4143 results found
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Chart of accounts - Add Livestock Trading Account Calculations
Ability to add full livestock trading accounts to Xero.
Purpose: some of the bookkeeper’s clients can benefit by having a way of tracking livestock within xero.
33 votes -
Navigation - Ability to open multiple Xero organisations on different tabs
To make users able to open different Xero organisations in different tabs.
Purpose: To improve the accountant's workflow, rather than jumping into different browsers.
54 votes -
Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
267 votesThanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
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Tracking - Make mandatory / required
Make it mandatory to add tracking to items where available e.g Purchase Orders, Invoice, Bill, Expense
Purpose: Prompt for users when manually entering invoices, and assurity that each line has been allocated to a tracking option
136 votes -
Bills - Deferred expenses/amortization of bills spread out over time
To see deferring expenses of bills that’s spread out over time.
Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.
11 votes -
Invoices - Date columns for individual line items
Ability to add date columns for individual line items.
Purpose: To make users easily put a date for each item. The scenario that can benefit users is for them to show a specific date of when the product/service is delivered.
141 votes -
Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero
Ability to reconcile clearing,control and non-bank accounts in Xero.
Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.
132 votesHello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
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Xero Analytics | Short term cash flows - Balance sheet modeling required
Ability to show future cash flow projection in Xero.
Purpose: To effectively plan and manage the upcoming fund needs of an organisation.
13 votesHello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
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Invoices | Inventory - Add units of measure (UOM) & weight to line items
Ability to add units of measure (UOM) and weight to line items.
Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.
127 votes -
Dashboard - Create and customise graphs/reports on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
24 votes -
Sales Invoicing - Order acknowledgement
Between a quote and sales invoice option to create a sales order acknowledgement
Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.
45 votes -
Reporting - Calculate COGS for Untracked Inventory items: Opening Stock + Purchases - Closing Stock
To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.
Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.
14 votes -
Business Activity Statement - Calculate Wine Equalisation Tax (WET) in AU
Ability to calculate Wine Equalisation Tax in Australia.
Purpose: To easily comply with transactiona tax requirements in Australia
41 votesThanks for your interest, everyone - we’ll keep monitoring this here.
While we appreciate the appetite, we want to be open that developing automatic calculation of wine equalisation tax within Xero is not in the teams roadmap at this time.
For those in need right now, we’d recommend looking into our app partner integrators that can fulfill these needs. Alternatively, you can view and join discussion on how others are doing this with invoices in Xero. -
Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
27 votes -
Business Activity Statement - To automatically calculate Fuel Tax Credits
Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.
Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.
43 votes -
Global Payroll - Time billing
Ability to record staff hours spent with the client.
Purpose: Because it’s important to track how much time an employee spends on a job
10 votes -
Files - Control/edit the name of PDF files sent from Xero
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
53 votes -
Expense claims - Recurring expenses
Ability to create recurring expenses in expense claims area in Xero.
Purpose: To save users’ time from entering their regular expenses in Xero manually.
40 votes -
Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
38 votesHey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.
Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.
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Organisation settings - Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
27 votes
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