4841 results found
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Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
11 votes -
Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votesHi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
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Quotes - Tax status & Delivery Address when invoice is created from quote
It would be nice if when converting a quote to an invoice that Xero would be able to recognize tax status of customer, and would automatically bring up delivery address.
2 votes -
Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
Analytics Plus | Short term cashflow - Filter predictions by bank account
Analytics Plus - Predictions do not filter based on bank account selection
When you have multiple bank accounts but only need one selected for cash flow purposes, the monthly predictions that xero has created do not filter out based on the bank account they were predicted from.
In my example I now have petty cash predictions and interest income from a savings account showing when only the main current account is selected, this messes with the predicted end balance making the cash totally useless
5 votes -
Reinstate NZ Annual Report template avaiability to non-partner users
Reinstate access to NZ Annual Report template for non-partner small business users. The NZ Annual Report template has been available to non-partner users for at least the last six years but has now been removed from the reporting templates available to non-partner users. For small businesses that prepare their own accounts the Annual Report template was very useful and time saving. Making it unavailable only has the effect of making us spend a heap of time re-building it outside of Xero or forcing us to waste money paying an accountant to do something Xero has previously enabled us to easily…
3 votesAppreciate the use you found in the older Annual report pack, Antony. We want to be upfront that we don't have any plans in the near term for developing this same pack in the newer reports. However, right now you'll find you can use the Management report pack, where you'll be able to add reports as you need into this, alternatively you could create your own report pack from scratch(this is available from the Search in the reports centre).
Understand not everyone feels the need to have an advisor but for others coming across that would like a bit more help with this sort of reports preparation you can find an advisor through the Xero advisor directory.
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GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
4 votes -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
29 votes -
Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
13 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
5 votesHi Yumei, a few different bulk requests in the one here.
In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this?
We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.
You'll find existing ideas for some of your other points below, that you may like to join and vote for.
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Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
2 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
11 votes -
Expenses - Ability to import expense claims
This is basic, if you want people to move to XERO make it easy to import data from existing systems. I have a huge amount of expenses to get into XERO and you can't use Bills because that is limited to 5 Bills per month!
I pay for expenses so if the work around is use Bills import then remove the 5 Bill/m limit.
6 votes -
New invoicing - Auto tax rate to recognize non US address
Had to switch back to Classic INVOICE again... Because new INVOICE does not work...
Auto tax rate for us in the US can be a good feature if implemented with smarts... That seems to be a big IF... Some of us do business internationally. So not all our invoices are for US based customers.
Creating an invoice for a customer in Germany... !!!Unable!!! to complete the INVOICE because Auto tax rate insist I have to have a state for it to work???
IT IS IN GERMANY... No state required and being outside of the US Auto tax rate should recognize…
2 votes -
Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left as…
2 votes -
Sales - Filter by Credit notes
Sales overview should include an option to view credit notes only (appreciate that this can be done by sorting on amount and looking for negatives) but would be nice if there was a one click option to show credit notes only
2 votesGood to know you're aware of how you can get a view of your credit notes for now. This isn't something we have direct plans for at this stage, but we'll track the interest from community here and share if there's any progress.
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Inventory - Allow more than 4,000 tracked items
Increase the number of tracked inventory from 4000 to more, potentially on tiered plans.
2 votes
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