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22 results found

  1. Account Transactions report - Common date formats for month forward or back

    12 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) responded

    Hi Ella, from the Account Transactions report you can click the drop down arrow where you'll find a few common dat selections including 'Last Month' and 'This month'. 

    I believe these options give what you're after here? 🙂

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for the added detail, Ella.
    I see what you mean, and while this isn't something we have direct plans for right now, we'll start to track the interest here 🙂

  2. Aged Receivables Reports - Outstanding debtors 'as of'

    8 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Admin, Xero) responded

    Hi Paul, it sounds like the Aged reports could be useful here. With either the Detail or Summary report you'll be able to set the Ageing periods before running the report - Or is there something else I'm missing here? 

    See an example I created in the demo co. below 📷

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    AdminKelly Munro (Admin, Xero) commented  · 

    Aah I see now - Thanks for adding that extra detail, Paul. 🙂
    Understand how you'd find this useful but yes not quite the same as I suggested.
    We don't have this change planned atm, but we'll track interest here. I've also slightly adjusted the title to hopefully capture others that are after the same.

  3. Inventory - Import more than > 1000 items at a time

    16 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Great to get this added insight, thanks Aaron 🙂 Understanding needs and a little more about your business really helps when product are reviewing opportunities.
    We'll keep an eye on the interest in this, here.

  4. Navigation | Drop-down menus - Show all options

    4 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Appreciate the extra detail, Mark! Being open, this would require work in each area of the product, so good to get that added detail to share back with the team 🙂

  5. Practice Manager | Clients - Bulk look up and update

    15 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Oh, wait I see you've started one for auto send of receipts here(https://productideas.xero.com/forums/939198/suggestions/45398173) and I'll update the title of your idea here 🙂

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Denise, it looks like you may have 2 separate ideas represented here? - 1 in the title and a different one in the detail

    If so, you're welcome to start one for each so we can track them separately here and get for support in each.

    For now to bulk edit, you may find our article in Xero Central useful - https://central.xero.com/s/article/Update-or-edit-multiple-contacts

  6. Search by reference within Account Transactions

    5 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Andrew, just to check would this be in the Bank Accounts > Accounts Transactions page, or the Account Transactions report?

  7. Import bank transfer

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Admin, Xero) responded

    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

  8. Aged Receivables Reports - Send Statements

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Gayo. We try to keep one idea per thread so others understand what they're adding their support to and help feedback internally to our teams.

    Welcome to start a second idea for the ability to view last date a statement was sent to a customer in the Aged reports, then we can get a sense of the interest in that too. 🙂

  9. Sales Invoices - Pop-up reminder of notes

    12 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Nicola, sounds like you'd find this useful at a practice level?
    We have an idea for client notes (https://productideas.xero.com/forums/939198/suggestions/44961118) or another when in a Xero organisation(https://productideas.xero.com/forums/939198/suggestions/44988703). Let me know your preference here, and I can merge to the most relevant. Welcome to support both though 🙂

  10. Profit & Loss - Filter Tracking Report by second tracking category

    74 votes

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    submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Belinda, using the layout editor you should be able to add separate columns for each tracking category, and select the options for each.
    As part of adding the columns you'll be able to select the comparative period the tracking is for.

  11. Remittance

    5 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Admin, Xero) responded

    Hi Nicola 👋, trying to get a better gauge on your idea here.

    Would this be the ability to attach the remittance as a file to the transaction when using Find & Match? Or sending remittance when reconciling with Find & Match? 

  12. Sales Invoice - Show supplier

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Tommy, trying to get a better understanding of your idea - would this be when creating an invoice from a bill, or adding billable expenses?

  13. Practice Manager | Clients - Date of death field for client details

    98 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks Jean!

    Valerie - Do custom fields in XPM solve what you need here?

  14. Payroll reports - Format that can be imported to Now Pension

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Gail, is there particular data or detail that you're looking to include in a payroll report?
    While it's unlikely we'll surface every detail in payroll through reports, having a better idea of your needs there maybe something we can suggest that's already in Xero.

  15. Bill Screen - Simpler preview of attachments

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Alex, you can save yourself a step there by clicking straight on the file from the view you've shared.
    Doing this will open the file so you don't need to go through effort to download each time you'd like to check an attached file 🙂

  16. HubDoc - Email-to-Bill Rules

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Interesting idea around automation, Michael. This isn't something we have planned at present but we'll begin to get a view of the support here. Thanks! 🙂

  17. XPM | Bank Account - Increase the character limit for bank account details

    29 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for the confirmation, Sonya!
    There's no direct change for this planned right now, but I'll make sure your idea gets back to the right team and we'll keep an eye on the support here 🙂

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Sonja, I noticed you've put this in the Practice Manager topic, and wanted to confirm the page in Xero you're looking to see this change in.

    Would it be when adding a bank account to a Xero organisation? Thanks!

  18. UK Payroll - More options for Gender

    14 votes

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    5 comments  ·  For small businesses » Payroll  ·  Admin →
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    under review  ·  AdminKelly Munro (Admin, Xero) responded

    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Andy.
    To make sure it gets back to the right place in product can I check which area of Xero you're looking for this in? For example - would this be when setting up employees in payroll?

  19. Customer statements - Export to Excel

    98 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Carol.
    Is there any particular reason you'd like to export to Excel? Or detail of what it would help you do?

  20. Inventory - Reserve inventory for consignment or pre-sales

    11 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Pam, if you're using tracked inventory(https://central.xero.com/s/article/Options-for-managing-inventory-in-Xero). Quotes you enter with tracked items will show against the item as 'In committed Quotes' and similarly with Purchase orders as 'Quantity on order'.

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