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4612 results found
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Profit & Loss Report - Compare > 200 tracking categories, and bulk select
Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.
However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.
Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.
I’m sure there are many users that have more than 200 tracking categories (not always active but not suitable to archive). Having to manually select each tracking category isn’t an efficient use of time.
Please review this development and align the new version Profit & Loss to the old version functionality.
Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.
However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.
Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.
I’m sure there are many users that have more than 200 tracking categories (not always active…
48 votes -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
3 votes -
Bills List View - Remove 'View' column from the default layout
There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.
2 votesSorry to hear you find the view option an irritancy, Adrienne. This was developed based on customers feedback who wanted to be able to view more intricate detail of bills on the fly without having to navigate away from the list view.
I want to be open that we don't have any plans for removing this, but will continue to track and gauge interest around this through your idea here for now.
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Dashboard - Add custom shortcuts as required
It would be helpful to be able to add shortcut icons on the dashboard for all of the things you use every day instead of having to go through the dropdown menus. (similar to the way the old quickbooks used).
For example, have a way to put an "invoice" icon on the dashboard. Or add "spend money" on the dashboard. Basically have a way to add whatever shortcut icons you want as every business is different.
12 votesHi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
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Invoices - Bulk upload payments on invoices
we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.
21 votes -
UK Payroll - Employee tab layout
Employee tab - make the layout available for users to choose between Portrait or Landscape orientation.
Since updates were made on 20.12.2024, the Landscape one (on this particular tab - Employees) did not fit on the screen. It looks like a tech error rather than an update...1 vote -
Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
34 votes -
New Invoicing | Send - Copy & paste formatting
When pasting content from a Word document that has bullet points and other basic formatting, this formatting is lost and you end up with one large block of unformatted text.
All our invoices have terms and conditions pasted in depending on the application of our products. We have to switch to Classic Invoicing where the formatting functionality still works, before sending the email to the customer, .
Please resolve this urgently before phasing out Classic Invoicing.
An example image is attached with a short portion of our terms and conditions to show the non-existent formatting.
4 votes -
NZ Payroll - Separate "Post" and "Submit to IRD" actions
Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.
It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.
We would prefer to post the pay run, send payslips, complete banking, and then submit to the IRD as the final step. It would be ideal if Xero could introduce two separate icons—one for "Post" and another for "Submit to IRD"—to give users more control over the process.
Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.
It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.
We would prefer to post the pay run, send payslips, complete banking, and then submit…
2 votes -
Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
2 votes -
Improved Community Forums - Communities by country/region
How about an ability to filter AU, NZ or UK posts only.
28 votes -
UK Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
5 votes -
Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
5 votesHi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..9 votes -
AU Payroll - Paid break times
Ability to enter a PAID Break - This would be particularly helpful in Contruction industry, where most awards provide employees with a paid tea break on OT & Weekend work. This would mean employers will meet their obligations for Start/Finish Times as well as break times.
2 votes -
Projects | Task Description to be used on Tasks & Expenses Invoice
In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief or in shorthand.
The full professionally worded description from the 'Products and Services' screen is what we want to send to the client.In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…
4 votes -
AU Payroll - Notify of invalid email addresses
Where payslips are emailed to an email address that is invalid and returns a kick back message.
Xero to forward kick back message or advise Payroll ID that sent emails out of a problem for an employee's email so that invalid email can be investigated and amended.We also use Xero Me for employees however not everyone sets this up on receipt of invite and just prefer to receive email advices.
4 votes -
New Invoicing - Set contact when copying Purchase Order to invoice
I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.
1 vote -
Invoicing - Approve and view next in sequential order
In the classic invoicing, when I am approving my invoices draft then I click "Approve and view next", it goes in the next invoice subsequent number.
In the new invoicing version, when I click on "Approve and view next", it goes directly to the last invoice number instead of the next one. I have a lot of drafts to approve and it has to be in the right order.
For this reason, I stay with the classing invoicing. I might consider switching back to new invoicing if this issue can be resolve in the future.
73 votesAppreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
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Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
5 votesHi Wilfred, appreciate you sharing in Product ideas. It helps to get a sense of interest in the specific bank you'd like us to connect with, so I'll update the title of your idea here for Anext Bank. Welcome to start new ideas for other banks you'd like to see us connect with as well.
Along with this we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us. While we don't have any direct plans for this atm, we'll share if any are made with you here.
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