713 results found
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BAS - Notification when Activity Statement is due
Xero should show at the top of the screen or show a notification if you have an activity statement to submit (otherwise you have to specifically go into "Activity Statement" under "Accounting" to check).
3 votesHi June, we've made a recent improvement for Activity Statements to surface the payment due date for any lodged statements. You'll find this from the list of Activity statements within the Completed section, and when you open a Statement you'll see the payment dude date shown at the top of the statement along with payment options to help simplify the process. 😊
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New profit and loss report - Common format for tracking over 100 options
The new P&L report should allow a common format to compare all jobs automatically regardless of the number of options in a tracking category. Understand this is capped at 100 options. The old P&L report allowed this.
19 votesThanks for the continued engagement surrounding the idea, everyone.
We've now updated the report and if using Tracking in your organisation you'll now see a new field in the new Profit & Loss for 'Compare tracking categories' from which you can select up to 200 options across your categories!
If you have needs beyond the 200 limitation, one way to set this up would be to save multiple custom reports which would enable you to switch between views quickly from the left side panel.
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AU Payroll | Timesheets - Add multiple start, end & breaks
It would be helpful with the new Timesheet features to be able to add more than one work time and break time per day to allow for split shifts.
49 votesHey everyone, thanks for sharing your feedback throughout this thread. It’s clear how important this feature is, especially for staff working split shifts.
I’m happy to confirm that our latest update to timesheets brings the multiple start, end and break times feature across to the updated timesheet experience, and will be available on both Xero Me mobile and web.
For more information on these updates, and some other improvements we’ve made to Payroll check out our Xero Releases page
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User role- Limit invoice only draft only users to their own invoices
User role- Limit invoice access to seeing and working on only user's own invoices. So as to enable different user to work on their own invoices without having access to other user invoices. Only manager should have access to all members of his team .
6 votesHi team, coming back across this idea I wanted to confirm that this is how the Invoice Only - Drafts role currently works - Someone with this role will be able to create and submit bills and invoices they enter to be approved by someone else with the right permissions in the org.
They will only have access to view invoices and bills that they have entered themselves, and will not be able to view bills or invoices raised by others in the organisation.
Danny, it sounds like you're referring to the Invoice Only - Purchase role which will enable a user to raise and approve bills they have entered. The user is not able to access Sales, but they'll be able to view any bills or purchase orders that have been raised by any user in the organisation. We have a somewhat similar idea for a tick box option…
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Bills list view - Flag to make credit notes stand out better
The changes made to the new bills view is inefficient when when viewing a column, if it is a credit note or had a credit note applied to it the icon creates an indent thus making it harder to follow with the eye. In addition the previous easy to locate yellow icon that did not create an indent has been replaced with a blue icon that blends with other Xero Coloring.
4 votesHi Fiona, appreciate not way you'd envisaged here, however there has been an update that will help you easily locate your Credit Notes when in Bills.
You'll find under the Filter option you now have the ability to filter by Credit Note, Overpayment and or Prepayments which helps quickly narrow down your view to just these documents types.
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UK Payroll - V NI Category start date
Tried to amend the national insurance category to a v category for 6 weeks after the employees start date, as that is when they were valid from, to find the calendar will only allow me to amend to a date previous or on their start date with the company. Has anyone else encountered this issue at all?
1 voteHi Laura, it looks like you also raised a support case about this which has since been resolved.
To recap, when you add a V category, you'll have the option to enter a date in which the category starts from. Then you would need to enter the date in which the employee was first employed as a civilian.
For example, V category is valid from 31 Jan, therefore you can only enter the employment civilian date up until 31 Jan. You won't be able to enter an employment date after the NI category date.
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Invoice - Auto create a credit note for negative amounts
Invoice - Be able to have Xero automatically create a credit note if an invoice is negative. Show the invoice as paid in full and generate a credit note for the remainder. The credit can then be applied normally to other invoices on the customer account.
