4750 results found
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Projects - Allocate recurring bills to a project on set up
Allocation to Projects
Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.
7 votes -
Recurring Bills - Unit Numbers
Where recurring bills relate to monthly charges, invoiced on a daily rate, can a feature be set up so that the number of units automatically defaults to the number of days in the month of billing?
3 votes -
Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
14 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
28 votes -
Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
4 votes -
Expense Claims - Option to adjust the tax amount
Possible to manually adjust the tax amount on the submitted expense claims?
The tax amount is not adjustable to match the actual tax amount reflected on bills/receipt especially for decimal difference.6 votes -
Files - Add delete button to file preview
In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.
2 votes -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
10 votes -
Invoices - Show total qty column
- I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
- One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
4 votes -
Financial Settings - Custom accounting periods/calendars
It would be great if it were to be possible to apply accounting periods Period 1 , Period 2 etc even if these fall into the calendar months or fall into 4/4/5 week pattern . It would make looking at transaction reports in a pivot far easier , it would avoid having to save data , fix it with additional columns and then review constantly . This would be a game changer . All companies work to months calendar or something else yet Xero doesn't have this functionality which is crucial to analysing data and preparing month end .
9 votes -
Reports - Select orders by clicking contact name in Income by Contact report
Income by content.
I want an option to be able to select order by the totals also not just the names.1 vote -
General Ledger Detail - Include "Payment Reference" as an optional column
It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.
2 votes -
Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
4 votes -
Bank Feeds - Make 'Deactivate feed' button less prominent
Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.
1 vote -
Invoices - Select which line items to include when printing a packing slip from an invoice.
The ability to choose what items to include from the invoice on the packing slip. This means I can select not to have freight and set-up charges on the packing slip as they are not actual items being sent to customers.
6 votes -
Account Transactions - Add 'type' to journal entries
re you able to give a journal a 'type' as in reference it such as the payroll journal , depreciation journal, Tax Journal . So if I wanted to search/ segregate all payroll / depreciation etc etc journals you could do so .
1 vote -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
2 votes -
Reports - Option to include additional information when summarising Account Transactions report
In trying to create clean and simple Account Transaction reports similar to the old reports, for quick reconciling of accounts such as Super Payable and PAYG Payable, showing the weekly Payroll Expense Journal entries for the month (as per old report with) without splitting the weekly Payroll Expense Journals into multiple payroll cost centres.
The closest I can get is via Grouping/Summarising using Summarise by Date or Summarise by Reference, however regardless of what Columns are selected, the output is too minimal:
- Summarise by Date shows the fields Date, Debit & Credit only, no References
- Summarise by Reference…1 vote
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