4780 results found
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Projects - Update Project search function within time entry screen
When assigning hours to a specific Job, the current Timesheet feature doesn't have the same search smarts as when assigning a Job in Invoices, Bills, Spend & Receive Money.
For example, a Job called ABC Studio - Sydney. In an Invoice or Bill I can type just 'Syd' and it will list all Jobs that contain those letters but, in Timesheets it can't. I have to type the first word 'A' before it will show a dropdown list to choose.
This may appear trivial but why have the Job field operate in two completely different ways?
2 votes -
Reporting - Notes column option on reports
Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note
3 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.139 votes -
Contacts - View unallocated Overpayment/Prepayment/Credit at a glance
When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.
There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.
35 votes -
Email Templates - Ability to add Emojis to email templates (rather than individual invoices)
Ability to add emojis to email templates.
Currently, you are able to add the emojis when emailing individual invoices, but it is not possible to add the emojis to the email template.
If you try to add an emoji to an email template, Xero will delete it after saving it.
1 voteAppreciate the difference in what you're asking here, Christopher.
No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.
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Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
2 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
16 votes -
Receipts - Generate receipts without creating invoice
There should be a generate receipt option without having to create invoice first. This receipt should continue running numbers as invoiced.
10 votes -
Bank Reconciliation - Attachment deletion alert when using Remove and Redo
When selecting Remove and Redo for Spend transactions, all attachments are lost.
If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.13 votes -
Projects - Ability to set a default tracking category
Number of fields for projects is really poor, I need a tracking category added to projects so for example we can have four different types of projects which I want to categorise in the initial project set up. When costs and revenue are then allocated to this project it's also automatically allocated to the tracking category associated. At the moment I'm having to manually allocate to every transaction. Would be made easier if like sage they had a copy above function but we don't even have that either, so clicky!
1 vote -
New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.
WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…
1 vote -
Contact - Ability to add date of birth
I have multiple clients who have members. They like to keep their members date of births on file, so they can send them birthday emails, or if they are over a certain age can get a discounted membership. It would be great to have either a dedicated date of birth field, or like some other accounting softwares a few open fields, that we could name per file, for additional required details, like date of births, member types, allergies, voting member etc. I'm sure these fields could be useful for other types of businesses as well.
1 vote -
Hubdoc - Upload additonal attachments to transactions
It would be very useful if we could upload any supporting documentation for invoices or bills as attachments in Hubdoc. At the moment, I upload the invoice in Hubdoc and then have to add any supporting documentation in Xero directly.
1 vote -
AU Payroll - Change Employees' Status without deleting
Moving employees from Part-time to causal or visa versa without deleting them!
The Solve: Just have a date range/calendar within their employee info for what classification of employee they are during that date range.
Transitioning employees causes undue messiness of information, which is counter to the point of the software. You have 2 employees that are the same person. Which also counts towards how many employees a business has for xero pricing purposes.1 vote -
Payroll - Make multiple draft pay runs
Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming
5 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
4 votes -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
Trial Balance - Enable "Edit Layout"
As a workaround for an issue caused by the obsolete Xero payroll service, Xero support suggested that I use the "edit layout" feature to group 2 accounts in the report. However, Trial Balance does not have an "edit layout" button, so I am stuck displaying 2 accounts that have canceling balances. One of the accounts is the system Accounts Payable account so I am not able to resolve the issue "correctly" with a manual journal entry. Editing the report layout is my only option.
3 votes -
Fixed Asset report - Include add asset serial number and warranty
Ability to include serial number and warranty on Fixed Asset reports
3 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
7 votes
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