4140 results found
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Expenses - Multiple levels of approval
We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.21 votesThanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
1 vote -
Bank Feed - Refresh Bank Feed confirmation
Once the bank feed(s) have been refreshed, have a pop up confirming that. In the past, I assumed it was completed after the refresh circulating icon had finished only to discover this was not the case as there was actually an issue with my bank and Xero.
1 vote -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
101 votes -
Reporting - Ability to sort notes alphabetically
On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.
9 votes -
Ability to control size of Columns in reports
Need the ability to resize Columns in reports. For example, the Depreciation Schedule the Method has a large blank space after it, whilst the Name (of the asset) is short so most are over two lines. Being able to decrease the size of the Method column (which will only have DV, CP, Full in it) and increasing the size of the Name column will make the schedule shorter and easier to read.
Also, in the Account Transactions/General Ledger Detail report, being able to increase the size of the Description column will make more readable as especially where the description has…5 votes -
Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
4 votes -
AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.
90 votes -
Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
NZ Payroll - Attach documents to a pay run
Attaching documents to pay run:
we would like the client to be able to attach documents to a pay run, either in this section ( see attached) or perhaps to an employee. Especially helpful when pay on system doesn't agree with Bank, would help us when there are unexplained variances etc3 votes -
Inventory: Photos for inventory items
Ability to upload pictures for inventory items into Xero.
Purpose: To easily identify each inventory that was inputted in Xero.
115 votes -
Xero Me | Expenses - Remove Employee from 'Nothing to review'
It would be useful to be able to remove employees who are no longer working for the company from the Xero Expenses app. It's annoying having their names pop up under the "Nothing to review" section as it's easy to continue to file expenses under their name even though they no longer work for the company.
5 votes -
Contacts - Change the name for the Customers contact group to Clients
Right now you have to add a group to see clients together, but I'm hoping that one day we can simply change the category name of "Customers" to "Clients" to customize Xero for legal, insurance, marketing and many allied health practitioners who see clients.
1 vote -
Cheques - Remove this function in South Africa
Although this is not a new product idea, it is rather a option removal idea. Recently a option has appeared on the Business tab for Cheques to be printed on bank provided stationary. We do not use Cheques in South Africa anymore and is clearly a function isolated to maybe the US whose banking system is still in the paper age. However new customers are always asking what is this function and then it takes our accountants some time to explain they cannot use it.
1 vote -
Notification | Email reminder for VAT submission deadline
Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?
26 votes -
NZ Payroll - Specify leave approver
It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications
3 votes -
Manual Journals - Code to bank accounts.
Enable us to include bank transactions as part of journal entries, which will show up in bank reconciliation to be matched.
Often journal entries have bank transactions as part of entry (for example, property purchase closing statement and payroll transactions)
Right now you have to find workarounds (i.e. clearing/wash accounts) to post these entries accurately.
15 votes -
Reporting | Financial statements - Adjust formatting
Please consider adding more customisable options for the financial statements as they do not look professional when compared with Sage Handisoft reports (for instance).
Just to start off, there should be an option to remove the horizontal lines across the page on each account and heading, change indentation, font & in particular font size. The font size is so small it should be close to double that!
24 votesThanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.
With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.
We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.
Connect with your Xero advisor, or find one that can best help with your business needs here.
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Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
6 votes
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