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2260 results found
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Xero Accounting app | Bills - Shortcut to favourite accounts in 'Categorize to an account' menu
My role as a user is to load my credit card receipts into Purchases/Add Bill. On the template screen I would like to be able to have a "favorite's list" when selecting the "Categorise to an account". Also, all my expenses are to the same Department so it would be great if I could set a default, same with "Select tax rate". Thanks!
1 vote -
Project Summary Reports - Include estimated expenses
Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.
Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…
6 votesThanks for the detail in your idea here, Kyle. We don't have plan for this atm but we'll track interest in this through the community and share if there's any updates.
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Xero Accounting app - Send remittance advice
Add the ability to send remittance advice from the mobile app.
I find do most of my nightly accounting on the couch in my living room with this app - brilliant - but still have to go into the office just to do the remittance! Annoying.
Couldn’t we just do it from the app please?
1 voteThanks for sharing, Guy. We're continuing to improve the app to provide more common feature our customers would want on the go. If there is any news of sending remittance I'll share an update with you here.
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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 -
Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
6 votes -
Reports - One custom report to flow through all xero reports
Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.
4 votes -
Income Statement / Profit & Loss Report - Ability to separate Operating from General Admin expenses
XERO: Reporting Operating Vs. G&A Expenses in Income Statement Report
In the current income statement report, there is no way to split single account between operating and G&A expenses as XERO does not allow tracking on rows. This will result in finalizing reports through excel sheets or the need to duplicate accounts in COA to enable report expenses separately by nature.1 vote -
Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
54 votes -
Projects - Add Estimated expense in foreign currency
We have projects in Xero that estimated expenses in USD and AUD, but at the moment we are not able to set up tracked expenses in just our general currency (AUD).
37 votes -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
10 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
4 votes -
Xero Accounting app - Option to remove decimals
In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.
1 vote -
Xero central case - Add year to Case detail in My Cases
Xero Central - please add the year that a case is lodged and each response. At the moment it just has day and month but no year. I have found one of mine from Nov 2022 that the last response is that I would be updated when it is resolved but the case is closed and the only reason I knew it was Nov 2022 is that the attachment I uploaded had the date of the screenshot.
5 votesReally appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
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Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Xero Accounting app | Bank feed - Ability to refresh
Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.
5 votesHi Tahnee, the process can slightly differ from bank to bank. Is there a specific bank connection you'd find this most useful for?
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Xero Accounting app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
4 votes -
Xero Me - GPS tracking
Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner
39 votes -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
15 votes -
Bill - Create Billable Expenses from a customer invoice
I request xero development team to edit the billable expense feature or create a new feature. Currently for billable expense to be invoiced to customer, first we need to enter the billable expense and than later invoice to customer. However, in our case, we first send the customer a tax invoice to collect advance from customer and than make spending for the expenses on behalf of customer. However, in this case we can not make sure or link within xero what was invoiced to customer and how much was spent against that invoice. I mean if we the invoice for…
3 votes -
Xero Account app - Frequently Invoiced Customer List
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 voteHi Todd, thanks for your idea about creating a 'Frequently Invoiced Customer List' for the Xero Accounting app. We really appreciate you taking the time to let us know the changes that matter to you.
We've reviewed your idea, and it's now open to gain support from other community members.
Along with votes, others can now comment to share additional detail about how having a list of top customers directly in the invoicing screen could improve their experience with Xero. 🙂
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