225 results found
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Business Snapshot Report - Add Custom Date Range Option
Not sure if this feature is already coming but would be great to be able to use a custom date range in the Business Snapshot reporting. We have clients who run on a 4-4-5 basis so would be great to be able to produce the report for their accounting period.
5 votesHi all
To use custom date ranges, and get access to more advanced features, you can upgrade to Xero Analytics Plus.
You can do this either by upgrading your subscription to the Ultimate plan, or by selecting it as an add-on.
Here's more info about Xero Analytics Plus and our pricing plans.
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Projects: Reporting - Bills assigned to a Project
Ability to to show periods of bills that haven't been matched to a Xero project.
Purpose: to confirm that all bills are being assigned to properly to Project.
297 votesHi everyone, thanks for your patience. Ability to view bills that have not been assigned to a project is now live to 100% of users.
To access this feature;- Click the 3 dot drop down menu from the Bills list screen
- Select 'Bills not assigned to projects'
You'll be taken to a page where you c an select the date range for viewing bills that have not been assigned to a project in your organisation, where you can then edit and assign each bill.
Alternatively, go to Projects and select Add > Expenses from bill to get to the same screen.On a separate note - taking on your recent feedback I do want to confirm that this feature is limited to Bills at present and does not extend to Sales invoices.
We understand the importance of being able to make use and understand dates associated to projects - We made… -
Invoice settings - Separate Item & Description for new invoicing
Separates Item and Description in new invoicing
1 voteNew invoicing has had a bit of improvement and along with separate Item and description fields, you'll see there's an option to show or hide which fields of your invoice lines are shown. 😊
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Projects Desktop Timer App
I would like to suggest a desktop version of the Projects Timer app. Either Chrome or MacOS would be my personal preference. The mobile app is great but when you work online it's annoying to frequently log in to your phone which is a potential distraction if anything.
7 votesSorry we've not rounded back here sooner! A little earlier this year our Projects team released an update that allows Projects users to create time entries and record time on your computer, through the Web version of Xero - See more on Xero Central
So rounding out the experience you can now record time from your desktop, or your mobile device 😊
Appreciate, recent commentary on ways you'd like the desktop timer to be further optimized for your workflow. If there's something more you'd like to see in this please do start a new idea and we can begin tracking the support for that too.
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New invoicing - Show more details without clicking into each line item on invoice
Hi,
I have started to use the 'new invoicing' that's just been released and can't say that I'm particularly impressed. Some of the simplicity of the old invoicing has disappeared. Please can you reinstate the visibility of the following:
Part Number/SKU number
Discount Given
Account
Tax RateWithout these being on the one page, it's very easy to make mistakes and not notice them.
Also, when entering plain text into the description I.E. a description of what the invoice contains, if I accidentally click in quantity or tab to it, it gets auto filled with avalue of 1 which can't…
1 voteHi everyone, in Oct last year we released an improvement to new invoicing where you can now show or hide fields of your invoice in the creation screen.
Checking in on the billable expense flow - we intend to develop how billable expenses data appears in new invoicing but it's not in the roadmap just atm.
We've also made a recent update to new invoicing to separate the Approve, Print and Send options, as well as provide more Approve options to the drop-down.
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Reconciliation - Bulk Reconcile transactions in the account transactions view
Bulk Reconcile transactions in the account transactions view
At the moment is very time-consuming to manually reconcile tons of transactions in the account transaction view. It would be very very very helpful to be able to tick the transactions we'd like to reconcile and be able to bulk reconcile them. At the moment we have to enter into each transaction and reconcile it. It's not scalable.
Thanks
1 voteYou can try to use Mark as Reconciled option, this is great for bulk reconciling if you have account transactions without a matching bank statement line. Heaps of detail on this Xero Central article.
Otherwise, there's the Cash Coding feature for quickly reconciling cash transactions. -
New Invoicing - Add last items
I like the layout of the new invoicing structure, though the only thing it's missing is the 'add last items' feature that was in the classic invoicing layout.
Could this feature perhaps be added?2 votesHappy to share our team have just added the ability to 'Add last items' in new invoicing. 🙂
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Bills - Email incoming bills to Xero to create a task list
My suppliers send me invoices by email.
I would like to be able to forward that email to a (unique) email address at xero that can preprocess that bill and put it in a task list of draft bills so accounts payable can then check them and put them into xero formally for payment.
I envisage this working just like tripit.com - there I can email an itinerary document from say an airline or hotel and it will automatically parse the contents, work out the flights, departure times, arrival times, etc and create entries in tripit for me.
I would…
1 voteHi everyone, this is now possible with either the email to bills feature, or if you've set up and connected Hubdoc to your organisation you could send documents through this.
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Expenses - Viewing new expense claims on dashboard
On my dashboard, I can see details of my current and draft expense claims. I have just added some new expenses in my browser using the New Expense Claim page, and I cannot see these on my dashboard.
Is there a way to make these visible?
