4692 results found
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New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
2 votes -
AU Payroll - Ability to obtain costings for timesheet categories
Ability to obtain a report on the actual costings on each timesheet category. Currently only able to report on the hours paid. Would be helpful to find out costing on each category. Presently have to manually calculate by multiplying hourly rate charge and hours (plus super).
1 vote -
Aged Receivables report (detailed) - add colum for "COMMENTS"
Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
But to allow free text.
To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
Curently we export the report into excel and make notes in excel (outside of xero).4 votes -
Product Search
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votes -
Quotes - Tax status & Delivery Address when invoice is created from quote
It would be nice if when converting a quote to an invoice that Xero would be able to recognize tax status of customer, and would automatically bring up delivery address.
1 vote -
Find and Recode - Add ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
1 vote -
New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)8 votesHi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
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Add Support for Payments on Account
Please implement functionality to record and manage payments on account (advance payments or deposits) without immediately creating an invoice or recognizing revenue.
This is essential for businesses that routinely accept deposits (e.g., wedding services, contractors, event planners).
It aligns with standard accounting practices and revenue recognition principles, which is crucial for accurate financial reporting.
Currently, Xero expects me to record income (as an invoice) up to 18 months in advance! That's not acceptable from an accounting or business management perspective.
Having this functionality would allow us to:Properly manage our customer deposits as a liability until the service is provided…
2 votes -
integration with propertyme.com.au & propertytree.com
Integration with propertytree.com & propertyme.com.au for P&L
1 vote -
1 vote
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AU Payroll - Allow leave requests to be submitted using just a keyboard
Make creating leave requests functional when using keyboard entry.
Currently, when I want to create a leave request, I:
- go to the top menu, tab across to Payroll and select (4 keystrokes),
- arrow down to Leave and select (4 keystrokes),
- tab through to New Request and select (15 keystrokes),
and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.Then, once I have used the mouse to get the new leave request pop-up, I have to:
- tab to the employee field (3 keystrokes)…1 vote -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
1 vote -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
1 vote -
Online filing NZ IRD tax returns for GAP payments directly from XERO
When I was paying just GST, I could file my tax return directly to the IRD from XERO. I am now paying GAP (GST and Provisional Tax) and no longer get the option to file my GST return directly from XERO - I can only file it manually, which is obviously much more time consuming. XERO, can you please make changes to your setup so that GAP payments can be filed with the NZ IRD straight from XERO. Thank you.
1 vote -
Chart of accounts - Adding multiple new codes at once
Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.
2 votes -
Xero Accounting app - Move favourite Tracking Categories to the top of the list
When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.
Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.
1 vote -
Bank Account - Export filtered transactions directly from screen
When searching for specific bank transactions(s) using the filter option, when found, it would be good to be able to export your findings directly from your screen. This would prove to be a very efficient way of exporting specific data quickly.
1 vote -
post published reports on dashboard
We need a way to pin published reports to the dashboard for easy access by users. Perhaps add a "Published Reports" widget on the dashboard and allow an admin/manager to pin published reports to the widget. This will save lots of clicks and confusion from clients trying to find the reports they need.
1 vote -
dashboard
It would be VERY helpful to be able to schedule a report to run and "publish" automatically on a set date/time or interval (e.g. daily at 5PM, or every Tuesday at 8AM). In trying to migrate customers from QBO this has been a major product gap in Xero.
1 vote -
account transactions - date range pull down options to include "last week"
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes
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