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4612 results found
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Reporting - Include Draft invoices and Purchase Orders in the Sales by Item report
It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.
For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.
2 votes -
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Reconciliation - Filter for money in or out
Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.
2 votesHi Carmen, if your role has access to Cash coding you could click the Receive column to re-order and group the statement lines you'd like to reconcile first. 🙂
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Email to Bills - Automate entry of Line items
Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided
17 votes -
New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?4 votes -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
6 votes -
Report templates - Add Project reports
Ability to add project financials rerporting into an advisor template report
Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
You can't even take an existing template and add in a project report.2 votes -
16 votes
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Budget Manager - Ability to add Notes
I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.
20 votes -
Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
910 votes -
Expense claims - auto populate data like date, organisation, amount when uploading
When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?
1 voteAppreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
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Expense Claims - keep the attachment in a fixed position on the screen, allowing us to view information without needing to scroll down.
When reviewing an expense claim, it would be ideal if the attachment (receipt) could fill the left side of the screen, so we can see the full receipt.
Scrolling up and down to view information is tedious, so having the attachment displayed in a fixed area with an option to zoom in when needed would make the process much smoother.
Currently, the view shows the top third only, so it misses a lot of information.
1 voteHi Kelly, just to confirm would this be when using the Xero Me app to view and enter claims?
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Subscription Payment Method - Auto GIRO Deduction
Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.
4 votes -
Projects - Show project allocation (or blank) on Invoices/Bills overview and exports
Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.
3 votes -
AU Payroll - Show employee groups or Employee ID in payroll reports
It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.
4 votes -
Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
39 votes -
Quotes - Line numbers for items in quotes
Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description
11 votes -
Reporting - Inventory Item Summary to include untracked purchases in Cost of Goods Sold
There is no reason to override a cogs associated account to a purchase account in the inventory item summary.
The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.
1 vote -
User Roles - Select which reports a user can access
It would be useful if a feature was added so that when granting access to users you can choose which reports they have access to. At the moment, in order to give any member of a business access to see any report they may need or find useful they will also have access to view far more intrusive reports like full Profit & Loss reports and Balance Sheets. A current situation we are trying to deal with is that our client would like one of their managers to provide them with estimated figures for specific expenses in order for them to be able to forecast better but they do not want their manager to be able to see full P&Ls for the company so the manager has no method of viewing specific costings for a particular period.
It would be useful if a feature was added so that when granting access to users you can choose which reports they have access to. At the moment, in order to give any member of a business access to see any report they may need or find useful they will also have access to view far more intrusive reports like full Profit & Loss reports and Balance Sheets. A current situation we are trying to deal with is that our client would like one of their managers to provide them with estimated figures for specific expenses in…
3 votes -
New Invoicing - Option to turn off the "Add contact's last items"
- Because I will NEVER use this button, so it's just another box I have to TAB through (seriously worried about getting OOS with all the tabbing I have to do now...)
3 votes
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