1491 results found
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Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
2 votes -
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
9 votes -
Multicurrency - Supplier Statement in multi currency
The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.
9 votes -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss
Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful30 votes -
Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
4 votesHi Yumei, a few different bulk requests in the one here.
In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this?
We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.
You'll find existing ideas for some of your other points below, that you may like to join and vote for.
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Tracking - Increase tracking options limit
Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.
Limin Kaka Luo
Thee Group16 votes -
New invoicing - View payments details within invoice screen
When reviewing a payment for an invoice, you need to click 3 times to review the transaction details..going into 4 screens, as it's on a separate screen (1-invoice 2-payment 3-transaction 4-transaction details). It would be more efficient to have the transaction details screen build into the same screen as the transaction screen. I don't see a need for a 4th screen, especially when you have click to go back to the previous screens when investigating multiple payments.
2 votes -
Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
3 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
3 votes -
Reports - More detailed bank transaction report.
Add a more detailed bank transaction report.
It would be nice to generate a bank report that allows you to see the accounts booked in details. For example, if one transaction has multiple accounts, I can see what accounts where used and what amount. this would make it a lot easier to look over and control if you made some mistakes or did not included bank fees in the transaction.3 votesHi Ester, have you tried he Account transactions report? There's a 'related account' column that may suit your needs and will show the GL account that the transactions is coded to.
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Reports - Export all excel reports in .xlsx format
Please create all excel exports from Xero in the currrent .xlsx format. Most still produce an old xls.file format (for instance Sales Tax Report) and need to be resaved to bring up to date.
2 votes -
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.
670 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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Profit & Loss - Ability to hide lines
On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary
6 votes -
11 votes
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Projects - Set opening balance for projects
Just brought on a new client on Xero that runs large number of projects. At the moment, Xero does not provide a facility whereby we can bring forward opening blalances for ongoing projects.
1 vote -
Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
4 votesHi Wilfred, appreciate you sharing in Product ideas. It helps to get a sense of interest in the specific bank you'd like us to connect with, so I'll update the title of your idea here for Anext Bank. Welcome to start new ideas for other banks you'd like to see us connect with as well.
Along with this we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us. While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Cash flow - add invoice or bill number to "What" description
Can the bill or invoice number be added to the description shown when Xero automatically adds it to the short term cash flow. See picture for item added manually where we add the bill number and then item added by Xero where none is shown. This will really help where we have multiple items for the same customer/supplier for the same amount.
3 votes -
Dashboard - Ability to export graph of bank account
export graph of bank account - the image of a decreasing bank balance in the form of a graph over a period of up to 6 months is very telling, please could the image already available be accessible as a download so this can be shared with business owners
1 vote
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