4582 results found
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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.
5 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 .
11 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 -
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…
3 votes -
Invoicing - Import invoices that include negative lines
Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc
2 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
41 votes -
Account Transactions report - 'File name' column that shows attachments from transaction line source document
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
3 votesThanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
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Find and Recode - Option to bulk change Due Dates
It would be great if we could do a bulk recode of due dates for invoices. EG, all May invoices for a particular supplier can be recoded so the due date shows 30 June.
5 votes -
Expenses - Create Expense Claims from bank reconciliation screen
When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.2 votes -
Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
5 votes -
Profit and Loss - Filter report, option to change filter criteria after column choice selected.
You have marked the idea at "Profit & Loss - Filter Tracking Report by second tracking category" (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45050152-profit-loss-filter-tracking-report-by-second-t) as delivered and closed the comments, but unfortunately it's a terrible implementation, and you could really benefit by hearing comments from your customers on it.
It allows the user to filter the data, and then to choose the columns it will appear in by selecting tracking category items for columns. However if I want to change the filter criteria I have to undo the column choices, then edit the filter criteria, and then recreate the columns.
It still does not…
2 votes -
GoCardless - Notification of chargebacks on invoices
We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.
There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.
18 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
13 votes -
Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
43 votes -
Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
1 vote -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote
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