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4590 results found
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Projects - improve reporting
tihs item is listed as completed, and closed for comment. A shame as it is partially completed only. Project Reports | Option to custom reports
Please give us the option to also edit and custom project reports, I need to add fields, run reports by date and add calculation fields. Currently we have to export available reports and edit in excel, it would be great to do it in Xero.Either I have missed something or you still cannot add calculated fields? happy to by advised and corrected.
2 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
2 votes -
Pricing plan - Add one off fee 'Read Only' plan
Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
set of SAGE DATA in case any historical info required.38 votes -
Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with bank feed
Show actual available funds
Save time switching between platformsBusiness Benefits:
Improved cash flow visibility
Faster decision making
Reduced need for multiple logins
Better reconciliation reference point
More efficient financial managementAdd the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with…2 votes -
Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?1 voteGreat to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.
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Project reports - Edit Layout
Enable editing and saving as custom of project reports as one can with other reports
1 vote -
Bills - Batch payment report account number and sort code
When processing a batch payment report on Xero and exporting to excel to upload to the bank, separate the Account number and sort code - it currently processing them as one number omitting any zero's and this creates an incorrect bank account number, so makes the report useless.
4 votes -
eInvoice - Ability to add this to a contact record
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.7 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
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VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting all the project category option of each department. Please let us know if this is possible.
Thank you
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
10 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
10 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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Sales Tax Report (US) - Recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote -
Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
1 vote -
Please add chart of account codes as a filter on the Income and Expenses by Contact report
Please add chart of account codes as a filter on the Income and Expenses by Contact report
2 votes -
Searching in Expenses
It would be good to be able to search the expenses to make sure that duplicated expenses are not submitted. Also it is really difficult to see what the expense was for and what the supplier was. Also it is really difficult to change any i8nformation on an expense as soon as it is marked as paid.
4 votesThanks for sharing your idea here in the forums, Mihaela. While we don't have specific plans for adding a search function in expenses atm, it'd be good to better understand what sort of details of your expenses you'd general want to search in order to identify duplicates? For example contact
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New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.5 votes -
Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
1 vote -
Statements - Record additional notes sent with statement.
Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement
3 votes
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