- or
No existing idea results
- ~ No ideas found ~
4794 results found
-
Reporting - Customisable Graphs
Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !
15 votesIs there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
-
Reports - View bank reconciliation narration in account transaction report
Description Field with the bank narration
This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.
For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.
34 votes -
Contacts - Preview contact files
After reporting a bug (can no longer preview contact files) I was given the following response :
"As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.
4 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
26 votes -
Bills to pay - Transaction type for Buyer-created tax invoices (RCTI)
When purchasing product from clients we issue them with a hand-written Buyer Created Invoice on farm & then need to input this into Xero as a bill payment. But this doesn't show that it was a buyer created invoice. Please can this option be added
35 votes -
AU Payroll - Ability for timesheets to not override Pay Template
When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether Timesheets have been used to record Ordinary Hours or not.
When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…
79 votes -
NZ Payroll - Timesheets for contractors
I would like to have my contractor be able to submit timesheets via XeroMe and have the timesheets linked to a "Withholding Income" pay item.
It currently looks like timesheets require a Regular Earnings pay item to be selected before they can be submitted and then approved
3 votes -
User roles - Give users with Invoice Only Access option to change online payments
Our administrator generates our invoices and has Invoice Only Access, we need her to be able to change whether an invoice is paid by GoCardless or not, one of our company owners has to do this at the moment which is an inconvenience, please change so users with Invoice Only Access have the ability to change online payments.
2 votes -
Invoices - Add customer's ageing summary under their latest invoice
Including an aging summary of the respective client in the latest invoice would provide valuable insight and enhance the document's effectiveness.
We can always refer to statements in case details are required.
4 votes -
Reports - Improve speed when launching reports
The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?
Appears Xero has gone backwards in terms of efficiency...
5 votes -
Invoices - Select which line items to include when printing a packing slip from an invoice.
The ability to choose what items to include from the invoice on the packing slip. This means I can select not to have freight and set-up charges on the packing slip as they are not actual items being sent to customers.
8 votes -
Manual Journals - Add a Reference column
MANNUAL JOURNAL
Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.
Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....
2 votes -
NZ Payroll - Ability to set employee with a daily rate
I have a number of clients that have employees that are paid a daily rate rather than an hourly rate. We currently can't use Xero payroll for them as the payroll needs to use hours rather than days to pay. It would be great to use Xero if there was an option to pay a daily rate rather than an hourly rate.
2 votes -
Accounts Receivable and Payable details reports - Flag manually entered 'expected date' in reports
On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting
6 votes -
Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like to be able to identify which tracking category a transaction belongs to based on the bank account it is in.
It would be great to have the option when creating a bank rule to tick the bank accounts to run the rule on, as opposed to having ALL or just one. We often need to run the rule on say three of the five bank accounts, and are forced to set up three identical bank rules just so we can select each account, as we don't want to run the rule on all five accounts. This is particularly prevalent when using tracking categories. Some entities have different bank accounts for different areas of their business and when coding we'd like…
12 votes -
Inventory - Allow Negative Stock On Hand
Ability to allow negative stock in Xero.
Purpose: Users that take orders and receive payments from their contacts before placing inventory can easily do it in Xero.
111 votesHi everyone, we appreciate the restrictive nature of inventory(Products and Services) atm, and our product team have plans to explore adding capability to cater for negative inventory or back order of stock recorded in Xero.
While they have a few other priorities to get through first we'll move this idea to Under review and return to share more when this work picks up.
-
Xero Expenses - Ability to edit exchange rate
"As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."
Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.
It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.
34 votes -
Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
9 votes -
Batch Payment - Support TXT file format
Allow a bank file that is supported by Coutts to allow batch payments to be made.
8 votesHi Iain, having a quick search it appears that Coutts accept 2 file type formats, TXT and CSV.
It is currently possible to export a CSV file from batch payments - read more on Xero Central.
I've slightly adjusted the title of your idea here to request TXT format, however want to be open that we don't have plans for developing new file formats for batch payments at this time.
-
Repeating journals - Date placeholder that uses a number-format for month
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3 characters (eg, Apr instead of April).
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3…
9 votes
- Don't see your idea?