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8 results found

  1. Xero Projects - Allow Users to print their own timesheet

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Linda Carrington shared this idea  · 

  2. Project report - Include account name and account code

    54 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Linda Carrington commented  · 

    The lack of ability to analyse project data by account code is a significant oversight by Xero, and hugely limits our ability to recommend the product.

    Linda Carrington supported this idea  · 

  3. Manual journals: Add projects category to Manual journals

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Linda Carrington supported this idea  · 
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    Linda Carrington commented  · 

    It should be possible to allocate journals by project and tracking category to ensure accurate record keeping.

  4. Sales Invoices - Ability to specify a % of invoice held on retention

    27 votes

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

    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

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    Linda Carrington commented  · 

    It is incredible cumbersome having to use workarounds for our construction clients.

    Linda Carrington supported this idea  · 

  5. Invoices - Option to identify which invoices are not assigned to a Project

    42 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Linda Carrington commented  · 

    This is vital to help reduce the risk of double billing / project managers thinking they've not invoiced.

    Linda Carrington supported this idea  · 

  6. Reporting - Add Client's logo

    104 votes

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    submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Linda Carrington commented  · 

    We've just brought a client over from FreeAgent where the timesheet reports they send to clients are nicely branded with their own logo. The custom report I've prepared for them doesn't look nearly as good with no logo.

  7. Projects - Add Estimated expense in foreign currency

    27 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Linda Carrington supported this idea  · 

  8. UK Payroll - More options for Gender

    22 votes

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    9 comments  ·  For small businesses » Payroll  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, 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.

    Linda Carrington supported this idea  · 
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    Linda Carrington commented  · 

    This is one for Xero to put pressure on HMRC. If recording is for HMRC matching purposes, please specify this so that it is clearer for payroll admins and non-binary employees.