4806 results found
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Projects: Organise line items chronologically when generating invoice
In Projects
When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
To make it easier for my clients to read what is entailed for each day.
We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??16 votes -
Xero Me - Decimal hours for timesheets in Xero Me
Xero Me App
When an employee is trying to enter the hours worked it only provides an option to do hours and minutes for the day worked, yet on the desktop it can be done simply as a decimal. For example we do 7.6 hours normal working hours with 0.4 hours going to an RDO bank for every day (except on an RDO).
It just seems really silly to have to adjust it to an equivalent of minutes instead of the hours total, be it whole or decimal for each and every day. Can this be fixed to work exactly…
16 votes -
Projects: Show total uninvoiced amount
Projects in progress list must show the total uninvoiced amounts also.
16 votes -
Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
16 votes -
Fixed Assets - Automatically update depreciation start date when changing year end dates
It would be great if Xero dealt with changing balance dates more efficiently. If the balance date changes it should be able to automatically calculate the opening book value, then calculate the depreciation for the new financial year end as per usual. Currently its very manual and time consuming as it reverses all journals posted since you started using Xeros fixed asset feature. Very odd and very frustrating!
16 votesHi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.
To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax,…
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Report Templates - Allow "Current date" to be inserted in reports at the client level.
There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.
16 votes -
AU Payroll - FTE report
A report which calculates the staff FTE based on number of hours each staff member works each week/38
16 votes -
Bills - Apply contact defaults when sending bills to Xero (e-invoice, 3rd party etc.)
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
16 votesThanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
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UK Payroll - Template timesheet to upload into Xero
We must be give an option or some kind of template to upload hours in Xero if there are hourly employees and number is huge. Doing manually is quite a challenge and time wastage.
So this option must be available even if not using time sheet.16 votes -
Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…16 votes -
Quotes - Applying Mark up
Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.
16 votesRounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
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Xero Accounting app - Bank reconciliation - allow foreign currency payments to be reconciled
Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.
On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.
A similar item would ideally be added to the Xero app so those paid in a…
16 votes -
Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
16 votes -
Hubdoc - Increase GST Rounding for accuracy
Hubdoc uses a different method of rounding in the "Transaction Details" section compared to the "Destination Section" which causes a "Line item tax amounts do not total to document tax amount' error
It is detailed in full within this post https://central.xero.com/s/question/0D53m00007FW4dwCAD/validation-error-in-hubdoc
It is due to a calculation error of rounding on the multiple split lines. The two values I have on an invoice are $20 and $3.70 including GST. Therefore 1.818182 and 0.336364 GST, if you sum these up it equals 2.154545. When rounded it equals 2.15 which is what my store receipt says and also what is within the…
16 votes -
Invoice - Ability to search invoices using account number
When using the search fund for INVOICES current options are: Enter Number, Reference, Contact or Amount. It would be nice to also be able to search by the account number issued to your clients.
16 votes -
Quotes - Ability to keep description when a quote is copied to PO
Ability to keep description when a quote is copied to purchase order.
Purpose: To save time from having to re-type the description again.
16 votes -
Xero Analytics | Short term cash flows - Balance sheet modeling required
Ability to show future cash flow projection in Xero.
Purpose: To effectively plan and manage the upcoming fund needs of an organisation.
16 votesHello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
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Profit and Loss - appropriation report
Ability to generate Profit and Loss appropriation reports in Xero.
Purpose: Users can see figures of profit for a year, income tax expense, dividends paid, retained earnings from prior year.
16 votesHi everyone, currently there is an appropriation statement available to Partners in report templates for Australia. Being open we don't have plans to add this at the client level. However, you an create your own with the Blank report. You could add a schedule and pull in the appropriate accounts.
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Invoice - Set the calendar to Sunday to Saturday
Set the calendar to Sunday to Saturday for everything, including Invoices. - Xero recently changed the Calendar for only the invoices. The week day now starts on Monday. I was informed this change was intentional and is currently not going to be changed back. Credit Notes, Recurring payments, quotes, bills, reports, literally everything else has the week starting on Sunday. This is very cumbersome for our business. My staff are constantly putting the wrong date on invoices. We operate at very high speeds because we have a lot of customers come in at a time, and a lot to do…
15 votesThanks again for sharing your feedback on the invoice calendar with us here. I wanted to confirm that I've interacted with our product team about what you've raised here and they agree with the need for consistency in this setting between features in Xero. While they can't draw their immediate attention to this change just yet please know it's on their radar and I'll let you know as soon as there are further updates surrounding this with you here.
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Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
15 votesHi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.
Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.
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