1431 results found
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BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
12 votes -
Stripe - Option to select and pay multiple invoices at once
It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments
39 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
4 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
16 votes -
New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.
WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…
1 vote -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
Billable Expenses - Bulk updating of billable expenses
I have around 100 billable expenses each month, I click on the 'Billable' in Expensify and that comes through to xero, but there are many that need to be entered into xero directly.
We need a report showing unbilled expenses where we can click on the items to mark them as billable in bulk, rather than line by line, which takes up a lot of time.24 votes -
Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
7 votes -
Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
13 votes -
eInvoicing: Support for repeating eInvoices
Ability to select e-invoicing for a repeating invoice
88 votes -
Invoicing - Add customer VAT Number when creating invoice
Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.
Just add one line under the address.
Then one would not have to navigate to the Contacts page to add the VAT number
5 votes -
Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
2 votes -
Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
14 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
13 votes -
VAT Return - Exclude adjusted rounding VAT transactions of 0.01
On VAT returns, there are "ADJUSTED" columns. This is a good idea as it can highlight mistakes, but it also picks up any auto-rounding error created by Xero itself, always of £0.01. This is annoying as it means each of these "Adjusted" entries needs to be checked.
My proposal is to not include any rounding errors of £0.01
It will save a lot of time having to go through every "adjusted" item, as it would whittle them down to only ones with real error.4 votes -
Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.15 votes -
Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
132 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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Tracking categories - Spread costs across tracking categories
We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.
7 votes -
Batch Deposit - Reference to pull through to bank reconciliation
When I enter a reference in batch deposit, this does not pull through to the bank reconciliation. On the bank reconciliation report, the Description is "Payment: multiple items" and the Reference field is blank. This is not useful as I have to go into each transaction and see which company the receipt has come from. Why enter a reference when it does not appear on the bank reconciliation report? When I try to search to match deposits using the company name, these deposits do not appear as the Description is unhelpful. If there are smaller batches which add up to…
11 votes
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