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4762 results found

  1. Instalment Activity Statement - It would be good if you could add a template cover letter for quarterly instalment activity statements. I receive phone calls from client asking why they are required to lodge a BAS as the current AS cover letter is confusing and docent distinguish between the different statements.

    2 votes
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  2. Send Statements, Outstanding, Select Date.

    We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.

    I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…

    5 votes
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  3. Page breaks in the depreciation schedule would be great, would allow more flexibility and be in line with the other reports

    8 votes
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  4. The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.

    10 votes
     ·  2 comments  ·  Payroll  ·  Admin →
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  5. Have the FAr work correctly when changing the useful life of an Asset Class - it does not do so currently. This is based on the following research.....

    I have done the following in the Demo company (which has a Year End of the 31st March):

    • Posted an asset worth £6,300 on the 1st Jan 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £52.50 pcm
    • Posted an asset worth £1,969.99 on the 1st Apr 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £16.42 pcm

    1 vote
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  6. Converse of the ability to copy multiple bills into one invoice.

    9 votes
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  7. Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.

    7 votes
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  8. automatically code items suitable for suspense accounts

    when there's a debit and credit by the same provider - suggest to move to 850 suspsense account - provide explanation. accountants understand this - and it reflects spending and returning items - or rebates - and if you do this 1000 times - for products that cost $1000 each - the tax man will correctly give you totals to pay - and gst rebates -
    if you incorrectly match to sales / expenses - then it could be way off.

    1 vote
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  9. When returning to a previous screen in xero ensure that it includes all search / filter and sort options applied at the time you originally navigated away from that screen.

    When you need to look through many transactions from a search, going back and having to re-search every time is very time consuming.

    2 votes
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  10. In our business we make use of the bill feature to create a legal tax invoice on behalf of our suppliers and currently the Bills don't give me a legal tax invoice?

    Can we get a Bill template created that give us a legal tax invoice made out on behalf of the Supplier for the Supplier? Its called selfbilling and is a feature that is critical to our business as the Supplier dont always know what to invoice and we do this on their behalf and this has been legally agreed with the tax authorities.

    However currently the Bill template…

    4 votes
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  11. When using the search function to filter reports, the "Select All" function disappears - it would be very helpful to have this function available whether using the search. Attached for demo.

    2 votes
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  12. 1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
    2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…

    6 votes
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    Hi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one. 

    We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams. 

    When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here

    I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately. 

  13. The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR

    2 votes
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  14. This folders would be to keep each years invoices separate for the customers that still owe from the year before

    1 vote
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  15. Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.

    5 votes
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    We appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).

    When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.

  16. Cash Summary
    The new cash summary report is pulling through the Reporting Name instead of the Name for income and expenses, as a result the Cash Summary doesn't read well e.g. Interest paid we have usually changed the Reporting Name to just the bank name only as in our financial statement formats it appears under the Interest heading so 'Interest" had been roved in the report name, So in the report it just shows as Bank Name but doesn't say that it is interest. The Old Cash Summary report is preferrable.

    2 votes
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  17. Please add ability to make type face in the Xero account transactions screen black or more bold. An elderly user has asked me to post this request. The light type face is difficult to see. They are managing all other aspects of Xero so would be great if this option could be added.

    2 votes
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  18. Now that directors fees are considered allowances, they don't show up in the employee remuneration report because that is for OTE only.
    I would greatly appreciate being able to include directors on the remuneration report because the board asks for total remuneration on a monthly basis.

    6 votes
     ·  1 comment  ·  Payroll  ·  Admin →
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  19. I would like to be able to Import a file from a spreadsheet for a bank deposit received. We currently receive 1 bank deposit which will pay 200 invoices over 10 Sales Accounts.

    We currently Import a Spreadsheet file to upload our sales invoices.

    I would like to be able to Import a Spreadsheet file to upload the bank deposit received for 200 plus invoices, this would save a lot of manually typing invoice numbers in when processing the Deposit in XERO.

    1 vote
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  20. Have a function that allows Invoice Reminders to be paused over holiday periods (to prevent clients receiving invoice reminders on Christmas Day, Easter etc). Would delay the reminders sending them out after the "holiday" dates had lapsed.

    1 vote
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