4805 results found
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Projects - Sync with Tracked Inventory stock levels
Projects - Invoicing and Inventory (Manufacturing)
The tracking inventory really needs an upgrade. At the moment the only way to reduce the amount of inventory is by creating an expenses invoices. However, our customers do not want an invoice with a heap of lines and 10 pages long. We do everything in projects and add our inventory there. Why does this not automatically reduce our inventory count ??? And then if the item is removed from the project because it wasn't used then this would increase our inventory count back again.
At the moment projects invoicing options could be improved…
2 votes -
Bank Account - View of the reconciliation (statement line & transactions)
It would be great to have a view into the reconciliation history that has the same format as the current Reconcile view - showing which statement line was reconciled against which Invoice/transaction - with the ability to "Remove and Redo". This would be helpful when analysing and fixing incorrect allocations.
2 votesHi Rob, appreciate raising the idea here. This could be a lot of information to show in one screen, especially if multiple transactions have been coded to a single statement line.
Being open it's not something we have planned however there are a couple of reports that you may find useful in Xero depending on your needs.
- Bank Reconciliation reports - specifically the Bank Statement & Statemernt exception reports will help paint a picture of the statement lines that have been imported and reconciled within a bank account, and any abnormalities through mark as reconciled, duplicates, and deletions.
- Account Transactions report - You can add a related account column which'll help understanding of where lines in a bank account have been coded to across your organisations accounts.
- Account Transactions tab of the bank account - As you've likely found the Account transactions tab is the best place to view and…
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Projects: Remove staff from project
Being able to remove or delete staff in Project Timesheet
2 votes -
Photo of receipt to create draft bill
Take a photo of a receipt in the Xero app and upload directly to draft bills. Xero automatically prefills readable data.
2 votesThere are already ways you can automate this process, Elise. Is there a specific reason you'd like to do this through the Xero mobile app?
I'd recommend looking into connecting Hubdoc to your Xero org, or emailing bills to your organisation.
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Credit notes - Anchor attachment preview window to side of screen
If you have a credit note (for either a bill or an invoice) with an attachment, you cannot set the preview window for the attachment to lock to the left side. It remains floating only and gets in the way when trying to enter data.
This function is available when entering/editing invoices or bills, but it is not currently an option for credit notes.
2 votes -
Global Pay Run: Split salary reporting by employee
Suggestion to split salary details by employees to enable revenue/cost analysis by employees
2 votes -
Profit & Loss - Tracking items
Our company uses Tracking categories and used to be able to code the bank rec to a job code and then print an easy profit and loss report based on that job category. The current reports available in Xero are not the same and much more confusing for day to day users. Can you remove the account group and give an accurate p&L report to shwo if the tracking category has made a profit or a loss like myob did. I also get a differing amount if i search the tracking summary report to the account code even though they…
2 votesHi Alexandra, it might be good to come into our Support specialists to confirm and get 1-on-1 help to better understand your needs here.
When you say remove the account group in the Profit & Loss - you can edit the layout of your report (or is it the way in which the Profit & Loss is structured that you'd like to change here?)
We have another feature called Projects in Xero that I'd also recommend exploring if not already and enables you to track expenses and sales related to a specific job.
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Xero Me: When user has open Xero Me invite, prevent them from creating an Organisation.
Please make it harder for employees to accidently create their own Xero account. Most employees can handle accepting the invite to Xero Me but a lot seem to be able to set up their own Xero instead and then when they try to login to the employer Xero, their email address is already linked to another account. If they have been sent an invite from Xero they shouldn't be able to create their own Xero with that address. There needs to be a question asking if that's what they mean to do or if they were trying to accept an…
2 votes -
Global Payroll: Dedicated payroll product for Sri Lanka
Please release payroll module for Asian version . We may able to use it , Deductions you can generalize please
2 votes -
Bills | Outstanding bills - Link & access for suppliers to view outstanding bills
At present customers can use a link to view invoices on line and to create an account so they can view and pay any other outstanding invoices.
Can the same be provided to suppliers to they can check if their invoices have been processed and show the expected payment date?2 votes -
Quotes: Do not change older quotes when client address is updated
Once a quote is sent or accepted a subsequent change to a client's address should not change the older accepted or sent quotes, they should retain the address used at the time of sending the quote. That way the quotes can be retrieved in the future and the document matches what was sent to the client at that time.
This is particularly important as quote forms part of a purchase contract and there may be instances where the original quote has to be reproduced for audit or legal reasons.
Presently if you print a quote again after a few months…
2 votes -
AU Payroll: Bulk update employee bank account information
Bulk update Bank Statement text in Payslips
Or we can set up Statement text as fixed for every employee rather than the default "WAGES" statement text in Xero2 votes -
Hubspot integration - Prefill invoice reference with 'Deal name'
The HubSpot-Xero integration should pull the "deal name" on HubSpot into the "invoice reference" on Xero. The way the integration currently works means that when you generate invoices from HubSpot the invoice reference on Xero is blank, making it impossible to identify which deals they relate to.
2 votesThanks for the idea, Matt. Not something we have direct plans for expanding the Hubspot integration for just atm, but I've made sure to share with our team in this space and its something they'll consider as they continue to improve the Hubspot and Xero integration.
For the meantime, we'll get a sense of the wider interest in this here. 🙂
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Contacts: Process batch deposit directly from contact
When processing a single payment for multiple invoices from the same customer, why can't you simply go to the customer, select the invoices paid and process. This is what most other accounting systems do and it is much easier then the Xero batch deposit process which is clumsy and time consuming.
2 votes -
Contacts | Recent bills - Update heading of report to Bills (from 'Invoices')
We have one contact who is a customer and a supplier. When I go to contacts I can do the report of recent invoices (to them as customer) and also the report for recent bills. But they are both have the same headings - ÏNVOICES. Can you not change the heading of the supplier recent bills report to BILLS.
2 votes -
Search / Filter & Sort on previous screens when returning
When returning to a previous screen in xero ensure that it includes all search / filter and sort options applied at the time you originally navigated away from that screen.
When you need to look through many transactions from a search, going back and having to re-search every time is very time consuming.
2 votes -
Reporting | Tracking - Ability to select all when you search
When using the search function to filter reports, the "Select All" function disappears - it would be very helpful to have this function available whether using the search. Attached for demo.
2 votes -
Organisation Settings: Option to one-click copy ABN to clipboard
The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR
2 votes -
Cash summary - Edit name of account
Cash Summary
The new cash summary report is pulling through the Reporting Name instead of the Name for income and expenses, as a result the Cash Summary doesn't read well e.g. Interest paid we have usually changed the Reporting Name to just the bank name only as in our financial statement formats it appears under the Interest heading so 'Interest" had been roved in the report name, So in the report it just shows as Bank Name but doesn't say that it is interest. The Old Cash Summary report is preferrable.2 votes -
Xero organisation | Org settings - Customise text to black or bold
Please add ability to make type face in the Xero account transactions screen black or more bold. An elderly user has asked me to post this request. The light type face is difficult to see. They are managing all other aspects of Xero so would be great if this option could be added.
2 votes
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