734 results found
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Bills - Approving supplier invoices
Why do we now have to approve supplier invoices once entered in Xero?
There has obviously been an update to change this. How do we revert back to once a supplier invoice has been entered it shows straight away under awaiting payment?
1 voteThis may depend on how you enter bills in your org and their set up.
Manually entering, there has been no direct change to behaviour and you should see options at the bottom of the create bill screen where you can Save (which will save as Draft) or Approve.
Hubdoc has options that can be selected to determine the status a bill is published from Hubdoc to Xero with, whereas both email to bills and eInvoicing have always generated Draft bills that require manual approval.
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Create custom customer report by group
Ability to download a simple customer group report with only Contact name and relevant email addresses to enable easy mail merge with existing software.
1 voteHi Bethany, if these contacts are set up as a group in Xero you can export just those contacts from the Contact list view.
This file will contain the Contact name, Email as well as other details.
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Calculate unit prices in invoices and bills
It would be great if when entering invoices and bills, in the unit price you can enter multiple numbers. Like you would in a cell in excel. Eg. =100+500+100. and when you tab across to the next field, it totals it up to show 700.
Thanks.2 votesHi Michelle 👋 - Xero has an inbuilt calculator. You can find out how this works in our help here
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Xero Accounting app | Dashboard - Remove overall cash balance
Remove the Overall Cash Balance section from the mobile app. It takes up too much space. There is already a bank account summary section so it is unnecessary and if it must be there put it at the bottom.
2 votesHey Community, good news! You can now have those widgets in any order you like 😊
We've made some improvement to the Xero Accounting app, to enable users to rearrange widgets on their dashboard.
You can place that Overall Cash Balance widget wherever you like. Even if that's right at the bottom, Matthew 😉
The screenshots below have a visual of the new change.
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New Threads Needed - Xero Successful Ideas Implemented Thread
This is starting to wind me up... nothing useful ever seems to get done. The ideas section is a re-hash of the old one (just with everything deleted for ease)
So what is the point of an idea's section - if all that happens is it fills up with some great ideas that not only never really get done, but also no one ever really knows exactly what has been implemented (with rollback options).
So here's my starter for some new threads :
A detailed thread that shows which ideas have been implemented - when they were first suggested and…
1 voteHey Will, you can find a list of all our delivered ideas across both Accountants and Bookkeepers and Small Businesses by navigating to that forum, selecting 'All ideas' as the category and filtering by 'Delivered'.
This list will show all the ideas suggested by our community that have made it in to Xero, as well as who suggested them and when 😊
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Reconciling a credit-card bill for which "points" (vs real money) have been applied as payment
We need to be able to reconcile a credit card bill for which "points" (vs real money) have been applied as payment.
The next month's credit card bill came in with all the credits as single-time items to "reconcile". Xero Support wasn't able to give instruction about how to reconcile those credits. They told me to post here for a new feature.
1 voteAppreciate your were sent to the idea forum here however there are ways to reconcile these payments in your Xero account currently, Cheryl.
If you have both the bank you're making credit card payments from and the Credit Card connected to your Xero organisation, you would be able to create 'Transfer money' from the bank account to bring down the balance of your credit card in Xero - More on managing credit cards in our help here
When you receive a 'points' on your credit card that pay off the balance it sounds like you also receive a statement line for this in Xero? If this is something you commonly deal with, you could look at creating an account in your chart of accounts that you'll be able to create 'Receive money' transactions and code these statement lines to.
It'd be best to check in with your Xero advisor…
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Aged report - By contact group
We have created contact groups (Accountants Names) and have allocated all of our contacts to their accountant. We want to print a list of the overdue debtor amounts for each accountant so we can follow them up but there is no report that does this.
1 voteHi Kylie, you can achieve this with the Aged Receivables summary report where you can either group by or filter to a particular contact group 😊
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Report - All Excel exports in up to date version of Excel
Please create all excel exports from Xero in the currrent .xlsx format. Some are still produce in the old file format (for instance General Ledger Report) and have to be resaved to bring up to date.
