1398 results found
-
Files - Add a file from the main screen when reconciling bills
FILES - It would be great if we could add a file from the main screen when reconciling bills without having to go into the item/bill to do this
2 votes -
Bill Payments - Use supplier's unique ID as the "Details" reference for Crezco payments
When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?1 vote -
direct credit
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
1 vote -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
8 votes -
Quote - Copy Project through to Invoice created from a Projects quote
When creating an Invoice from a quote within Projects, the newly created invoice does not retain any connection to the Project that the quote is linked to. This is very annoying and time-consuming - as the only way to then link the Invoice to the Project is to manually select and assign every individual line item, one by one and map them against the project. Surely this is an easy fix to keep an Invoice linked to a project as the quote was? Why would you disassociate an invoice from a project that it directly relates to??
9 votes -
Current financial year by month – actual and budget
Current financial year by month – actual and budget
Use this report but able to select which period the actuals stop and the budget starts, so you can run the report on a back dated range, or before the latest period was completed.I.e. Financial year is Jan-Dec. If I run the report in April, it shows Jan-March actuals and April-Dec budget. It would be good to be able to select the date where the actuals stop and budget starts, so you can run a report in April (for example) and select Jan and Feb actuals, and March-Dec Budget.
8 votes -
Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
1 vote -
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
5 votes -
New invoicing - View FX rate when entering invoice
When posting a payment for an invoice in USD $ (standard UK currency GBP) the payment asks for a FX Rate on the old invoicing you could see the FX rate - but on the new invoicing you cannot. It would be good to see the FX rate rather than having to add another step and go to xe.com to get a rate
1 vote -
Inventory - Option to automatically update purchase price when buy new product
Ability to have an option to automatically update purchase price on the item when users buy the same new items.
Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.
140 votesThanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
-
Bills - Open the search for items when using Tab
When editing an item and after filling the cost price if TAB is pressed the highlighted field is the "Purchase account" but it's "closed".
To input any character the space bar needs to be pressed and then search is available.
I suggest that the search should be immediately available as it will not cause any issue if we want to leave it as is and continue to the next field.
1 vote -
Product search. Please trim the spaces before and after
On Business->Products and Services, when searching for a product code, if there's a space before or after it does not find the product.
This is quite annoying when copy pasting from other files that sometimes bring a white space.
It's an easy fix that will help a lot.
1 vote -
Bills to Pay - Filter list to exclude Archived contacts
Add a filter to Purchase Overview, Bills, to filter out Archived Supplier / Contacts.
Generally not necessary to keep seeing bills for old achived suppliers.1 vote -
Navigation - add Custom Reports to Accounting menu
I have lots of Custom Reports, more than can be made into Favourites. Can you please add Custom Reports to the Accounting menu to enable direct access to this report area? Thanks
1 voteWe're re-opening this idea. Although it's possible to favourite reports to add them to the Accounting menu, there is a limit to the number of reports that can be favourited. This idea is to have a separate item in the menu specifically for Custom reports - not something we have plans for at this stage but we'll gauge the interest from users of this here.
-
Report for Bills not Assigned to Projects - Also include in Hubdoc
My client has started using Projects which I'm finding not easy to use.
We would like to assign bills directs to projects in Hubdoc.
I also want to be able to give my client a list of bills that haven't been assigned. I can see this in bills to pay but its not printable/ exportable and there is no report that will give me this information.
I would also like to include direct spends from bank feed instead of having to create a bill just so we can see its not assigned
2 votes -
Project Estimated Expense - Sale Price Calculation
Project Estimated Expense - Gross Profit Calculation
Rather than work out the sale price based on a MU% (mark up), add or change this to a GP% (gross profit %). this would then align with the financial accounts / reports which run at the end of the month, quarterly and annual accounts.
Annual accounts don't report on mark-up%.but GP%
Accountant reviews and best business advisors all work on GP%1 vote -
New invoicing - Move CIS labour income deduction to bottom of invoice
Keep the CIS Labour Income Deduction line at the bottom of the new invoice format.
why has it been moved to the top of the invoices on the new layouts??
1 vote -
Difficulties connecting corporate banking issues.
Very good, fast and accurate in calculations
1 vote -
Customer Statement - Option to remove allocated payments
Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups
24 votesAppreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
-
Audit Certificate for E-signing via Document Packs
Automatically provide the audit certificate for e-signatures applied in Document Packs. At the moment, you need to contact Xero Support to obtain the audit certificates, which often takes days, when you generally need these things urgently
1 vote
- Don't see your idea?