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4795 results found

  1. New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
    To view the ABN details, you need to leave the invoice screen and go to Contacts.

    6 votes

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  2. When creating a new Bill, and after uploading the invoice then viewing the attached invoice, the attached invoice displays on top of the bill entry form. This is very frustrating.

    Please change to display the attached invoice to the left of the form, same as is the case when opening a draft Bill that was created by emailing Xero.

    See screenshot for example

    2 votes

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  3. When reviewing a payment for an invoice, you need to click 3 times to review the transaction details..going into 4 screens, as it's on a separate screen (1-invoice 2-payment 3-transaction 4-transaction details). It would be more efficient to have the transaction details screen build into the same screen as the transaction screen. I don't see a need for a 4th screen, especially when you have click to go back to the previous screens when investigating multiple payments.

    2 votes

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  4. It would be beneficial to be able to edit transactions via Xero Expenses.

    I find if a client has approved something to the wrong code you have to remove the whole transaction and redo it. In Xero normally you can Edit a transaction.
    I have checked with Xero and that is the only current resolution.

    Xero is usually so user friendly but this way is time consuming and slow. Thanks

    2 votes

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  5. 1 vote

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    Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.

    When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?

  6. Recent changes have gutted our ability to operate under two distinct business names (Branding) under the same Xero account. Our Xero organization name and address is now included by default (and without the option to hide it) on Invoice emails and on Payment acceptance links. This was previously not the case.

    This completely breaks branding for us, and I'm not quite sure why this change was made. What is the point of having branding at all of we can't control what organization details are provided to the customer? Support suggested I open another Xero account. That's not an option -…

    2 votes

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  7. Auto reconcile Paypal - as someone who is not able to do this every day, to reconcile Paypal takes an incredible amount of my time - is there some way this can be automatically done?.....

    2 votes

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    1 comment  ·  Admin →
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  8. Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…

    5 votes

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  9. On the Outstanding Cust Statements, will be great for the Balance column to be cumulative row by row, instead of PER row. Eg, see attached, if the Cust wants to pay all the June Invoices - they will need to manually add up. What is the point of a Balance column, if it is the same as the Invoice column. Yes, I am aware that it shows a partial payment of an invoice, but then maybe keep the PER ROW balance, and ADD a column for the cumulative one. Thank you :)

    1 vote

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  10. Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)

    Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.

    2 votes

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  11. Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.

    My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.

    Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.

    I…

    2 votes

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  12. Have an area in the contact card to opt out of the remittance advice for that supplier. This will save the time in unticking suppliers that never want remittance advice every time a batch payment is made.

    1 vote

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  13. There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Downloadable iXBRL formatted financial statements.
    It is required in South Africa for business with more than R 5mil (AUS$ 413k)

    Our economy will be great again

    3 votes

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  15. Timesheets - being able to change the input method to start time and end time in countries other than Australia (in particular the UK)

    16 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. Please create all excel exports from Xero in the currrent .xlsx format. Most still produce an old xls.file format (for instance Sales Tax Report) and need to be resaved to bring up to date.

    2 votes

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  17. OVERPAYMENT - Approved, sent and paid - Statement

    I am sending two photos. In one there is the statement of account 610 which correctly includes an Overpayment made.

    In the second we find the other statement "Approved, sent and paid" which instead highlights an Overpayment made even if allocated in the invoice. From my point of view it should not be there. There should only be if the overpayment has not yet been allocated.

    Comment
    I checked. On the mentioned report it is not possible to remove overpayments with filters. The problem is that you put a balance at the…

    1 vote

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  18. Ability to specify an exclusion criteria for Find & recode.

    1 vote

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  19. It would be great to be able change the e-mail address where files or bills are sent to Xero to simplify it?

    Currently the e-mail address is long and without context and cannot be linked to a specific client outside of Xero in for example Outlook or Gmail.

    An "alias" e-mail address would be helpful.

    2 votes

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  20. I think it would be great to have a screen to manage notifications settings.
    This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
    For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).

    As a side note, the first of my important ones was…

    3 votes

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