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  1. It would be useful if the Quote number automatically updated when it was revised.
    Rev 1, 2 ect.

    8 votes

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  2. The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.

    Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.

    8 votes

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  3. I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.

    8 votes

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  4. With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.

    8 votes

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  5. It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
    This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.

    8 votes

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  6. We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side

    8 votes

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  7. Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.

    Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.

    8 votes

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  8. For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.

    This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided

    Manesh

    8 votes

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    Hi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen. 

  9. Develop report that lists customers with date,type and amount of last statement sent.

    8 votes

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  10. Xero Projects - Group estimated expenses
    It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.

    8 votes

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  11. We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.

    8 votes

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    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

  12. To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.

    8 votes

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  13. Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?

    8 votes

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  14. My payment provider has recently started taking their fee percentage prior to the deposit, versus charging me at the end of the month.

    This has caused each of my deposits to mismatch the invoice total.

    Meaning, I need to add a bank fee on each individual transaction.

    It would be EXTREMELY useful to have a "default bank fee" or "default credit card fee" button that would:

    1) Remember the Contact as [Payment Provider] (currently have to type that in manually)
    2) Add a default description "Credit Card Processing Fee"
    3) Allocate the charge to an account [5150 - Credit Card…

    8 votes

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  15. Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?

    8 votes

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  16. Here's a copy of my note to Xero Support & their response below:

    Hi,
    I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple…

    8 votes

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  17. Need a process to close month end. After this process has been executed the month is locked and changes are not posted to it unless we unlock it first. This feature is available in other accounting packages

    8 votes

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  18. I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you

    8 votes

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  19. A warning or prompt should come up when an employee has no bank details recorded - similar to when an employee's bank account is updated when a payroll is posted.

    This can be acknowledged by the user and allow them to move on.

    When the ABA is exported - this prompt should come up, every time an ABA without bank details is exported - as the payment could fail and the employee will not be paid.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Sales Tax Audit report is produced only on the organization's base currency.

    To be able to produce the Sales Tax Audit report in other currencies as well.

    Reason: to be able to extract the report for organisations registered in countries of which currency is other than the Company's base (if also required for the authorities.)

    8 votes

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