4692 results found
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Tracking - categories listed in the dashboard
Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.
2 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?3 votes -
Contacts - Add a View invoice button to Contacts
When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).
3 votes -
Inventory - Identify top customers for an item
When reviewing a business' product range for the sake of refining and optimising, we need to identify which customers purchases what products and in what quantities and to what value.
E.g. if I have a butchery, I would want to know who my top purchasers of beef products are and my top purchasers of pork products, and how much those customers spend on beef and pork respectively over a given period.4 votes -
History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
15 votesFor filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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AU Payroll: Tracking Categories for Annual & Sick Leave reporting
In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.
25 votes -
Invoices - Set Xero network as default delivery method
There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?
5 votes -
AU Timesheets - Change time entries to four decimal places (up from two)
Change decimal places for hours to 4 decimal places instead of 2. When hours are imported from Tanda it shows errors, as Tanda exports to 4 decimal places for more accuracy
5 votes -
UK Payroll: Submit Additional Voluntary Contributions direct to NEST
Would like to be able to add a fixed amount deduction as pension contributions. Currently the option is to manually add a pension contribution, but this cannot be submitted direct to NEST, so has to be manually typed into NEST.
8 votes -
AU Payroll - Include all-purpose allowances in shift loading
We pay our employees under the Electrical award which includes several compulsory 'All Purpose' allowances that are now reported separately as per STP2. When our staff are paid a shift loading, these allowances need to be included in the loading. I have to manually add the allowances into each all purpose loading (which is time consuming)
Can you please have an option to fix this in the pay items? There are certain allowances that have to be included in overtime, annual leave (which you have an option to include) but you dont have one for shift loading7 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.
2 votes -
AU Payroll | Reports - Filter Payment Summary Details report for superannuation
Would be great to get the Payment Summary Details report to include a filter for Superannuation
There doesn't seem to be a report that easily shows all payroll information by Employee Group.3 votes -
Receivable Invoice Details Report - Add Contact Location
It would be great if possible to run an invoice detail report which reflects customer location.
7 votes -
Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
39 votes -
History & Notes - Contacts - Increase 2500 character limit in notes
I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.
1 vote -
Bank Reconciliation - Show credit card number when reconciling
See card number when reconciling
There is no longer a card number on the bank statement line when reconciling.
This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)
3 votes -
6 votes
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Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
25 votes -
Branding - Ability to customise bill template
Invoice templates are editable, but bill templates are not.
Would like to be able to add searchable fields to a bill without removing those that are already there.28 votes -
Expenses - View draft expense claims before submission
ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.
5 votes
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