11 results found
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Detailed Profit and Loss and Balance Sheet report in one click
A report function where we can generate a detailed Profit and Loss and Balance Sheet report in one click. It's very manual on the current set up where we generate this from Account Transaction Report. This will help us to generate a more accurate report and make our job much easier.
8 votesThanks for raising this Idea with us and adding your votes. The Profit and Loss and the Balance Sheet are designed to show the total figures for a given period in a given account rather then the movements, this can not be changed as it is inline with reporting standards. However you could look at the General Ledger Detail report and customise to show what you need. This report will show every transactions in every account within the period selected.
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AU Tax - Filter to show what was lodged today
On Xero Tax, I would love to see a Button/Tick Box on the "Filed" page to only show the Tax Returns that were Lodged with the ATO that day.
2 votesThanks for your votes and comments on this idea for a filter to show tax returns lodged on a specific day. We hear your feedback that the existing workarounds, like the Income Tax Client Report, don't fully solve this issue, as it's not a real-time, daily report of lodgements. For now, some users have noted that using your browser's find function (Ctrl + F or Cmd + F) to search for today's date can help. While it doesn't provide a definitive, filtered list, it may help locate returns that have been lodged on the current day. We've shared your feedback with our product team, and we consider all feedback when planning improvements to Xero Tax. We'll be sure to update you here if anything changes.
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XPM - Ability to see the WIP total for each job when finalising a draft fee
When drafting fees, it would be useful to be able to see a total figure under each job included in the fee when you have the draft fee on your screen. At present there is just the fee total at the bottom.
1 voteThanks for your feedback and for sharing your thoughts on this idea. At Xerocon we were excited to announce the improved WIP visibility features coming to the new PartnerHub (Experio) experience. The new WIP overview widgets and dashboards are designed to help you manage your WIP more effectively. We're continuing to make enhancements to WIP visibility, so please know that your feedback is important and helps us shape the product roadmap. While there is no dedicated feature in the draft fee finalisation workflow at this stage, we’re actively working on further improvements to WIP visibility, and this is something we may consider adding in the future. Keep an eye out for further updates on Xero blog.
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Pay now Xero not working. Need direct debit to be 4 weekly on a Tuesday to align with incoming payments with corresponding 4 week billing
Can't use pay now function. Need direct debit to be 4 weekly on a Tuesday to align with incoming payments with corresponding 4 week billing cycle. Otherwise hardly ever shall align, and shall need to do manual payment each time.
1 voteHi Jared. It looks like your asking about a specific matter relating to your own organisation, rather than a new idea for our product team to consider.
I've checked our system and can see you've already raised a case in Xero Central and our specialists is helping you 1-1.
If you have any ideas on ways our product could be changed to make your experience better, feel free to post them here Xero Product Idea, we'd love to hear them!
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Xero Central
It would be nice for Xero Advisors to go into Xero Central and see what all product updates needed for the year that either needed completed or were completed in one spot instead of searching for each quarter.
1 voteThank you so much for taking the time to share your idea! It sounds like you're looking for a single, consolidated place to track Xero updates to ensure you are always in the loop without having to search through quarterly releases.
We want to make sure you're aware of the resources we currently have available which may already address your request:
Xero Central Article: Xero product releases
Xero Blog: Xero Blog
The Long and Short of It: The Long and Short of It
(where you can filter by what matters you the most).
If you'd like to update your idea with what you're looking for, you can reply to this update and we'll re-review.
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XPM - Job Manager - Progressive WIP write-off
Being able to write off WIP progressively with a job open for a whole year. I prefer not to do a WIP washup at the end, i would like to do as i go
1 voteWe'll need some more detail for your post to be considered as an idea here, Sharon. To clarify if you raise a progress invoice in an active job this will reduce WIP so we need to understand what your request is referring too specifically. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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GST Return - Finalise button
GST return - Finalised button is GREEN and so is the Filed button.
It's really easy to miss if it didn't go through to IRD, they are both Green and start with F and when you are doing 40 odd it's all a bit routine.1 voteMultiple ideas in one
Consider whether this can be easily 'split' otherwise should be moved to feedback and request user posts single ideas for each.
We appreciate your feedback about [feature/product]. We don't accept ideas that have multiple request in one post. Please create separate ideas for each feature and/or area of Xero you'd like to see this developed for, so we can gauge support and keep users updated.
You can see the qualities of an idea on Xero Central.
You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks
[Not enough information]
We'll need some more detail for your post to be considered as an idea here, [name]. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your…
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Xero HQ | Clients - Relationship date default to today
It would be good if the Date you set on the relationships tab is actually the correct date, not the day before.
1 voteHi Francisca, thanks for raising this idea!
After reviewing your submission, we’ve classified this as Feedback. This is because the idea you’ve described is likely a technical issue.
To get this resolved as quickly as possible, we encourage you to contact Xero Support directly by raising a case through Xero Central. This information will help the Support team investigate and fix the issue.
We appreciate your understanding and hope this helps get things sorted quickly. Feel free to get back to us if we've misunderstood.
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Hubdoc - Separate chart of accounts
For clients not integrating with Xero - A standalone chart of accounts would be helpful
1 voteHi Carla! Thank you for sharing your idea here.
To help our product team and other community members understand the full value of this suggestion, could you please add some more detail? It would be helpful to know what problem a standalone chart of accounts would solve in your workflow, and the business impact it would have. This context helps others in the community understand what they're voting for and ensures we can get your idea to the right people for consideration.
If you'd like to update your idea, you can reply here with more information and we'll be happy to review it again - See more details on the qualities of a good idea on Xero Central.
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Price increase
I am not happy with the latest increase. I don’t see why I should now start paying for payroll when I don’t use it.
The fiasco with the new invoice system is ridiculous. So many basic things are so wrong such as the layout. Just where do you get your developers from?2 votesWe appreciate the feedback here. Our new streamlined plans are designed to provide easier access to the tools to help run your business efficiently. That means more key features included, with fewer add-ons to navigate. We consider many factors when rolling out changes like this and that includes understanding the nuances of a particular market and customer needs.
If there is something particular with other features across Xero that'd help improve your experience I'd recommend voting on the individual product ideas. Our product teams are regularly reviewing and make changes based on our community's feedback here.
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Multicurrency for Cashbook No GST
I have recently subscribed to Sharesight for my Super Fund share portfolio as it integrates with Xero. Sharesight doesn't handle multicurrency bank accounts well but it does sync bank statements from Xero so by using multicurrency bank accounts in Xero and them syncing them to Sharesight the value is added to the portfolio valuation and the historical cost is handled correctly in Xero. Sharesight offers Xero Cashbook plans to their subscribers but I am sure there would be more subscribing if they could have multicurrency as I have seen a lot of subscribers complaining about not been able to use…
1 voteThanks you for feeding back on how we could improve Xero's plans for your use.
In the aim of providing transparency to you here - we'll no longer be accepting ideas about Xero pricing plans or plan structures. We cannot make commitments to ideas of this nature.
While we'll move this idea to Feedback I want to assure you, that your comments have been shared with our team.
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