4681 results found
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Lock dates - Flexibility in setting period and accounts applied to
we have specific cut offs for certain aspects of our EOM so more options for locking periods in certain categories would be so beneficial.
lock revenue for a specific period once reviewed
lock a payroll period once closed for EOM
lock expenses or AP once closed5 votes -
Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
14 votes -
New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes -
Tracking - Ability to import categories
Please can you set up an upload template for tracking categories
88 votes -
1 vote
Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.
When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?
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AU Payroll - Turn off reminder to pay the employees and file the pay run
Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.
3 votes -
AutoTax feature on repeating invoices/quotes
Repeating Invoices to have complete the auto tax feature implementation
5 votes -
Bills - Pay Bill electronically from within Xero
Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.
Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.
503 votesHi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
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Contacts - Option to exclude from remittance
Have an area in the contact card to opt out of the remittance advice for that supplier. This will save the time in unticking suppliers that never want remittance advice every time a batch payment is made.
1 vote -
Cash In/Out Graph - Ability to remove
Can you please add functionality to permanently turn off cash in/out graph for those of us who find it irritating
3 votesHi Luise, while not at a user level you can Edit the Dashboard in an organisation to remove the Cash In and Out graph. You can also move the placement of the widget on your Dashboard so it's not in primary view.
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Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Budget - Enter budget as a yearly option
Quickbooks allows this: and 501c6 and 501c3 find this EXTREMELY useful. We don't budget by the month per se; we budget yearly.
35 votes -
Chart of Accounts - Ability to assign Foreign Currency to an account
I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.
53 votes -
Purchase orders - Expand Overview columns to fit the width of the page
Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.
6 votes -
Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
50 votes -
New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
4 votes -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
18 votes -
AU Payroll - Code leave to account other than Salary and Wages
It would be great if we could code annual leave to another account code other than salary and wages. Currently we manually journal these costs to another account in the ledger to separate them. This helps with reporting wages like for like.
Thanks :-)18 votes -
4 votes
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