9 votesHi Darren, returning to your idea here we have released a change within new invoicing that'll suggest and enable you to create an Overpayment for any amount that exceeds the total of the invoice. Saving you the time of having to create this transaction separately. See more in my update on this idea. 🙂
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Direct Bill Payment - Report showing the payment charges
Xero to create a function that allows you to see a total of Direct Bill Payment charges through a specified time period (similar to running a report on a specific account type). It is a direct cost and therefore it should be very simple to obtain the information. At the moment there is no real visualization, you can only obtain the information by multiplying the amount of payments made in a certain period by £0.24. When handling client money, this means a report needs to be created separately outside of Xero to show in a transparent manner what has been…
1 voteHey Theresa, thank you for raising this suggestion. Whilst there isn't a report dedicated to showing the Direct Bill payment fees, you can use the Account Transactions report to see the fees for a specified time period.
The payment fees are recorded as spend money transactions to the 'Payment Fee' account. Running the Account Transactions report on this account will show you the fees paid.
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Link to Journals from the Dashboard
It would be very handy to have a link directly from the Dashboard into Manual Journals please...
1 voteHi all, as noted in my last update - if you have the Adviser role in an org from the dashboard you can click the '+' icon in the menu banner at the top of the screen, and select 'Manual journal' which'll take you directly to a new Manual Journal. 🙂
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BAS - Undo a failed Activity Statement lodgement
There needs to be the ability to undo/unlock a submitted ATO Activity Statement when lodgement has failed with the ATO and it has been rejected. When submitting an Activity Statement with a variation, they are often rejected by the ATO as the ATO recaclulates its own amounts and the submitted AS is rejected. This results in an AS that is listed as "Failed" un the Needs attention section of the Activity Statement page. There is currently no way for an end user to undo the failed AS to correct any issues for resubmission.
The failed statements now remain in the…46 votesHi community, as promised I'm back to confirm that the ability to revert a failed business activity statement back to draft is now live to all users.
Now, if your statement has failed to lodge with the ATO, you'll find an option to "Revert to draft" in the 3 dot menu icon next to the failed statement. When selected, the statement will be reverted to Draft status allowing you to correct it and re-lodge to the ATO.
Thanks for your input for this change 😁
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Sales Invoices - Set defaults for attach PDF and send a copy in new invoicing
Auto select option to attach a PDF copy of the sales invoice by default.
Purpose: Save time having to manually tick the option to include PDF when sending an invoice in new invoicing
358 votesHi everyone, returning now a few months on from our last update we're going to move this idea to 'Delivered' with the change the team made to default to include a PDF of the invoice when sending an invoice from Xero when using new invoicing.
We understand there's a secondary need being asked within this one idea that we'd like to continue to gather feedback and support for and have sprung up a new idea for the ability to default include files attached to an invoice when sending from Xero - If this is what you're after please do join and add your support there too.
A somewhat similar but slightly different need bought up by some is the ability to auto include specific files when sending from Xero - For example Terms & conditions that have been created as a separate file.
You'll find this has been created by…
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Live Hyperlinks on Quotes, Invoices & POs
We issue quotes / invoices to customers, and POs to our vendors that include links to more detailed instructions / specifications on our Sharepoint server. The links don't appear live on the PDF documents so folks have to copy and paste them to view the additional content. It would be great if URLs could generate live hyperlinks so that additional information can be linked in the body of a quote / invoice / PO
1 voteHi Vanessa,
I just tested adding a URL in the Description field on a standard invoice template and when viewing the invoice as a PDF, the hyperlink to the URL does work if you mouse-over the first line of the URL.
Alternatively, if there are common links you want to direct your customers to, you could add them to other areas of your invoices, quotes or PO by using an advanced template. For example you could create an invoice template for a certain type of scenario with the relevant links you need to share, and add them just below the line items and total amounts on the invoice. Then when you need to send these links you just select that invoice branding theme.
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Bills list | Awaiting payment - Show total column
Currently the various tabs on the Bills overview have a column for paid value and a column for due value. It would be useful to have a total column so that I can quickly see the value of each bill.
This would be especially useful where bills are part paid, as to find the bill total currently I would have to either add up the paid and due columns or look at the bill itself.
17 votesHey community - we're delivering this idea 🎉
The team have enabled customisable columns in the Bills area, with the ability to show the Total amount on the following tabs: All, Draft, Awaiting approval, Awaiting payment, and Paid.
They've also added a new column on the All tab to show Paid date, as well as a new Credited column on the All, Awaiting payment, and Paid tabs.
