4718 results found
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display bank account numbers
Bills to Pay. When paying bills when the contact information populates the bill template the bank account for that contact should also be displayed. This would save the annoying and time consuming business of having to look up a contact in a seperate tab when they have 'please note new bank account' on their invoice which they often leave on for nine months or more and you can't remember if you have already changed it or not.
1 vote -
Group lines on invoice without showing client
Please can we have the option to group items on a sales invoice and those items not be visible on the printed / sent invoice. but full detail on our accounts.
If this critical when having contractors working for you and clients accounts and you are billing the client for their time or services.
Look at QuickBooks Group Invoice lines - works perfectly.
You can't breakdown the invoice into items chargeable at your business rate because the contractor will see them (you can on QuickBooks).1 vote -
New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
15 votes -
AU Payroll - Superannuation - Salary Sacrifice warning when an employee reaches 75 yrs of age
Add a warning feature to Xero, when a employee has (or will have) reached 75 years of age and is no longer allowed to salary sacrifice into their superannuation.
1 vote -
MTD For Income Tax (UK)
When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also…
1 vote -
Have rows numbered in invoiced template
Have rows numbered in invoice templaet
1 vote -
Move multiply rows in invoice template and insert multiple rows in invoice template
Move multiply rows in invoice template and insert multiple rows in invoice template
1 vote -
e-invoicing
E-Invoicing
Is it possible to set e invoicing up at customer contact level. This would then allow me to bulk send my invoices as I currently do, rather than one by one1 vote -
AU Payroll - Notifications for leave and timesheets
For the payroll drop tap it would be good if we could have notification numbers next to say leave request and timesheets. Like the notifications of expenses.
This helps to keep track on all leave submissions and what's approved.1 vote -
invoice only capabilities
I get a lot of requests from clients that they would like their sales reps to be able to send statements this is not possible from invoice only settings. |Please add statements as optional field
Further to select certain customers access to certain users as different sales reps do not want see all the sales reps sales numbers
1 vote -
Invoice - Ability to add a price list to a customer invoice
A option to have a price list added to a specific customer so that the pricing for that specific customer is automatically added when invoicing. I have been through the app store and cannot find an app that offers this feature and integrates with Xero. It is silly that all other accounting software offer this option yet Xero has no interest in adding it to their system
This has been request by many for years but there is no indication if Xero is going to look at adding this in as a feature
1 vote -
New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
3 votes -
BAS - Detailed BAS activity for the year
Be able to run a detailed BAS activity for the year. This way we can see what changes were made after a BAS has been lodged.
2 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
10 votesAppreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.
We'll keep you updated of this change here.
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UK Statory Accounts and Tax Returns Filing from Xero
With the announcement that UK Statory Accounts and Tax Returns will no longer be able to be filed via the government gateway. Could Xero make available its filing for UK tax returns and accounts available for companies to prepare and file their own returns themselves without the need for Agent IDs.
1 vote -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
3 votes -
Bank Feeds - Square bank feed integration
Please please please Xero can you work on a proper Square bank feed integration so we don't have to keep using Amaka or other 3rd party connection apps!!!
Why can't we connect Square as a bank account with a feed similar to Stripe?!?! We are in 2024, square has been around for 15years!!I have so many issues with Square! And it is one of the most widely used payment processors!
A recent example -
A client has a coffee van and uses it to take payments for cups of coffee. I had to setup the Amaka integration so that…27 votes -
Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.3 votesThanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.
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Bank Reconciliation - Indicate if a bill has an attachment when reconciling
We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.
3 votes
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