1497 results found
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Conversion Balances - Add Tracking options
Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.
7 votes -
Projects - Include Breaks when entering Start and End times
When entering times into Xero Projects via the Start and End time function, it would be good to have a Break field included to account for unpaid meal breaks during the task. This would be deducted from the calculated duration of the Task and align with out Clients' timesheets etc.
2 votes -
Project - Show Days elapsed vs remaining
In Xero Projects --> Time it will show "Deadline 31 May 2024 80 days to go"
Instead could it show "56 days elapsed and 80 days to go", or a percentage of the days elapsed to give it a scale the same way the invoiced and timesheeted hours headings do.
You could treat the first day as the first time entry on the project, so no need to add a field to manually set the project start date.
2 votes -
Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
5 votes -
Bills not assigned to Projects report - Option to not show Description/text-only lines
Currently, bills show up in the report "Bills not assigned to Projects" if there is any line on the bill that is not assigned to a Project. This includes data-only text or description lines with neither quantity nor value. The screenshot attached shows the report; the bill with details showing has one of these nil-quantity nil-value lines - all the line items on that bill with either value or quantity have been assigned to the relevant Project.
I have seen elsewhere that lines in invoices can be made 'description' if there's neither quantity nor value; this should carry through to…
1 voteThanks for the idea and including a screenshot, Freya. This isn't something we have plans for atm but we'll get an eye on the interest on this idea and share if there's any change.
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Demo Company - Copy reports from the demo to a Live company
Be able to copy reports created in the "Demo" company to a live company instead of having to start from scratch again. The concept of the Demo company is great - to experiment and learn. Just need to easily be able to implement those learnings into a live situation.
1 vote -
BAS - Automate GST data entry on Bills
Ask for Xero to auto generate GST data entry on Bills.
I wish to only enter gross invoice total and GST paid amounts and have XERO calculate and record GST free line and GST inclusive line - This was a valuable feature of Quicken.2 votes -
Email-to-Bill - Record sender's email
When a bill is generated through Email-to-Bill the bill history only says System Generated and 'Received through Email-to-Bill'
It would be much more valuable to see the sender's email here (e.g. 'Received through Email-to-Bill from ***@gmail.com') in case a follow-up is needed4 votes -
Projects - Transfer funds from one Project to another
Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.
As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).
I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…
5 votes -
Dashboard - Flag if there is a Discuss point on a transaction
It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.
8 votes -
Sales Invoice | Expected Dates - Bulk Update
The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.
The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.
Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.
25 votesThanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
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Customer Statement - Filters in statements page and option to exclude customers
The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.
6 votes -
Xero Accounting app | Sales" tab to show sales transactions for VAT Cashbook users
Currently the Sales tab in the Xero app offers no purpose at all for users of Xero VAT Cashbook subscription because they are unable to create invoices.
I propose that Xero make sales transactions visible in "Sales" tab of Xero App for VAT Cashbook users, enabling them to use this to view income (identical to the Purchases tab) which would enable them to take and upload photos of invoices to attach to income transactions.
1 vote -
Invoices - Override GST by +/- 1c
Both Xero and XPM really need to have the ability to override the GST calculated by 1c either way to fix the GST rounding errors that continually occur. This would be more efficient than having to add a Cost rounding adjustment in XPM of 1c to have it then import to Xero showing this rounding adjustment on a separate line which then needs to be altered before sending to the clients. Having to do this for hundreds of invoices is very inefficient.
8 votes -
Practice Manager - Sync timer between app and web
At the moment, starting a timer on the phone app will "stay local" to the app (i.e. opening XPM on the web does not show the timer running).
It would be good if the system was aware of the fact that I am timing a task before it's completed, so if I start it on the laptop (e.g. because I am in a call and I can't easily do it on the phone) I can stop it on the phone and viceversa.Also, as things stand, an app crash might make me lose the timer.
1 vote -
Contacts - Cater for direct credit details
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
2 votes -
eInvoicing - Bulk approve & send
I hope xero has the functionality of e-invoicing to approve and send the multiple e-invoices in bulk.
As this new invoicing does not allow it and make the task slower than the conventional xero way.
I hope you'll add this suggestion on your product improvement and see xero functioning the next time around.21 votes -
budgets
Budgets: Allow budgets to be shared and reports drilled down into so budget holders can see their live budgets without having to pull of reports.
OR
Allowing published reports to be viewed by individual users that they can then drill down into.1 voteHi Claudia, just want to make sure I'm interpreting your idea correctly. When you say you'd like to share a budget - would this be a link to the Budget Manager where the budget is entered or to perhaps the Budget Variance report?
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Batch Payments - Customise Batch Payment Printout
On our batch payment printout auditors want someone to sign them off and say they've randomly verified bank accounts. Is there any way to customise the batch payment printout to include:
1. Random bank accounts verified (with tick box)
2. Signature area
3. Name of Person Signing off
Thank you4 votes -
Billable Expense - reassign billable expenses
To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.
I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.
17 votes
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