3889 results found
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Bank Reconciliation | Suggestions - Change colour of a suggested match
Bank Reconciliation - The colour used for Xero AI Matching for the fund received
Facts: Xero AI tool tries to match the funds received with the related invoices to ease the user's reconciliation. The matching set in green
Issue: The green colour used has confused some users who think green is correct suggestion so they click OK button to reconcile the transaction, but it's not always right. This issue has made the AR Details report is incorrect
Suggestion: Is it possible to recode the suggest match in different colour or enable a notification to warn the user to double check…
1 vote -
Navigation - Pin the Search Criteria Panel
When searching for transactions, be they Invoices or Bills, it would be handy if the Search Box/Panel could be pinned in place. It is time consuming when changing from bills/invoices awaiting payment or paid to then search in a different section, the criteria needs to be re-entered. Double entry takes time that could be best suited doing other things. This would also be handy when searching bank transactions across multiple bank accounts.
2 votes -
NZ GST - Option to convert GST Return into a Bill
Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)
2 votes -
New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…
4 votes -
Contact | Credit Limits - Ability to set a default for all contacts
Should be an added feature of having the option to set a standard credit limit at the one time for all customers instead of having to enter each one individually. This can be edited for each customer later on.
2 votes -
NZ Payroll - Payslip notes
Could we have the ability to add the amount paid to a Deduction.
(A staff member messaged me the other day asking if the $450 showing on his pay slip was the amount he had left to pay for tools deductions or the amount he had paid. After checking I saw it was the amount he had paid and he has $468.93 left to pay.)
Q: Is there any way to add the amount he has left to pay for tools to the pay slip.
2 votes -
New Invoicing - Online payment option showing when 'None' selected
Using New Invoicing, we Selected "None" for Online Payment. Yet a link for Online Payment appear on the Form the Customer receives????
This is not the case with Classic Invoicing...Please Fix
3 votesSomething doesn't seem right there, Jean Marc. I'd recommend raising a case with our team of specialists who have tools to take a closer look into a few examples you may have of recent invoices that have been sent with this option selected and if possible an example of the email your customers received that shows this option?
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Invoice - Option to customise view of email
The ‘fresh new look’ you have decided to give invoice emails is garish and on the verge of being offensive/pushy - WE ARE NOT A FAN! - and we have been told that this cannot be adjusted!!!!!!!!!!! - REALLY!!!!!!???? - not impressed!!!!! - give the option to amend this or put it back to as it was, please!!!
3 votesSorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
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Bank feed - Bank Five Nine
Add bank five nine to your list of banks you work with.
3 votes -
XPM and Projects Integration
Some integrations require firms to have XPM for their practice manager software. Xero blue synchs with XPM but Xero Projects does not - which presents a real issue when trying to use XPM integrations like FYI
2 votes -
Email Settings - customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
8 votes -
Manual Journals - Setting to turn off "Show journal on cash basis reports"
As default, can you please turn off the check box "Show journal on cash basis reports"
For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks5 votes -
Invoices and Bills - Mark with a "Delivered" status
After sending out an Invoice and it has been paid, it would be useful if that invoice could have an additional status, indicating (1) that the goods have been "despatched", then (2) later as "delivered"
Similarly, on a Bill, After the bill has been paid, it ships, and it would be useful if the bill could be marked as (1) shipped then (2) later as "received".
And in both cases, there is an associated shipping document, such as Air Waybill Number and associated shipping agency. The AWB can be further enhanced to provide a link to the tracking service provided…
2 votes -
Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!2 votes -
Lock Date - Allow for data to be entered before lock dates, but without affecting existing balances
I’m moving from an existing system to Xero, so need to enter my new data into Xero for the current financial year which the accountant then files with HMRC. But at the same time I need to import my older data without affecting the current filings. All the accountant can do is to lock the accounts from a date backwards, which means I cannot enter my old data.
All I want is to be able to lock financial years, enter the old data and then use Xero to identify if the accountant needs to make any future adjustments.2 votes -
Inventory - Export only Active items to CSV
At the moment Xero doesn't seem to have a provision wherein only active items can be downloaded from the Inventory List. I think this is an important and effective feature that needs to be implemented.
6 votes -
Sales invoice | Email - Insert Invoice Link at Cursor
When emailing an invoice to a customer there is an option to insert a link to the invoice. However the link is always placed at the end of the message and I have to cut and paste it where I want it in the message.
Could the link not be inserted where the active cursor is instead? Saving the user the hassle of moving the link.
See mock up.
2 votes -
AU Payroll - More user-friendly Timesheet filters
The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…2 votes -
Xero Me - split accounts on expense
Can we have added the ability to split an expense new claim over more than one account from within Xero me, or at least be able to edit this from within Xero once claimed submitted.
6 votes -
Bank Feed | Warning to check statement line imports when renewing feed
There is no warning that states that transaction can be missed when the bank feed is being renewed.
There should be a warning stating that during the time of renewal of bank feeds you will need to check in ensure all transaction/ stateliness have imported as some could be missed.
2 votes
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