- or
1154 results found
-
Reports - Custom Comparative Dates
It would be great to be able to enter custom comparative dates on the new reports.
For example, say I want to run a 10 month P&L report for a client, the only "custom" comparative option is the previous 10 months. What I really want to be able to do (quickly, not by editing the report) is compare with the same 10 months from the previous year.
Having a proper custom date entry field would enable this to be possible and surely assist in other comparative scenarios.
Image attached showing the limited "custom" option when running the aforementioned 10…
1 voteThanks for the image, Benjamin. This is possible atm, however when selecting your 'Compare with' you'll want to select 1 year, rather than the Custom date range.
This'll then give you a comparative period to the previous year based on the date range you've set in the report - I've attached an example I've created in the demo co.
-
Xero Files - Send file from file library directly to another organisation
Send or transfer files from the file library between organisations
We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.
3 votes -
Account Transactions | Batch Payments - Search individual payments within a batch
When doing a search on a bank account for a payment made the search does not include the individual payments which make up a batch payment. So if a payment was made as part of a batch then unless you know the date the payment was made or the name of the supplier it was made to then the search function will not find the payment you are looking for.
4 votes -
ability to edit including remove header from invoice cover note
The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).
2 votesHi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.
-
Cash Coding - Include columns for all statement line information
Can we please view more than the current bank statement lines in cash coding?
At the moment you can only view 4 bank statement lines in the cash coding tab. Date, Payee, Reference & Description.
We have found that sometimes we have clients using the Analysis Code, particulars or Code to reference details for the bank payment so when these come through to cash coding the view only items are all blank.4 votes -
AU Payroll - Option to rehire employees using the same employee record
Xero recommends creating a new, duplicate employee record when a terminated employee returns to the organisation. This can also happen when an employee switches from permanent to casual, as they need to be terminated to pay out annual leave.
Due to HR add-ons that make the issue of setting up a new, duplicate employee in Xero extremely complicated and almost unworkable, I would really like to see an additional workflow in Xero to handle this. When unterminating an employee, I'd like to see Xero asking whether we're doing this to fix something or because we're rehiring the same employee, at…
20 votes -
Go-Cardless - Improve Direct Debit matching process with time stamps and option to remove Direct Debits
The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.
You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required.…
6 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
-
AU Reports: Gender Equity Reporting
Appologies in advance for my frustration.
Are Xero considering providing a Gender Equity report in the future?
I raised a case for our HR Dept last year and the answer from Xero was no.If any community member has any short cuts on gathering this info, please respond to this post.
I am wasting so many hours trying to gather the required data from your available reports.
In April I exported Employee contact details to export & sort.
This morning I have been exporting Renumeration data and then sorting deleting non date range required emplyees. Due to no date range…7 votes -
1 vote
Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.
When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?
-
Payroll (NZ & AU) | Timesheet - Show Ordinary Hours & Leave
When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.
Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.
*Simple layout idea attached
10 votes -
Expenses | Navigation - Hold filters when processing expense claims
Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.
Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.
Also, please add a date filter setting
3 votes -
Bills - Approve when importing bills
While importing bills from QB in bulk, it would be a great time-saver if Xero could automatically Approve the bills while being imported. Currently they go to the Draft folder.
2 votesHi team, coming back across this idea, and with quite some time since it's last interaction we're going to, move the idea to delivered with the previous option suggested the best options here.
Xero Partner's have access to a Conversion toolbox when setting up a client orgs which'll allows them to import invoices and bills as any status.
However if you're not a Xero Partner, while bills import as draft, it's quite easy to bulk approve imported draft bills from the list view of the Draft tab - Just select all the bills you'd like and click the Approve option
-
Receivable Invoice Summary - summary by calendar month
Run a report to show me (based on calendar months) my total invoices
The Receivable Invoice Summary does not appear to allow me to do it by month, only by Invoice date with is too fine a detail. There should be an easy option for per month3 votesSounds like you'd to be able to run the report for different date other than the invoice date? This is possible via the Date Search field, select the drop-down arrow and you'll see you can run the report for the date range entered based on the Created date, Due Date, Expected Date, or Invoice Date 🙂
-
Short Term Cashflow - Include repeat transactions
Short Term Cashflow Tool Improvements:
- Able to add recurring money in money out entries
- Able to print Graph and money in/out list to PDF
- Able to review past transactions (old dates)12 votesHey community - the team have been working on the ability to include repeating transactions in Short-term cash flow, and I'm happy to announce that it's being released today 🎉
Since this idea was updated to reflect the first point in the description, I'm switching it over to delivered.
As mentioned in our last update, if you're interested in print/export functionality for Xero Analytics Plus you can add your vote to the idea here
I can’t see any other ideas about the ability to review past transactions but can confirm that's not currently planned. If it’s still important to you feel free to start a new idea for it.
-
Sales invoice - Link associated bill
We only want to pay the supplier/freelancer once our customer has paid for the service.
Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid4 votesHi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂
-
Lock dates - Multiple Lock dates that are not linked to each other
Lock Dates - Multiple Lock Dates.
Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
It would be great to have an option where two dates can be entered without one overriding the other.Here is my issue:
I have been trying to put lock dates for different purposes.
i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or…3 votes -
New invoicing - Calendar to remain stagnant when moving through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
4 votes -
Malaysia E-Invoicing
1st) I suggest on embedding the Validated QR code to the normal PDF invoice so that we can print multiple invoices at one go and our normal PDF invoice also consists of banking details and credit terms whereas the Validated E-Invoicing has none of these.
2nd) I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
3rd) Regarding the Invoice interface on the Sent Column, perhaps can Xero make it into two instead? One is for the Validated E-Invoicing & the…
4 votes -
Bills - Assign a Name to Planned Dates
Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.
3 votes
- Don't see your idea?