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Projects - ability to set a project currency
Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
It would be great to allow the user to select the quote currency.48 votes -
Cash Coding - Include columns for all statement line information
Can we please view more than the current bank statement lines in cash coding?
At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.
We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.4 votes -
Xero files - QR code to allow vendor to email cash purchase receipts to Xero
Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I am more likely to remember to charge the client if it is an item for a specific job. There will be other ways to do this without the need for a paper receipt from a cash purchase, this is just how I imagine it working.
Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I…
1 vote -
Transactions report - all info in one line per transaction (not a second PST line)
Report for "Account Transactions" should only produce one line per transaction.
Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".
I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.
The easiest approach is to have additional columns to select from, and (critically) only one line per transaction. Columns could be: "Gross", "PST", "GST", "Net" ... so if a purchase was made on $100 with 5% GST and 7% PST, the line would look like:
Date / Purchased Item / $112 Gross / $7 PST / $5 GST / $100 Net / Description / Contact / etc.
Currently, to get that kind of report, I need to export a CSV and use spreadsheet magic to isolate out the PST lines, and then add the PST back into the "gross"!
Report for "Account Transactions" should only produce one line per transaction.
Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".
I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.
The easiest approach is to have additional columns to select from, and (critically)…
2 votes -
Invoice Templates - Make a separated option for Quantity and Unit Price
Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.
2 votes -
Search - Show "description" column in search results
We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.
51 votes -
Expenses - Feature to identify if a transaction is tax deductible
Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.
5 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
5 votes -
Invoices - Improvements for GoCardless invoices
Firstly, there are some basic functions totally missing from repeating invoices:
- Being able to apply a credit to future repeating invoices
- (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
- Schedule a time for repeating invoices to be generated and sent
- Schedule a time invoice reminders to be sent (Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)
Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for it to be able to work for me:
- Be able to turn off invoice reminders for an invoice branding theme
- Or be able to ‘Collect Now’ rather than on the Due Date
Currently, if I use automated payments as it is, then customers will receive invoice reminders every month for their repeating invoices, when they shouldn’t as payment is processing. I know I can turn off invoice reminders for a customer entirely, but then they won’t receive reminders for any one-off invoices, which are usually higher value and so not taken by direct debit.
So for the foreseeable, this leaves me manually collecting payments in GoCardless for the rest of my working life.
Firstly, there are some basic functions totally missing from repeating invoices:
- Being able to apply a credit to future repeating invoices
- (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
- Schedule a time for repeating invoices to be generated and sent
- Schedule a time invoice reminders to be sent (Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)
Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for…
7 votes -
My Xero | Organisation - Make the whole box clickable rather than just name
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the box and don't have to lcikc the actual text, so 95% of the time your intuition is being trained one way, and then whenever you need to switch companies, it is betrayed.
I realise there are other links to the right, like Access and the subscription Info, Upgrade and Transfer buttons, but that's no excuse for highlighting the whole row and then not making it clickable.
The best solution, would be to let the whole box go to that company's dashboard, but thecheap and dirty solution would be to turn off the highlight onenter for that row.
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the…
3 votes -
UK Payroll - Add tracking categories to automatic statutory recovery journal
Xero have added an automatic journal which credits salaries with the amount recovered from the government. This is great except we use tracking categories for all transactions in the P&L and the automatic journal leaves it blank. We have to post a manual journal to correct the posting. It would be useful for the automatic journal to include tracking.
2 votes -
Contacts - Multiple reference numbers for one Contact
it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.
3 votes -
History & Notes | All activity - Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
11 votes -
UK Payroll | Timesheets - Enter start and finish times on behalf of employee
To be able to enter and start and finish times on the time sheets on Xero me and login for staff, save miscaluculation on hours.
42 votes -
AU Payroll - Include the leave description in Leave Request Report
This would be particularly helpful for employees who take excessive leave, instead of having to go in to the employee's Leave tab to view, or print screening to provide a report for reviewing.
10 votes -
AU Payroll | Employee - Field for Employee Number
Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.
63 votes -
Invoice Reminders Report - Date and email sent to
Provide a report on who the automated invoice reminders have been sent out to, to know when the final reminder has gone out and payments not made can then be chased manually.
10 votes -
Reporting - Add a GST Summary Tab to the Activity Statement
Include an extra tab that summarises the totals for the Tax Rates including the cents.
This will eliminate the need to scroll through all the detail to code the journal/payment.
2 votes -
Purchase Orders/Quotes - Remove Deleted PO's and Quotes from Sales & Purchases Overviews
PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
10 votes -
Subscription Invoices - attach as pdf
We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
Many businesses have a 'do not click links' policy.
Please attach the pdf invoice to the original email to save all your users those extra clicks.68 votes
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