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  1. The old Supplier Invoice Report which is due to be turned off in July displayed the totals for the gross and outstanding balance columns in the original currency. This doesn't appear to be possible in the new version of the report, even when it is grouped or filtered by original currency so that items with the same currency appear together.

    Can this be added before July please, or failing that, keep the old version of the report in place until it has been done?

    4 votes

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    Hey all, just popping in with a quick status change!

    Whilst we have added in a column for original currency, it's not possible to view subtotals for this column.

    Understand that there's some interest from the community in this feature, so we're re-opening this idea to continue to collect feedback 😊

  2. I want to track certain yearly expenses. I wish to put a limit to the expenses. When they reach the limit,I wish Xero can alert me. Eg Setting a limit on staff benefit per employee as $1,000. Once $1,000 is reached, a message can be sent to me.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?

    4 votes

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  4. THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.

    4 votes

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    Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business. 

    For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions. 

    Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here. 

  5. Improve security of printed checks by adding leading and trailing asterisks to amount fields.

    Example $150.99***** and one-hundred fifty and 99/100****** dollars

    Makes alteration of amounts more difficult.

    4 votes

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  6. To include different accounting method for construction company.

    We are using PCM method for our accounting in which our revenue and expenses recognized are based on the project's progress. Our project work done percentage is based on the costs incurred and the revenue and cost of sales are based on the work done percentage.

    I have attached an example of calculation.

    4 votes

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  7. I pay my staff on a monthly basis, but at the moment timesheet reporting can only be done weekly. Would it be possible to add a filter to be able to look at a custom date range.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  8. I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.

    4 votes

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  9. Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.

    Purpose: provides further customisation and automation of Purchase Order templates.

    4 votes

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  10. Feature that only certain users can change invoices and credit notes after they have been approved.

    Our client has had various invoices and credit notes changed after they have been approved and sent to customers.

    4 votes

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  11. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    4 votes

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  12. Sorting Manual Journal Entries with a specific description or reference for easy search and find

    4 votes

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    Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too. 

    Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for. 


    You can search for a journal by filtering the Journal report by description 😁

  13. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    4 votes

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  14. Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.

    4 votes

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    Is there a specific field of an item that you'd generally search for, Janie? 

    Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero. 

    However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero. 

  15. When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…

    4 votes

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  16. Separating out pre & posttax deductions on PDF payslip. At the minute these are all displayed together.
    Would be better if Pre tax deductions where displayed under gross salary and then taxable pay calculated, before displaying post tax deductions.
    Would be easier for employees to follow.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.

    4 votes

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  18. In Australia we are required to check an employee's visa status and keep a record of such.

    Additionally we have to report on this every quarter.

    It would be great to add visit status to the employment record

    4 votes

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  19. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    4 votes

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  20. In order to track and approve "Working from Home" requests it would be useful if Xero would enable pay item ("Working from Home") to be created that would function in the same manner as a leave category but was not leave (i.e. would not be reported to the Tax Office as a type of leave).
    That way employees could apply to work from home, as they do annual leave, and approved working from home hours would automatically appear on the leave calendar.

    4 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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