4751 results found
-
Contacts - Verify GST number and NZBN against IR and co office register
Verify GST # and NZBN against the register.
2 votes -
Multiple Report Styles
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
2 votes -
Find & Match | Pagination - Move cursor to top of page
Find & Match: Pagination is not working properly when moving to "next" page of bills.
For example, when you scroll to the bottom of "Page 1" and then select "next" or "page 2" for example. The cursor remains at the bottom of the page.
It should move to the top of the page.Once you scroll to #50, #51 is the next logical bill to view, however it goes from #50 to #100 in the view, the user needs to scroll to the top of the page to view the next bill in sequence.
A small bug, but very annoying…
2 votes -
Invoice Settings - Separate Number Sequence for Credit Note
Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.
33 votes -
Billing - Pay subscription fee directly through Xero
This is actually from My Xero, not Xero HQ. How about to include bank transfer to Xero bank account as a method to make a payment of delayed subscription fee?
When 'Pay now' option cannot be selected at the time of overdue Xero subscription payment, we need to 'Édit payment details' and wait for Xero to process Direct Debit under the situations that the Direct Debit is selected as the payment method. The account is 'locked' while the payment is overdue.
If a bank transfer to a Xero bank account would be possible, and it would be processed in a…
4 votes -
Dashboard - Add Sales Overview to the home page
Would it be possible to add the Sales Overview window to the Dashboard on the Home page? I am interested to monitor all outstanding quotes when logging in.
2 votes -
Reports - Set date before report runs
When running reports such as Aged Receivables it would save a lot of time if you could choose your dates etc before it downloads the info. It uses the default - you have to wait for that to download before you can then enter the actual dates you want and press update - then you wait again!.
2 votes -
Stripe - Stripe Terminal Integration
Extend the Stripe integration from Pay Now button on emailed invoices to work with Stripe Terminal.
When a customer wants make a card payment in person, a Receive Payment button on the customer's invoice is used to share the Amount Due with Stripe Terminal. Once payment is complete, the invoice is marked as paid and the payout from Stripe processes in due course.
Crude illustration of Receive Payment button attached.
5 votes -
API - Email Credit Note over API
Credit Note - Email credit note over API same like you can email an invoice
5 votes -
Timesheets AU - Allow employee's to add notes in 'Total hours worked' earning rate
Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.
It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".
As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals
13 votes -
Reports - Option to use pay periods dates rather than payment date
I would prefer that the dates displayed on the Payroll Activity Details & the Payroll Employee Summary reports are the beginning and of the pay period.
I have found that some of my clients get confused with the way those reports are currently issued, using the payment date.5 votes -
Xero Accounting app - Show Transfer Rules
Can’t believe I need to ask for this. Apparently “The mobile app doesn't display transfer rule information”, only spend and receive.
Please update the mobile app to at least have this feature. Shouldn’t be too hard.
2 votes -
Bank Reconciliation - Option to remove obsolete "tips"
In the Monthly Bank Rec Report can we PLEAASE remove the HUGE, space wasting , obsolete text "The bank balance your bank is showing and Statement balance (calculated) must match. If the balances don't match you'll need to identify why and fix any errors." at least an option to deleted PLEASE!!!
See image attached2 votes -
Expenses - Don't notify when I approve my own claims
When I approve my own expense claims, don't generate a notification for me that my expense is approved. I already know because I just did it. It wastes my time and attention marking those notifications as read.
Just a minor annoyance. But also a quick fix, I suspect.
3 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes -
Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
9 votesHi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
-
Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
8 votes -
Contact - Show total overpayment amount on Contact page
Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.
10 votes -
Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
2 votes -
Pricing Plan - Increase the limits of Bills in Starter Pricing Plan
Dear Xero
I'm a user of your Standard business plan and happy to pay for this service, but also a user of your Starter Plan for another business in another country and it has some limitations which really need attention for small business owners who don't do much accounting.
The limit of 5 bills a month has to be increased to at least 10 which seams fair for a small business. I don't see the value of your price increase for basic features we need.
The other issue with 5 bills its allocated to each month, so should you have…
74 votes
- Don't see your idea?