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4837 results found
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Pay cycle report
Pay cycle report (report to be saved in the Payroll module after each pay cycle)
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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YTD payroll report
YTD payroll report (to see total salaries earned by staff for each reporting period)
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Products and Services - Automatic Mark Up Rules for Sale Price
Products and Services - Ability to set mark up rules that will automatically calculate and either fill in or offer a suggestion for the sale price. We frequently have to update the cost for products, which will be used on multiple invoices or projects. It is very time consuming, with a high probability of human error, to manually calculate the sale price for each update. The ability to have multiple rules is needed. We have two rules based on the cost (less than $100 and equal to or greater than $100), and have discussed adding additional rules.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reports Date Range to include Calendar Year to date
Entities often need to view business reports in calendar year, as opposed to Financial year.
Increasingly, revenue, expense and profit performance and targets at management and operational level are considered by calendar year.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow custom P&L to be selected in Analytics
Allow custom P&L to be selected in Analytics
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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analytics
Allow a custom profit & loss account to be selected in visualisations
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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credit limit
Currently credit limit is only available to stop an invoice going. My beef is that a credit limit alert needs to be advised in the software at point of quotation. I have clients who are quoting, delivering the work to the customer and then finding they are having to overide the credit limit/untick the "block invoices" box as there's no choice but to do so to get paid. Quotes and invoices are dealt with by two differentt depts and therefore sales need to be alerted when their quotation is over the set credit limit before the damage is done and they deliver the work!
Currently credit limit is only available to stop an invoice going. My beef is that a credit limit alert needs to be advised in the software at point of quotation. I have clients who are quoting, delivering the work to the customer and then finding they are having to overide the credit limit/untick the "block invoices" box as there's no choice but to do so to get paid. Quotes and invoices are dealt with by two differentt depts and therefore sales need to be alerted when their quotation is over the set credit limit before the damage is done and…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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tick/untick all button on pay employees
Xero could really do with a tick/untick all box on pay employees on payroll please!
This would be really good for companies like staffing agencies where there is a high volume of staff all on intermittently paid. It take a very long time to untick the employees not being paid as Xero is very slow to respond to the tick on this particular function.
Also, the bulk upload template needs updating to have all the required new starter information needed to process payment.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Navigation - Reports
I love the way the various areas have been split now (Home Sales Purchases Payroll etc)
I would prefer that reports relating to each of those sections, be stored in their menus. IN the Reporting menu, I have 10 varying reports which make it a long menu path. If they were in their individual menus (e.g. Aged Receivables Summary in Sales menu; Aged Payables Summary in Purchase, all Payroll related reports in Payroll) it would be easier to find and more logical. You could have more reports visible as well in each Menu.
If this is not possible, can we have the ability to re-order the Reports, rather than being in alphabetical?
I love the way the various areas have been split now (Home Sales Purchases Payroll etc)
I would prefer that reports relating to each of those sections, be stored in their menus. IN the Reporting menu, I have 10 varying reports which make it a long menu path. If they were in their individual menus (e.g. Aged Receivables Summary in Sales menu; Aged Payables Summary in Purchase, all Payroll related reports in Payroll) it would be easier to find and more logical. You could have more reports visible as well in each Menu.
If this is not possible, can we…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Tiered pricing for Early and late paying Customers - Incentive/Penalty based modelling
Can Xero create a function on an invoice sent to a customer via a link that, depending on when they make payment, either gives them a small percentage discount or charges them slightly more due to being late?
Scenario #1: The customer's payment terms are 30 NET. If the customer pays on the 39th day, the system automatically updates the pricing and adds a late fee. The margins are pre-built in the back end by the seller and assigned individually to their clients.
This way, clients are encouraged to pay on time or face paying more for the same goods. Now with Xero to Xero integration between suppliers and customers, the updates can be done seamlessly.Can Xero create a function on an invoice sent to a customer via a link that, depending on when they make payment, either gives them a small percentage discount or charges them slightly more due to being late?
Scenario #1: The customer's payment terms are 30 NET. If the customer pays on the 39th day, the system automatically updates the pricing and adds a late fee. The margins are pre-built in the back end by the seller and assigned individually to their clients.
This way, clients are encouraged to pay on time or face paying more for the same goods.…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
4 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
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Bank Feed - BlueVine
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does not impact our ability to reconcile these transactions, it's an annoying and unnecessary distraction.
In view of this, I am hoping that Xero would consider a native integration with BlueVine.
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…
1 voteAppreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.
We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
12 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Access for invoices and reports only
We need to have some employees with access to input invoices and run reports, but not have access to reconcile accounts.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Payroll - New justified list of employees
Hi Xero,
you are slowly converting all lists into justified (by the size of the screen) lists. Few weeks ago, the purchase orders were justified. We could not see them because the look was so unfamiliar.
This morning the list of employees got justified. It has only 5 columns. The look of this list is ridiculous and extremely difficult to read. On my screen the distance between the centres of the four columns is 13cm, and the blank spaces on the lines on average are 10 cm.
Please consider the agronomic aspects of the changes you make. Consider that we are still human beings with only one pair of eyes.
Please reformat this list as we had it in classic version of Xero. Or let us change the size of this table (and other tables/lists as well) so we can change it once to the desirable size and Xero is to remember our ‘settings’.
Hi Xero,
you are slowly converting all lists into justified (by the size of the screen) lists. Few weeks ago, the purchase orders were justified. We could not see them because the look was so unfamiliar.
This morning the list of employees got justified. It has only 5 columns. The look of this list is ridiculous and extremely difficult to read. On my screen the distance between the centres of the four columns is 13cm, and the blank spaces on the lines on average are 10 cm.
Please consider the agronomic aspects of the changes you make. Consider that we…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Notes Column in Awaiting Payment view
Would be great to be able to view a notes column in the awaiting payment section to add whether the bill is being paid via BPay, Sniip, Credit card or other information regarding the payment etc as not all bills are paid via EFT in batch payments.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Option to mark all items in a project as invoiced
Have an option to 'mark all items as invoiced' in a project. You can currently only do this if you invoice from 'project amount'.
We re-order and combine tasks when invoicing and then have to manually go into the project and mark every task and expense as invoiced individually. It's very time consuming. I need an option to mark all items as invoiced at once.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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BANK FEED ON DEMAND USING OPEN BANKING API
Create relevant pull program that will reach out from XERO execute the NZ bank feed. Meaning a bank feed on demand, rather than at scheduled times. So using the open banking API's that already exist in the NZ banking environment, send a call from XERO to execute the Bank outbound API with the relevant bank feed data, and pull into the XERO inbound API. Then the bank reconciliations in XERO can be then be done on demand as required,
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Account Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
6 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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UK payroll - Automatically create a pension bill from filling
It would be really helpful if a bill could be created from the pension filing figures on payroll once you have clicked on marked as filed. (such as it is an option when you do your vat return)
4 votesThanks for sharing your idea, it's appreciated.
It's a great idea and I can confirm it will now be put forward to the status of Gaining Support.
It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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