4718 results found
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Cash Flow Running Balance and Export!
Please make the Cash Flow Report able to be exported to excel/sheets/csv! And please list the starting balance in the account, and show running balance like any other chart. This would be so helpful.
2 votes -
Invoicing - Email invoice on invoice issue date when invoice is approved rather than sending immediately
It would be great to be able to schedule invoices which aren't repeating invoices by having them be sent/emailed on their issue date (a future date) rather than immediately when approve & send is clicked.
I have invoices which are paid regularly but not on regular dates or for regular amounts that I would like to process and approve in batches and then have sent out automatically on the issue date stated in the invoice rather than straight away. Say I create an invoice on the 1st of the month with an issue date of the 15th and a due…
1 vote -
see attachments
See which BILLS have attached documents.
On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
And which items don't.
A simple icon to indicate that there is documentation behind the entry.
We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.1 vote -
cursor
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks1 vote -
New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
9 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
5 votes -
Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
3 votes -
User Roles - Ability to filter and sort list by roles and permissions
As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.
It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.
2 votes -
Direct Bill Payments - Review previous payment runs
Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.
There are two things Xero should add:
There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.
It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…
2 votes -
Repeating Invoice Template - Date Placeholders to show as YYYY MM
In Recurring invoice templates provide date placeholders in numeric form, so you can format as YYYY MM, e.g. 2024 12, 2025 01, 2025 02 etc. Rather than the most similar option of 2024 December. This would also be beneficial within the decriptions of the lines to show dates from/to e.g 2024-12-03 to 2025-01-02 (for a monthly subscribtion or similar), instead of it populating as 2024-December-03 to 2025-January-02.
4 votes -
new invoicing changing due date
I am having problems with Xero automatically changing my due by date when I adjust the invoice date. I found a previous post where someone had the same problem and it was marked as resolved. But that is not the case. We often draft invoices for a customer - with carefully calculated due dates based on the service to be performed. When I go back to issue and approve the invoice - the invoice date changes but I want the due date to stay the same. I have to recalculate now as Xero changes it. Can this be fixed -…
1 vote -
Warning message when adding a second SGC line to a pay template (should only be one)
When adding second line items in super. If (I did this so I know it is easy) you add a second SGC line for a fixed amount as well as a statutory amount it would be great if xero asked a warning question 'are you sure you want to add a second SGC contribution. OR if just isn't allowed. My understanding is a employer additional contribution would be the correct line item if employer and salary sacrificing if employee (pre or post tax). This will avoid an accidental overpayment of SGC.
1 vote -
movement of cost from an active job to another active job
Whilst using XPM, having the option to move a cost disbursement from an active job to another active job, just like moving timesheet entries.
1 vote -
register asset with accumulated depreciation when purchase date is after fixed asset start date
Fixed Assets - Please add the ability to enter an asset with accumulated depreciation value AFTER the Fixed Asset Register start date.
1 vote -
ID type of Xero contact for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
1 vote -
Check for duplicates between bills and spend money transactions
I like the feature that flags potential duplicate bills
I'd like the feature to also check for potential spend money transactions that instead should have been applied to the bills (same for sales invoices and receive money transactions)
If the bank statement line date is close to the bill due date, and if the amount is the same - that's enough to flag as a potential duplicate
It would be wise to make the feature able to be turned off, for the cases where there are a lot of false matches
1 vote -
Visual (colour) prompt that a VAT return has not been submitted
The visual prompt that a VAT return has not been submitted should be very clear on the Home Page/Dashboard for Xero. It is easy to think that you have submitted your return when you haven't because the language "return is due in" can be misinterpreted as when the payment is going to be taken rather than when the return is to be submitted. When the return is overdue it is shown in RED however by this point (in the UK at least) the damage is done as penalties kick in.
It would be better if the VAT section on the…
1 vote -
Add Payment – Enable full keyboard entry (date + account number) without mouse clicks
The current “Add Payment” workflow in invoices is inefficient for keyboard users. While manual entry of payment dates has been improved, the account selection still forces users to use the mouse, which breaks the flow.
We need a smoother, full keyboard-navigable process when adding a payment to an invoice:
1.Enter date manually (already possible )
2.Press Tab to move to the Account field
3.Type the account number directly
4. Press Tab or Enter to confirm selection without needing to click the search bar or manually select the account with a mouse
Right now, even after typing the account number into…1 vote -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
11 votes -
Bills - Option to unapprove
Bills: unapprove option
Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.
578 votesThank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
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