4147 results found
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Email templates - Remove the organisation name
As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.
The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.
2 votesHi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation.
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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 Me | Timesheets - Ability to choose different earnings rate
Before we had start/stop times, employees were able to add different pay rates (ie Saturday Penalty Rate). It would be excellent if this option could be included with the start/stop time version in Xero Me.
87 votes -
Budgets
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
1 vote -
Automate pay run
I have one employee that is paid the same amount every week, it would be great if I could set the pay run to post and file itself every week until further notice. I have an automatic bank payment set up so this would make it so easy - and more importantly it doesn't rely on me remembering.
1 vote -
Pay Run - Create Spend Money transactions
When posting a pay run, Xero should automatically create spend money transactions with all relevant details and links to the pay run.
Currently, this is done manually by creating spend money transactions for each transaction and there is no link to the payslip.
This will save a lot of time in reconciling a pay run and improve the connectivity within Xero.
3 votes -
Reporting - Add Related Account filter to Account Transactions report
For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?
4 votes -
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 -
Contacts - Preview files for supplier bills
In the activity tab in contacts, it'd be great to be able to have a "files" column just like in the bills section, so that we can preview the invoices to the side rather than having to click into the bill to see the invoice.
2 votes -
Bank Reconciliation - Sort
Add Sort functionality to the Main Bank reconciliation screen.
By Date, By Description, By Reference, by any text field, By Debit Amount, By Credit Amount and by absolute Amount. Both Ascending and Descending.
1 vote -
Have an option to exclude country when printing Payee address on a check
When printing a check, it includes the Country Code. Have an option to disable the country code as it is not required to put country code on a letter in the US and the code gets printed on top of the memo field info.
1 vote -
Depreciation - Update depreciation rate
Would like to add the feature to change the depreciation rate of an asset (not retrospectively) for the book value. would assist in writing off remaining balance of assets and the like. (Xero AU)
1 vote -
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 -
Add Start and End Times to Invoices Created via Xero Projects. We need to enhance the functionality of our invoicing system within Xero Pr
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 -
AU Payroll - Update historic tracking when Employee Group is changed
It would be a great addition to be able to allocate employees to a particular employee group and from this run historical employee summary reports by employee.
At present when setting up tracking categories the tracking in employee reports will only track payruns once the employee groups are setup. Any historical payruns are not included. This makes it difficult to compare periods or look at employee group reports for the year to date.
There should be an ability to apply the employee grouping tracking to all or some of the historical payruns.
7 votes -
Reporting - Print the Short term cash forecast as a report
Enhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
3 votes -
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 votes -
Accumulated depreciation added to new assets.
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
2 votes -
Bills - Add a Note
In the Bills approved and awaiting to be paid - it would be good to have a field for notes. There may be a reason why the bill is being held or delayed and a note section here for additional information would make it easier for all involved to understand why a bill might be delayed from the current payment run.
2 votes
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