4808 results found
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History & Notes | Basic formatting options for notes
The ability to type a note in RED so that it stands out.
And also the ability to add a note to an invoice in red, such as PLEASE USE INVOICE NUMBER AS REFERENCE:1 vote -
Bills - Remove the 'Skip' or 'Allocate Credit' prompts
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
3 votes -
User role - Ability to assign specific email address.
Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?
3 votes -
Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
7 votes -
Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
9 votesAppreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)28 votes -
Bank reconciliation - summary of multiple accounts
I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.
4 votes -
Contacts Overview - Overpayments and 'Pay bill in full option'
Stop messing around with things that people haven't asked for and actually look at implementing things that have been asked for.
The new look for customer and sales ledgers is awful. Why change it?
When it comes to being easy to reconcile supplier ledgers Xero is already miles behind it's competitors but you've somehow managed to make it even worse!
For example if there is an overpayment that you part allocate against a bill and then refresh the screen it shows that the bill is paid but the overpayment still shows that the full amount is to be used, it…3 votes -
Reports - New Aged Payables Report V's Previous Report filtering options by due date
Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…
4 votes -
Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'
Ability to display customer names when users reconcile batch payments.
Purpose: It saves users’ time from having to open the payment individually to check the customer’s name.
92 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
73 votesHi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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Account Transactions report - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
7 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
26 votes -
Invoice - Ability to create Sales Orders
Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.
52 votes -
NZ Payroll - Process timesheets for future periods
Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it
13 votes -
User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.46 votes -
Bank Reconciliation - Reconciliation history in the bank feed section
In the bank feed section. Please make the vendor history available when going through bank feeds. QBO has a button in the bank feeds called Categorization History. This way to do not have to go into a contact page to view how something was coded in the past. This is for things without rules.
3 votes -
Contacts - Allow additional people within a contact record to have different roles/titles
We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.
4 votes -
Reporting - Option for selective printing (similar to XPM)
Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added
7 votesThanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.
We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.
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AU Payroll - Adding the USI to the Add Employee Superannuation Membership
When adding a new employee's super fund, being able to add the fund by entering the USI number.
If that can't be done, at least show the USI next to the super fund name so we can make sure we are selecting the correct super fund.
Currently to make sure I am selecting the correct super fund in Xero when adding a new employee, to confirm the USI I need to go to my organisation, settings, payroll settings, superannuation and then, because I can't sort alphabetically or search for a fund name or USI, I basically have to add a…
43 votes
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