4692 results found
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Quotes - Support for quotes with rates but no quantity
Ability to remove value from online quote. This will allow templated quotes to be used where a total value isn't used and individual pricing is set per task. Dependant on the job there are specific rates per brick etc. Which is calculated at the end of a job bet the rate is set at the start therefore we need people to accept our quote (rates) but the total (quantity) wouldn't be determined until job completion.
2 votes -
User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
43 votes -
Projects - Filter Report by Manager
Be able to filter the project reports by project manager - ie who you have assigned it to
6 votes -
Reporting - Customer Profit & Loss and Budget Variance
Please provide a report by Customer for Profit and Loss and allow us to upload a budget for each customer so we can include the forecast in XERO. QBO has much better and flexible reporting than XERO. Please see attached QBO Report of P&L by Customer. Please mimic this report in XERO.
5 votes -
Reports: Show report of customers by last statement sent
Develop report that lists customers with date,type and amount of last statement sent.
8 votes -
Contacts - Secure method of requesting contact bank account details
Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.
5 votes -
Xero Analytics | Short-term cash flows - Add VAT payments
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…
8 votes -
Repeating invoices - Daily repeating option
Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option
18 votes -
Chart of Accounts: Disable Reconciliation to Specific Accounts
When users are reconciling quite often two mistakes are made frequently:
- Reconciling wages payable incorrectly to Wages and salaries (expense)
- Reconciling super payable incorrectly to Superannuation (expense)
It would be great to have a checkbox similar to "Enable Payments" that says "Do not allow reconciliation to this account" so that when people search for wages/superannuation they can't get shown the incorrect option.
38 votes -
eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
2 votes -
Batch payments - Support for Servus Credit Union
Please add Servus Credit Union to your list of Banks to create CSV files. I have multiple companies with this bank.
2 votes -
Lock dates - Multiple Lock dates that are not linked to each other
Lock Dates - Multiple Lock Dates.
Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
It would be great to have an option where two dates can be entered without one overriding the other.Here is my issue:
I have been trying to put lock dates for different purposes.
i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.…3 votes -
Bills - add a scheduled amount when entering a planned date
It would be great if you could also add a scheduled amount to be paid on a bill when you enter a planned date. This would help when you are paying off a bill in instalments and the cashflow summary would be more accurate. Instead of showing the total amount of the bill to be paid it would show the planned amount to be paid.
19 votes -
Invoice - Include the payment dates and payments made when sending invoices to clients.
Include the payment dates and payments made when sending invoices to clients.
Currently once the invoice is downloaded or sent to client, it shows the total amount paid, but not broken down by date as per the screen shot i have attached. Currently it only shows «InvoiceTotalNetPayments»22 votes -
Repeating journals - Option to auto-reverse
I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
Auto reverse is available on regular journals but not repeating.4 votes -
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
7 votes -
Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
2 votes -
Manual Journals - Multiple date entries
Can we get multiple date entries for manual journals?
2 votes -
Quotes - Don't highlight all text when selecting a field
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it…
3 votes -
VAT Return - Next and Previous when reviewing invoices
When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?
At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…
2 votes
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