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  1. Payment details section

    Add in YTD totals under "Payment details" to help identify total amounts paid into account.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.

    13 votes

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  3. i recently got a new phone and all its photos are saved as HEIC format however everytime i forward this type of image to xero for bill forwarding it fails as xero doesn't recognise the format.

    can you please update file formats asap as all newer mobile devices are moving to HEIC as it is a higher quality file and a smaller size overall, and samsung i found out do not offer an auto change of file before forwarding so it will not be easy to convert back to a jpg or png etc. before sending receipts to Xero

    12 votes

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  4. We use the app to add a photo to an invoice. It would be great to be able to add a photo to a credit note too.

    5 votes

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    Thanks for raising the idea, team. 

    Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too. 

    It's good to begin tracking the interest of this here, but want to be upfront with this atm. 

  5. When invoice details are extracted to Excel or reported in the Receivable Invoice Detail Report, all invoice line items (and comments when they are included) should be extracted in the same sequence as they are shown on the invoice. Currently this is not the case and I would consider it an error in the system rather than an improvement to the system. Similarly, the details shown in the line item description should include any formatting (ie carriage returns, leading spaces etc).

    2 votes

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  6. Please allow the option to put the company's logo on the payslip.

    11 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Thanks for your support here, everyone. We appreciate all the valuable feedback regarding logos on payslips when using Pay Run. 

    To be open and upfront we don't have direct plans for making this change any time in the near term.

    Right now, you could consider printing payslips on a company letterhead with the logo already pre-printed.

    Thanks again for your feedback. 

  7. what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?

    It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group"…

    3 votes

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  8. I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .

    24 votes

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  9. It would be great if we could search in the files that are attached in the file library. Sometimes you need to find something that was attached a long time ago or by someone else and if you could enter a keyword search it would save trawling through them page by page.

    26 votes

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  10. Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.

    7 votes

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  11. Customer purchase order number field.

    Why is there no field for customer po number?

    7 votes

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  12. Transactions posted after a period end affecting prior periods

    Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
    How can I locate these entries?

    I have tried a transaction report, but there are no parameters that I could enter.
    Ideally.

    Example -
    Our year end is 31st August.
    I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)

    In other accounting systems, you could take a unique reference number (URN) at…

    8 votes

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    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

  13. I want to be able to merge a customer's business registration number onto a custom invoice template.

    There is a field for this in the database but no merge field available.

    13 votes

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  14. Currently in European Countries except for the United Kingdom, the comma is used as a decimal separator not the dot.

    Europe: x.,xx i.e. €1.250,55
    UK: x,
    .xx i.e. £1,250.55

    For those Xero users invoicing to Europe countries It would be great if we could change the format of these numeric separators to better conform to European countries.

    The only ability we have at the moment to customise this is to remove the comma separator completely and have no decimal places.
    i.e €1 251

    7 votes

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  15. Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?

    Reasons for the request:
    1. It is a logical workflow to specify how an account is to be reported when setting it up
    2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
    3. As the account balance is shown on the Chart of Accounts page, it makes it clearer which accounts actually…

    40 votes

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    Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.

  16. In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
    For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.

    4 votes

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  17. It would be great to be able to filter the fixed asset list by the various categories but especially by asset type.

    For example, I have 500 assets and am trying to pick out just the Office Equipment to dispose of 30 assets, but I am having to search for each individual asset rather than just look at a list of the Office Equipment.

    3 votes

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    1 comment  ·  Admin →
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  18. Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency

    Multy currency is currently not fully supported in xero.

    A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.

    This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
    As a result users are required to input periodical manual adjustments at each balance sheet date.

    We ask Xero to…

    86 votes

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  19. It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.

    The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.

    Thank you!

    35 votes

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  20. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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