4830 results found
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New reports - stop default jumping to top of the reporting page on refresh
The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped
1 vote -
Invoice - Copy existing invoices with just one click
Dear Sir/ Madam,
Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
I would like to have a one click button to copy existing invoice to the same client.
At the moment I need to click invoice option/ copy to/ and copy to do this.Best regards,
Taisiya1 vote -
Payments - Add support for the US FedNow instant payment system
The new (as of July 2023) FedNow system is going to allow bill/account/request payments at a nominal fee in the United States. Are there any plans by Xero to add native support for this network?
1 vote -
Projects - Ability to see who has closed a project
Projects - Ability to see when and who closed a project
1 vote -
Branding - MergeField for name of the branding theme
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteThanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂
Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.
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NZ Payroll - Add set Tax Rates when creating pay items
Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.
This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)
1 vote -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoices - Add a column to show if customer has been billed
It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.
It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.
Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.
Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…
1 vote -
Invoices within sales overview page - Distinguish automatic paid invoices from regular online invoices
Invoices that are automatically deducted from your bank account will be shown as awaiting payment as long as they are not paid, but should be clearly distinguishable from invoices that you still need to pay, i.e. take action on. This way you have an accurate overview of your account balance, expected payments, and actions you need to take.
1 vote -
Chart of accounts - Search multiple accounts / account codes at once
Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.
1 voteHi Brittany, not getting a lot of traction in community overtime, and not something we have planned we'll soon remove your idea for the forum here.
Right now, depending on your needs you may find that you could use one of Xero's reports to search and find the accounts and details of what you're after here such as the General Ledger Detail or Summary reports.
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Bank Reconciliation - Last import statement date to be included
Please include the last import date for each bank account rec
Was included before but now dropped off?1 vote -
Bills - Add a "Remove All Payments" option when editing
When editing a paid bill, for example, changing the VAT rate, where you have to Remove the Payment first before editing line items, could there be a function to Remove all Payments rather than one by one clicking remove and re-do.
We often have bills paid in installments, or electricity bills paid by Direct Debit, so we have to remove 10 payments one by one in order to make any changes to the original bill.
1 vote -
Bank feed - Increase daily imported statement lines
Bank Feed - During month-end we have more than 250 lines to import per day for the wages. The import function on Xero is for less than that per day, so we have to do some lines manually.. Will you please increase the import function on the lines per day?
1 vote -
Reports home page - Ability to customise Tabs
It would be nicer if the Tabs were Named "My Business" "Advisor" "Standard" "Draft" "Published" and "Archived" in that order so the default Tab would be custom reports for this business. Many users never look past the "Home" tab, and never see the custom Reports.
1 vote -
Bank Feed - providing all data available from bank such as IRD number
We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the supplier account number or IRD no & tax type etc.
With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing - along with many other details. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have…
1 vote -
GST - Report to show account transactions not using the accounts default GST code
Ability to run a report that brings up a list of transactions where the GST code has been changed and differs to the GST code that has been assigned to the account
1 vote -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
Reports - Select orders by clicking contact name in Income by Contact report
Income by content.
I want an option to be able to select order by the totals also not just the names.1 vote
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