4146 results found
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API - Update all Contact fields via the API
During the creation process, we should be allowed to update all fields necessary on the Contact record.
Example I have at the moment is one of my customers needs to set their clients details within Xero so they can invoice them correctly. At the moment we can't use the API to set the Website field.
2 votes -
Inventory - Option to automatically update purchase price when buy new product
Ability to have an option to automatically update purchase price on the item when users buy the same new items.
Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.
140 votesThanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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VAT - Ability to produce a 126 Schedule
VAT 126 - small local authorities can reclaim all VAT. To do so they need to submit a 126 schedule, which is not currently available within Xero. The problem is that the supplier's VAT number cannot be included in transaction reports.
The ability to produce the VAT 126 schedule would make Xero a very good option for the many parish and small town councils.1 vote -
Bills - Open the search for items when using Tab
When editing an item and after filling the cost price if TAB is pressed the highlighted field is the "Purchase account" but it's "closed".
To input any character the space bar needs to be pressed and then search is available.
I suggest that the search should be immediately available as it will not cause any issue if we want to leave it as is and continue to the next field.
1 vote -
Product search. Please trim the spaces before and after
On Business->Products and Services, when searching for a product code, if there's a space before or after it does not find the product.
This is quite annoying when copy pasting from other files that sometimes bring a white space.
It's an easy fix that will help a lot.
1 vote -
Reporting - Allow Memo Accounts for non-financial information
We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
Could another Account Type be created that allows memo accounts to be created outside the CoA?1 vote -
AU Payroll - Show leave balance on payslip without accruals
Australian Payroll - sick leave on payslip - want to show balance without accrual in the payrun, and to be able to do this after employment has commenced. Currently this is only possible if you allocate the full balance to employee's at the start of the employment. Historically this has not been done and it needs to be changed to avoid staff confusion and having to reset the leave each payrun.
1 vote -
Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
4 votes -
AU Payroll | Xero Me - Timesheets default start and finish times
Ability for the employee in Xero Me. to be able to create a timesheet template so that they don't have to complete the start, finish and break times for every day every pay period.
30 votesHi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments. -
Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
7 votes -
Bills to Pay - Filter list to exclude Archived contacts
Add a filter to Purchase Overview, Bills, to filter out Archived Supplier / Contacts.
Generally not necessary to keep seeing bills for old achived suppliers.1 vote -
Item Summary report - Show/Group by the transaction sales/revenue account
Currently the Item Summary report when grouped by Sales Account, groups by the sales account listed on the individual inventory items. If like us, you sell inventory across different revenue accounts i.e. product lines, then it does become a bit frustrating not being able to group the sales of inventory based on the revenue account the transaction was recorded against.
The Inventory Item Details report does use the transaction account when grouping in contrast to the summary report which feels odd.
1 vote -
Navigation - add Custom Reports to Accounting menu
I have lots of Custom Reports, more than can be made into Favourites. Can you please add Custom Reports to the Accounting menu to enable direct access to this report area? Thanks
1 voteWe're re-opening this idea. Although it's possible to favourite reports to add them to the Accounting menu, there is a limit to the number of reports that can be favourited. This idea is to have a separate item in the menu specifically for Custom reports - not something we have plans for at this stage but we'll gauge the interest from users of this here.
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Invoices - Ability to show invoice branding theme in Draft list page
Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others…
5 votesThanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
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Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
6 votes -
AU Payroll - Remove past employees from drop-down menu in payroll reports
It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.
6 votes -
AU Payroll - Automatically calculate pro-rata salary based on employee's starting date
New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment6 votes -
Payroll AU: Add new super funds from employee profile
When adding a new employee record, allow me to 'create new superannuation' during the process of creating their new record. Currently when adding a new employee record, I need to navigate away from the employee record to 'Settings > Payroll Settings > Superannuation' to add a new superannuation relationship. On the new employee record, when the pop up appears for superannuation, if you could add a spot to say 'Create New relationship' or something under the employee record - I'll buy you a beer.
28 votes -
Report for Bills not Assigned to Projects - Also include in Hubdoc
My client has started using Projects which I'm finding not easy to use.
We would like to assign bills directs to projects in Hubdoc.
I also want to be able to give my client a list of bills that haven't been assigned. I can see this in bills to pay but its not printable/ exportable and there is no report that will give me this information.
I would also like to include direct spends from bank feed instead of having to create a bill just so we can see its not assigned
2 votes -
Expenses: Set default due date
Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
Thanks,
Sarah37 votes
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