4820 results found
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Reporting - Bank Reconciliation report with line details
Report to display how one (of several) bank accounts was reconciled by another user. Items to include Who (Contact) What (Account Selected and Description) Division and Tax Rate.
This is to ensure the items were reconciled correctly, particularly overseas payments where NO GST must be selected. To check work of admin.
7 votes -
Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
7 votes -
Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this7 votes -
Invoicing - Ability to edit Terms & Payment Advice within individual invoice
Invoice - ability to edit Terms & Payment Advice on each individual invoice for each customer
7 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
7 votes -
Invoicing - Option to email invoice as a CSV or PDF
It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.
7 votes -
Contacts - Tab to view associated Projects
You are currently unable to see the projects within the contacts tab against a contact within Xero.
This would be really helpful as I have some customers that have several projects on the go at one time. This would make it easier to go from one project to another for one client. It would also be a quick reference location. The added quotes, invoices and credit notes added to the contact has been a great step in simplifying contact management - the project listing would complete the loop.7 votes -
Bill Payment - Ability to review attached bill when creating an ABA file
With scamming on the rise checking bank details is a priority.
I would love to see the ability to open each of the bills in the review section when creating a batch payment (ABA file).
Even better if you could open any attached files direct from the batch payment review section users could quickly check if the bank details in Xero Contacts match the latest bill. If there is any discrepancy the user could investigate before processing the payment.
7 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
7 votes -
Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
7 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?7 votes -
NZ Payroll - Specify leave approver
It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications
7 votes -
Reporting - Include transactions and their project details
A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.
We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!
7 votes -
AU Payroll - Choose when Employees have access to payslips in XeroMe
From the moment you post a payrun, and this can be 1 day or 10 days before payment is made, employees have access to their payslips. To pull an ABA from the payrun, you need to post the payrun first. I process payroll for over 30 business's. Part of that process, as I am sure it is for any agent or employee bookkeeper, you generally need to get an approval (even the filing for STP makes you verify that an authorised person has checked it). This approval is an email to the client with the payroll information (including ABA file)…
7 votes -
Invoices - Keep Invoices search bar permanently open
Dear Sir/madam,
Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
Best regards,
Taisiya7 votes -
Inventory - Bill of Materials reporting
BILL OF MATERIALS WOULD BE AWESOME AS MOST OF THE APPS YOU CAN DOWNLOAD COST YOU R900 PER MONTH AND THAT IS A BIT ROUGH ESPECIALLY IF YOU ONLY NEED THE BILL OF MATERIAL SECTION.
7 votes -
Bills - Allow invoice number duplication when importing
When importing bills from a csv file, Xero will currently treat all lines with the same invoice number as one transaction, even if the separate lines are from different suppliers. The system should ideally not ignore the fact that the supplier name is not the same. Would be good to assume that the bill is posted against the correct supplier, even if it happens to have the same invoice number as another supplier's invoice.
7 votes -
Quarterly subscription review - for size of business
A regular check to ensure you are using the correct subscription for the size of your business. we downsized but without checking our subscription and have been paying for a subscription for more staff than we have. A quarterly reminder email to remind clients to check their subscription is correct for their needs.
7 votes -
Reports - Information from GST report added automatically to bills
When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?
This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by
7 votes -
AU Payroll - Toggle to hide Annual Salary on individual employee's payslips
We would like to have the option to show annual salary for a particular staff's payslips only and not to all employee's payslips.
7 votes
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