3515 results found
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AU Payroll: 'Today' date range for payroll reports
Under the date range option, can a "Today" option be added to the list.
1 vote -
Credit notes: Apply credit to item price
We sometimes get Credit Notes which change the price of the items. We don't want to credit the whole item, simply want to adjust the price but Xero doesn't seem to have a straightforward option for this.
1 vote -
Xero Ledger - split payment
There should be a way to input dates when we want to split the payment to multiple items (invoices/bills) when we reconcile (e.g. cash code or find and match).
Right now, if I want to input multiple invoices/bills that is linked to a one payment, all invoices/bills will need to have same date as the payment date which is technically incorrect.
1 voteHi Rebecca, you can manually enter a payment amount and date of payment on an invoice or bill? - Meaning if you need the payment date to differ to the date of the statement line imported this could be manually entered on the invoice or bill pre-hand and matched to the one payment when reconciling.
Alternatively, when reconciling a transactions through find & match in Xero you have the option to 'split' where you can apply a set amount of the payment to the transaction rather than the full amount.
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Files - Ability for user who uploaded to lock a file
Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.
2 votesHi Marlene, thanks for sharing how files could e more powerful for your business and working with clients. We ask that each thread only contain 1 idea so it's clear for community members to know what they 're supporting and we can get a understanding of the interest for specific development.
I've updated your title to your first idea and e have 1 started for the ability to bulk export files over here you can join - welcome to also start new ideas for other items you'd like to see developed. 🙂
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Checks - make the payee name field only appear above the address field
Ability to make the payee name field to be placed only above the address field.
Purpose: To make Cheques look more professional, as Payee name only shows above the address field.
6 votes -
Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
8 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
3 votes -
Fixed Assets | Depreciation schedule - Ability to set font size
Font size of Depreciation Schedule
The more assets the smaller the font gets, Some columns can be taken out,but we do not want that. There should be the flexibily to choose portrait & landscape and over how many pages the schedule will be generated.
1 vote -
Bills | Awaiting Payment - View tracking
Add in additional column in Awaiting Payment tab, for example Campaign Name from Bill to be appear in Awaiting Payment for easy reference.
1 vote -
Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
6 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
8 votes -
AU Payroll - Ability to enter timesheet hours in previous payrun
Timesheet entry for hours in previous payrun. This allows employees who missed an timesheet entry to add their hours in . Quickbooks has this ability and it saves the employer from having to do a manual entry on the employees behalf.
3 votes -
Batch Payments - Single " quotation marks removal on export of .csv files
Single double quote marks in an exported .csv file cause the file to lose data integrity - a facility to remove single double quote marks " prior to export of the file
1 voteHey Stephen, thanks for raising this one!
It'd be great to get a bit more information on this one.
Could you let us know where you're experiencing issues with .aba files and what those issues were?
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Dashboard | Support - Ability to access My cases
Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL
1 vote -
Payroll reports - Format that can be imported to Now Pension
Ability to create custom reports
7 votes -
Financial Statements - Option to add Opening balance when using schedules in Notes
When creating a schedule in the Notes to the Financial Statement, at present you can't include an opening balance at the schedule level, only once you have created a group within the schedule. It would be useful, if this could be done. Other reports like the Statement of Changes in Equity do have this option, so it should not be difficult to include this.
1 vote -
Bills Report - Change so most recent bill is at the top
When I select a supplier or customer, the list of invoices start off with the date I started using xero 2013.
Could we change this to make the most current at the top of view instead of scrolling to the bottom.
The way I currently view is:
Contacts, supplier, Name, view recent bills report.2 votes -
AU Payroll - Allow HECS / HELP tax deductions for Labour Hires
Prior to the upgrade, if you were a labour hire firm and had contractors who were not a company but used their TFN, you could select the box to allow additional tax deductions for HELP / HECS debts. With the new Phase 2 STP, Xero have confirmed that if you have labour hire using TFN's and they have a hecs debt you cannot check the box and will need to manually calculate the hecs amount to deduct each payrun. This means that every payrun, for every hecs debt you will need to manually add an amount working through the various…
2 votes -
Contacts Reporting - Including contact address and balance due/owed
Currently, there is not a report which will show all companies in one report with their address, name and opening balances.
It is frustrating having to individually display/export each contact and then add the balances to the exported document.
It would be great if this feature could be made available as soon as possible.
Thank you
5 votesHi MoGio, if this is for viewing your customers you might find Smart Lists allows you to accomplish what you need?
This list can then be exported from your org.
It would be good to get more detail on how this data in one view would help your business in it's day-to-days.
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Invoice | Less clicks for printing PDF and sending receipts
The 'new' format has made it exceptionally tedious to accept payments and send receipts. PLEASE streamline it
- Put the send receipt link back on the payment confirmation page
- Allow easy tab/character type to select things
- Open PDFs in browser with the print feature triggered like every other commerce website does. LESS CLICKS!
Old Style.
1) Approve the Invoice
2) Click into payment section. Tab to select account (assuming current balance and date), tab to Reference to enter Check #, and click Add Payment
3) Click 'Send Receipt' link to send an email invoice to customer (with additional upsell messaging)
4)…3 votes
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