4574 results found
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Branding - MergeField for name of the branding theme
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteThanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂
Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.
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Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
2 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
21 votes -
AU Payroll - Include DOB & start date in Employee Contact Details report
Ability to generate a report with start dates for all employees as well as birthday dates reports.
50 votes -
Profit and Loss - Exported CSV to contain Account Transaction breakdown
Within the old Xero profit and loss report, there used to be a feature where you could add account transactions to a excel export of the profit and loss. The account transactions for a specific account would appear as a separate tab in the excel profit and loss export. Unfortunately, this feature seems to have been removed with in the new profit and loss. It would be great to see this feature reimplemented, as losing functionality of a report due to an upgrade is a shame.
2 votes -
UK Payroll - Automatically send payslips when pay run is posted
To save remembering to do manually, Xero could automatically send payslips as soon as the payrun is created/clicked.
3 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.4 votes -
Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
15 votes -
Purchase Orders - Allow for backorders
Ability to use backorders in the Purchase Orders.
Purpose: Users can easily know which purchase orders have backorders.
65 votes -
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.
55 votes -
Reporting - Include invoices due today as Current in the Aged Receivables, not Overdue
In the aged receivable reports (summary and detail) Xero currently assigns any invoice that is due today to the "< 1 Month" column. But an invoice that is due today isn't yet overdue, so it should still be in the "Current" column.
1 vote -
Contacts - Allow Negative Discounts
Allow Negative Discounts to provide a basic Tiered Pricing Solution
There has been a huge amount of noise over the last 5+ years about Xero not supporting Tiered pricing. This can mean many things, but the most basic requirement is Customer Price Lists.
It can be as simple as allowing negative discounts in the Contact Record...a negative discount would increase the price instead of discounting it.
Every Item Currently has a default 'Sale Price'.
Allowing both a +ve or -ve 'Discount' in the contact record solves the basic tiered pricing issue. This is a very simple solution to creating a…
1 vote -
Reports - Group account transactions report by bank account
Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account
4 votes -
Xero Files - Retain transaction attachments when removing files
When delete a file, do not automatically delete it from the linked transaction.
I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.
Even a warning that this would happen, would be better than just wiping everything.
2 votes -
Assurance Dashboard - Add Reporting Functionality
The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.
A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is…
12 votesHi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
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Quotes - Add lead time to items
When quoting items, customers need to know when the quoted items would be available.
It could be that the item is available ex stock or that there is a lead time to the item of days, weeks or months.
This is a common occurrence in the industrial sector.
Each item on the quote could have a different lead time, whether it is an item or service that is quoted.
The information is important to the customer for operational, as well as cashflow purposes. M
Would be great if a feature could be added for each line item on the quote,…
4 votes -
Payroll: Set a percentage on an employees bank account
Give the ability to set a percentage (i.e) 50% on an employees bank account when paying across more than one bank.
I have an employee who always splits her pay equally between 2 bank accounts, however she is a commission paid rep and therefore each pay amount is different. So the current function is no use to me- which allows a $$ amount to be set only. This is fine for set salaried employees but not for commissioned sales reps.
MYOB had a function where you could set a percentage on how much went to bank account 1, and therefore…19 votes -
Xero expenses - Ability to export submitted expenses
Currently expense reports are not fit for purpose. You can't even order non-approved expenses by date or export them.
You need to be able to order unapproved expenses by date and by project/customer.
You need to be able to add description and project/customer information into the expense claims report.
Xero is **** at expense management frankly and with a few minor changes could be so much better. I should get a refund on my subscription for the wasted time.
11 votesSorry to hear your're not satisfied with Xero Expenses, Jeremy. Appreciate there are a few things that you've noted that you feel could enhance your experience when using expenses.
We do try to keep one idea per thread to make it simple for community to understand what they're adding their support and to help share this back with our product teams. I've adjusted the title of your idea here to reflect exporting expenses. We have an idea for changing the sort order here, and you're welcome to start new ideas for any other points you've shared too.
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AU Payroll - Timesheets for Employees on Salary
Ability to see timesheet function for employees who are on salaries.
Purpose: To make the employees can keep track of their hours without affecting the pay runs.
56 votes -
Reporting - Change ordering of Account Type on Trial Balance when grouped
Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.
23 votes
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