221 results found
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Report by transaction number for selected period and selected customers or suppliers
In Sage I can get any sales or purchase report by transaction number, Sage generate each transaction separate number so we can get any report by transaction as well for specific period.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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report of mulitple tracking categories to budget
Report that compares multiple tracking categories to budget in one report.
For example, we have a number of programs and would like a report which shows actual $ spent on each program, the budget for each program and the variance to budget.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Flagging projects - add project flag status field
It would be great to be able to flag Projects that the customer is a bad payer or to just state the project is on Hold or Do not do any more work - to be able to add a comment field that will display on the project main page, and maybe this is asking way too much but on the report to flag that project too - either with a little flag or comment icon so that you know at a glance there is something to be aware of.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow negative amounts to be assigned in projects
Allow negative amounts to be assigned in projects instead of creating a credit note for it.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Tax Manager - Live ATO Data in Dashboard (ATO account balances and payment plans)
There are some software providers that already offer access to a client dashboard that includes live ATO data for clients - where you can see their debt balances and payment plan status. It would be great if this could be incorporated into tax manager.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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latest transactions customer visibility
Add column on latest transactions to see customer.
When I got onto a product or service, I can see the latest transactions below which is great, could it be possible to add the customer name next to the invoice number for easier identity?
Thank you
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects: Ability for all users/staff to view each others time and task description entries only
Ability to set permission for users of Xero Projects to view all time entry and task description inputs without seeing "invoiced amount" or "expenses" information
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Smart Document Capture – Assign line-item costs to a Xero Project during document review
I’m very surprised that the ability to assign a cost to a Xero Project has not been included in Smart Document Capture from the outset, particularly as this functionality is already available when publishing transactions through Hubdoc.
Smart Document Capture is supposed to make document processing quicker and more efficient, but removing functionality that users already have in Hubdoc actually makes the workflow more cumbersome.
At present, I can review and code a document in Smart Capture and create the transaction, but if the cost relates to a Project, I then have to leave Smart Capture, find the newly created…
1 voteHi Monica, appreciate you raising this idea. The main request here is to have an Assign to Project field available in Smart Document Capture, so project-related costs can be allocated before the document is published.
I’ve moved this to Gaining Support so we can continue gathering feedback. Would you prefer to assign the whole bill to a project or select a project for individual line items?
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Projects - Layout and alignment improvements for spent vs estimated metrics on project summary page
I would appreciate if the project summary would align better: everything is right-aligned so the bar graphs all start in a different spot. (Numbers fudged).
I would like the budget (ie: the estimate) to be right next to the "spent" number so that I can clearly see how over or under the project currently is. Right now, the estimate number is tiny and hidden to the left underneath the project name which makes it very unuseful for comparison – the eye has to dart between the far left side and the far right side.
Also, it's not really a project…
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Mini P&L per Project
Being able to run a profitability report that shows the nominal codes used. Or a mini P&L per project
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Project Slider bar show invoice/uninvoiced progress bar
It would be great to have the slider bars in that shows the project estimates on the Projects in progress dashboard, to be able to show what has been invoiced and what is still to be invoiced just like the slider shows when you have over invoiced on a project.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects - Assigning tasks within a Project to individual employees
We would find the facility to assign tasks to individual employees very helpful. We have large Projects over summer where various contractors/employees are required to do individual tasks on the Project. During this busy period, multiple tasks are added to each Project. Ideally we would like those personnel only seeing what they are assigned to, so as there is no confusion on who should be doing which task.
I've attached an example of how this could look.3 votesThanks for sharing this idea, Fiona. We understand the request to assign individual project tasks to specific employees. This could make it easier to clarify responsibilities and manage workloads within a project.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you'd like it to work.
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Xero Projects - Apply sales tax to markup on tax-exempt expenses
Add ability to apply sales tax to a markup on an expense that was tax exempt.
Currently a tax exempt expense (building permit fees paid to municipalities, example $100) are tax exempt. I would markup this expense if paid on behalf of a client (10%, total $110). When adding the expense to an invoice I can either apply sales tax to the entire $110, or mark the expense as tax exempt. I am forced to ignore the markup feature in Xero projects then create a separate line on invoices "Expense markup + HST" which is less than ideal.
1 voteAppreciate you raising this, Michael. The suggestion is to allow the markup on a tax-exempt project expense to have its own tax treatment when it's added to an invoice.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
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Projects - Sort and filter project list numerically by Project Name
Here’s a clearer version you could use as a Xero feature request:
It would be really helpful if Projects could be filtered or sorted properly by Project Name.
We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
This makes it quite difficult to quickly determine what the next available project number should be.…3 votesHi Linda, thanks for sharing this feedback. We understand the request to sort Project Names numerically, particularly when using sequential project numbers. This could make it easier to find projects and identify the next available number.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this would help your workflow.
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Projects - Bulk-edit expense chargeability status or set project-level expense defaults
Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.
I would like to request a bulk-edit function for Project expenses.
I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.
This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to…
3 votesThanks for sharing this idea, Gemma. We understand the request to bulk-edit expense chargeability or set a project-level default. This could make managing large volumes of project expenses much more efficient.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share which approach you’d find most useful.
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Projects - Project Info Menu
Project Info menu - For each project, add a "Project Info" menu so that we can include some brief information on the project. For example, Description of Works (i.e. New build; Renovations; New Office Addition; Pool works etc.), Project Start Date, Estimated Project Completion Date, Contract Number, Contract Sum, Site Foreman Name etc.
2 votesAppreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.
I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.
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XPH - Pop-out window for new time-entry time tracking
It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.
2 votesThanks for sharing this suggestion. We understand how useful you feel it would be for the new timer to open in a separate browser tab, so you can keep your current Xero Partner Hub work open while tracking time.
We’ll move this idea to Gaining Support so other users can vote and comment, helping us gauge community interest. We appreciate you taking the time to share your idea.
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Reporting | Tracking - Inherit tracking categories on foreign exchange gain and loss
Assign tracking categories to exchange gains and losses based on the original transaction postings.
1 voteHi Kelly, thanks for sharing this idea. Having FX gains and losses inherit the tracking categories from the original transactions could make departmental and cost centre reporting easier to manage.
I've updated the status to Gaining Support so we can continue tracking community interest. How would you like this to work? For example, should the tracking category automatically follow the original transaction, or should users have the option to select how FX adjustments are tracked?
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Projects - Automatic numbering for tasks
projects need automatic numbering for job numbers
1 voteThanks for taking the time to share this, Anthony. We appreciate how automatic task numbering could improve visibility.
We've updated the idea to Gaining Support while we continue to gather feedback from the community.
As a workaround, you can add sequential numbers to task names yourself, and if you have repeatable tasks, you can create them as untracked inventory item instead.
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Project costs totalled by individual suppliers
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
6 votes🌟 Thanks so much for sharing this idea — we can definitely see why this would be valuable, especially for customers managing project costs across multiple suppliers.
We’ve moved your idea to Gaining Support so we can better understand how many others would find this helpful too. While we can’t make any guarantees about future planning at this stage, we do recognise the legitimacy of the need you’ve raised and appreciate you taking the time to share it with us.
Please keep voting and encouraging others to add their support and use cases — it all helps build a clearer picture for our product teams.
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