4777 results found
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1 vote
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Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
1 vote -
Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…
21 votes -
Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi Cody, I just wanted to see if this is still an issue for you. I have just tested exporting the Account transactions report to PDF and my export contains bolding for all headings?
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting and if there's anything we can do to try help with this. Thanks
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Choose number of items per page in bank feeds
When reconciling bank feed transactions, can we please have a drop down at the top of the page (maybe next to the new search and filters), where we can choose how many items are shown per page? For example, 10 / 25 / 50 / 100 items per page?
2 votes -
Payroll (AU) - Public Holiday for Friday before the AFL Grand Final
Payroll - Victorian Public Holidays -
Please add:
Friday before the AFL Grand Final Friday 27 SeptemberI tried but was not able to manually add this as an extra Public Holiday
4 votes -
Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
1 vote -
Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
pay rates on payslips
We have annually paid employees who's pay is calculated hourly within Xero. However, on the payslip, the adjusted hours under salary don't show and neither do the rates. They are in the system as that is how all the calculations are made, but for the employees there is not the clarity. Can these rates not be pulled through?
2 votes -
Payroll - Add in timesheet hours in addition to Regular hours
Add in timesheet hours in addition to 'Regular' hours. We have a number of employees with regular hours but the often have extra hours or shifts from our shift program (Deputy). When importing timesheets from Deputy into Xero the extra shifts override the regular hours which results in having to manually add an extra line for the regular hours. The system already allows to have to two lines for 'Ordinary Hours'.
2 votes -
Invoicing: Calculate and charge interest on overdue invoices
Good Day
We would like to request that the feature or the option to charge interest on customers for overdue accounts be developed as most other accounting packages has this feature and it becomes time consuming when this has to be calculated and brought in as additional invoices when there are numerous accounts that this needs to be done on.
109 votes -
Contact navigation - Left of screen (rather than top)
allow for contact navigation to left of screen more streamline
1 vote -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
8 votes -
income AND projects
Projects to support income, as well as expenditure.
- anticipated income
- actual income2 votes -
Reporting - Print the Short term cash forecast as a report
Enhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
6 votes -
Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
47 votes -
API - Connector for Microsoft Power Automate
It would be great if there was a connector for the Microsoft Power Automate platform so that Xero could be more easily integrated with other services.
11 votes -
direct payment schedule paid
Direct Payments - Change of status - Scheduled to Paid
Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.
1 vote -
Quote/Invoicing - Job Workflow
BETTER WORKFLOW FOR QUOTES/DELIVERIES/INVOICING:
If we could get the actual flow for how the paperwork per Job can be produced!1.I always start with a QUOTATION: this doesn't always need to be sent to a customer at all as it could be raised by way of a telephone conversation, etc,et. This is logged as a Job manually in a Workbook.
2.If the customer agrees and some do use PO numbers then when we go to accept/confirm, this is when we need the ability to enter Their PO number or some other confirmation that can be proved, this may take the…1 vote
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