4328 results found
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Bills list view - Consistency in compact view
In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.
1 voteHi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed.
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Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
4 votes -
Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.
68 votes -
AU Payroll - Ability to export and import pay items and rates
Ability to export pay items and update pay rates in a spreadsheet and then re-import when pay rates have been updated. Would save so much time each year when Fair Work increases pay rates.
49 votes -
Dashboard - Show Purchase Orders
Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery
70 votes -
Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
31 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
3 votes -
Account Transactions report - 'File name' column that shows attachments from transaction line source document
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
3 votesThanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
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GST Return - Notification of GST period end
Hello, across the board of GST xero users, are you able to make a pop up show on a companies Dashboard notifications. That tells them a GST period has ended that they can start working on their GST now, instead of getting notifications late or close to due date.
6 votes -
Bills | List View - Ability to filter by Project
Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.
This allows users to select the projects that they manage, thus no need to open every bill.7 votes -
Contacts - Ability to bulk edit Archived contacts
We have 1,782 “Archived Contacts” from mergers with other data following adoption of Xero Practice Management. The vast majority of these archived clients have the reference field completed with a 6 digit reference that we would like to re-use for the current clients.
Unfortunately the reference field needs to be unique and so we cannot apply this reference to the current contact until it is changed or deleted in the archived client.
Please can we have a bulk delete of the reference field for all 1782 archived clients (or add an extra digit if you cannot simply delete the reference…
12 votes -
Aged Receivables / Payables Reports - Add 'Current' column
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of why this was changed…
12 votesThanks for the feedback and raising as an idea here, Katie. We initially made this change based on customer feedback.
Appreciate how different businesses have differing needs and we'll keep an eye on the interest of this build here, however want to be open that there are no immediate plans for adding a Current column back to these reports at this stage.
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Timesheets NZ: Upload draft timesheets in CSV
The ability to upload timesheets to Xero using a CSV in the same way you can upload a batch file. This would be useful for clients who use different project management apps / software and where there is no available integration to Xero. This would reduce manual data entry and reduce the hazard of reduce.
8 votes -
AU Payroll - Reports for Timesheet Approver
As an approver of timesheets i see there are couple of issues which can make the process water tight.
1.Ability to see approved time sheets (siimilar to leaves). Currently once the timesheet is approved for an individual there is no way to check what has been approved
2.Ability to run a report for all employees that have been approved or alternatively ability to allow access to certain reports to the approver.
4 votes -
Quotes - Access to contacts and adding details
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…
48 votes -
Reports - Journal Entry on the Accounting menu
Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.
2 votes -
Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
5 votes -
Projects - Notification or reminder of invoices and projects due
Ability to set reminders/notifications to raise next invoice in Xero Projects
When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.
9 votes -
UK Payroll - Breakdown of SMP calculation on payslip
The ability to be able to print out a breakdown for the employee of their payments for SMP and how Xero calculates them. This is available in other payroll software
7 votes -
Invoices - Increase attachment size
Current size limit of attachments able to be sent with invoices is 7MB.
Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.
6 votes
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