4699 results found
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Bills - Duplicate all fields when copying a bill
There is presently a feature that enables copying a bill and transferring its details to a new bill. However, I have observed that this functionality omits the "Permit Number," necessitating manual duplication. It would be advantageous if this copying function could accurately duplicate the specified bill in its entirety, without any omissions.
2 votesHi Jia, just to double check when you mention copying omits the Permit number. Would this detail be in the Reference field of your bills?
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Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
5 votes -
Projects Reporting | Ability to report on multiple projects
Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to
Projects; how to group similar projects together when pulling reports
Projects; report to see project expenses grouped by similar account allocations
10 votes -
Bills | Imports - Add Foreign Exchange rates as a column
But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.
Where you do not add an FX Rate it would default to the daily rate.
I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.
1 vote -
Reporting - fields and functionality of old report pack.
Report fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…
1 vote -
Tracking - Ability to search Category & Options
To be able to search the Tracking Categories on the set up page. Also to have a duplicate warning would be very helpful.
This search function would stop a Tracking number/ name, being entered twice. The list for us is very long!2 votes -
Navigation | Bank Rules - Add to Accounting menu
Add Bank Rules as an option to Accounting/Advanced options.
Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well
3 votes -
Invoice Payment: Go Cardless - Pass Go Cardless Fees to client
Pass ACH fees for Go Cardless to Clients
8 votes -
Gusto integration - Change sync to avoid creating multiple bills
We create contractor bills within Xero as a way to view and track upcoming bills, but we pay them through Gusto. When we make the Gusto payment, Gusto generates its own bill in Xero, leading to duplication.
As a current workaround, we delete the Xero bill once Gusto posts the payment transaction in Xero. At that time, we also attach PDFs of the invoices from the contractors to the Gusto bills.
Can you provide a way to prevent these duplicate bills?
1 vote -
Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Export Invoices - Include Phone Numbers in CSV
I would like to have clients phone numbers included when saving a CSV Export of Invoices. This feature is unavailable, though all other client data such as name, address and email gets exported.
I need to be able to track my clients 6 monthly and 12 monthly and send them SMS and this is the easiest way to access invoice dates and client data in a CSV file.
I find it very strange the phone data column was not included and hasn't been requested until now.
8 votes -
Bank Account Transactions - Ability to quickly Edit Reference from the list view
TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.
12 votes -
Contacts - Include account number or email address in exports
We need to export donations from Xero to our CRM system. However, matching on Name is looking very difficult but we could add either the CRM ID to the Contact record as their Account Number, or their email. However, I can't find a way of exporting a csv containing the date, amount, and either email Account number. Can this be added?
9 votesHi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
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Contacts - Optional average to invoiced amount auto-check
Auto-check of an invoice amount and compare it to the customer's maximum ever invoice amount. To avoid a typo eg entered £7000 instead of £700.
2 votesThanks for the interest in the idea here. As noted in my last update Contact Credit Limits might help some situations but we appreciate may not suit all needs. We don't have any direct change planned for this feature atm, but we'll continue to monitor the interest around this and share if there's any progress with you all, here.
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Billing - Performing Arts Business Discount
Small emerging creatives in the performing arts fields, such as bands and musicians, currently are unable to afford accounting software such as Xero, and as a result, often struggle with managing their finances effectively. Especially given the devastating impact of COVID-19, I feel it would be incredibly useful to provide a Xero subscription discount to eligible small and micro businesses, such as the one currently offered to Football Clubs.
2 votes -
NZ Tax - Ability to have bounce back email when email address is invalid
When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.
8 votes -
Hubdoc - Increase GST Rounding for accuracy
Hubdoc uses a different method of rounding in the "Transaction Details" section compared to the "Destination Section" which causes a "Line item tax amounts do not total to document tax amount' error
It is detailed in full within this post https://central.xero.com/s/question/0D53m00007FW4dwCAD/validation-error-in-hubdoc
It is due to a calculation error of rounding on the multiple split lines. The two values I have on an invoice are $20 and $3.70 including GST. Therefore 1.818182 and 0.336364 GST, if you sum these up it equals 2.154545. When rounded it equals 2.15 which is what my store receipt says and also what is within the…
16 votes -
Quote - Ability to view previous iterations of a quote
Being able to view previous versions of a quotation to see any changes that have been made.
20 votes -
Projects Reporting - Show description and reflect payment on bills and invoices
Projects, should show full description of Bills & Invoice details, and include partial payments & credits allocated to the Bill or invoices in Projects..
1 vote -
Sales invoice | History - Show I.P. Address with date & time viewed
When a client opens an invoice or quote Xero shows the IP address of whom ever opened it and the time it was opened. This is especially helpful when multiple people have access to the invoices. It also shows that the client did in fact see the invoice especially when they claim they haven't. Handy tool for chasing payment
2 votesWe appreciate your feedback on how we could improve new invoicing, and the details that would help you track when a customers has viewed your invoice. While recording I.P. address of when a user opens an invoice or quote you’ve sent isn’t in the plans right now, we’re continuing development in this space and our product teams would like to engage you all here to get a deepened sense of our invoicing users, for future improvements. If you'd be interested in sharing further feedback we have a survey you can fill in. We'd love to get your input.
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