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Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
12 votes -
Xero Me - GPS tracking
Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner
39 votes -
Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
3 votes -
Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
41 votes -
Projects - Create Spend Money from a Project expense
When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.
1 vote -
Bills - Refresh option on bills to pay page and a recent invoice list
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would be great if there was either a recent section on the screen, or the option to filter them by the date/time added.
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…
1 vote -
Xero Files - Scroll bar in Files app
When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it and scroll up at the top of the screen to view the latest document uploaded in the folder which is very time consuming. If there is a separate scroll for the folder list so that the list could be moved without moving the document display, that will be very convenient. I have attached a screen shot of the file app if that makes a sense.
When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…
2 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
72 votesHi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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Reporting - Set 'Working capital with other cash movements' report to be default for the Cash Summary Report
I need to include a Cash Summary report and bank summary report in standard management reports.
I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.
At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.
1 vote -
Reporting - Restrict user access to the Edit Layout button in financial statements
We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
This is a significant quality and risk issue.1 vote -
Expenses Report - Including billable expense assignment
Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.
Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).
Hard to believe we are the first small business to request this functionality.
12 votes -
Projects - Invoice multiple expenses on the same line
I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.
For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would like to have the option to merge those into one line, just as I can if I am not using Projects but assigning the billable expenses to a customer directly.
I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.
For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…
9 votes -
Statements - Increase size of email template box when sending statements
Could you increase the size of the email statements UI - ie the dialogue box that opens when you email statements or activity and you can revise the template.
The font is tiny and the window is also tiny.
Or allow a zoom, or to enlarge the dialogue box.
I've made embarrassing typos....1 vote -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you3 votes -
Quotes - Ability to send multiple quotes to one email address
The ability to send multiple (or up to 10) quotes to one email address
9 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
90 votes -
Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead of rerunning I would be able to click on the dropdown and automatically be taken to the P&L again.
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
2 votes -
Find and Recode - Find by Item Code
Add an option to find all transactions by Item Code
Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.
There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.
The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for the new sales category and then build manual journals based on Date, Old Sales Category, New Sales Category to correct the sales during the period (in our case by month).
Add an option to find all transactions by Item Code
Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.
There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.
The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…
13 votes -
VAT Return - Next and Previous when reviewing invoices
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you have already reviewed. Adding a next and previous button will eliminate this. The feature should also skip over transactions that do not have invoices for obvious reasons.
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…
4 votes -
AU Payroll - Support for nonregulated super funds
SUPER NON Regulated Super Fund Set Up - There are many Non Regulated Super funds out there and Xero only provides a list of Regulated Super Fund name to choose/ set up under payroll settings so when an employee has a NON Regulated Super Fund you can not set up or choose in the Employee card. The current work around is to Choose another Super Fund name (fraught with danger) in the Employee card then make manual payments. Making manual payments is not an issue however, choosing another Super fund name that is not correct is not an appropriate work around. I believe a "Dummy or Generic" Super Fund should be available to choose then it is a trigger for manual payments.
SUPER NON Regulated Super Fund Set Up - There are many Non Regulated Super funds out there and Xero only provides a list of Regulated Super Fund name to choose/ set up under payroll settings so when an employee has a NON Regulated Super Fund you can not set up or choose in the Employee card. The current work around is to Choose another Super Fund name (fraught with danger) in the Employee card then make manual payments. Making manual payments is not an issue however, choosing another Super fund name that is not correct is not an appropriate work…
4 votes
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