4692 results found
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Notification | Email reminder for VAT submission deadline
Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?
50 votes -
Reports | Favourites Section - Undo option
Hi! I like the option to 'bookmark' frequently used reports using the star icon. However, I often click on the star of a report in my Favourites section by mistake, which immediately removes it from that section. It would be great to have a 'undo' option pop up, so you don't have to manually search for the report and add it back in again.
2 votes -
Business Snapshot- identify risks and provide tips for profitability
Business Snapshot - I see that business snapshot contains figures that can help small or big businesses interpret their business flow. Is it possible if Xero can add a feature where there is a suggested inputs or tips to increase profitability or current ratio if the business has low results, identify risks as well through the generated reports in system?
2 votes -
Sales invoices - Ability to move fields of the invoice entry screen
We are a plant hire business and have recently started using Xero Projects to measure profitability by project/vehicle. We raise a significant number of sales invoices every day. This can only be done manually so as to match Purchase Order to Delivery Note and other relevant backing documentation.
The project allocation selection is the final entry item, which doesn't run with the order the backing information is reviewed. It would be a great timesaver if the input boxes on the sales invoice creation screen could be moved around.
The above update would enhance our efficiency.
2 votes -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?3 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
17 votes -
AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
6 votes -
Reporting - Ability to add a summary of fixed assets to an existing report
Currently fixed asset reports have to be run separately and there is no ability to add these into an existing report like the notes to the financial statements. It is reasonably standard to include a table in the notes that summarises cost, depreciation charged, accumulated depreciation and net book value for both the current year and the year prior.
Requesting the functionality to pull this data from Xero into a report, rather than either having to run two separate fixed assets reports (one for each year) or a manual table where figures are typed in and manually added.
Also requesting…
9 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
9 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
12 votes -
Payroll: Change reply-to email for payslips
Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.
35 votes -
Customers settings not prefilling when using "Add ons" with invoicing.
When using an "Add On", the customers settings in Xero do not work when invoice sent to drafts. For example when you click the discount column to pre-fill it won't. The fix is to delete the customers name and re-enter it.
1 vote -
Bills - Automatically apply tracking categories to emailed bills
Hi Xero team , I just try "Automate bill entry", it looks good, is it possible to make it automatic divided into our tracking ? For example we have 1 tracking category with 10 list on that tracking, we would like the bills automatic divided to the 10 list. Is it possible ?
1 vote -
Projects - Add Start and End Times to Invoices
Add Start and End Times to Invoices Created via Xero Projects.
We need to enhance the functionality of our invoicing system within Xero Projects by incorporating start and end times for each task or project. Currently, our invoices lack this crucial detail, which is essential for accurate billing and client transparency. By including start and end times, we can provide clients with a more detailed breakdown of the services rendered and improve the clarity of our invoicing process. This enhancement will also help us better track project timelines and resource allocation.
1 vote -
Account transaction report - Remove 'overall total of all accounts' when run for a single account
New Account transaction report - remove the totals when generating the report for a single account.
The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…11 votesHi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
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Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
197 votesHi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into.
We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks
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Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
4 votes -
Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
4 votes -
Reconcilliation feature on liability accounts
Can we have a feature where we can reconcilie liability accounts, for example PAYE and VAT control accounts by entering the balance and selecting all the transactions.
1 vote -
Inventory - Automatically change Description, Price etc when the Item Code is changed
It makes no sense to always automatically change the description, price etc when the inventory code is changed.
Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.
1 voteHi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.
Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.
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