4689 results found
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Cash Coding - Ability to Save your progress
The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…2 votes -
Products and Services - Non-Sell Items when allocated to projects retain the orginal information.
Within Products and Services when items are set up that aren't invoiceable costs, and therefore the "Sell" box unticked, when they are allocated as to Projects these items don't show as "Non-Chargeable" costs as they should do, they show as "% Mark-up" costs. Therefore, when going to "Invoice Tasks and Expenses", they appear in the list of potentially invoiceable items.
Therefore, each expense item has to be edited in each individual project and switch it from "% Mark-up" to "Non-Chargeable. Such costs should automatically come through as "Non-Chargeable".
Also, "Find and Recode" feature doesn't recode the Product and Services type…
2 votes -
UK Payroll - Ability to have national minimum wage checker
Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed
115 votesHi everyone, as part of the work we're doing here, we're looking to engage some small businesses as well as accountants and bookkeepers who use our Payroll functionality to try out our new prototypes and give us feedback.
We'd look to set up a video call over the next 3 weeks which'll take about 60 minutes. If you'd be interested in taking part, please apply by using this form. 😊 Thanks
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Manual journal - Change default tax treatment
Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.
11 votes -
Bank reconciliation report - Set default date period
New bank rec reports are based on the start of the month to the current date as a default. The old bank rec report just had an end date. Would like a fast way to move end date field and not have to also alter the start date.
13 votesHey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
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Email to Bills - Ability to email CSV files as well as PDF
Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.
3 votesHi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.
You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂
We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks
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Expenses: Date range for explorer report
The "Explorer" tab in the employee expenses section needs an option to set the date range.
At the moment it is pretty useless as I cant even see what date range it covers - presumably back to when we started using expenses mid way through the year 3 years ago?
It is not meaningful to compare spend by different employees, if I cant do it by month or quarter, when some employees have been using expenses for much longer than others.
An option to compare by employee for selected accounts, and to export to pdf/xls would also be really useful.3 votes -
Universal Search to search unreconciled transactions
Universal search should include Unreconciled Transactions Too.
We often search the amount of spend money or bill in universal search but we cannot find the unreconciled transaction through the Universal Search.
Kindly do something for this..
Many thanks
9 votesIs there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
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General Ledger Reporting - Group by Account Type
Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.
How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order
Can anyone help
7 votes -
Subscription Option - Multi-currency as an add on
Add the option for multi currency to other subscription types.
Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.
43 votes -
GST Audit (Singapore) - Select Tax code display
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
3 votesAppreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code…
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Custom Report - Ability to decide if a formula row or column takes precedent
You can add formula columns and rows to a report, but from what I can tell, the column formula always takes precedent over the row. It would be cool if you choose if you want the row formula to calculate in the column formula column
5 votes -
Contact - Ability to set e-invoice as a default
Ability to default a customer for sending via e-invoicing
28 votes -
AU/NZ Payroll - Create a shared Calendar
Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.
40 votes -
Statements - For contacts who are a supplier as well as a customer
Statement by Contact - as same contact a bill payment and a customer.
Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.4 votes -
Projects - Maintain project costing master data
Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.
2 votes -
Hubdoc - Add/edit line items in the mobile app
I want to be able to add and edit line items in the Hubdoc mobile app so that I can process more complex invoices/bills on my mobile device. Currently I need to use the web app for this and the UX of the whole interface there is very poor – basically just the desktop interface but rendered much smaller – so the experience is quite painful.
2 votes -
Xero Projects: Profitability dashboard to show amounts inclusive of GST
The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.
5 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
13 votes -
Contact | Note that Purchase Order Required
The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.
12 votesAppreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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