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Xero Me | Add tracking in Timesheets through the app
Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.
30 votesHi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
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Contacts | Add & archive dates - To get a Customer lifetime value report.
Customer lifetime value report.
I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.
9 votes -
Reports - Do not show unfiled amounts for previous financial years
The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.
2 votes -
Bank statements - Option to import separate Debit and Credit columns
Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.
2 votes -
Expenses: Automatic mileage tracking
Quickbooks has "motion tracking" mileage, meaning the user doesn't have spent time entering their starting and final postcodes, they literally just turn the feature on and it auto records their mileage via GPS. I have clients (using Xero) who are on the road everyday for business purposes and this feature would be so useful for them to save time.
22 votesHi everyone, thank you for feeding back and sharing with us through the idea here. We appreciate why you'd like to see automated mileage tracking developed within Xero expenses.
While our team have a keen eye on the idea and interest in exploring this in the future we want to be open that resources are across other important work atm and there are no plans to develop this, this year.
We'll continue to track the interest and keep you updated of any change for this through the idea, here.
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Bank Reconciliation - Remove 'Great Job!' messages
There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.
I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.
3 votes -
Reporting - Set default date columns from oldest to most recent
A button you can click to reverse the order of the columns in Reporting
Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.24 votesYou can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Xero Analytics - Projection date to be customised
Re Xero analytics - AI uses the previous 3 months data to project data. In seasonal industries like agriculture or tourism, that is irrelevant. It would be much more useful to base projections on the same period 12 months ago.
1 vote -
UK Payroll - Ability to re-instate an employee
A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays
6 votes -
Invoice reminders - Ability to change invoice reminder to different email address
Some larger companies with automated systems do not want reminders going to the same email address that the invoices go to. Doing this results in a duplicate invoice going into their system, which stops the payment going through as they then need to manually sort out what's going on. They have one email address for the invoice and another for reminders, to avoid that duplication.
Currently, we need to leave the email address on the contact, then turn off invoice reminders and make a note to manually send reminders.54 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
CIS - Ability to add CIS Codes
Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.
55 votes -
Fixed Asset (AU ) - Remove empty Fixed Asset Pool
I've accidentally created a Small Business Depreciation Pool in the Fixed Asset section of a client.
As far as I can tell there is no way to permanently remove or delete this, and it just hangs around forever?
14 votes -
Project - Import manual journal into Project
I am needing to import my payroll expenses from another payroll platform in the form of a manual journal. I need those payroll expenses to be tracked by project. It would be handy to be able to have a column for projects instead of a tracking category.
51 votes -
Timesheets: See selected approvers on timesheet
See who was selected as an approver by employees. If we have been selected as an approver by the employee, it is currently impossible to know if they also selected their appropriate approver to know if we should reject the timesheet or leave or if we can wait for the appropriate approver to approve the timesheet or leave.
11 votes -
General ledger details - Add Posted date and Posted by columns
I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.6 votes -
Projects: Allocate to projects when bulk importing invoices
The Xero bulk invoice import template makes provision to allow for the population of data into the available tracking categories that would correspond to same inside Xero. However, is it possible to do same with a project? Xero have since confirmed it is not possible to include project allocations when importing invoices.
We have a high frequent need to import bulk lines of data each representing individual invoices, and we wish to use Xero projects, but need to be able to allocate the bulk upload of these invoices to the applicable projects inside Xero.
25 votes -
Contact - Field for Business Registered Name
When creating a new contact, I need a space for the Business registered Name as well as Trading name.
24 votesAppreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
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Reports | VAT201 - Add Google Sheet format for download
Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!
1 voteHi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?
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Organisation Settings - Set default date format to DDMMYYYY for South African orgs
The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.
5 votes
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