473 results found
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Executive Summary report - Trend over more than a month (date ranges, averages and comparisons)
The Executive Summary is a very informative report. However, to get meaningful trends, it needs to compare more than just the previous month to determine the true direction of the trend. A three or 6 month trend (or agianst planned numbers for the period under review) would add greatly to the value of the report
1 vote -
Management Reporting
"I would really like to see you add a reporting function that has
- individual PNL for each month in the current year - Jul/Aug/Sep etc
- a YTD total for the current year, and
- a YTD total for the previous year to enable comparison with 2.
As an adviser to many small businesses this is the report that I (& I expect most advisers) are really looking for to help our clients
The current reporting does not enable us to have the management discussions with clients as easily as it should.
All the information is within the software, so it is…
1 vote -
Email Templates - Add logo
It would be great to be able to set up a Placeholder for our company logo so we can include it on emails.
1 vote -
Management Report - Add commentary
I think it would be beneficial to be able to add commentary to the management report so that variance analysis can be explained to the owner of the business / interested parties (i.e. investors, banks) rather than just presenting a set of figures.
1 voteWe want to update you that we've launched the new management report pack to all regions, which you'll have the ability to add commentary to your report through a text block to accompany tabular report data, or a whole blank page containing text - see our article here for more information.
That being said, I'll mark this thread as 'delivered' 😄.
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Management Report - Customisation
On the management report it would be nice to have more flexibility with the way it is laid out. On the front cover for example we would like out logo to sit in the middle of the page at the bottom whereas at the moment the logo doesn't even go on the front cover.
Also we would like to be able to enter a footer on to the front cover which doesn't sppear on the rest of the pages.
Is this something that we can do that we just don't know about? If not please can you look at including…
1 voteI want to update you that the new management report pack is now released to all regions! You're now able to apply all of the customisations which are available in our other new style reports, to the same reports within a pack.
In saying that, I'll move this thread as 'delivered' 🙂.
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Reporting - Weekly Cash report and management report options
We run weekly management reporting cycle and find it very difficult to run weekly report. can a template be created for weekly report management report
Thanks
1 vote -
Auto Bill Credit Cards on Recurring Invoices
I would really like to see an auto bill feature connected to the payment services. Give the invoiced party the opportunity to have their credit card automatically charged when the recurring invoice is created each month, week, etc. This functionality exists currently in Freshbooks, would love to see it in Xero!
1 vote -
Receivable/Payable Detail reports - Include invoice paid date
Be able to customise the Receivable/Payable invoice reports to include paid date to more closely manage cash flow
1 voteHey Leigh! I want to let you know that we've recently enhanced both our Receivable and Payable Detail reports. Where you can see when the invoice or bill was paid through the 'Last payment date' column.
Thank you for submitting your idea here, I'll mark this as delivered now 🙂.
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Spain
Alguien sabe gestorías en madrid que utilicen Xero?
1 voteHey Francisco, you can have a look at our advisor directory page to find an accountant/bookkeeper that uses Xero in Madrid.
If you want to engage with other Xero users, you can go to Xero Discussion instead, whereas Xero Product Ideas here is a place where you can publicly post ideas you have for features or changes you’d like to see in Xero :)
In saying that, I’ll mark this post as ‘Delivered’. -
Create an in house Xero-Shopify Integration - ie Not through Bold
Xero use to integrate with Shopify for free - through the services of a third party app developed by Bold. Now the provider of the Xero/Shopify integration (Bold) has introduced a fee for this simple integration.
In my opinion, as Xero is the most expensive accounting software provider on the market, the introduction of Bold's fee for this integration has removed Xero's main competitive advantage. The cost of Xero use to be justified because the Shopify integration was free. Now that you have to pay for this integration as well, users of Xero & Shopify have to pay even more…
1 voteWe hope you heard of our new Xero Shopify integration, built in-house, and launched Nov 2021 😊
The integration syncs your Shopify sales transactions to Xero automatically for easy payment reconciliation. You can choose your automatic sync settings to suit your Shopify settings and align with your business needs.
The integration is available globally. Find more on the integration, how it works and the needs it can solve for your business in our Xero app store. -
Better integration with Shopify for Invoices
Hi there,
I've tried the existing integrations with Shopify and Xero and the only partially viable option available has many problems. We're using this for our website https://discountoffice.co.nz. We've given up on automation between the two platforms and now manually invoicing at the end of the day which consumes a lot of our time. Do you have any plans to develop an official app to integrate the two platforms?
1 voteHello, just letting you know that Our Developer community is the best place to seek out help on oAuth and anything to do with the API and building integrations.
