- or
No existing idea results
- ~ No ideas found ~
4571 results found
-
Batch Payment | PDF - Print invoices in logical order
When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).
It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
Supplier Name
Invoice Date
Due Date
Invoice NumberIf you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.
23 votes -
Projects - Custom date filters for Project Summary reports
It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.
4 votes -
User role | Invoice Only - Send receipt for payment
As the Standard user role is required to send a customer receipts for invoice payments or receive money transactions (https://central.xero.com/s/article/Send-a-receipt-to-a-customer), clerical staff assigned this role can view all bank account balances. As most business owners would prefer that bank balances remain confidential, adding the ability to generate customer receipts to the Invoices Only role would alleviate this concern.
30 votes -
Dashboard - Option to pin the bank summary report to the Dashboard
Pin the Bank Summary report to your Dashboard
It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.
1 vote -
Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
18 votes -
Repeating Invoices - Don't revert to Draft when the template owner is removed
Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.
Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.
21 votes -
Pricing Plans - Have a dedicated team advising on software for different industries
THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.
4 votesThanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business.
For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions.
Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here.
-
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.8 votes -
Expenses - Prevent users from submitting expense claims for locked periods
Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt
11 votes -
AU Payroll - Bulk add pay items to pay template
The ability to be able to multiple select earnings types when setting up the employee template.
Also with the ability to select Calculation Type - either Use Earnings Rate or Enter Rate.
If selecting 'Enter Rate' this can be input after the earnings lines are available - like usual.
11 votes -
AU Payroll - Add units of measurement to Transaction Listing Details report
Please add unit and rate columns in this report.
I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.
1 vote -
Purchase Order - Add a maximum limit for user to create PO
Purchase Orders - bring a limit in that people cannot go above without authorisation
14 votes -
Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
18 votes -
User Access: Payroll - Payroll admin access only
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
32 votes -
Reports - YTD drop-down in "Compare With" field
Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
thanks.1 vote -
Bank Reconciliation - Show Total of selected transactions
When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
It would be great if there was a figure showing the total of all items ticked.
It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can be a LOT of sales to match to a single merchant deposit - ticking them off then adding them up is incredibly inefficient.When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
It would be great if there was a figure showing the total of all items ticked.
It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…18 votes -
Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
3 votes -
Chart of Accounts: Standard Canadian numbering
I have noticed that automatic numbering of accounts is different that what is general used in Canada. There should be a very clear option when starting a new Xero account to select Canadian numbering and an option to change the numbering to Canadian. For Example, in Canada, Assets start with 1, Liabilities start with 2, Equity start with 3, Revenue start with 4, Cost of Sales start with 5, Expenses start with 6,etc... I have a client who went ahead and started using Xero and it set up the accounts wrong and some accounts you cannot change the numbering to match what we use in Canada. It would be very useful to be able to choose "Canadian numbering" and the account numbers would be set up accordingly or be able to change accordingly. Also the Chart of Account (and Trial Balance Report) should start with Balance Sheet accounts (Assets, Liabilities, Equity) then the Income Statement Accounts (Revenue, Cost of Sales, Expenses, etc...). Yes, I know you can resort the reports to show the order you want. Personally, I don't understand when I pull up the Trial Balance and the income statement accounts are first - no other accounting program I currently use or ever use does this. Same with the number, no other program I have used automatically numbers the way Xero does.
I have noticed that automatic numbering of accounts is different that what is general used in Canada. There should be a very clear option when starting a new Xero account to select Canadian numbering and an option to change the numbering to Canadian. For Example, in Canada, Assets start with 1, Liabilities start with 2, Equity start with 3, Revenue start with 4, Cost of Sales start with 5, Expenses start with 6,etc... I have a client who went ahead and started using Xero and it set up the accounts wrong and some accounts you cannot change the numbering to…
4 votes -
Reporting - can we combine two report in xero?
Can we combine two xero report ?
Payable invoice detail report & Detailed time report.4 votesIt's not possible to directly combine reports in Xero, however it'd be good to better understand your needs here to determine if there is something that can work for what you're after.
Right now, you can use the Blank report to create a custom report of your own, or you could look to create a Management report pack where you can select multiple reports in Xero create a single pack of these together.
-
Reporting - Ability to have percentage of completion as accounting method (AU construction)
To include different accounting method for construction company.
We are using PCM method for our accounting in which our revenue and expenses recognized are based on the project's progress. Our project work done percentage is based on the costs incurred and the revenue and cost of sales are based on the work done percentage.
I have attached an example of calculation.
4 votes
.png){kind=link}
- Don't see your idea?