755 results found
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Lock Dates - Ability for Advisor users to override
Please can we have the product enhancement for the LOCKED DATES, whereby the Advisor role can LOCK THE DATES to stop other employees/departments posting entries, but the Advisor can OVERIDE the lock dates to post month end/year end journals.
This is critical !!3 votesHi there
There are two Lock Date settings in the Financial Settings screen; one for all users except advisers, and one for all users.
To do this, you could leave the 'all users' date blank, and set a relevant lock date for 'all users except advisers'.
This would allow Adviser users to bypass the Lock Date, while still leaving this restriction in place for other users.
Alternatively, you might leave the 'all users' setting in place to prevent Advisers unknowingly making an change prior to the Lock Date.
If the Adviser does need to override this, they could temporarily delete this date, or move it forwards.
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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 votesHi community, with the Inventory Item Details report you'll be able to add columns for Contact and Group by Item Name. once run clicking on the Contact header will group all sales for a customer of each item so you can easily see which customers have purchased the most of one item.
If you sell to different customers at different prices you can also add margin and/or profit columns to get a better understanding of those you make the most return from.
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Xero support case raise - Refresh suggested articles less often
I'm not sure if this is the appropriate place for such a thing.
But, when i just submitted a support ticked and was typing in the description and with every character of mouse click it would reload the suggested articles.
Which is just not how it should work.
The old format was perfectly fine.1 voteThanks for bringing this up here, Dylan. We've made a small update to the way this works.
Now, when raising a case with our Xero Support team and typing in the description the articles suggested on the right side won't update as quickly as they were before. This should make it easier to skim through existing help articles as you type. 😊 We'll move your idea across to delivered, however we welcome any further feedback to our update.
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Customer Statements Link to Invoices
Hyperlink Invoice Numbers on Customer Statements (including PDF) to Invoices in Xero, or to External Invoices if the Invoices were imported via API.
62 votesHey community - we're delivering this idea 🎉
The team have been testing a solution over the past few weeks. Off the back of positive feedback, we'll be rolling this out to 100% of Xero organisations.
It will be enabled automatically for all statements sent out. Thanks for all of your feedback on this feature!
The team are also exploring a solution to our other top-voted Statements idea, Contacts | Statements - View and Pay Online. We’ve shifted it to ‘Under Review’ for now.
Stay tuned there for more updates!
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Expenses | Ability to copy an existing expense
Expenses - Clone or Copy an Existing Expense
My team have asked if we can make a 'copy to new Expense feature' from an existing Expense. Most of the expenses they enter are similar and just have a different amount and different receipt image. It would save them a lot of time if they could clone an existing Expense. Thank you.
12 votesHi team, it's possible to Duplicate an expense receipt within Xero Me mobile app. 😊
Your employee can open a Submitted or Approved receipt, select options and they'll see the ability to 'Duplicate'. Alternatively, for a complete Claim simply opening the receipt and scrolling down they should see the option to Duplicate.
In the draft receipt they'll be able to change whatever details necessary before submitting for approval.
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Bills To Pay - Default to Awaiting Payment
Bills to Pay defaulting to "Awaiting Payment". When I am coding draft bills the system defaults to "Awaiting Payment" after I have approved the bill. PLEASE CHANGE THIS BACK to "All" or "Draft Bills". When I'm coding draft bills I don't want to see bills awaiting payment I want to see draft bills whether in the "All" list or "Draft" list.
9 votesHi everyone, thanks again for sharing how we can improve Xero for your experience. The ability to set a default page for Bills to pay has now been released to all users.
One point that we'd like to highlight is that this setting is device specific - so if you commonly access Xero from multiple devices you'll need to set the default page on each device you use.
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Reporting - Trial balance as favourite
Trial balance should be included as Favourite in reports.
1 voteHey Syed, you can mark any report as a 'Favourite' by selecting the star icon next to the Report name in your Accounting > Reports screen.
I've attached a screenshot as an example 😊
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Balance sheet - dollar value variance on reports
Ability to show a variance column as a dollar value on a balance sheet report to show changes over the year and make it easier when inputting this data into another system for preparation of financial reports.
1 voteHi everyone, as noted in my previous update you can currently include a variance column on the Balance sheet in Xero using the Layout Editor to add a Variance column.
We'll shift the idea to delivered. 😊
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Profit&Loss New-Report in multi-currency
Ability to run the profit and loss new in a currency other than the organisations base currency
36 votesHi everyone, thanks for your contributions to the idea and to those who jumped in to help test and play with the multi currency before the full release.
Today I can confirm we've released the ability to run the Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org has been using to all users. If you're using multi-currency in your org you'll find this extra option in each of these reports settings. 😁
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Reporting - Duplicate a customised report within advisor report pack
We would like to have the ability to duplicate a customised report in a financial accounts pack within the advisor reports.
For example, when preparing monthly reports, they will include a YTD profit and loss report then a month by month profit and loss report.
The P&L reports can have quite a few customisations like grouping and added formula's etc, so it would be a huge time saver if we could duplicate the YTD P&L then edit to make it month by month, rather than having to start customisations from scratch with a new P&L report.8 votesHi team, this is possible through the use of the Management report in a Xero org.
