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Xero Files - Show email subject in Xero Files
Show the email subject line in Xero files.
It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.
6 votesHi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
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NZ Payroll: 'Opted out' flag for Kiwi Saver
For NZ Users, when an employee has opted out of Kiwi Saver (which is confirmed by the tax dept) change the Xero description from "Not eligible" to "Opted Out of Kiwi Saver".
This would have saved me a lot of time and your Team there answering this question :-).1 voteHey Rachel, thanks for submitting this idea!
The team have confirmed that for employees who have opted out, they should be set up as "Automatically enrolled" then "Opt Out" with their opt out date, rather than selecting "Not eligible".
This matches to the available KiwiSaver options through IR.
As such I'll be shifting this one to 'Not planned', but if the advice from IR changes, we'll update the update the settings accordingly!
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Xero Network - Use network key when sending and receiving invoices
For my clients that I have on Xero, I would like to use the Xero Network Key send through my invoices as Spend Money transactions instead of Bills.
Similarly, I would like to receive invoices from Xero through my Xero Network Key as a Spend Money instead of a bill that I import/approve.
3 votes -
CA payroll - Assign tracking category
CANADA : Payroll Tracking Categories. I would like to be able to assign a category to individual employees or their hours worked. We have different projects and it is important to be able to see how the salaries are divided amongst the projects.
1 voteHi Victoria, we don't currently have a specific version of Payroll for Canada.
It’s not possible to use tracking in Xero Pay Run. Pay Run in Xero is very simple and is designed for organisations that have a very small number of employees and uncomplicated recurring pay runs.
An option could be to apply tracking to their payroll expenses by entering manual journals 🙂
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Reporting - Add graph from old account summary into the new to track progress
Add the graph from the old account summary report to the new reporting as people use it to track progress. I understand this feature will be turned off next June/July so would be good to have it moved over to the new reporting
1 voteHi Jennifer the graphs in older versions of reports have been removed as they were running off old technology that is no longer supported.
There are ways of getting more if a visual view of performance in new reporting with tools such as Xero Analytics, and our teams have also added charts to the Income & Expenses by contact reports to help you keep a track of your top customer and suppliers at a glance.
It'd be good to understand is there is something missing within these tools that you'd like to see added or improved.
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Bills - Send to WFM to add to assign to job
As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!
3 votesXero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. You can read more on the blog and on the WorkflowMax website.
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Reporting: Account transaction report - Filter to pick up Payroll & Super transactions
In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one
3 votes -
Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the quote.
Why can't the title or summary go higher up to the top left adjacent to the address/company info? This would make far more sense, then, immediately underneath would be the quote/invoice breakdown columns/rows so that the bottom isn't pushed onto a 2nd page.
From a coding perspective, this would be a pretty simple change to the Xero website functionality. Simply provide formatting options for where summary/titles go, as well as the ability to move sections around to the desired space.
THANK YOU!
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votes -
Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen
Repeating Invoice: Sales Overview Screen - add a Last Updated Date to the Overview Screen
Purpose: We use repeating invoices for the Auto Pay feature but most invoices need some form of adjustment before being sent each month. With a list of repeating invoices that goes on for pages it would be great to see the last date/time each invoice had been updated so that if you are interrupted during the monthly updating you can tell where you are up to when you come back to the Sales Overview screen, rather than needing to keep track of this somewhere else.
5 votes -
User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
AU Payroll - Set Multiple Pay Cycles for the Same Employee
Include the ability to set multiple pay cycles for the same employee. For example, wages are paid fortnightly but commissions are paid monthly. The dates are not aligned with the period if we use only one pay cycle.
4 votes -
2 votes
Appreciate your feedback, Sarah. Being honest we did receive a lot of feedback around these default.
Our team made a recent change to have this ticked by default based on feedback and from monitoring usage of the feature and we don't have intentions of changing this back anytime soon and I'll shift the idea to not planned.
While we'll close this idea, we'll continue to track if there is significant response to the importance of this from our community. Thanks
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Bank Reconciliation - Easily match ‘planned bill payments’ in bank rec
When you have a bulk bill payment as one line on the bank rec, it would be useful if within the ‘match’ tab you could easily bring up the bills with a specific planned to pay date. Rather than having to search for each bill/supplier from a separate list.
4 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
3 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
3 votes -
Projects - Create Draft invoice in a new browser window
Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.
6 votesHi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
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Repeating Invoice | Stripe Auto Pay - Allow option to skip sending the initial invoice
At the moment the only option to allow us to offer Auto Pay via Stripe is to set recurring invoices to "approve for sending". Clients receive an email from Xero when their invoice is ready and an email with the payment confirmation linking to the paid invoice and their receipt. Clients on a subscription do not need to get the initial invoice and this confuses many of them. I would like the option to disable sending the invoice when Auto Pay is active, where the only email they receive is the payment confirmation.
5 votes -
Custom reports
Custom Reports on Xero are not really true custom reports as they are limited to only some data.
On some other accounting packages you can include almost any financial or labelled data or contact.
We recently had to recall a product - we could report on which clients had purchased the product but could not draw up a report that included who purchased the item with their contact details or email alongside.
The info is all sitting in the Xero database but we had to individually look up over 50 email addresses to write to them about the recall.
This took around 1 hour. Had we been able to pull up a custom report it would have taken a couple of minutes at worse.
Custom Reports on Xero are not really true custom reports as they are limited to only some data.
On some other accounting packages you can include almost any financial or labelled data or contact.
We recently had to recall a product - we could report on which clients had purchased the product but could not draw up a report that included who purchased the item with their contact details or email alongside.
The info is all sitting in the Xero database but we had to individually look up over 50 email addresses to write to them about the recall.
This…
4 votesHi all, while we appreciate feedback from you all here I want to be open that we don't intend on enabling the ability create a complete custom report that could include any data field across Xero.
That being said, our Reporting team have put a lot of focus into Xero's new reports to provide more visibility of activity and transactions, and flexibility to our users in the way they set these up.
Appreciate the specific details you've noted here aren't currently available in Xero - the closest would be Smart Lists however this is limited to customers at present - if this is something you'd often look up I'd recommend adding your support to the idea here.
We'll keep developing on Xero's reports - so if there is specific detail/results you'd like to see in a report welcome to start ideas for these that we can gather interest on.
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Manual Journals - Ability to see draft without having to click on the tab
It would be useful in the manual journal screen if it indicated there were draft manual journals without having to click on the tab. When using repeating journals which are saved as draft each month you have to remember they are there to attend to.
3 votes -
Expenses - Ability to filter by spent date
To have a filter or sort option on expenses to filter by spent date.
Purpose: To easily check whether expenses have been entered by the users or not.
22 votes
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