1588 results found
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Multicurrency- Batch payments of Foreign Currency Bills.
Batch payments of Foreign Currency Bills.
Dear Xero,
Please consider the feature of being able to batch up foreign currency Bills. We often pay multiple invoices in one go, having to reconcile and mark as paid 10 invoices is extremely time consuming.434 votesHi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
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Bank Feed - Charities Aid Foundation (CAF)
For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)
91 votes -
Bank Feed - Aldermore bank
For Xero to expand their bank feed connections to develop a feed that supports Aldermore bank
60 votes -
Bank feed - Unity Trust bank feed
For Xero to expand their bank feed connections to develop feed that supports Unity trust bank
31 votes -
NZ GST - Add Publish Function to new style GST report
Hi
I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.171 votesHi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
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New Invoicing - Typeable dates in Date fields
On the old invoices/bills I could type "18/2/23" and it would auto fill 18th February 2023. Now I have to scroll back multiple months to get there. It would be good if I could type in the date field boxes again. Specifically on "Add Payment"
306 votesHi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
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Profit & Loss report | Custom - Ability to format formulas
When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.
Can this be updated so to enable formatting at this level.
21 votes -
New invoicing - When sending show organisation's trading name at top of invoice
The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.
180 votes -
New Invoice - Cursor Default Position
In the old Invoicing, when creating a new invoice the cursor would default to contact field so as soon as the screen opened you could start typing to bring up the contact. With the new Invoicing you have to click on the screen in the desired field to be able to type anything.
Please fix this, it is extremely frustrating.
17 votesHi team, rounding back on this one again. Thanks for raising this with us, our team have confirmed they have been looking at this behaviour and are looking to make a change to default the cursor to the Contact field. I'll move to working on it and we'll keep you updated here :)
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E-Invoicing - Additional Tracking Categories for Malaysian E-Invoicing users
MY e-invoicing requires a tracking category in Xero. As we have clients which requires 2 tracking categories for their businesses, it is impossible to free up 1 tracking category for e-invoicing. Please look into this matter by considering adding a new tracking specific for e-invoicing.
17 votes -
New invoicing - Auto adjust the column width when additional columns are added
On the new invoicing, when additional columns are selected, a scrollbar is added to the invoice layout and interrupts the smooth capture process. Having to manually scroll from one side to the other to view details is not ideal.
Consider either auto-adjusting the column widths or allow for the automatic expansion of the invoice layout width when additional columns are selected. This way, users could view all necessary details without the need for manual scrolling.
207 votesHi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
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Bank Feed - Chase bank
For Xero to expand their bank feed connections to develop feed that supports Chase bank UK
18 votes -
Bank Feed - Cynergy bank
For Xero to expand their bank feed connections to develop feed that supports Cynergy bank
17 votes -
Bank reconciliation - Add attachment to Find & Match (multiple match) transactions
When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.111 votes -
Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
13 votes -
Chart of Accounts - Assign a Tracking category
Automatically assign a tracking category to a chart of account code, so when costs are billed against the account code, it also automatically assigns those costs to a default tracking category
125 votes -
NZ GST - New GST return layout
New GST return layout and a few thoughts around it :-
1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
3? The body of the report is now in landscape which if the client were to print would…42 votes -
Manual Journals - Ability to post journal entries to bank/cash accounts
Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…
85 votesThanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
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Reflect Income Tax Expense under the Net Profit/Loss line as a separate Account Type (COA)
Reflect Income Tax Expense under the Net Profit/Loss line as a separate Account Type (COA). The tax expense is included with the Operating Expenses which is technically incorrect.
A percentage tax rate under the line would also be really useful to users.
29 votes -
New Fixed Assets - Access for AU organisations that use pooling
Ability for AU orgs that use pooling in Fixed Assets to access the new Fixed Assets experience and make use of features like being able to attach a file to an asset.
8 votes
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