4612 results found
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Credit Note - Create payment file for cash refunds
There should be an option when refunding money to customers, that we can export the file for internet banking processing?
1 vote -
User Roles - Limit access to view transactions for specific tracking categories
It would be really useful to be able to give users (dept. managers) access to Xero, but purely for their department, so they can view real time reports (profit & loss etc) of only their department, without having access to the company as a whole, or other people's departments.
3 votes -
Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
2 votes -
Bank reconciliation - View date last manually reconciled
Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.
4 votesHi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
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Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
11 votes -
Files - Separate locations for contact related documents vs financial related documents
Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…
2 votes -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
26 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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CIS - File for overpayments allocated to a CIS invoice
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…
12 votes -
Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
20 votes -
AU Payroll - Tracking/Department Coding for reports
Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.
38 votes -
Inventory - Show items without movement in Inventory Item Details report
The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?
8 votesHey Louis - thanks for sharing your suggestion!
Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period.
I've attached a screenshot as an example, so you can check if it suits your reporting needs - we'll leave this idea up in the meantime 😊
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Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
5 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
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Inventory - First-In-First-Out (FIFO) option in Tracked Inventory
Offer First-In-First-Out (FIFO) accounting within Tracked Inventory as an option.
Purpose: Established US Companies tend to use FIFO for inventory valuation, so Xero would widen its scope of clients by offering the option. Plus, the option adoption would make reporting of its current US clients so much more straightforward.
25 votes -
AU Payroll - Allow a Backpay category for Leave categories
Now with STP2, we need to disaggregate backpay across the various ATO Payroll categories but it is not possible to setup a backpay category for any leave categories, please create default categories or allow allocation to the ATO leave categories in pay items. Without it, it is impractical to be STP2 compliant.
2 votes -
GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votes -
Connected App - Supplier data-sync for purchases
Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.
1 vote -
Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
8 votes -
Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
6 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
11 votes -
UK Payroll - Support for HSBC BACS payment files without a service user name
Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…
10 votes
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