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4706 results found

  1. Banking - Make bank deposits from Undeposited Funds

    When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.

    This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.

    16 votes
    submitted  ·  6 comments  ·  Accounting features  ·  Admin →
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  2. Sales invoices - Bulk date change

    Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
    we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth task

    i.e also an option for '30 days payment due upon receipt of invoice' 😃

    10 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
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  3. New Invoicing | Attachments - Record Actions in History and Notes

    All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox

    10 votes
    submitted  ·  3 comments  ·  Business features  ·  Admin →
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  4. Increased Early Plan pricing

    I am a refuge from QuickBooks (after decades of use). I switched to Xero because of the ever-increasing costs of QuickBooks since they switched to a subscription model.

    I have to have two Xero subscriptions -- one for my (very) small business and one for my home bookkeeping. (With QuickBooks, I could manage both with a single account.) At the Early level, that's $15 per month apiece, $30 a month for both, or $360 a year in all. That's less than QuickBooks, but it's a lot for my modest needs.

    Now with the added "cash coding" feature -- which I…

    2 votes
    1 comment  ·  Subscription & support  ·  Admin →
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  5. AU Payroll - Payroll Reports linked under the Payroll menu

    Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    1 vote
    submitted  ·  0 comments  ·  Payroll  ·  Admin →
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  6. New invoicing - Freeze header row when editing

    Copy to Draft
    We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
    The base Sales Invoice has numerous lines for all the possibilities to process each day's
    sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.

    New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…

    1 vote
    0 comments  ·  Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback and sharing this with us here, Stuart.

    Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.

    We also have a separate idea around viewing the full account name that I've also added you on to, here.

    In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.

  7. Invoices/Quotes - Customise link to view online, rather than showing the full URL

    It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would

    2 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  8. Add an additional column to Sales Invoice & a PO Number field

    We need to have the ability to add an additional column to the Sales Invoice Template.
    When we are already utilising the Item and Description column, we for example need to add a Barcode field as well. I would presume that this is a frequent requirement for other businesses.
    In addition, there should be a specific PO field in addition to the Reference field.

    2 votes
    0 comments  ·  Business features  ·  Admin →
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  9. Quotes - Make 'invalid account' warnings appear in a new window

    When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…

    2 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  10. Bills - Tax Amount value button for quick +/- adjustments

    When entering a new bill, sometimes the VAT value is out by a few pence.

    A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.

    See attached image of example.

    3 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
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  11. Export invoice

    A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.

    2 votes
    1 comment  ·  Business features  ·  Admin →
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  12. aged debtors

    Ability to see aged debtors' balance in the currency the invoice was generated in, not just in your base currency, otherwise, it is difficult to calculate how much a customer owes. The same is true when you view the balance for a contact. It shows the issuing currency for each entry, but the total is only shown in the base currency, which is not helpful if you need to inform someone of the balance outstanding.

    1 vote
    0 comments  ·  Accounting features  ·  Admin →
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  13. Monthly comparative reporting

    Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?

    In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.

    As many month-end journals are posted to, say, 31 January, the balance doesn't include them.

    This is very misleading: in any other month, the comparatives are run to the end of the month.

    It's…

    1 vote
    0 comments  ·  Accounting features  ·  Admin →
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  14. Projects - Keep items in the same order when invoicing

    When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.

    2 votes
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  15. Fixed Assets: Auto Calculate the Depreciation Rate from the Effective Life

    At the moment Xero doesn't auto calculate the depreciation rate from the effective life. This means when we run the depreciation report the rate column shows up as blank if we've entered the effective life into the asset register rather than the rate. We should be able to enter the effective life and Xero auto calculates the depreciation rate for the depreciation report.

    2 votes
    0 comments  ·  Accounting features  ·  Admin →
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  16. Reporting - Profit and Loss format to show EBITDA

    Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
    Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
    This could also help with the enhancement of the Cashflow Reports.

    27 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
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  17. Projects - Include supplier name in Tasks & Expenses

    When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.

    When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.

    Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
    Attachment 2 - shows bills in projects with manually typed supplier name

    5 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  18. Analytics | Short term cashflow - Use ATO supplied date for projecting BAS & PAYG Payments

    Analytics | Short term cashflow - Use ATO supplied date for projecting BAS & PAYG Payments

    2 votes
    1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  19. Online Invoice - Turn off CSV option

    Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.

    4 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  20. Invoice Templates - Automatically update bank account details

    Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.

    Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?

    The different treatment of…

    1 vote
    0 comments  ·  Business features  ·  Admin →
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