4821 results found
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Invoices - Prevent sales invoice lines being posted to Overhead or Direct Costs nominal account codes
A number of users mistakenly post lines on their sales invoices to expense nominal codes, for example when recharging their mileage to a customer they credit this to Motor Vehicle Expenses instead of using their correct Sales account code.
Most other accounts/bookkeeping packages prevent this by default by only allowing sales invoices to be posted to sales nominal codes. Xero however allows sales to go to virtually any nominal account of the user's choosing, leading to this error cropping up quite often.
Could we have a way to restrict sales invoices only being posted to sales nominal account codes?
2 votesHi Nick, thanks for sharing your idea on preventing sales invoice lines from being posted to Overhead or Direct Cost codes. We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your suggestion, and it's now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how restricting sales invoices to specific nominal codes could improve their experience and help prevent errors in Xero.
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Customer Statements - Consolidated statements for a group of Contacts
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't…
10 votes -
AU Payroll - Subscription for Contractor's Super Only
I would like a subscription option for a "super only" payroll for 20+ contractors. I do not need all the payroll functions as these are contractors who I pay from an invoice, but I do need to pay their super. There is absolutely no need for me to pay for the top tier payroll subscription, when we only have 2 people actually on payroll, but 20+ people who we need to pay super to.
2 votes -
Invoicing - Clear email suggested list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
2 votes -
Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
15 votes -
Projects - Add a project from supplier invoice.
Ability to add a project when in the suppler invoice, instead of going out to accounts function
2 votes -
Bank Reconciliation - Add a column in the bank statement tab that show the Account the transactions are coded to.
This will assist when coding transactions and/ or reviewing transactions without having to manually click into each individual transaction.
3 votes -
Chart of Accounts - Export to include organisation name
I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.
Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?
Thanks for your support!
2 votes -
Bills - Awaiting payment bill highlight in a different colour.
Hi Xero,
It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.3 votes -
Expense Claims - Edit after it has been paid
It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.11 votes -
Bills to Pay - Filter by currency
It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency
6 votes -
Bills List View - Show Project number
To be able to add a description column on Xero when looking at Bills or to even add Project number as a column so we can see what Bills relate to Which Project
6 votes -
Account Transactions Report - Show all categories when grouped by tracking
Reports eg Transaction reports, should be able to be summarised by tracking category. Currently if a bank transaction is spread across a number of tracking categories, the transaction report will report this as 'multiple categories'. This is very unhelpful.
1 voteAppreciate what you're asking here, Simon. However when grouped or summarised by tracking and a bank transaction has multiple lines that are coded to different categories its not possible to show these all on the report.
On the flip side of this, if you run the report on a Grouped by basis you'll be able to see the transactions related to the multiple categories and can drill into the transaction to view the detail.
Alternatively, adding a Related account column to the report you'll be able to see the account the transaction is coded to. Then, running the report for the related accounts e.g Sales would give you the line by line breakdown so you can view each tracking option the transaction has been allocated to.
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NZ Payroll - Edit the layout of employees payslips
We have multiple employees that have various deductions from their wages. This is causing the pay slip to spread accross two pages which is concerning as they may miss important information like messages at the bottom of a pay slip.
There needs to be the either:
1. The ability to change the payslip layout
or
2. Have two or three template options to choose from.Currently the whitespace at the top of the payslip could be utilised. The required business and employee information is great but could be in a better layout. Move the business information to the left, employee…
2 votes -
UK Payroll - Select or deselect all employees in a pay run
Our payroll requirements vary across the year as we are very seasonal. It would be useful to be able to 'select all' or 'deselect all' when selecting who to pay when setting up a pay run. Having to deselect about 30 of 35 staff one by one is painful!
3 votes -
Invoicing - Use drag & drop to copy line details
Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…
8 votesHi community, we appreciate your engagement as well as sharing attachments of your needs through the idea here. We understand the benefits this would add to your workflow and our product team are currently reviewing this capability. While we can't commit to change atm, I'll be back to let you know what comes of their review. Thanks
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Credit Note Discount
Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.
11 votes -
UK Payroll - report showing total employer costs
Payroll report to show employer total costs per employee
6 votes -
Batch Payment - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
1 voteHi Dionne, we’ve reviewed this idea and it’s now in the Gaining support stage. We understand how highlighting new payees or duplicates in batch payment summaries could help make reviewing batch payments quicker and easier.
This idea is open for more votes and comments from the community, so if this sounds useful to you, feel free to add your support or share your thoughts.
Thanks for being part of the conversation!
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Blank Report - Ability to change layout of rows and columns (e.g Tracking Options and Dates in rows, and Account Codes in columns)
The Blank Report only allows Account Codes in rows. It would be good to have the option to Tracking Options for a particular Tracking Category, and Dates in the rows, and Account Codes in the columns. This would be particularly useful as the current Tracking Summary report is quite inflexible (you can't filter for a particular Account Code, nor edit report titles and labels).
1 voteHi Lee, we appreciate your engagement and letting us know how we could improve the Blank report for you.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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