2336 results found
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Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
374 votesHi community, you may have seen our recent update on this like-minded idea for Sales invoice - Flag an invoice as 'in dispute / query'.
We'd like to confirm from a bills side of things that this is not something we have plans to develop at this time.
We're still interested to get a clearer understanding of users that'd like to see this developed for bills, and will continue to track this through the conversation here. If there's any change we will let you know on the thread here. Thanks
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Bank Reconciliation - Show more statement lines per page
Ability to show more statement lines during reconciliation in one page.
Purpose: To save users time from scrolling and changing the page.
689 votesThanks for collectively sharing your feedback on showing more statement lines when reconciling a bank account in Xero. Being one of the top supported in Xero Product Ideas currently, we do want to give you an update and set the right expectation.
We began the release of our modernised Bank reconciliation experience in 2021. In reaction to customer feedback and testing we’re continuing to enhance the experience, such as introducing the compact view.
As shared through our building on beautiful article - work behind the scenes is extensive and not all visible but is where a lot of the team's resources are focused for the time being. While these developments can take time, we’re beginning to think on the next pieces of the puzzle and start investigating opportunities.
Thinking further ahead it'd really help our team to better understand;
- the optimal # of statement lines you’d like to be able…
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Batch Payments - Ability to 'split' when reconciling
Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.
104 votes -
Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
95 votes -
Payroll: Employees - Upload/attach files in notes section
Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well
485 votesHi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
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Bank Reconciliation - Sort and Filter
Add Sort and Filter to the Main reconciliation screen.
429 votesThanks for your support and rating of the idea here, community.
While there's 'building on beautiful' work across Bank Reconciliation pages at present, the team have also been making improvements to improve and increase automation when reconciling your accounts. Though this doesn't directly relate to sort and filter capability, this should help improve your experience when reconciling accounts with Xero - doing more of the heavy lifting for you by matching or suggesting reconciliations.
Being open, the platform in it's current form cannot cater for sort or filtering through all statement lines in an account (some businesses that have 000's of unreconciled lines!) which is where the building on beautiful work is critical - However, we're exploring possible improvements that could make navigating through unreconciled lines simpler such as bringing the navigation to the top of the page and increasing the number of statement lines that are shown…
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Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
472 votesHi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
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Invoices/Bills - Feature to 'write off' as bad debt
At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.
371 votesHi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
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Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
25 votes -
AU Payroll - Ability for Business Owner/Payroll Manager to view & complete draft timesheets
We want to be able to open and complete the employees draft timesheet, if it has already been started. We have enough to do without starting again from scratch what the employee may have already done but just not clicked the submit button.
It is idiotic that, as the owner and payroll manager, that we cannot see an employee's draft timesheets.
As the business owner and Payroll Admin, we should:
- not have compromise our recordkeeping by putting hours directly into the pay slip.
- not have to rely on our employees being available to correct the timesheet at any point in…
29 votes -
Tracking - Increase the number of tracking categories
Lots of support on the previous post of this idea, and I would definitely appreciate it. Seems unnecessary to limit us to 2 (active) tracking categories, and it seems like a trivial change to implement.
35 votes -
Payroll - Historical Payslip Report (bulk download)
Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.
300 votesThanks for your continued support of this idea, everyone.
We understand that the current process of downloading multiple payslips can take some time for employees with multiple years worth of payslips.
Currently if you invite employees into Xero Me portal they can self-serve payslips and download for themselves as needed.
To be transparent, with much of the team being focused on ‘Building on Beautiful’, there’s no current work planned to develop an option to bulk download payslips.
If anything changes, we’ll update you here, and in the meantime, please keep sharing your feedback and insights on this idea, our product teams are often in these forums taking on board all of your valuable feedback.
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Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
282 votesAppreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
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Bank Rules - Ability to import and export
Allow users the ability to import and export bank rules.
This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup
309 votesThanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
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Banking - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
339 votes -
AU Payroll - Set Working Days for Part Time Employees
Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.
For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.
A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.
39 votes -
Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
26 votes -
Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
39 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
25 votes -
Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
282 votes
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