If you click the 3 dots next to Management report you'll see you can Create new report pack where you'll have the option to add any of your custom reports that have been saved in the org. 🙂
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US Tax - Automatically apply tax rate from tax lookup for new invoices
Automatically apply the tax lookup to new invoices, or the ability to set the tax lookup as the default tax rate for certain accounts.
2 votesHey Vincent, thanks for suggesting this idea!
Customers in the US can now opt in for our 'Auto Sales tax' feature, you can read a little more about it over on our US Roadshow Blog.
To get started, head to Accounting > Advanced and select 'Sales tax' to start the opt-in process.
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Reporting - Include journal ID
Include the unique transaction ID (from the Journal Report) on other reports including Account Transactions / General Ledger reports / Project reports / Inventory Item Details report.
Purpose: So we can easily see which transactions have gone through since the last month end / close, as the transaction ID's are unique and incremental. We cannot rely on the dates of transactions as invoices will come in with old dates which will appear like they were posted in a previous month, but are a new transaction. I believe having the transaction ID's on reports will be a significant improvement for the…
39 votesThank you all for your support and feedback to the idea here. We now have the new General Ledger Detail report that includes the option to add Journal ID as a column in the report live to you all!
Within the report itself you'll be able to rearrange columns to drag and drop this where you'd like it to sit in your report, and once you have set up how you like save as a Custom report to access this format whenever you need. 😁
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Reporting - Add a column for contacts' phone numbers
I would like to be able to run a report that simply has overdue invoices, name, phone number, email. Ideally sorted by sales. Similar to the list I get when I am doing Statements but with a phone number in it.
4 votesHi team, apologies we've not updated the idea here sooner. With the Aged Receivables Summary report you can add a column for phone number, and you'll also find a common format from the left panel called 'customer credit limits' which show a list of limits and available credit by customer.
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Contacts - Search By Postcode
The ability to search for customers by postcode. It's painful having to search for customers by business names when there can be variations in spelling, grammar etc, the customer's name as there may be multiple people ordering. The search function for customers is woefully underpowered compared to other software such as Quickbooks, where you can search by almost any customer details.
32 votesHey community, last week we rolled out an update to the search feature for the contacts list view. You can now search for contacts by postcode, as well as phone number and address 🎉
This'll give you more ways to refine your contact search, and make it easier and quicker to find the correct contact. Thanks again for all your feedback around this idea 😊
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General Ledger Reports | Excel export - Improve applied formatting
Hello
Would it be possible to have the old v1 General Ledger report in blue Xero that was recently replaced with a new General Ledger Summary and General Ledger Detail report still available to be used.
The new versions a good and can be formatted to look close to the old report but the old report exported to Excel really well with gridlines still showing and reasonable column and row sizes so large amounts of data can be viewed at once.
Many Thanks
5 votesWe've just released the change! 😁 As per my last update - you should now find the report easier to read and work with with updates to some of the sizing of fonts, consistency in the format of cells, and overall reduced zooming of the reports when you export to Excel. Thanks again, for your support in helping us make reports better for you.
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Accounts transactions report - Set default for archived accounts
The show archived accounts checkbox is unchecjed in the accounts transaction report as default, or able to be unchecked. Currently it is ticked and needs to be unchecked every time you go into the report.
3 votesHi Vanessa, next time you open the report and uncheck this option you can save the report as Custom, then choose to make this the default. That way the box will remain unchecked each time you go to it in the future 🙂
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New Bank Reconciliation report - Include note for foreign currency exchange
Exchange rate on bank reconciliation report
For foreign currency bank accounts, the old bank reconciliation report used to include a note stating that the exchange rate per xe.com that was used to translate the bank balance to the home currency at the report date. This was very useful information to include, as it confirmed the rate and the source of where that rate was obtained. This is not included on the new format bank reconciliation report pack. Please could this note be brought back on the new format reports?7 votesHi community, apologies we've not returned to this sooner. Pleased to share that foreign currency disclosures are now available in the Bank Reconciliation Summary report.
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Reporting - Option to run reports in different currencies
i would like to have the option to run a report with USD , at the moment i have the option to British pounds
thanks
Astrid2 votesHi Astrid, sorry we haven't got back on your idea here sooner. You'll find since you first raised this here we've released the ability run reports in different currencies your organisation uses.
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Xero Me - Ability to log start/end times and breaks
Ability to select log start/end times and breaks in Xero Me.
Purpose: Users can easily log their start/end times and break in Xero Me rather than having to use a third party app.
58 votesHi everyone, thanks for your continued interest here. We’re pleased to share that as of today start, end and unpaid break times that we recently announced is going to be rolled out to payroll employees using Xero Me Mobile, and will be available to all employees by the end of the week.
When using Xero Me Mobile, employees will be able to select a new timesheet setting which will allow them to enter start, end and unpaid break time within their timesheet, as well as enter a Note, all of which will be visible to the Payroll Admins using the web experience of Xero Me.
To add to this, we’ve updated My Payroll within the product to Xero Me to simplify the experience and create more consistency. Read these updates and more from product on the Xero Blog.
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Bills to pay view - Ability to customise which columns are shown
This is NOT an idea, more of feedback for the new layout in Purchases/Bill section.
The new layout is terrible!!
3 votesHi team, a while on since this idea was initially raised we have made more improvements to the bills list view. You'll find you can now choose which columns are shown in the table, as well as choose where in the table these sit.
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