4749 results found
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Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
1 vote -
Aged reports - View Credit note allocations
Just looked at the new Aged Payable report > Aged Payables Detail - it doesn't show credit notes which been allocated to invoices. This is very confusing as we can't reconcile against the statement. Please review the report and add in credit notes, even if they have been allocated to the Invoices, or advise which report I need to use when reconciling the account.
6 votes -
First Internet Bank (Indiana) direct feeds
Please create a direct feed for First Internet Bank of Indiana because the Yodlee feed does not work reliably with this bank.
2 votes -
Subscription - 24 hour cancellation period
When purchasing a subscription, there should be a 24 hour cancellation period. On many occasions I have purchased subscriptions that were not correct or not necessary. I upgraded a few of my clients to the Early Plan from the Partner Plan as we needed Hubdoc. Then we found out that Cash Coding was not included and was not stated in the plan description. At that point, I was stuck waiting for 30 days before I could correct it.
3 votes -
Sales Invoice - Add Percentage to line items
Add a percentage to invoice line items before tax line.
Ie. fuel levy, artwork charge, commission charge etc
9 votesAaah wait, apologies Christine - I see you're referring to adding a % on to a line item rather than discounting by a %.
There is no way to do this at present - we have a somewhat similar idea for adding freight charges across here.
Instead, you could add these type of items as additional line items in the invoice, and use Xero's inbuilt calculator to determine what the % of the invoice total would be.
Amounts are field will help you control where the tax is applied.
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Universal Search to search unreconciled transactions
Universal search should include Unreconciled Transactions Too.
We often search the amount of spend money or bill in universal search but we cannot find the unreconciled transaction through the Universal Search.
Kindly do something for this..
Many thanks
9 votesIs there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
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General Ledger Reporting - Group by Account Type
Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.
How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order
Can anyone help
7 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
13 votes -
Remittance - Include supplier Reference
We would love to be able to send a remittance advice direct from Xero which includes the Reference that the supplier has asked us to provide. We are having a lot of trouble with suppliers failing to match payments which is time consuming for everyone.
It would be a really easy fix!
And even better, would be when exporting a file to BACS, the Reference requested by each supplier should be included on the relevant line, not the global company reference that is currently exported. (not quite sure why it already works exactly like we want when you only export…25 votes -
AU Payroll: Set Long Service Leave to not 'pay out' by default
There has recently been a change to the setting for "Paid Out" Long Service Leave on cessation. It automatically reverts to "Paid Out". I think this is incorrect or at the very least misleading and prone to error. My understanding is that despite different State legislation the common provision is that whilst LSL accrues throughout working life on the basis of ordinary hours worked, there is not actual entitlement to payout of accrued LSL unless an employee works for at least 7 years continuously. By automatically defaulting to "Paid Out" the setting for a Final Pay automatically attempts to pay…
3 votes -
Reporting - Option to "exclude" rather than deselect in filters
The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).
20 votesHi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
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AU Payroll: Schedule superannuation payments
Add in ability to forward date when a superannuation payment is processed. I would like to submit the authority when I review the monthly super but have the payment not made until it is actually due, which would be a date in the future that I enter.
5 votes -
Invoices - Show GST as 'GST 8%' instead of 'Total 8%, GST 8%"
Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"
1 vote -
AU Payroll: Schedule the posting of draft pay runs
There are times when we are occupied on payroll date. So, if we can set up a draft pay run to be automatically posted at a later time/day. This would be very helpful.
2 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??5 votes -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votes -
Invoices - Create APCA or ABA files from recurring invoices
As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.6 votes -
Custom Reports - Hold date range of Date columns in the Layout editor
When saving a custom report for a certain timeframe, when you want to use it to do the next month (for example you are doing a monthly & year to date Profit & Loss account. Your last one saved was February & now you want to do March), you put in the date of March. Xero then changes the last month you had in there last time to the month you just put in, and then changes every month you already had there to one month less & removes the first month you started with. For example, I had a…
2 votes -
General Ledger - Ability to consolidate depreciation per asset category
Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?
6 votes
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