4692 results found
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Reports - Voided and Deleted Invoices deselected by default
I deleted and voided invoices for a reason. I don't want to see them again, yet they show up by default on a number of reports. This is in addition to making the invoice number unusable when invoices are voided. None of this makes sense to me and I shouldn't need to make a custom version of every report that seems to included voided/deleted data by default.
4 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
Bank Reconciliation Report - Show the number of debit and credit transactions
Display the total number of deposits and withdrawals for the period being reconciled.
1 vote -
User Role: Quotes access only
Ability to only give new users quote access only.
Purpose: Having more options when giving someone else access to Xero org.
52 votes -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
5 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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AU Payroll: Employees - Emergency Contacts and Emergency contact report
Ability to add employee’s emergency contacts and export it.
Purpose: Users can have their employee’s emergency contact in case they need to contact them.
50 votes -
Ability to see the statements that are sent to customers
Have a similar set up for statements as for invoices, ie list statements issued like invoices.
1 vote -
Xero Files - Send file from file library directly to another organisation
Send or transfer files from the file library between organisations
We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.
3 votes -
UK Payroll: Show HMRC PAYE bill on awaiting payment screen
Payroll Bill
When submitting VAT Xero now allows you to create a bill that sits on the AP pending payment. Is it possible to have a bill create for Payroll taxes linked to payroll accounts and sits on AP pending payment? This will keep the debt much more visible for companies and make reconciling much cleaner.
Thanks14 votes -
Batch Payment | Create individual remittance advice for a single bill within a batch
There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.
12 votes -
Contact record - filter view based on activity type
When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
As it works now, for a very active contact, this can quickly become difficult to navigate.5 votesThanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
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Repeating journals - Option to auto-reverse
I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
Auto reverse is available on regular journals but not repeating.5 votes -
Short Term Cashflow - Add Quotes
Would be great to be able to add an expected win date on a quote so that it can show in the short term cashflow (STC)feature. Would save adding it manually again via the Add incoming outgoing money feature option.
All the details are present just need to make it presented to the STC. If it's won then it changes status. If lost it's removed from the forecast.1 vote -
AU Payroll: Option to include allowances in annual salary on payslip
We pay our employees under the Electrical award which includes several compulsory 'All Purpose' allowances that are now reported separately as per STP2. Why are these allowances excluded from an employee's annual salary on their payslip? They used to be included as part of their base hourly rate - therefore included in their annual salary and as such, should still be included in 'annual salary'. Can you please have the option to 'include in annual salary' when setting up Allowance categories in the pay items?
5 votes -
Repeating invoices - Create packing slip from template
There is currently no option to print a packing slip from repeating invoices options.
We need to be able to print a packing slip at the start of a hire before any invoice has been raised.6 votes -
Bank feeds - Import statements from N26
Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.
2 votes -
Reports - Add custom Watermarks
Would be nice to add multiple permanent Custom Watermarks to your reports (i.e. one that says "For Internal Management Purposes Only" or something similar).
2 votes -
AU Payroll - Add 'Payslips Sent' flag to STP filing screen
It would be good if you could go into 'Pay Employees' and next to the STP - Filed or not filed it would be good to have 'Payslips Emailed'. I have no way of checking / double checking if I have sent them.
2 votes -
Sales Invoice | List view - Filter by Contact Group
Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen11 votes -
MFA: Remember 'Trust this device' setting after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
10 votes
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