- or
No existing idea results
- ~ No ideas found ~
4739 results found
-
AU Payroll - Split out YTD earnings on payslip
Split out the 'other previous earnings' section in the YTD section of an employees payslip between commission, annual leave etc
22 votes -
Sales invoices - View email of a contact that's viewed online invoice
The ability to see which contact has read an invoice when it's sent to multiple people
6 votes -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I see there is a way to "save as a draft or published"report but get the sense it does not contemplate what I describe above. A "what if " type exercise is one way to characterise it. Thank you
Paul Hodges (Xero)
Hey Dave
Although you can include Draft invoices and bills in the Receivable and Payable Invoice Summary reports, you can't currently report on the effect un-approved items would have on your accounts.
You might like to share this idea with other users on our Product ideas site, as this is helps our Product team to consider future changes.
Tuesday, 22 August 2023 9:31 AMDave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
2 votes -
Invoice Reporting (Payables) - Ability to include Planned Date as a separate column
In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included in the report. It is possible to filter to include a due date if you filter wihtout it, it is still included
As a bookkeeping practice managing sizeable purchase ledgers,this defeats the whole ability given to scheudle paymetns and run a corresponding report to issue to clients to pay their suppliers. Directors dont look in Xero and rely on their accounts teams to produce reports for them. There are 'get-arounds', we've worked with them for over 10 years.
This funtion is SO close, the only thing lacking is the report, run by planned, date, filtered by planned date, to please not include an invoice that happens to have the same due date unless the request to include that filter has been selected
PLEASE can we have this report
Many thanks, a broken record to the reporting team but still asking
SarahIn the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included…
9 votes -
User Roles - Ability to assign default tracking options per user
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or VAT etc) Xero automatically applies this to each new document.
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…
6 votes -
Reconciliation - Add Reference without clicking add details
It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"
9 votesHi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
-
AU Payroll - Ability to calculate protected amount for child support deduction
Currently payroll is only able to child support as a deduction.
In Australia, there is a protected amount that employee needs to earn before the deduction is taken out of their pay. There isn't a function that will allow this currently.
Payroll officers manually have to keep track of this and remove the deduction if protected amount is not reached. Small businesses with a few employees would be able to keep track but for the likes of a bigger business with more than 20+ employees, this would be a nightmare.
24 votes -
UK Payroll: Record send dates of pension eligibility letters
The Pensions Act 2008 requires all employers to enrol their eligible employees into an auto-enrolment compliant qualifying workplace pension scheme, if they are not already in one, and pay specified minimum contributions. At the moment there is no way to check if and when the letter was sent to the employer. As this is a point on our audit checklist for all our clients would it be possible to add a field showing the date when the letter was sent out to an employee or ideally add it to a pension report.
21 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.
56 votes -
Invoicing - Add a record of the invoice template under invoice History and notes
We should be able to see under each history which invoice template was used to send the invoice. This is a must for audit trail. Thanks Joana
3 votesHi all, appreciate the interest and rationale in wanting to be able to see under each history which invoice template was used to send the invoice.
We are working on improving new invoicing history that'll eventually include when branding of an invoice has changed.
However, we want to be upfront that recording the name of the branding template the invoice has been changed From and To is not something we'll be developing in the near term.
-
Quotes - Choice to show VAT information
Quotes need the ability to either show the VAT content or not. Depending on the type of business you are dealing with at the time i.e domestic or Commercial. Generally domestic clients want to know the total cost including tax (VAT) whereas on a Commerical clients are not bothered as it is generally assumed or stated plus VAT.
3 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?4 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
14 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
-
Xero Search | Items - search more fields
Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.
4 votesIs there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
-
Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
8 votes -
Fixed Asset - Ability to register multiple draft assets as one
On Drafts there would be say 10 lines which is actually all for the same asset.
Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"
15 votes -
Xero Accounting app - Create delivery/service docket
We need to be able to create a service docket via the Mobile app so that service crew can create and issue a service/delivery docket to customers when they are out doing the service. The packing slip option is not available apparently and, besides, its not the right name for what we do.
2 votes
- Don't see your idea?