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4794 results found

  1. Bank Feed for Shopify
    I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?

    1 vote

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  2. When you do a credit note and allocate it against an invoice, it show on the cash report
    Teh cash report should be 100% correct and not show any non-cash transactions

    1 vote

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  3. Hi Xero Support,

    So basically, I would like to generate P&L by Tracking Category only for those categories which have activity during the month, those which have no activities (zero transaction), I would like to exclude it. So, my reports will be not too long and comprehensive.

    QuickBooks has this function (--)v

    Budi

    1 vote

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  4. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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  5. When the multifactor authentication (MFA) page pops up the field to enter the code needs to autofocus with the cursor on page load so that the user can just start typing their code from their phone or app without needing to click on the code field.

    It's such a small tweak that saves a mouse click when a user is probably already holding their phone in their hand ready for the page to load. I know that I often start typing the code from my phone without looking at the MFA page only to discover that the code field is…

    4 votes

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  6. Banking Feed Login - Direct Xero Notification

    I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.

    2 votes

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  7. It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.

    I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).

    3 votes

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  8. When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.

    2 votes

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  9. Small Business Corporations (SBC's) can, under certain circumstances, depreciate assets in a 3-year schedule as follows:

    • 1st year: 50%
    • 2nd year: 30%
    • 3rd year: 20%

    See the attached document, under 4.2.

    Currently, this is not possible (I checked with Support).

    I expect this to work within Xero, as it is a regular tax rule in South Africa.

    Adding this schedule for South Africa would be extremely useful and important, as we now have to do the depreciation outside of Xero.

    5 votes

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  10. It would be great if we could open an approved expense, click "copy" to duplicate all the details but leave the attachment blank for a new photo, rather than needing to create a new expense and manually enter the same details each time.

    1 vote

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    0 comments  ·  Admin →
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  11. When entering a bill make an easy link to view historic bills which have been paid

    1 vote

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  12. Xero project tasks - Ability to file away old tasks you no longer use within a project. You cannot currently delete or hide these once an invoice is attached to it.

    2 votes

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  13. When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
    If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
    BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
    This means that I have to…

    9 votes

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  14. List prepayments separately from "Awaiting payment" report in Dashboard.
    At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.

    4 votes

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  15. Keep the Xero Classic Look everyone preferred.

    The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    I am hearing similar comments from my clients.…

    4 votes

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  16. It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.

    For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.

    2 votes

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  17. A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new…

    2 votes

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  18. Allow the split on a bill that's been paid to be modified.

    2 votes

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    Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.

    Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.

  19. Ability to add project financials rerporting into an advisor template report

    Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
    You can't even take an existing template and add in a project report.

    2 votes

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  20. An option to add a column (Received by) to PO menu.
    This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.

    1 vote

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