4807 results found
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Fixed Assets - Find and Recode
Requesting to add find and recode option for Fixed Assets also
1 vote -
Reports - Include which bank account an amount was reconciled to
Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.
1 vote -
Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
1 vote -
Account transactions - Option to Remove and Copy a transaction
create a remove and copy option (similar to remove and redo) which then copies all details from the transaction you are deleting to a new transaction to then recode rather than trying to remember all the details from the transaction you are deleting
2 votesInteresting idea, Gary - will be good to get a sense of the interest in this. Can you share more detail of scenarios you're finding you encounter where you need to copy a transaction to a new one when removing it?
Is there a reason editing is not an option?- Or would this commonly be with a payment transaction against an invoice/bill?
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Reporting - Exclude selected bills from Analytics Plus dashboards
It would be great if Analytics Plus had the option to exclude individual bills.
For example, our business pays our BAS and PAYG from a sub account.
We are unable to exclude this from the projection.2 votes -
Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
5 votes -
Bank Reconciliation: Spend Money - View/Print PDF Through Spend Money
I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".
Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.
This features enable us to have documentation to file and for audit purposes.
8 votesHi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
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Xero Accounting app | iOS - Give IO + draft users ability to create purchase orders
Please provide invoice only + draft users with the ability to create purchase orders from the mobile app
5 votesThanks for raising this, Amy.
I've done some testing to check around this and can confirm - While not currently available for iOS devices when using the Xero Accounting app, this is possible on and Android device with the mobile app, or when using Xero on a desktop.
There are some complexities adding to iOS and with a very little usage from IO users there are no plans at present to develop this there. However, it'd be good to get a better sense of the interest, and we'll start to track this through the idea, here. 🙂
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Navigation | Drop-down menus - Show all options
Drop down boxes should go full length of the screen
9 votes -
Expenses claim - Access to suppliers list for reimbursable claims
When entering an expense claim you can only assign it to a supplier if you paid with company money. If you pay with personnel money the supplier field is only free text and doesn't list suppliers to choose from.
I would like it so that we can search for suppliers and see everything that has been purchased from them no matter if it was paid directly to them or from one of our team members' back pocket.
6 votes -
GST - Filter by tracking to report on multiple branches from a single org
Per the attached screenshot, we are utilising tracking categories to track income and expenditure for two branches of a business with one ABN. Most of the reports can be filtered between tracking categories. I can see no reason that the GST reports should not be able to be filtered by tracking category, or even the Activity Statement report. We should be able to expect this filtering for ABN branches.
11 votes -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
7 votes -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs
The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.
7 votesHi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
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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.
14 votes -
Customer Statement - Show in a foreign currency
Statement of Account able to toggle difference currency since we have set a exchange rate should be able to tabulate base on the exchange rate
17 votesHi everyone,
Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
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Contacts - Ability to set a list of countries that a contact can be added
It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM
2 votes -
AU Payroll - Change earnings rate for ETP pay items
Customisation of ETP preferences to allow drop down menu for rate of pay as only lump sum payment is currently available. Example: terminated employee to receive 2 weeks pay in Lieu of notice. It would be helpful to have the option for Rate per Unit rather than a Fixed Amount only
4 votes -
Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll - Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote
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