4658 results found
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Realised currency gains and losses
Realised currency gains and losses to be allocated to the same split of team codes and activity codes allocated to the original transaction.
At the moment, any transaction which originally contained more than one team code and/or activity code which has realised foreign currency gains/losses has the gains/losses posted with 'multiple categories' for team code and activity code. This can cause issues for internal management reporting where there is a need to then manually assess each element of the gain/loss to see which team or activity it relates to. If the gains/losses were automatically split on the same basis as…
1 vote -
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.1 vote -
Email - Option to customise email format
I would like to bring to your attention a specific aspect of the invoice emails sent through Xero, which I believe could benefit from further customisation options.
One of my clients recently pointed out that the default format of the invoice email, particularly with the amount due being prominently centered and displayed in a large, bold font, can feel a bit overwhelming and impersonal. After reviewing this, I can understand how it might come across negatively, as it highlights the payment due in a way that can feel more like a demand than a courteous request for payment.
In my…
1 vote -
Invoicing/Bills - Void and deleted invoice tab
A tab to show void and deleted invoices in their own list from the invoices view screen and Bills screen.
1 vote -
Invoice History / Notes - State what email it has been sent to
When sending an invoice via the classic invoicing, the history/notes section would show when the invoice was sent along with the list of all of the email addresses that it was sent to.
In the updated Xero, the history/notes section now just says "Invoice sent" but does not say what email address it was sent to.
Can this please be brought back as this was heavily relied on for a lot of our clients with different contacts depending on the invoice.Also, when resending the invoice via the updated version, the history/notes section states that the invoice was edited and…
3 votes -
hubspot intergration
Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.
2 votes -
Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
1 vote -
GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
1 vote -
AU Payroll - Annual leave for casual employee
Xero has removed the ability for casual employees to apply for annual leave if that leave is available to them. Annual leave is part of my casual employees employment contracts. The employees and I have agreed that they will receive annual leave and sick leave.
These leave types were catered for in the past and the employees were able to apply for them when required. Now, despite still accruing those leave types, they are unable to apply for them.
This change by Xero restricts my business's ability to determine what conditions I offer to my employees. While the terms of…
1 vote -
Improved and transparent user consultation prior to implementing changes.
Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.
The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.
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1 vote -
Keep calendar pop up the same size when scrolling through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
1 vote -
due in 10 days
Could you please add "due in 10 days" in the drop down on an invoice?
1 vote -
Expense Claims - Split expense claims over multiple projects
Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.
When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…
1 vote -
Products and Services - Add "In committed quotes" and "Quantity on order" to the columns in the main page & reports
This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.
Even in the reports, it's great to see it so we can just generate a quick report about it.
1 vote -
Invoice list view - Add View Option
View Invoices in the Invoices menu - Add View Option
1 voteGreat to see you like that new option in Bills, Fila. Its not something we have planned for Sales invoices atm but we'll get a sense of the interest for this here.
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codes use a - not a .
Codes are set up as ***-yy which isn't logical to type. I guess it's an accounting convention but I can type 501.50 much easier (one hand on the numeric keypad and no need to move it to the'-') than 501-50.
For non-accountants, and IT people 501.50 is the logical way to type and enter these codes.
1 vote -
On focus the code dropdown should clear
In the dcoding screen, if there's already a code selected then the user has to manually empty the existing code to be able to type another. This is just clunky - when the dropdown is enabled it should either clear the field or allow the user to start typing a new code.
1 vote -
On-charges and Attachments
I'm having a couple of issues in Xero that weren't there before. First, when I create a bill invoice and assign items to a customer, the sales invoice then appears without an account or tax rate, meaning I have to manually check these. Second, with the new layout, I can no longer drag and drop documents directly into the page. I now have to open, attach files, and then ad the invoice. Can you please look into these issues and fix them. It's quite frustrating.
1 vote -
overpayments
Hi there once a payment has been recorded in accounts receivable as an overpayment there should be an option to create refunds by selecting the overpayments in AR the same when you process batch payments for creditors in AP.
Makes it so much easier when you have a lot of refunds to process in one day.
It also makes sense that we should be able to then export the payment file and upload to internet banking.
thanks Deidre
1 vote -
Statements sent to a specific email whilst invoices sent to another email
A simple idea that many people are asking for - statements to 2 person, invoices to another
Thank you1 vote
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