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4741 results found
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Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
88 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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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.
2 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
35 votes -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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AU Payroll - Superannuation Payment: Filter by Week Ending not Due Date
It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
This would make it a lot easier when creating smaller super batch payments.
Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.8 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!
276 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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Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
2 votes -
Remittance Advice - Show sales invoices allocated to bills as a Contra
Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment
3 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
6 votes -
Credit Note - Allocate to different contact
It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.
It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.
Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.
We find the credit notes hard to follow as staff members do not think to look for an outstanding credit before sending invoices, the client then pays again an the credit remains.
It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.
It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.
Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.
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8 votesThanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
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Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.62 votes -
Reports - Ability to include Draft bills and invoices in cashflow reports
I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?
13 votes -
Bills - Auto update status for future planned payment once 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 voteThanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.
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Inventory - More decimal places for Quantity
It would be useful to add possibility of using long figures of quantity when entering inventory transactions. For now only 4 decimals are allowed. On practice it would be great if up to 10 would be possible.
6 votes -
Payroll: Show employee leave balances when approving leave
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in future.
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…
165 votes -
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 with the donation transactions from the account transactions report, leveraging the contact account number as the primary identifier, users can create the required report. This report can then be utilised via mail merge to efficiently generate annual donation receipts.
Please support this idea to improve reporting in Xero.
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…
30 votes -
Xero Accounting app - Automatically assign the next Purchase Order number
When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add the number, which is frustrating(Second screenshot). Any help on making this more automated would be great.When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add…2 votes -
AU Payroll - Introduce employee onboarding
Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?
29 votesHi everyone, we're looking into this product idea as part of research we're doing on managing employees and we'd love for you to help us get it right!
Particularly, we're looking at our customer's experiences onboarding new hires and setting them up in payroll. If you'd' be willing to have a chat with our product team about this, it'll take about 60 minutes via video call.
If you're interested in taking part, please apply using this link - It'll only take a few minutes to fill in and your answers are confidential.
We really appreciate your time, and I'll be back to share any progress that comes from this work. Thanks!
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Invoicing - Full invoice preview
When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see
2 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks4 votes
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