4652 results found
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Reporting - Adjust row height on Excel exports
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…
1 vote -
Bank Feeds - Country Bank (US)
Add Country Bank to supported banks.
1 voteThanks for sharing, Barry. We'll start to get a feel of the interest for this bank from your idea here.
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User role selection
Will it be possible to select multiple option for a user instead of select only one option?
1 vote -
Xero Login - Authenticate with Face ID on desktop
Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.
1 voteGreat to hear that you find the Face ID authentication on your app useful, David. This may be something we bring to the desktop over time but isn't in the plans just yet. We'll feel out the interest for this from the idea here and I'll keep you updated of there's any news to share.
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Move a bill and payment to a different supplier
It would be helpful to be able to edit the supplier a bill and subsequent payment is posted against.
For example we have suppliers with numerous accounts and sometimes a bill gets posted to the incorrect account. Of we have a supplier eg Telstra where there are a number of accounts being posted under that supplier. Then we decide to create contacts for each individual account and would like to move the past bills for each account.
1 vote -
Cheque writing facility to Global product users
Please release Cheque Writing facility to Global users
1 vote -
Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
1 vote -
new invoicing
Invoicing - I am a massive user of Xero. Managing 3 businesses & work very long hours on Xero. Yes I despise with a passion the new & improved invoicing. It's clunky, clumsy & slow. It has removed all of my shortcuts.........regardless, I'm guessing no one in Xero care. Is there somehow you can make it more compact, it's so large & some of the smaller monitor screens it doesn't seem to fit the display area very well. Luckily one of the businesses I work for are software engineers & have offered to make addons for me to make my…
1 voteHi 👋, sorry to hear the challenges you face with new invoicing. I can guarantee you we care, and we've been constantly sharing feedback from our community with product teams directly as they continue to build on this experience.
In terms of the compactness - this is something we heard feedback on. While we can't make everything the same as it was in classic, over the past couple of months our product team have released changes to new invoicing to reduce padding, text size, column widths and make smaller changes to the placement of actions and buttons based on user feedback. We don't have intentions of making further changes around this, however another option you could explore would be your browser ad monitor setting to maximise the content you see on your screen at once.
In terms of the repeat invoice with a billing period that you mentioned - perhaps …
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Accounting for savings pots within one bank account
I am "one man band company" and use Mettle Bank in the UK. It offers the the facility to put money into "pots" so that I can save for things such as Corporation Tax, VAT payments etc. This is basically a bank account within a bank account and one which I find very useful. The downside is that there is no obvious means to keep track of what is in each pot within Xero and complicated by the fact Mettle does not stream the total in each pot via the connection only the total amount with the bank account itself.…
1 voteHi Neil, perhaps worth engaging your accounting advisor on, however from the sounds you could create 'suspense' accounts in your chart of accounts to reconcile these amounts from your bank account too. Effectively when you make you create a transaction that is related to the amount that's been allocated to a pot you could then make a payment on the transaction to that 'pot' account in your organisation. This way you could run the Account Summary report to keep a constant track on the amounts you have unallocated in your pots.
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Au Payroll - Timesheets widget on dashboard to show no. awaiting approval.
Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.
1 vote -
Au Payroll - Overtime report
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I…
1 vote -
Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?1 voteGreat to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.
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Project reports - Edit Layout
Enable editing and saving as custom of project reports as one can with other reports
1 vote -
Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
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VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Sales Tax Report (US) doesn't recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote -
Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
1 vote -
Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
1 vote -
Creating a report of creditors that have not been paid for over two years so they can be archived
Creating a report of creditors that have not been paid for over two years so they can be archived
1 vote -
When unmarking PO as billed - do not go out of the PO
When you unmark a PO as billed, keep the screen in the PO and not automatically load the master PO screen
1 vote
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