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1013 results found
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Purchase Orders - Update the Send Email options
Purchase Orders Send Email Features.
This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.2 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
26 votes -
Budget Variance Report- Tracking categories in edit layout
Regarding the budget variance report, I wish to be able to add a column and select both tracking categories i.e. by program and session in "edit layout". Our goal is to produce a report which we can see the actual v budget of each program by session i.e. Columns as follows; Budget 'Program' Session 1, Actual 'Program' Session 1, Budget 'Program' Session 2, Actual 'Program' Session 2, Budget 'Program' Session 3, Actual 'Program' Session 3.
If you create a new budget variance report, you can initially filter by both tracking codes. However, if you choose to "edit layout" and add…
13 votesHey Community 👋
Earlier this year we rolled a change to our budget variance report, that allows you to select multiple tracking categories when adding a new column in the Edit Layout mode.
I've attached a screenshot of where these tracking categories can be found, but for more info, check out our Budget Variance article on Xero Central!
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Bills - Bulk update bills with Planned Payment Dates
Please can you include a feature that allows you to select multiple bills within Xero and assign a planned payment date? Currently you have to manually select each individual bill and add dates in.
4 votesGood news to share, community!
With the latest enhancements to Xero Analytics, and Short-term cash flow you can now bulk update the planned payment date of 10x bills at a time. 🙂
If you haven't tried Xero Analytics yet - come over to Xero Central to find out how these tools can give insight into your business performance and upcoming cashflows.
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1099 Reports - Multiple changes
The 1099 functionality is not all that helpful currently with the way US laws are.
From what I understand about 1099-Misc, there are three key things that determine whether or not you must provide for a regular vendor (there are lost of odd rules for attorneys and the like so I'm just writing about your regular vendor.)
1) Usually only applies to payments >= $600
2) Usually excludes Corporations
3) Usually excludes payments made by credit card or 3rd party network like PayPal due to 1099-KFrom the IRS Website: Form 1099-K. Payments made with a credit card or payment…
1 voteHi everyone, we appreciate feedback and conversation on how we could improve Xero's 1099 reporting over the years.
Some time on from when this idea was first shared on Feature Requests - We've made lots of updates to Xero's 1099 and I'd like to round back on some of the ideas raised here.
👉 Majority of account types can now be selected in the rules set up
👉 We released Contacts Management which allows you to update a contact's W9 business classification, and a checkbox to automatically add them into a 1099 contact group, and select this group in your rules. If they're a corporation, don't tick the checkbox, and they won't appear in reports.
👉 As per IRS guidelines, any payments made via a credit card or third party network are reported on a 1099-K form.
👉 At this time we don't have plans for developing the ability to… -
Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
7 votes -
timesheet - change colour of hours box - improve ease of use
timesheet - change colour of hours box once hours have been entered, or if leave has been claimed against that date, or public holiday etc
2 votes -
Report Codes - Add/Edit codes from Chart of Accounts
Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?
Reasons for the request:
1. It is a logical workflow to specify how an account is to be reported when setting it up
2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
3. As the account balance is shown on the Chart of Accounts page, it makes it clearer which accounts actually…45 votesHi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
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NZ Payroll - Automatically calculate four-weekly ordinary hours
At the moment Xero Payroll calculates OWE by using information from the pay template only. Xero Payroll also recommends use of minimum hours as best practice, and allowing the hourly rate to lift if the average is higher than minimum hours. Works well. However, many employees have minimum hours and work more hours regularly, but they don't always work the same number, they might have periods of more work, and other periods of less. This means they don't actually have Standard Hours, and according to the legislation, OWE should be calculated from a 4 week average, not just taking "Standard…
11 votes -
Gusto integration - Change sync to avoid creating multiple bills
We create contractor bills within Xero as a way to view and track upcoming bills, but we pay them through Gusto. When we make the Gusto payment, Gusto generates its own bill in Xero, leading to duplication.
As a current workaround, we delete the Xero bill once Gusto posts the payment transaction in Xero. At that time, we also attach PDFs of the invoices from the contractors to the Gusto bills.
Can you provide a way to prevent these duplicate bills?
1 vote -
Hubdoc - Multi-page PDF
Hubdoc - Would like a second email address to be able to upload PDF with multiple pages for multi page split.
3 votesHi team, sorry we've not returned sooner! Pleased to share that this has now been released 😁
With the Hubdoc mobile app you can now upload up to 10 images at once.
Images can be bulk uploaded using the camera capture or your device’s gallery.
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Trial balance - Compare Tracking
Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.
My proposal attached - with such report you could do any analysis you want!
Option to run it by month "compare with" option a dream!6 votes -
Repeating invoices: Ability to copy them to create new ones
Users can copy and create a new repeating invoice from an existing repeating invoice rather than having to copy from an existing approved invoice.
18 votesHi everyone, although not from the template itself you can create a Repeat template from an invoice that has been generated from an existing template.
See more from my note on the idea here.
I've also included an image of what this looks like in the invoice.
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New Invoicing - Ability to remove email 'Review and pay' buton
Allow change to email format so that the VERY LARGE $X,*** 'Review and pay' button can be removed - as it can in the Classic invoicing. I have a large client who has stated they will leave Xero, rather than send emails in this format. They find it too aggressive.
3 votesHi everyone, appreciate the feedback here. Right now it is possible to hide the 'Review and Pay' buttons completely from the Email Settings in the Organisation settings. From here you can disable the 'Include quick link to online invoice and detail summary' setting to hide the payment buttons entirely.
Just to note, this does strip back the email formatting so you might like to send yourself a copy to see what this then looks like once the option has been disabled. Thanks
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Quotes - Bulk send
Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.
2 votesAppreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.
We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.
You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂
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Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.23 votesHi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
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Bank rule - Ability to set up overpayments to a supplier
We have standing orders set up for multiple properties for water rates, business rates, electricity and rent all of which are invoiced quarterly/six monthly/annually.
Can we have the ability to create bank rules for supplier overpayments to a contact??
4 votes -
Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
5 votesHi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
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User Roles - Invoice Only: Ability to see balances of supplier accounts
An employee is in charge of paying our foreign supplier accounts. So we gave him the role "Invoice only (Approve and Pay). Unfortunately, he is not able to see a full statement of the supplier account with all invoices, credit notes and payments made so he does not know how much is owed. He is also unable to enter payments against a supplier without an invoice already existing in Xero, which is an issue when making payments to suppliers who require payment in advance. We cannot grant him full access to see bank details because if we did he…
5 votes -
Pricing Plans - Create a plan for 'Holding company with subsidiary ledger accounts'
Currently, it seems that business owners with more than one company need to purchase separate subscriptions for each entity.
Whilst this may be a good solution for users with one or two entities, it becomes very expensive (and in some cases prohibitive) for users who own multiple entities to make use of Xero as an accounting service. Additionally, "overall financial position" metrics / reports currently need to be purchased separately - which further increases the cost for business owners.
I would thus like to enquire whether it would be possible for Xero to create either a license option to that…
9 votes
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