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4614 results found
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Batch Payment Report with Totals By Supplier
A report that shows the total paying a supplier in a payment batch, currently we can only produce a Batch report that has individual invoices and a total over all but no total by supplier.
Optional to have supplier bank details paying to would also be great
32 votes -
Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically. This would allow us to make sure we are consistent for our customers with comments like: "Truck Lift Gate required." or specific Delivery hours for some vendors...
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically.…
3 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.35 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
7 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes -
Bank Rules - Add condition for transaction type
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this in "Any text field", but it does not work.
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this…
14 votes -
AU Payroll - Type and search in the Employee filter
The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for bulk approval.The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…2 votesThanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.
In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.
We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.
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Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every cost is assigned to one
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
7 votes -
Sales Invoices - Ability to bulk edit/update invoices
Ability to upload changes to existing invoices via csv.
Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.
Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each one. (With hundreds of invoices that need amending regularly it would mean a large cost saving to some customers).
Ability to upload changes to existing invoices via csv.
Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.
Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…
83 votes -
Dashboard | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
28 votes -
AU Payroll - Employees to enter tracking categories in timesheets
Employees to be able to add tracking categories in the 'Start and end hours' timesheet setting, rather than a payroll administrator having to do it manually before approving.
6 votes -
Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
10 votes -
Reporting | Budget Manager - Customise report layout
Ability to customise a budget manager layout.
Purpose: To make users able to get their preferred figures appear in the budget manager report.
203 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
179 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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Branding - Improve logo size and resolution on transactions
Ability to add bigger better quality logo's at the top of the body of invoices sent as emails.
132 px x 37 px ends up so tiny and always blury (I have tried all formats but some sort of extra compression is going on in the backend. Don't look so good for us graphic designers ;-)ps: screen shot attached so you can see where I mean, designscope logo always blury :-(
56 votesHi everyone, we appreciate the interest in being able to display logos as you need. There are a few different situations mentioned in feedback here and we want to explain and help clarify how logos are shown when using Xero.
The first is how your organisations logo is shown within the invoice email sent to your customer. This is taken from the organisation settings page. There was a period that impacted some customers where the logo quality was being reduced when sending with new invoicing. Taking on board feedback our team implemented a change in new invoicing so this should now be appearing correctly - If you’re finding your logo quality is not showing correctly in the invoice email please do raise a case with our team and they can investigate more on this with you individually.
The second place the logo is shown is on the PDF of the invoice that is sent to your customers and is represented in the idea that has been shared here - Currently there are limitations to the dimensions of a logo that can be shown on your invoices sent from Xero. For a standard invoice template maximum dimensions for a logo are 400px wide and 120px high. You can use advanced invoice templates to add a logo of a specific size.
We're currently focused on improvements within new invoicing, however in time we will look at possible improvements to invoice templates. While there are no plans atm, I will keep you updated of any news surrounding this here.
Hi everyone, we appreciate the interest in being able to display logos as you need. There are a few different situations mentioned in feedback here and we want to explain and help clarify how logos are shown when using Xero.
The first is how your organisations logo is shown within the invoice email sent to your customer. This is taken from the organisation settings page. There was a period that impacted some customers where the logo quality was being reduced when sending with new invoicing. Taking on board feedback our team implemented a change in new invoicing so this should now be appearing correctly - If you’re finding your logo quality is not showing correctly in the invoice email please do raise a case with our team and they can investigate more on this with you individually.
The second place the logo is shown is on the PDF of…
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Banking | Account transactions tab - Show transaction description
The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.
In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.
This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a huge problem for us with Xero. I can't convert to Xero if I don't have good info during and after reconciling.
The solution is simple, put the transaction description in the transaction or show the expense account or both. Don't give me the vendor twice. Very unhelpful.
The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.
In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.
This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a…
25 votes -
Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.78 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
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AU Payroll - Option to select non reportable allowance
Could Xero start looking at a drop down box on the allowance to have one as Not Reportable (alongside the other catagories eg. Meals, Tools, Car), and to have it out for STP reporting? or another checkbox down the bottom along with the withholding tax, super, and W1 questions?
Instead of going through the long winding process of creating an ordinary earning, remove as deduction and do a reimbursement as per https://central.xero.com/s/article/Process-special-pay-items-like-living-away-from-home-allowance31 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.
13 votes -
Xero - Reduce white space
There seems to be a lot of white space on each page. An accounting system really needs to show concise, compact, neat lines so it is easy to compare figures without having to scroll up and down all the time. I feel that Xero is more interested in the look of the screen, when really the information is the most important part of an accounting system.
The important information seems to start half way down the screen!
11 votesHi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
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