29 results found
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Cash In & Cash Out (Widget)
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - Profit & Loss - simplified view of last 3 months
A widget to show a simplified/high-level summary of profit and loss for the last 3 months, at a glance
Turnover/sales
Direct costs
Gross Profit
Salaries
Overheads
Net profit / PBTThis would be really helpful for quick reference and reporting key financial measures
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Need the new home page VAT staus to link directly to HMRC VAT to renew connection as on old versio
VAT status in home page needs to link to HMRC to renew link as on old version. For reasons I don't understand the link does frequesntly need renewing. I had to switch back to old version to do this today.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - Add “New Mileage Claim” button in Expenses widget
Would it be possible to add in a "Create New Mileage Claim" in the 'Expenses' section of the new Homescreen? Currently there is a button to 'Create new Expense', but I know of a lot of Xero users that have significantly more mileage claims to input than expense claims, so having the quick shortcut option for the mileage element would be far more efficient.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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View Account Transactions
Each account on the home page now has an added line "View Account Transactions".
This takes up more room - and therefore we see less accounts at a glance.
Have the option to remove this line - and we know we just click on the account - as per usual3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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2 votes
Hi Paul, there is the Cash in and out widget? Or is there something specific in this that you're after? Thanks
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Business Owners or Administrator should be able to reset 2 factor Authenticator from within the User settings.
The Officer Administrator or Senior Manager of HR should be able to reset the 2 step Authenticator process when employee loses their phone or device with the authenticator installed on it.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - Access All accounts
Please add an option to how many widgets we can add.
We can't see all our accounts and would like all our accounts on one page.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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A simple quality of life improvement to any spreadsheet/ report
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Simplify and automate worksafe remuneration reporting
Simplify and automate worksafe remuneration reporting. This shouldn't be as painful as it is. Especially difficult when needing to deduct non reportable wages for apprentices , or part thereof when they begin or end apprenticeships midway through a financial year.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Hi, how about text or email reminders for bills that are due for us small businesses that
Hi, how about text or email reminders for bills that are due for us small businesses that only normally log on once a week? Would be extremely helpful
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Restore page after finishing a session.
At the moment if not all tasks have been completed in a work day, opening up the browser window again from where you left off will log you out. When you log in again, you are diverted to the homepage with no way of clicking back to go back to the page you were on. This is a massive waste of time, please allow us to restore our tabs which had things like custom reports and other things we started working on.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - View product price and availability from homescreen
Why can't we get the "PRODUCTS" on our App Dashboard to enable us to check the product and prices ( will be very handy if shows the available quantity as well) to check whenever we get a call from our customer, who is asking for a product price and available quantity ?
PRIT ( Truck Tyres Helpline ) using this for Invoicing
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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should propose relevant materials that could be used under description and have a material column already attached on it.
should propose relevant materials that could be used under description and have a material column/graph already attached on it.
1 voteSorry Dennis, not sure if part of your idea here is missing? Could you share a little more on what you'd like to see in the Homepage to help with your use of Xero?
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Inform decisions to minimise tax
Include MTD running total for self-employed and landlords.
Tracking tax payable can help inform decisions about, for example, pension contributions, investing in property upgrades or paying off mortgages that affect tax bills.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - Bills to pay/Awaiting Payment screen to group by date range
TASKS Tab - Make the Hyperlink to "Overdue Invoices" filterable by date range - or more simply add 'several' system generated date ranges ie: (1) 0-30 days Overdue; (2) 31-90 days; (3) 90+ days. This would make instant "Aged Receivables Reviews" a breeze - as smaller businesses have more tolerance for mild customer payment delays - but need to focus on those debtors with invoices that aged beyond several months.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Reconciled Transactions Columns
In the "Reconciled transactions" can you add the "why", "who" and "what" to the column filter. It would be extremely useful.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Cash and Accounts receivable view
Show a combined screen of the current bank balances and the accounts receivables with the following columns: opening balance from last month, invoiced since, received since, balance outstanding.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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I'm a builder. I often pre-prepare invoices and want to print a list and total amount expected, a print button on the dashboard of invoices
I'm a builder. I often pre-prepare invoices and want to print a list and total amount expected, a print button on the dashboard of invoices would be helpful
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage – Show income and expenses (actual and projected)
Widget that shows actual income and expense with projected income and expenses for a specified period.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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