1497 results found
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Transaction Entry - Alert to warn when a future date has been entered
have a warning come up when an entry is dated in the future to avoid posting to the wrong year
5 votes -
Bills - Ability to select user to approve draft bills
Being able to allocate draft purchase invoices to different users for approval
25 votes -
Current financial year by month – actual and budget
Current financial year by month – actual and budget
Use this report but able to select which period the actuals stop and the budget starts, so you can run the report on a back dated range, or before the latest period was completed.I.e. Financial year is Jan-Dec. If I run the report in April, it shows Jan-March actuals and April-Dec budget. It would be good to be able to select the date where the actuals stop and budget starts, so you can run a report in April (for example) and select Jan and Feb actuals, and March-Dec Budget.
12 votes -
Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
24 votes -
Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
2 votes -
Projects | Profitability - Include staff rates
Include staff rates / payroll costs / staff hourly costs in the profitability calculation used in the xero projects dashboard.
1 vote -
Subscriptions/ Memberships/ Portal
Memberships/ Subscriptions/ Portal
New feature required offering memberships/ subscriptions so that clients pay through Xero weekly/ fortnightly/ monthly etc. They would need to have their own log in portal which shows the subscription/ membership they’ve signed up to. Even if this was a subsidiary company of Xero. Even better if there was a dedicated Xero team who helps draw up legal templates and whom follows up failed payments etc.
1 voteHi Emma Rose, coming across your idea, would you be able to share a bit more detail to make sure I share this back with our team correctly? When you say you'd want a dedicated team to draw up legal documentation - would this be to manage Partner subscriptions that your clients purchase from you as the advisor?
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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 -
Sales Invoices - Bulk Delete
It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.
161 votesHi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
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Invoices - invoice a percentage of a task
Having the ability to invoice a percentage of each task in a project.
Our company invoices as a job progresses e.g 20% of one task is completed the first month, and then 50% has been completed the following month.
At this stage, I am only able to apply a 'discount' to alter the amount invoiced (while still maintaining the full contract amount on the invoice as a reference to clients). When doing this, it also marks that task as invoiced and I am unable to further invoice. The only alternative to this, is invoicing for a project amount and still…10 votes -
Projects - Visual Dashboard for Projects overview and at a glance review
XERO Projects could do with a massive update!
Similar to the main dashboard XERO Projects could also do with a dashboard where you can see a quick overview of what is due in the coming weeks, what is overdue, what is assigned to me, or what is assigned to staff I manage. What projects are in draft status and what projects are 'in progress'. Projects with amounts that need to be invoiced and projects where allocated hours to tasks have been exceeded or amounts allocated to estimated expenses have exceeded.
In other words a dashboard that gives a nice visual…
25 votesAaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
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Repeating Transactions - Customise placeholder format
It would be great if the placeholder format can be customised:
i. with all capital letters
ii. date format "01/01/2023"
iii. with "JAN" instead of "January"
iv. with "23" for 2023
8 votes -
Inventory - Record stock when Purchase Order entered
Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
This…101 votes -
Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
186 votesHi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
3 votes -
Reports - Add Product Code field to Transactions Report
Please add the Product Code as a reportable field to the Transactions Report (and any report that looks at 'Descriptions'). Any transaction description that is genrated from a 'Prodcut' needs to include the Product code to give an essentail higher layer of analysis - i really dont know how anyone can drill down into their Sales data without it? It must be a tick box to add as it will be in the same table that the description comes from. Please just add it or offer a custom report building service.
5 votes -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
2 votes -
New invoicing - Show discount column when copying an invoice with discounts
new invoicing - when copying an old invoice with prepopulated details, the discount column is not automatically a column, can the column appear automatically please?
2 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
2 votes -
Invoicing - Create Repeating Invoices via the API
Enable create of Repeating invoices via the API.
I've had a lot of customers who need this functionality, even a basic version, it doesn't have to be full access to do everything.
2 votes
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