4681 results found
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Chart of accounts - Option to exclude account from cash basis reports
Choose your cash basis accounts - After coming to the forum becuase I haven't found a way to remove non-cash accounts from cash basis reports I saw a bunch of people asking for depreciation to be ADDED to the reports. So obviously we all want something different. How about each account on the COA has another checkbox (like the "show on dashboard", "enable payments" check boxes) that gives the user the option to EXCLUDE FROM CASH basis REPORTS. I can remove all the deferred revenue, someone else can add in depreciation, and we can all have the cash basis reports…
2 votes -
Bills -Use Avalara for Consumer Use tax look up as well
Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!
1 vote -
VAT to be able to view on mobile app
It would be extremely useful if we could view VAT on the dashboard of mobile phone app. Director only uses Xero on his phone so can never keep track of what VAT is due.
1 vote -
Projects - Better assignment of expenses
It would also be a lot more practical to assign the expenses to projects in just the same way as it's done in invoices, instead of assigning them via the project tab. I notoced that not all expenses are taken into account and I had to go back to each bill to redo the project assignment to make sure that everything is accounted for, and even then, i find that there are still gaps.
The invoice project assignment method has the merit of showing what was assigned or not.
Having said this, it would also be very useful to have…3 votes -
VAT - Ability to produce a 126 Schedule
VAT 126 - small local authorities can reclaim all VAT. To do so they need to submit a 126 schedule, which is not currently available within Xero. The problem is that the supplier's VAT number cannot be included in transaction reports.
The ability to produce the VAT 126 schedule would make Xero a very good option for the many parish and small town councils.10 votes -
Export financial statements in iXBRL format
Downloadable iXBRL formatted financial statements.
It is required in South Africa for business with more than R 5mil (AUS$ 413k)Our economy will be great again
3 votes -
Cashbook - Compatibility with Bill.com integration
Enable the "bills" object (behind the scenes) so that the standard Bill.com integration with Xero can post PAID bills into Cashbook for bank account reconciliation. I spoke with Bill.com today and even they did not realize their integration will not work with Cashbook. We have a number of families we use Bill.com to pay their bills and Cashbook for bank recon and reports. We were shocked to learn the integration won't work and are now scrambling for a manual export/import work around but that won't scale with our client base.
2 votes -
Bank Reconciliation - Allow correction of exchange rate on account transactions
As the Open Banking Credit card transactions with Fx amounts are still being incorrectly imported, allow the transactions to be edited rather than every month having to delete the existing transaction and create a new one.
2 votes -
Bank Reconciliation - Upload receipts from other apps to reconcile with statement lines
The ability to match and upload receipts and invoices stored and analyzed on any number of different apps to simple bank transactions downloaded and categorized in xero based on the exact amount and the relative date only. Do this without the complication of further analysis in xero such as matching or paying bills.
Background and use case: For any business primarily downloading and categorizing expenses from various bank and cc accounts and not using xero to bill customers and create invoices.2 votes -
Notifications - Screen to maintain settings for notifications
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
3 votes -
New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
3 votes -
Bank Reconciliation - Filter to show lines with suggested matches
When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?
(This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)
5 votes -
NZ Payroll - Record sick leave as days
We need sick leave to be recorded in days to line up with current NZ payroll legislation. 10 days sick leave. The current settings in hours only work for people who work the same hours on the same days. Anyone with variable hours or different hours on different days this does not work and manual accrual needs to be kept outside of payroll. Then leave balances need to be manually adjusted which is a lot of work. This has been an issue for many many years and would be good to get fixed.
9 votesHey team, as some may have seen we've been doing lots of work in the NZ Payroll space. For those just getting started with Xero (from 5 August 2024) sick leave will now be recorded in days, and can set up the Sick leave entitlement date.
We appreciate many in the idea here have been using Xero for a while and we want to confirm this is something we're working on for our existing customers as well, however there are more intricacies to work through from what already exists to the new. We'll round back to confirm with more detail and to let you know when this is being released for everyone. Thanks
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Automatic Cost Centre Defaults for Recurring Expenses
It would be very helpful to set default account codes and cost centres for recurring monthly expenses. Currently, for a monthly subscription, we have to manually create a new expense and enter the Expenditure Type, Project Codes, and Account details each time—despite these remaining the same every month. Could you please enable the option to configure these cost centres directly through the Contact, so they automatically populate each time? This would greatly reduce the administrative burden.
This is for the web, not phone app.
2 votes -
Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status
Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.
1 vote -
Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
7 votes -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
18 votesHi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
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Xero Subscription -Turn the e-invoice into a new Repeating Bill
Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.
1 vote -
New Invoicing - Add 'attach file' button at payment
Reducing clicks:
When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.9 votes -
New invoicing | Contacts - Make all Postcode fields an Address lookup
Whenever I enter an invoice for a new customer, which is quite often, it always annoys me that the 'Add new contact' pop-up doesn't have postcode search in it.
So I end up adding a contact and their email, saving then going into contacts in a new tab to complete their address from their postcode.
Just add lookup to the contact details in add quote/invoice/etc wherever there is a postcode field.
2 votes
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