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1937 results found
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Manual Journals - Export multiple journals
Manual Journals - Export multiple journals
Allow users to export all manual journals at once either in PDF or to excel format
14 votes -
Tax Rate - Don't change Tax Rate if Account Type is change
Stop Xero from automatically changing the Tax Rate of an Account when the Account Type is changed. It's so annoying. Offer/suggest, sure. But don't do it by default. No, I do not want to change Wages & Salaries from BAS Excluded to GST on Expenses just because I change it from Direct Costs to Expense/Overhead or vice versa. Such a dumb default setting.
5 votes -
Inventory - Bundle multiple products together within tracked inventory
Bundle multiple products together within tracked inventory.
Purpose: To track sales for individual items that are sold together as a bundle at a different cost than the individual items.
121 votesHi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
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Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
33 votes -
Reporting - Sort by Account Name or Account Code with option to hide code
Ability to sort by Account Name or Code when customising reports, without having to show the detail of sort. e.g sort by account code without showing the code on published reports
Purpose: More professional documentation and increased flexibility and customisation with reports
52 votesHi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
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New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have…17 votes -
Contacts - Better explanation for BankAccountNumber when importing
Better documentation for BankAccountNumber needed.
The documentation for importing contacts is not clear, specifically how to include banking details.
First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.
I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.
Thank you.
4 votes -
Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
43 votes -
Xero Expense - Assign Approver for multiple submitters
Would love to see the option to assign an expense approver to multiple expense submitters or even an 'Approvalmax' approver matrix function added to Xero Expenses. Currently using Xero Expenses to administer over 100 employees expenses and need stronger controls than central finance approving all. Happy to help design/ test!
272 votesHi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
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Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
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Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.121 votes -
Payment Service - Multiple online payment options per invoice
Ability to have multiple online payment options in one Invoice.
Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.
88 votesThanks for your engagement on this, everyone. Our improvements to the way you manage your online payment methods in Xero, have now been released to all users.
With the new flow you can easily set up and access differing payment methods to your customers when sending invoices. With ability to choose to enable or disable the payment options you want to offer, you have more control. You can add multiple payment methods to an invoice(like Stripe and a connected app), giving your customers more choice in how they pay, so you can get paid on time.
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AU Payroll - Multiple approvals for timesheets
Can we have timesheets able to be approved by multiple users e.g. site manager then goes to Managing director for final approval.
18 votes -
GST - Default tax rate pull from supplier settings
When reconciling a transaction the default tax rate should be per the Supplier settings if set up in the Supplier. It is the Supplier who is GST registered or not. Currently a non GST registered Supplier may come up with NO GST, however if you change the account code you are posting the transaction to it will change the tax to be inclusive of GST if that expense would normally include GST. Supplier status should always override account code status, otherwise if not picked up and corrected leads to inaccurate GST returns.
5 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We rolled out support for maintaining the suppliers default tax rate when the account code is changed 🎉
If the account code changes, the default tax rate will not change unless the tax rate is not compatible with the new account code selected.
For more information check out our How your default tax rate and account settings work
Thanks again for your feedback, we appreciate your contributions.
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New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
105 votesHi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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New Invoicing - Limit Payment account selection
NEW INVOICING
Add default bank accounts for adding a payment. Old invoicing automatically brought up your bank accounts. New invoicing-you have to sort through or search your whole chart of accounts for the bank account/s.3 votesHi community, only accounts that have been enabled to receive payment in your Chart of Accounts will appear in the payment Account drop down menu. If you're finding accounts that don't have this enabled appearing in the selection please do raise a case with our specialists via Xero Central where our team will be able to investigate with you 1:1.
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New invoicing - show account column after saving
I've noticed in the new invoicing that the account column disappears when it is saved. While I don't want the account column shown on the actual invoice, I use this saved version in Xero to check that the correct account has been selected. I will not switch to new invoicing until this option is available as it would be extra time to edit the invoice to see which account was selected. Classic invoicing is a much better experience in my opinion.
69 votesThanks for staying tuned with us through the idea, here. As you may have seen when recently invoicing, we've released a new line item grid when the invoice is saved, and in view mode.
Along with other enhancements this encompasses moving details into their own columns including the Account column. We appreciate your feedback and sharing on how this change could improve the experience for you.
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Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
93 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
8 votes -
Bulk update account
Bulk update account for multiple line entries to allow for easier reanalysis of multiple line items within the software.
Include a feature to make it easier to change the account for multiple line entries at once through the supplier side to make it easier when bookkeeping to reanalyse multiple line items, rather than editing them one by one if they get reanalysed within the accounts.
I.e. for a client I originally posted all AXA payments as insurance, in the accounts they were reanalysed as other staff costs, at the moment I need to edit every single line item…1 voteHi Adam, we have a feature called Find and recode that will enable you to bulk update the account code for multiple lines at once. You could filter by the contact and then recode whatever lines of transactions as needed.
I'd recommend giving this a try in the demo co first and potentially working with your accountant before implementing this in your organisation. Have more of a read on this here.
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