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Sales Invoice - Ability to enter all contact details from an invoice
You can now create a contact from an invoice. Great, this was overdue.
Why stop at only allowing some of the details though? Weird.
Now I have to go back into the contact and edit it to add Company name etc.
It's just creating more work when I could have done everything from the one spot.
Please fix!6 votesSorry for not updating you here sooner, team. We've been making a lot of changes within new invoicing. One of these being enabling you to enter more contact details from the new invoicing screen, without having to navigate away.
You'll find you can now enter the contact name, email, billing address, delivery address, and phone all from the contact card within a new invoice. These details will be reflected without the need to refresh the screen 🙂
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Bank reconciliation - Improve Xero AI to also include Amount
Xero AI prompts the wrong General Ledger account for transactions coming through my Bank Feed.
I have a two monthly payments for different types of insurance from the same Insurance company processed through my bank account. The transaction amount differs based on the insurance type but is the same each month in a 12 month period, only going up by CPI. So in a particular month I will get two transactions: 1. Insurance Company ABC $200.00 for PIPL insurance, which goes to my GL account for PIPL Insurance and 2. Insurance Company ABC $ 130.00 for Business Insurance which goes…
2 votesHey Andrew,
Thanks for sharing your product idea! Find & Match in Xero already includes logic to suggest a matching transaction by comparing the amounts. It sounds like there may be some other logic set up in your reconciliation that’s suggesting the wrong transactions in error.
Since this is already available in Xero, I’ve marked your idea as delivered. I’d really encourage you to chat to our support team on this one, they’ll be able to assist with understanding why your transactions are being reconciled in this way 😊
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New Aged debtors report - Full monthly aging periods
The 'old version' Aged Debtors report 'aged' the figures into months (as it should).
The new 'Aged Debtors' report does not.
If you run it at month end 'such as June' then the 'current' period' picks up 30th June, then the next period picks up 1st to 29th June.
It was reported to Xero support and their suggestion was......
"As you’ve found, right now it's not possible to show the full month for the first month on the New Style report for Aged Receivables Summary. This is working as expected. Please continue to use the Old Style report as that…51 votesThanks for all your feedback on this one, community 🙂
Good news! Recently, we rolled out an update to all our ‘as-at’ type reports.
Now, you’ll notice that the report runs as at the end of the current month by default, and all of the invoices for the month will appear in the column you expect them to. The Current column will still contain any future dated invoices when ageing by Due Date, but will always be empty now when ageing by Invoice Date - See our before and afters
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Reporting - Ability to 'Save' to same draft file (not Save as)
Reporting - ability to "save" a draft management report rather than "save as".
Being forced to "save as" every time you want to save your progress means you end up with dozens of versions.
As you can so easily navigate away from a report without saving, we have to save progress regularly when say adding notes and comments to a report. We then have to go back and delete old copies so that the lists of REAL draft reports are manageable.
We really need a "save and continue updating" option.8 votesHey community, just popping in with a quick update: this has been delivered 🎉
If you customise a report and save it, you’ll now be taken straight to the custom report.If you then modify the report and re-save, it’ll update the custom report, rather than creating a new one!
Thanks again for all your feedback around this idea 😊
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Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳
We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.
Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊
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Expenses - Scan receipt and suggest matches to expenses
Add an option when uploading receipts to scan in the receipt. This can then take all relevant information from he receipt and give you the option to match this expenses with similar information or to create a new spend money transaction.
Much quicker and simpler than manually adding this information every time you buy from a new supplier, and will be quicker to match to transactions.
1 voteHi team, with expenses in Xero an expense admin can 'enable receipt analysis' so that when an expense is uploaded or scanned Xero will load the data into the claim for you.
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Accessibility - Allow files in the inbox to be renamed without requiring a mouse
If you aren't using a mouse, files in the inbox can only be acted upon by using the checkbox and then tabbing to the buttons at the top of the inbox. You can open the kebab button to the right, but then you can't action any of the options on the pop up menu using spacebar or enter, which are the usual button-press keys.
It takes infinite button presses to go from the top of the screen to a file halfway down and then all the way up to the top to action it, but eventually you get there. So…
1 voteHey Freya, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We have recently made some changes to the Files pages, and this includes support for keyboard only interactions for the kebab menu 🎉
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