That being said, I also wanted to share about the new integration we announced with Shopify in November last year (2021). The Shopify integration is designed to help business owners save time on admin by reducing the manual data entry and paperwork associated with reconciling and interpreting sales data, giving you an up-to-date view of finances, cash flow and business performance. -
Projects - Detailed Expense Report
Currently there is detailed expense report in Xero Projects. That's why I cannot use Projects for invoicing and billing yet, because we (engineering consulting industry) are required to submit itemized documents to support any invoiced expenses. For example,
- if it's a subcontractor cost, we need to present the subcontractor bill details
- if it's a mileage reimbursement, we need to present mileage rate and number of miles and the employee who requested such reimbursement.
So, please add the expense report feature in Xero Projects!1 vote -
Projects - Assign users to specific projects
Hi,
We run multiple projects with many resources, it would be good if we could assign or restrict user view/access to specific projects.
Thanks.1 vote -
Sales - Automatatically create invoices received from otheir Xero users
Could you please consider the ability to automatically create purchase invoices from sales invoices sent from other Xero users to our account?
Likewise creating contacts should be part of this process - whereby when I receive a sales invoice from another Xero user, I should be able to click a button and it automatically appears in my purchase invoices with the fields already filled up accordingly.
This would automate a big chunk of our invoice processing time because we interact with several other Xero users!
1 voteHello, while save to Xero from an online invoice is still an option, taking a deeper look I see you're based in Singapore.
We now support Peppol eInvoicing in some regions, including Singapore (where it's called InvoiceNow), as per this community request. eInvoicing allows for the features you have requested as well as the ability to send & receive from other software.
For Singapore businesses with Xero, you can connect your organisation with 'Invoici' which will enable you to register with InvoiceNow. - Read more on how this works in Xero Central. -
Community - Restore datestamps on idea posts
Ability to view date stamps against a post in the community forum.
Purpose: The lack of date stamps creates difficulty when you're looking for help/info and you can't feel confident that the information is current.
1 voteHello and welcome everyone! Xero Product Ideas (formerly Feature Request) has a fresh new look and updated features and we really encourage you to keep sharing your thoughts, feedback and ideas with us on this new site.
Along with a larger range of topics to share ideas on, publishing dates of ideas/comments are visible, and you have a new unlimited voting system, If you need more guidance on how to navigate and use the site, have a look at our article here 🙂.
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Direct debit payments for SEPA region
We are looking for a solution where we can generate a SEPA direct debit XML from customer and invoice data in Xero. This XML format is called PAIN.008.001.02 which is supported by all 31 countries in the SEPA region (including the UK). Every bank in the SEPA region lets you upload a PAIN.008.001.02 XML file to collect direct debit.
1 voteHi everyone, appreciate your input here. And thanks to those of you who provided some options too!
As you're aware, we don't restrict currencies/locations from our side, so you can integrate a payment service that supports direct debit payment that's available for the SEPA region.
One of the options that we can suggest to you is to set up GoCardless as a payment service in your Xero org, as they support Direct Debit schemes for this region. You can also check out their API documentation here, if you need to see it.
That being said, we'll mark this request as 'delivered'. -
General Ledger Detailed Report
Would you please create a General Ledger Detailed Report so that we can have a nice Xero standardized report instead of having to export to excel and print from there.
We need to send this report to clients, and it isn't very attractive at the moment - printing from excel.
1 voteHi everyone, 100% appreciate everyone wanting to hear from us in the idea here! We've made big strides with reporting across Xero and have more improvements in store.
We've put a lot of focus into the Account Transactions report, and with options to include all the detailed columns as the General Ledger Detailed report, as well as have a running balance you can create the report you're after in Xero, or exported to be able to share with clients.
Once set up, Save your report as custom, and if you think you'll often access it you can Favourite to jump on in, anytime! 😊 -
AU Payroll: Reports - Ability to make Payroll Reports favourites
Hi Xero,
I'd like to make some of the Payroll Reports "Favourite". Is it possible to add the little blue star button also for the Payroll Reports?
Thanks1 voteHey team! Just popping back to let you know this release has now gone global - all reports including the Payroll ones are now able to be favourited, going to return all your votes and mark this one as delivered now.
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Cash Summary Report - Sort by Account Code
Would love for the Cash Summary report to be able to be sorted by Account Code (like the P&L can).
Thanks,
1 voteHi everyone, we're now happy to say that the enhanced Cash summary report is now released, which has the ability to sort by account code.
To do this, you can click 'More', then tick 'Account codes' checkbox. Once this is done, you can also save the report as 'Custom' if using account code is your preferred layout, so the next time you open the report, you don't need to tick the checkbox again - see our article for more information.
Thank you for your feedback here everyone, we'll mark this request as delivered so the votes will return to you all 🙂. -
Reconciliation - Amend tracking & account codes on paid invoices without redoing the reconciliation
It would be really helpful to be able to amend the account codes and tracking codes etc on an invoice that has been paid (this is possible for a bill!). It's quite cumbersome to unhook the spending and re-reconcile, especially when items need amending that are quite complicated
1 voteHi 👋, this is actually already possible with the use of Find & Recode - See more in our article.
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