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4692 results found

  1. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    4 votes

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  2. It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments

    31 votes

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  3. When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.

    6 votes

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  4. Right now it’s not possible to have users automatically assigned to tracking categories.

    We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.

    Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…

    2 votes

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  5. When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.

    15 votes

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  6. Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.

    9 votes

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  7. Sorting Manual Journal Entries with a specific description or reference for easy search and find

    4 votes

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    Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too. 

    Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for. 


    You can search for a journal by filtering the Journal report by description 😁

  8. Manual Journals - Ability to to set Tax Defaults in Financial Settings like you can for sales and purchases. This will enable the user to set it to Tax inclusive and every time a new journal is created it will be tax inclusive instead of no tax.

    11 votes

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  9. Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.

    26 votes

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    Hi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks

  10. Reference column in the Allocate Credit to Invoice view.

    Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.

    4 votes

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  11. Set the default time method for timesheets.

    Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.

    16 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  12. We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.

    7 votes

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  13. WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.

    Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
    Under Financial Details: Currency = US Dollar
    Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
    Please see two attachments showing the settings.

    When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero…

    2 votes

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  14. It would be nice to have a few custom fields, attached to a product or service.

    11 votes

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  15. Remittance Advice - Show check number for vendors to be able to reference.

    2 votes

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  16. Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.

    4 votes

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    Is there a specific field of an item that you'd generally search for, Janie? 

    Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero. 

    However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero. 

  17. Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.

    2 votes

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  18. I would like to be able to have a foreign currency account in the COA other than bank accounts. If an invoice is received and paid in a foreign currency, it should show as the foreign currency as the source, not the base currency. This affects loan accounts a lot and if invoices are paid from a loan account, instead of a bank account, you can't keep the currency consistent.

    51 votes

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  19. Suggestion? Please fix the Salary Sacrifice % of Earnings to include all gross earnings, not just payroll items selected for SGC.

    Currently Xero will only apply a Salary Sacrifice % amount to any payroll item that is selected for SGC. If an employee chooses to Salary Sacrifice a % of their gross earrings that may include overtime worked, a manual calculation work around is required.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.

    In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.

    This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a…

    22 votes

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