910 results found
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Fixed Assets - Bulk edit
To allow multiple Fixed Asset Changes to be made at once and also selecting multiple Assets to Register at once.
Purpose: To save users time. Especially when dealing with large Asset Registers and users have to edit it one by one.
123 votes -
Reporting Inventory - Ability to show monthly and weekly Product Sales Report
The ability to report on items sold each month (by quantity) on a month by month basis
Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it
33 votes -
Reporting - Show average Days to Pay by customer
Ability to show average days to pay by customer.
Purpose: User can sort into the customer that habitually pay late and take appropriate action.
227 votesThanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
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User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
349 votesHeya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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Reporting: Customer Payment Performance - payment date and number of days late
Ability to generate a report where users’ can view contact payment activity
Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.
358 votesHi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
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Tax: Ireland Tax - Irish Vat Return & RTD Details
Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.
Purpose: Irish users can file their VAT easily using Xero.
60 votesHi everyone, thanks for continuing to share your feedback on Irish VAT reporting, including VAT3 and RTD details. We’re pleased to let you know that this functionality is currently in development.
We’ll continue to share updates on the progress and status of this idea here as development continues.
Thanks for your patience and support. ✨
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Fixed Assets - Revaluation
Ability to revalue an asset in Xero.
Purpose: Because some assets need to be re-evaluate. Especially for businesses that holds property with its value increasing
165 votesHi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
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Manual Journals - Include description when printing / exporting to PDF
Adding description when users export Manual Journals in PDF.
Purpose: Users’ can have better notes, as they can see the description in the PDF document.
32 votesHi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
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Reporting - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.
156 votesAppreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
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Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
62 votes -
VAT - Support VAT for EU
Ability to handle reverse charges for VAT EU in Xero Global edition.
Purpose: It’ll save users time instead of having to use third party API or creating a second line with a negative amount.
59 votes -
Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.
65 votesHi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
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Manual Journals - Journal in foreign currency and see FX rate on journal
Ability to process a manual journal in foreign currency and to pull the exchange rate on the date of the journal.
Purpose: It’s beneficial for organisations who are dealing and operate with multiple currencies
412 votesHi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
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Reporting - Automatic generation and emailing of reports
Automatically send email reports every month.
Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.
794 votesHi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
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Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
50 votes -
Fixed Assets - Ability to include additions to existing assets
Feature where users’ can include addition to existing assets.
Purpose: To save users’ time rather than having two create two different assets in Xero.
194 votes -
Reporting: Account Transactions Report - Show Files icon & number attached
Show files icon and number of documents attached within Account Transaction report.
Purpose: To easily search the attached document from the main account transaction report screen.
127 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
339 votesThanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
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History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
433 votesHey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
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Fixed Assets - Partial allocation of depreciation for business and private use
To have the ability to account for depreciation on both business and private portions of an asset.
Purpose: Save time for users to get the correct figures rather than going through manual process.
296 votesHi team, we’ve seen a lot of support for this idea, and acknowledge why you’d like a simple way of reflecting if part of a fixed asset is used privately.
As Xero doesn’t currently offer a built-in way to allocate depreciation between business and private use I wanted to re-highlight from our last update how this can be recorded -
Currently you could post manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.
At this time, we want to be upfront that our…
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