4897 results found
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Sales Invoices - Import with Paid status and Date
Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...
Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.
We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...
That would help a lot, as…
11 votes -
Donation receipts
As a charity funded entirely by donation we receive the majority of funds via online bank receipts. Because the bank receipt is standard, I currently manually create a receipt for our donors in word which I can attach to the bank receipt transaction and email to the donor. This is very time-consuming and I think it would be a very easy fix to allow customisation as with invoices
34 votes -
NZ Payroll - Ability to add a description field to pay template deductions
Will it be possible to have "description field" in the Deduction field of the Pay template? That can be changed or updated directly on the pay template. For example, to add the ending date for staff loan deductions.
4 votesHi Denise, thanks so much for your suggestion about adding a description field to pay template deductions. We're grateful for your engagement and for sharing an idea that will make a difference for you and other Xero customers.
Our Community have 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.
We'll be keeping an eye on the support it gains and appreciate you taking the time to let us know what matters to you.
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AU Tax - Depreciation worksheets
You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.
4 votesThanks for sharing your idea with us, Jennifer!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Invoice payments - Only offer ACH (not credit card)
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
4 votesThanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
68 votes -
Workpapers - Display all Xero Journals in Workpapers to prevent duplication
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
3 votesThank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
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Expense claims - Search or sort by Spent by
Ability to search, sort, & filter a table of expense claims by the 'Spent at' field
4 votesThanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
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Navigation - Make popup windows moveable
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
5 votesHi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
Now it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
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NZ Payroll - Ability to enter balance reducing deductions for all deduction and employment types
Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.
29 votes -
Trial balance - Compare Tracking
Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.
My proposal attached - with such report you could do any analysis you want!
Option to run it by month "compare with" option a dream!10 votes -
Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative…
18 votesHi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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Email Settings - Customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
89 votes -
Bank Reconciliation - Export search results to CSV
Can we please have the ability to export bank statement search results to a csv file?
Every day I wish that was possible!
Thanks
4 votesThanks for sharing your idea of exporting bank statement search results to CSV.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - Edit dashboard layout
Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.
54 votes -
deposit another sales invoice option
When processing a number of customer remittance advices, it would be very useful to have a button to get you straight back to sales invoices awaiting payments list. Currently, when finalising a deposit, the system takes to the bank account that you have selected for the deposit. You then have to go back to Sales>Invoices>Awaiting Payment which the system does lag in loading.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Payroll - Include a comparison field in Payroll Reports
Payroll reports - it will be good to have a COMPARISION field on payroll reports just like the P&L - to compare with previous n number of months / periods.
While the grouping / summarizing features are good - they are limited to just reporting on a particular period.
Hence any Comparisions are tedious to run / export and consolidate on excel.
For. eg. I'd like to run a report to display :
Afternoon Shift Loading & Overtime work for a month OR the full FY with monthly columns.
Is this something we can get to without having to export…10 votes -
eInvoicing add External Reference field for Government clients
We have government clients who are asking to be sent invoices using the eInvoicing function, rather than pdf's via Xero's email function.
Some government clients will ONLY accept eInvoices from Jan-27.
BUT these government clients require a separate field to be added to the invoice header so that their system can recognise the invoice and link it to their purchase order.We are unable to comply as we alreadyusetheReferencefieldforINTERNALpurposes.
If we could add an internal reference field that can be seen on the Contact card's Activity section in the same way the Reference…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
4 votesThanks Cecily, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Fixed Assets - Tracking Category column
On the Fixed Asset Register can there be a column for showing Tracking Catergories?
We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.
It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.
The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.
We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…
3 votesThanks for sharing your idea about the change you'd like to see on the Fixed Assets page.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would improve the page for them, too!
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