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4707 results found
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Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
Contacts - Send invoices and statements through WhatsApp
Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.
8 votes -
Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
12 votes -
Sales invoices - Download all invoices
To be able to bulk download invoices for a client or multiple clients.
With also the ability to filter to all invoices, paid invoices and not paid invoices.
14 votesHi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
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AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
15 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.4 votes -
Organisation Settings - Setting up a UK company with a non-GBP base currency
We have a UK based client who have a presentational and functional currency in USD. There is no possibility of setting up this company correctly on Xero, as Xero only lets UK organisations use the base currency on GBP to link easily to taxonomy.
It would be very helpful if this could be set up.
19 votesHi Jonathan, when you say presentational and functional currency is USD - does the organisation pay taxes in the US? If so it would be recommended that you pick US when setting up the org.
Alternatively, if US is one of the currencies that the org regularly deals and transacts in but pays taxes in the UK it would be recommended that you select UK and the client is on an org that includes multi-currency in it's plan.
We appreciate customers would like to see more capability with currency in Xero - most recently we have added the ability to run the newer Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org uses.
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Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
13 votes -
Timesheets - Location tracking
Location and time tracking, as it stands you can only enter start and finish time. Be good to have a login and logout to track worked hours in real time not just estimating. Location tracking through the timesheet would also help with when switching jobs.
2 votes -
AU Payroll | Leave - Multiple approvers
Would really like the option to have a second layer to approve leave. I am a HR Manager and find it hard when the manager approves leave verbally and I do not get notified until later. I would like to see the option for HR or Finance to get a notification or get the option to approve prior to the manager so we can manage the employee leave status.
11 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
6 votes -
UK Payroll - Hide deep archived employees from Auto Enrolment Summary Report
The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.
4 votes -
Bank Rule - Set Contact Only
Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster, but perhaps way more coding/development to achieve.Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even…2 votes -
UK Payroll - Submit P11D through Xero
Ability to produce P11D's and submit to HMRC
26 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.
6 votes -
Sales invoice | Merge - Bring through reference to new invoice
When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.
6 votesTo double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
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Products & Services - Ability to show/hide the 'Cost Price' column
Suggestion: enable the 'Columns' feature that is available in the customer activity list to more parts of Xero. I would like to be able to hide the 'Cost Price' column from Products & Services on the front-of-house system so it's not visible to customers when we are doing a price check.
3 votes -
Quotes - Email Quotes into Xero to convert to purchase orders
Just like we can email a bill to Xero for editing and posting. I would like the ability to email a quote to convert it to a purchase order please
3 votes -
Reporting - Non-financial items such as number of invoices
Hi, I was wondering if it is possible to include some non financial data in zero ledgers for reporting?
For Example - I would like to include a 'No. of Transactions' for a period that would not be a financial number (so no balancing required) but, this number would be available to add to reports i.e creating a cost per transaction.
We used to call these 'SKU's' and generally they would Non Financial KPI's like:- production days, FTE's, LTI's or Units produced.
Any help would be great.
Regards Iain Vernon2 votes -
Contacts Ledgers - Ability to pull more than one Contact's ledger at a time
Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.
If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.
6 votesHi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
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