4130 results found
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NZ GST - Include History/Notes data on GST return page
It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…
14 votes -
New Invoicing - Due Date option for End of this month
When creating an invoice and adding a due date, it would be handy to have the option of end of this month, so you don't need to click into pick another date.
7 votes -
New invoicing - Default quantity of 1 for invoice lines
In the New Invoicing Template you have to enter a Qty for every line as the default Qty is "0"... In the classic version and what we are all used to it's "1".. As a ball park guess I'd say the use of Zero qty on a line is a lot less common than any other number from 0-9 and I'd guess most lines are a qty of x1.. If I wanted to default my qty's to Zero, I can not see the point in making invoices :)))) Come on who made Zero a default qty for invoicing??
9 votes -
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.9 votes -
Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
5 votes -
New Invoicing - Type the date manually, without / delimiters
It would be really useful to have a way of typing the date without having to use a / in between the numbers, like you could on classic invoicing
e.g. 20012024 used to convert automatically to 20th January 2024 on classic invoicing
5 votes -
New Invoicing - Retain automatic suggestion for email address, based on previous contacts
Please include the functionality of classic invoicing which allows Xero to suggest email addresses based on your previous contacts used. This is a key time saving feature in our workflow and one of only a few reasons we cannot transition over. This feature also appears to be impacting other users with a slightly different issue - https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47697284-new-invoicing-keep-the-previous-contact-when-usi
4 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
14 votes -
Supplier Bill Activity report - Run in Foreign Currency with totals
The Supplier Bill Activity report is great for showing transactions for a Supplier if you operate only with one currency.
However, for accounts with Multicurrency, it should also include optional columns for the Source Currency amounts and when showing just one currency, the balances in that currency in the list of columns.16 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
9 votes -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
9 votes -
AU Payroll: Set up second auto super authoriser
Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.
69 votes -
Invoicing - Edit branding without unlocking period
Be able to change the branding theme without editing the invoice or unlocking the date
3 votes -
Quote - Ability to have quote reminder
Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.
401 votesAppreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
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New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…
3 votes -
Reporting - Set a Start Date for the Trial Balance
Trial Balance - Start dates
The TB needs to have start dates please!
A TB is a list of balances from both the P&L and BS.
The P&L needs start dates as well as ending dates as it is compared to a "video". The Balance Sheet only needs an ending date as it is a snapshot or a "photo".
Therefore the two selections for the TB in Xero are messed up/ wrong/ misleading/ liable to cause errors:(add your own term here)
End of last month
End of last quarter
Both of these give you the figures for the whole of…
6 votes -
Batch payment - Auto fill Reference
Batch payments - details don't copy over into right hand columns when doing batch payments . I have raised this with Xero and they have indicated that never been raised with them before . Has anyone found a quick solution to this?
4 votes -
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
5 votes -
Receipt Upload
Have an option that allows you to drag and upload receipts from desktop
5 votesHi Brooklyn, currently there are a few automated ways you could get your receipts into Xero.
With Xero files you could drag & drop your receipts into your files library, from here you could then create a bill from the file.
Alternatively if you're using Xero expenses when you create a new expense claim you can drag & drop files from your computer directly onto the left hand of the screen.
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AU Payroll - Option to allocate employee salary across different departments
Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals
5 votes
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