- or
No existing idea results
- ~ No ideas found ~
4765 results found
-
Projects Reporting | Ability to report on multiple projects
Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to
Projects; how to group similar projects together when pulling reports
Projects; report to see project expenses grouped by similar account allocations
11 votes -
Fixed Asset Module - Automate Asset Type
When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!
3 votes -
Bills and Invoices: Shortcuts to scroll up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
5 votes -
Export Invoices - Include Phone Numbers in CSV
I would like to have clients phone numbers included when saving a CSV Export of Invoices. This feature is unavailable, though all other client data such as name, address and email gets exported.
I need to be able to track my clients 6 monthly and 12 monthly and send them SMS and this is the easiest way to access invoice dates and client data in a CSV file.
I find it very strange the phone data column was not included and hasn't been requested until now.
9 votes -
Invoicing - Bulk update invoice numbers
Hi There,
The ability to change invoice number sequencing in bulk for invoices that have already been approved
6 votes -
Invoice: Add 'Select Branding Theme' to print PDF button
Invoice - Add ability to "Print PDF" button to select which Invoice Branding Theme to print regardless of the Branding Theme assigned to the Invoice.
Use Case: Business has products which are legally required to be sent to a third party. White the invoice being sent to the customer is a full invoice, a reduced version is included for this third party. With current functionality, we have to Edit the Invoice, Change the Branding Theme, Print the PDF and then edit the Invoice and revert the Branding Theme back to our standard.
Unlike the "Invoice Options" dropdown button, I'm suggesting a segmented "Print PDF" button - clicking on the "Print PDF" prints the invoice as it does currently using the Branding Theme assigned to the invoice. Clicking on the drown down arrow, the user is presented with the available Branding Themes from which to select. Please see attached image for an example.
Invoice - Add ability to "Print PDF" button to select which Invoice Branding Theme to print regardless of the Branding Theme assigned to the Invoice.
Use Case: Business has products which are legally required to be sent to a third party. White the invoice being sent to the customer is a full invoice, a reduced version is included for this third party. With current functionality, we have to Edit the Invoice, Change the Branding Theme, Print the PDF and then edit the Invoice and revert the Branding Theme back to our standard.
Unlike the "Invoice Options" dropdown button, I'm suggesting…
6 votes -
Sales overview - Ability to view % increase overtime
Sales Overview screen needs improving to show percentage increase in invoices sent, month on month. Attached is an example to show how it needs to be drastically improved to be like. Companies basically could raise capital off this screen - come on Xero! Please improve the screen to be like this example.
1 vote -
Branding - Support Page Numbers on all DOCX templates
At the moment the Page number function and number of Pages function kill the statement and Quote Templates.
1 vote -
Sales Invoice | Advanced Template - Option to add 'QuantityTotal' field to invoice template
Would love there to be a total qty function at the bottom of invoices
2 votes -
CIS - Bulk download for subcontractors statements
Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email
11 votes -
AU Payroll - Change 'Reset Payslip' to read 'Reset individual's payroll'
Please update the wording of icon in an employees payroll from "reset payslip" to "reset individuals payroll"
The reset is for use to "refresh" really and nothing to do with a payslip.
Its rather confusing.1 vote -
NZ Tax - Ability to have bounce back email when email address is invalid
When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.
9 votes -
Xero Me: Upload PDF to Xero Files from app
Client request to be able to upload a PDF to Xero me into the Portal please
4 votes -
Email Template for Payslips
We need to change the subject line for our payslip email template to include the word Confidential so that we meet our ISO standard
13 votes -
Project - Automatically import individual time entries from projects to payroll timesheets
To import individual time entries from projects to payroll timesheets, at the moment this only comes through as a bulk time for the day, you then have to manually add the time to the particular pay item if you use more then one pay item. Very frustrating and time consuming, would be nice to have this automated.
15 votes -
Reports - Cashflow reports being able to handle larger figures
Were clients have figures in the New Xero Cashflow report of $1,000,000 and $10,000,000. The cashflow can only handles this by reducing the months on the report. An Idea to get arround this would be to do what larger company's do in a prospectus. State in a subtitled that all figures are in millions and omit the last 3 zeros.
1 vote -
AU Payroll - Import Leave Requests into Xero via csv file
Ability to import leave requests using CSV files.
Purpose: To save users time from having to manually create a request to the employee, and approve it. This will also help if they’re using a third party that allows them to export CSV.
23 votes -
Published report | Copy & edit - Date not refreshing in Compilation Report
When I prepare Financial Statements, I copy and edit a published set of Financial Statements from the previous year. But it is annoying that in the now draft Financial Statements, the date in the Compilation Report does not refresh to current date. So I either manually edit the date or add a Comp Report from My Xero. Either way is a pain. Any better ideas?
5 votes -
NZ Payroll: Include TOIL leave in Leave Liability report
Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.
5 votes -
Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
11 votes
- Don't see your idea?