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73 results found

  1. Bills: Add contact - Enter full details from transaction

    16 votes

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

    Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology. 

    Over the coming months you'll see some visual changes as we build and release these updates to Bills. 


    While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement. 

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    Sarah Jacobs commented  · 

    When you modernise the bills section, please don't use too much white space.
    I want to see as many transactions on these screens as possible, without searching or scrolling

    Sarah Jacobs supported this idea  · 

  2. Contacts - Warning if entering contact simliar to existing

    51 votes

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    submitted  ·  13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sarah Jacobs commented  · 

    Agreed - then we wouldn't need the bulk merge functionality :)

    Sarah Jacobs supported this idea  · 

  3. Contact creation - Restrict or confirm new contact

    35 votes

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    8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  4. Reporting: Account Transactions report - Option to remove the contact name from the description column

    20 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  5. Custom report - Add formula rows for % percentages (e.g Gross/Net profit)

    79 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.

    This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊

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    Sarah Jacobs commented  · 

    Yes, although we can calculate GP% and NP% in the custom reports, they still need the functionality for number formatting percentages.

    Sarah Jacobs supported this idea  · 

  6. Repeating Invoices - Widen the display Column

    18 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Sarah Jacobs commented  · 

    This irritates me too, particularly as Xero doesn't have the functionality to report/export repeating invoices, so I have to manually populate a spreadsheet with this information and have to click on every repeating invoice to view the reference.

    Also the date columns are all really wide but only need to be 11 characters to fit the date in dd mmm yyyy format, which is such a waste of space

    Sarah Jacobs supported this idea  · 

  7. Invoices/Bills - Ability to enter total amount first before entering the item lines

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  8. New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)

    60 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  9. Bank Rules - Report to review bank rules and their application

    35 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  10. Reporting - Edit file name when exporting

    62 votes

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    31 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Jacobs supported this idea  · 

  11. Inventory - Create Inventory Items in multiple currencies

    100 votes

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    submitted  ·  31 comments  ·  For small businesses » Business features  ·  Admin →
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    Sarah Jacobs commented  · 

    Yes! I have inventory items in multiple currencies, but this is not currently supported at all in Xero

  12. Tracking Categories Report - Ability to print/download tracking categories

    40 votes

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

    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

  13. Profit & Loss - Show breakdown of expenses & income by tracking category as rows

    32 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Jacobs commented  · 

    I'd also like to be able to see a summary P&L by tracking category 1 or 2 showing tracking category in rows and being able to choose account code, account group or account type in the columns

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