3 votesHi team, as you'll all likely be aware our older reports are going to be retired on 31 July this year(2023)
You'll find all of Xero's new reports where you select to Export Excel come in a .xlsx format 😁
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Receivable Invoice Summary - summary by calendar month
Run a report to show me (based on calendar months) my total invoices
The Receivable Invoice Summary does not appear to allow me to do it by month, only by Invoice date with is too fine a detail. There should be an easy option for per month3 votesSounds like you'd to be able to run the report for different date other than the invoice date? This is possible via the Date Search field, select the drop-down arrow and you'll see you can run the report for the date range entered based on the Created date, Due Date, Expected Date, or Invoice Date 🙂
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AU Report templates - Add Tax Depreciation Schedules
Add tax depreciation schedules in report packs.
Currently, only have the option of accounting depreciation but can't change it to tax depreciation.10 votesHi community, thanks for contributing your support and interest for adding Tax Depreciation Schedules to report packs. With a recent update we've made it possible for Partners to include Tax Depreciation schedule as a report in Report templates.
You'll find the Depreciation Schedule, Disposal Schedule, Pooling Summary and Pooling detail all options when adding reports to a template from your practice. 🙂
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Sales Invoice - Tab through invoice to add new line
Automatically insert new line when tabbing across on new transaction/ invoice
11 votesHi team, just rounding back on the flow here.
When using new invoicing you'll find as when you type in any field of a line, a new line is automatically inserted beneath.
So, you can either tab through fields or use your mouse here. 🙂
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Income by Contact - Show Total Contacts
On the Income by Contact Report, it would be helpful to have a total of the customers so we do not have to add them manually. At the moment there is only a total of their spend.
3 votesHi Caryn 👋, though not in the report itself you'll find the fixed bar at the bottom of the page will give a total items for the report. 😉
See my pic of what this looks like - Hopefully this helps from those manual calculations!
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See Double Entry
To be able to view the double entry journal for each and every transaction
2 votesHi Carla, you can run the Journal report to view the impacts of each entry. 🙂
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Invoices: Show discount amount in larger font
I think it's very important that the Discount amount by the subtotal should be in big letters not so small in brackets, I think everyone wants the customer should see in the first second that he saved £1000 with discounts...
2 votesHi Kive, you can make use of advanced branding and edit the docx template to change the font size of specific fields that are shown on your invoices.
See more on advanced template here in Xero Central, if you need some help or questions about adapting the templates there are a discussions where others are generally happy to offer help in community.
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Reference On Statements
When downloading or sending statement to Client be able to Edit what can be seen - ie the Reference column isn't big enough to show a large PO number or reference.
2 votesHi Mandy, it's possible to show the full reference by using an advanced template and replacing 'Reference' merge field with 'LongReference' - see more on fields that can be included here
We also have some users that mare great at giving help on advanced templates - welcome to join the discussion here
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UK Invoicing: Support for eInvoicing
E-Invoicing implemented into the UK/EU version of Xero.
This would help invoice our customers in other countries.1 voteHey Laura, thanks for sharing this idea!
Earlier this month we begun the roll out of eInvoicing in the UK, starting with receiving eInvoices.
You can read more about that in our blog We’re introducing eInvoicing to Xero in the UK.
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Bills - Bulk assign lines to a Project or customer
It would be good to assign multiple rows of expenses to a customer and/or a project at once. The use case is I travel to a client site for a week and have multiple expenses, hotel, travel, subsistence etc to re bill in one hit. At the moment I have to go through multiple steps for each line of expense to assign to a customer and it takes a very long time.
2 votesHi Matthew and Michelle 👋 thanks for engaging in community here. It's actually already possible to assign multiple lines of a Bill to Project in Xero.
From within the Bill or Spend money, once you've added your lines, just click the 'Assign expenses to a customer or project' this'll open a modal from which you can select all and pick the Project or Customer you'd like to assign all lines too.
We also have another idea for assigning multiple bills to a Project at once that you may be interested in supporting across here. 🙂
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Contacts (UK) - Add a tax number with a VAT country of 'None'
This is a basic need. In the past, it was possible to set VAT country as NONE to add the tax number, now in the new UI is not possible, since the UI requires selecting a country. Please fix that as soon as possible, since we need to add the tax number on the invoice to non-EU countries!!!
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Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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