4729 results found
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Supplier Reminders function
It would be nice to have a reminders function for Suppliers just like with Customers.
We work with a very long list of Suppliers in some of our clients' companies. It could be a nice feature to have scheduled reminders go out to some suppliers that you always have to chase down for invoices/statements.
1 vote -
Cash Summary Report - Include Primary Person
Cash Summary Report to include Primary Person Please.
Can you get a cash summary report to provide in order 3 items as per below
Invoice No ... Contact ...Primary person
I cant seem to find a report for all three .
We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.
e.g.
I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.2 votes -
UK Payroll - Batch Payments: Customise CSV batch file
The ability to customise a CSV output for Batch Payments as different banks want it in different format
2 votes -
Batch Deposit - Search and select on Awaiting Payment screen
Currently when selecting invoices to include in a batch deposit you can only select what's on the current screen, when you click to the next screen you lose the selections you made on the previous screen. I have thousands of invoices awaiting payment, even with the max display amount of 200, it's 30+ screens to scroll through. I have to create multiple batch deposits in order to capture everything that's being taken to the bank that day. Please add a search field that will save and allow multiple invoices to be included in batch deposits.
1 vote -
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
1 vote -
Contact | Branding for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
4 votes -
Xero project tasks - Ability to file away old tasks you no longer use in a project. You cannot currently delete or hide these
Xero project tasks - Ability to file away old tasks you no longer use within a project. You cannot currently delete or hide these once an invoice is attached to it.
3 votes -
AU Payroll - Long Service Leave's Liability calculated and 'live' for reports within Xero
LSL liability calculations are currently handled externally to Xero.
It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.4 votes -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
3 votesHi community, thanks for your insights on how this feature would be useful to you within Sales invoices. Being open we don’t have direct development for this planned atm, however our product teams are doing some more discovery in this space and we’d like to invite you to feedback through our survey here. Your input would be really valuable to the team as they get a deepened sense of our users for future improvements.
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Reconcile period - Tab from Start date to end date
Fix Tabbing issue when creating reconcile period. When creating a reconcile period I enter the first date of a Statement Date Range, hit tab and instead of going to the last date of the Statement Date Range where it should go, it weirdly tabs to the opening statement balance, forcing me to go back and click on the ending date box.
1 vote -
Quotes - Feature to hold Supplier Quotes
It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.
1 vote -
Projects Easier way to check items to be onbilled
Projects - Ability to check multiple items to Pass on/Mark up.. Surely its an easy interface fix to create a column in the right hand side next to items so we can check all items to be passed on to the client or that need a mark up. When lines are identical amounts Im going goggle eyed trying to work our which line im up to when clicking on the stupid 3 dots! Fix this please!
2 votes -
AU Payroll - Use multiple pay items for employees annual salary
Currently in XERO if you use more than one Ordinary Time Earnings Pay Item per employee the Annual Salary Calculation on the Payslip is incorrect. Using more than one is useful as there are some employees I like to apportion to 2 x areas. Example: It might be 1 day a week on Admin 4 days on Production. Whilst we can do this currently in XERO, as noted above the Annual Salary is incorrect. So - either - separate the Salary field from the Pay Item or change (fix) the way XERO calculates the Annual Salary. Note I am aware…
1 vote -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.2 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votes -
Bank Reconciliation - Navigate to top of page when moving between page
When Reconciling a large bank feed It would be good if the page went back to the top so that we did not have to scroll up every time.
At the moment when you get to the bottom and page forward it stays at the bottom of that screen2 votesNot a direct solution to what you're asking here, Tony. However you may find it a useful shortcut to press the 'Home' button on your keyboard which should bump you from the bottom to the top of any screen 😊
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Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
3 votes -
List of customers and date entered on Xero
Would like an option to list customers and the date they were entered on Xero and time they've been a customer for.
4 votes -
Draft Invoice: Warning message
Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,9 votes -
JAX - Prompts for Bills to Pay
I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.
For example:
- Show me all the bills paid to supplier X before/after invoice date [insert date]
- Show me all the bills for this amount [insert amount]
- Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
- Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]
Currently, JAX doesn't seem to have any knowledge about bills.
It also seems to assume…
1 voteThanks for your feedback, Mark. I've made sure this is shared with our product team.
We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.
We'll keep you updated as we introduce more use cases.
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