Thanks
1 voteGreat news everyone, as of mid April 2019, you can track the status of your new Expenses from the Dashboard. The "Recent submissions" section has been added for users in the org with an Admin & Approver roles to stay on top of recent claims - Here's an example of what this looks like.😊
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Projects - Start/Stop Live Time tracking
Hi guys,
Current Harvest user that would love to just use your projects feature, thought you might like to know the only thing stopping me is the ability to track live time.
1 voteHi everyone, we've made some great enhancements to the Projects experience, and would like to share these with you all. 😊
You can now track time from your mobile or desktop computer -Within a project, add time entries by selecting duration or entering Start & Stop times where Xero will calculate duration for you.
Through Projects (iOS and Android) app you have access to a built-in timer so you can carry out work in other apps while still tracking time spent on a project.
And, with our most recent addition you can give Xero Projects permission to access your location data and suggest time entries for you! -
Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
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Invoices - Bulk update Due Date
Ability to flag multiple invoices and update the due date.
Purpose: It saves users’ time to update the due date in bulk, especially when their customers have some special terms that can change the due date of invoices.
22 votesThanks for your feedback and support here, everyone. We appreciate how bulk update of the payment date of invoices will save you time and give more accurate cash flow projections.
As part of the latest enhancements with Xero Analytics our insights team have developed this capability within Short-term cashflows! - You can now update the expected payment date of 10x invoices at a time 😊 - See help on Xero Central for more detail
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Quotes - Email attached files with quote
Ability to attach files when sending quotes to customers.
Purpose: To notify customers of the details on the quotes.
21 votesHi everyone, as many will have seen our new Quotes experience has been released to you all.
Along with a refreshed view consistent with new invoicing, you'll find an additional option when sending to 'Include attached files'!
Thank you everyone that's supported and let us know the importance of this idea to your business.
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Batch Payments - Export in format for Santander Personal and Business bank accounts
Ability to export documents that suit the Santander Personal and Business bank format from Xero.
Purpose: To save users time from having to convert the document after exporting.
9 votesHey community - we've delivered this idea 🎉
Xero provides two extra file format options for Santander batch payment exports: Santander Connect BACS payments and Santander Connect Standard bulk payments.
For Payroll, users can download the Faster Payment file in the UK.
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Quotes - Specific reporting for quotes (or open API)
Ability to export a report that contains Quotes data.
Purpose: To help tracking what value of a quote has been invoiced
15 votesBack with good news, everyone! From today you'll find that your Receivable Invoice Summary and Details reports have both been improved so you can now add quotes as a Source in the report, as well as two common formats to quickly see all quotes or just outstanding quotes in one view.
Get in for a try, and save the views you'd like to use regularly. We appreciate all your support and feedback for this, here.
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Billable Expenses - Report on unallocated billable expenses
When allocating billable items to customers, sometimes you miss/forget to invoice all billables back to customers. A report showing what billable items is still not invoiced to customers will make short term and long term losses a bit easier to manage
1 voteThe Billable Expenses - Outstanding report was recently released, and does exactly what you're after here, team. Any unallocated expenses will be displayed at the top of the report - with others that have been allocated, but unpaid down the bottom. Enjoy!
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Online Quotes: Show trading name instead of legal name
Option to show trading in name in online quotes rather than legal name.
Purpose: To be able to show a consistent name when the user sends online quotes and PDF quotes. As the PDF quote shows the trading name.
7 votesHi team, reviewing your idea here - his is actually possible with the use of DOCX using an advanced invoice template.
You can download the template and enter the organisations name in static text. When applied you'll see this show on both the online Quote and PDF of the Quote.
Give it a go and send to yourself if you'd like to see how it looks first.🙂
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Batch Deposits - Ability to select PayPal and Credit Card accounts
Ability to select PayPal and credit card accounts for batch deposits.
Purpose: To have more options to do batch deposits. Especially for those who prefer using credit cards and PayPal.
2 votesHi community, we've been making recent change to Batch Deposits with Xero - As part of this we've expanded the selection of accounts that can be chosen from.
So, in 'Bank Account' you can now select any account that has payments enabled. Including Credit Card and accounts connected to PayPal. 😊
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Invoicing - Create and print collection letter for outstanding invoices
Ability to create and print a collection letter for outstanding invoices.
Purpose: To make users can easily remind the customers that they still have outstanding invoices.
7 votesHi community, thought I’d pop in here to share that this is possible through the following steps:
- Create a separate DOCX branding theme which includes your letter of demand as a separate page in the Word template.
- Edit the relevant invoice that requires this letter, and switch it to this theme.
- Resend the invoice, and it’ll include the letter.
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Sales Invoice - Bulk create Sales Invoices
Ability to create sales invoices in bulk.
Purpose: To save time rather than having to create invoices individually. Especially when creating similar invoices to a group of people.
6 votesHi everyone, rounding back on the idea here, to confirm you can bulk create invoices in your Xero organisation via CSV import.
Alternatively, if using classic invoicing and contact groups you could look to create invoices for a group of contact (we're looking at developing this for the new invoice experience also).
- Don't see your idea?