best for end-user timesheet input or management. Sure it works and links to the pay system, but from an end user experience it's behind other timesheet apps as users have to log in to then manually enter times.
However, with a one-touch "tap n go" widget employees could put on their mobile devices (they already download Xero Me ) so they simply tap to input (check-in) the current time and tap to end (check-out).
This is a common feature…
3 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
Bank Rules: Save account number using tab
Please bring back the ability to enter an account number with the ability to tab to continue.
3 votes -
Reporting: Sales Tax Report - Run in different currencies
Sales Tax Audit report is produced only on the organization's base currency.
To be able to produce the Sales Tax Audit report in other currencies as well.
Reason: to be able to extract the report for organisations registered in countries of which currency is other than the Company's base (if also required for the authorities.)
3 votes -
History and Notes: Prompt user when there are unsaved changes to notes
Prompt if Changes have not been SAVED
What I would like is, after entering data in the Notes (or Items on Invoice, Purchase Orders etc..) If there are changes to the Invoice/Notes (or any update screen) on the screen BUT if the user does not click SAVE then the changes are lost.
If the invoice/purchase order/notes etc... have had changes and SAVE is not clicked, it would be helpful to have some sort of reminder available that auto prompts you
'Changes have been made do you want to save these?'
or something similar so any work entered, but not SAVED…
3 votes -
Reconciliation: Upload files to discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
3 votes -
Payroll: 'Save and close' option in draft pay runs
At the moment, inside an individual's payslip/pay run, the button options are 'save', 'save and next' and 'close'.
A button for 'save and close' would be ideal when only one or a few employees (not the whole batch) need to be manually viewed and edited. Instead, we need to click 'save', wait for the page to load again, scroll down and click 'close' to return to the pay run employee list.
3 votes -
AU Payroll - Flag when terminated employees are included in a draft pay run
Could we please have a flag for a terminated employee who has been paid in an unscheduled pay run (but included in the current pay run).
Xero continues to create a standard pay for the terminated employee despite the employee having been terminated.
If the employee was flagged as having been terminated it would prompt the processor to check and potentially eliminate the risk of overpayment.3 votes -
Filter Fixed Assets By Asset Type
It would be great to be able to filter the fixed asset list by the various categories but especially by asset type.
For example, I have 500 assets and am trying to pick out just the Office Equipment to dispose of 30 assets, but I am having to search for each individual asset rather than just look at a list of the Office Equipment.3 votesHi Laurinda, thanks for your idea here. Having a read this sounds quite similar to the idea across here asking for the ability to search by serial #.
Let me know here if you feel they're close enough - If so, I'll merge to gather this feedback together. 🙂
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Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
3 votes -
Contacts - Ability to save 'Attention to' only for Billing or Postal address
Since the new contact layout was introduced, you cannot save an attention name without there being an address in the address field. Sometimes we do have a company name, contact name and no address.
Please review and correct.
3 votes -
Bills to Pay: Display check information
BILLS TO PAY - Please provide column for at the upper right corner for the check voucher number and check number and check date so it's easy to sort it and for easy tracing.
3 votes -
Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
3 votes -
iPad app - Ability to Print Quotes
For clients who use the iPad app for quotes, it is important that the quote be able to be printed. This would be for Xero clients whose customers visit a place of business ("the shop") to discuss an order; the Xero client should be able to print the quote for delivery to the client.
For one of my potential clients, this procedure applies to 95% of the quote opportunities.As of this writing, it is not possible to Share the quote (only email) and if converted to a draft invoice, tapping the Share option automatically converts it to Approved without…
3 votes -
Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
3 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
3 votes -
Multicurrency - Ability to change the setting of Unrealised forex
CX0012821665 refers.
It would be good if Xero could turn on the functionality to post the theoretical Unrealised forex entries that it is calculating as a reversing entry. It would be a bonus if Xero gave the business the option to have it posted. Without this, because its not a journal, it doesnt reflect in my BI system. To post a manual entry is not a solution as then both entries appear on the TB
3 votes -
Invoice - Ability to transfer name and address directly to Label Printer
Label printing. It would be so much easier if having entered the name and address on an invoice we could then print the name and address directly onto a label writer (something easily done using Sage software). We are a publisher, selling books via a website to people who usually only ever make one purchase, so we don't want to create an unnecessarily massive contact list. At the moment we have to type their name and address onto the invoice, then type it all over again on the label writer software, thus doing the same thing twice with the chance…
3 votes -
Bank Rule - Set tax treatment (Inclusive, Exclusive, No Tax)
We have some suppliers that charge tax (e.g. VAT) and others who do not (e.g. from abroad).
On the bank rule creation/editing page, it would be useful to be able to specify the default taxation status (i.e. Tax Inclusive, Tax Exclusive, No Tax) for all transactions being processed by that rule.
This would save having to manually select the correct tax category on every bank rule transaction during reconciliation.
3 votesHi all, when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction. For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
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