4896 results found
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Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
5 votes -
Xero Tax - Accreditation for tax authorities in Portugal
Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
Could this be done?5 votes -
Reporting - Checkbox to reconcile bills against supplier statements
I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.
5 votes -
Bank Reconciliation - Reconcile both sides of a Transfer in one go
When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places
5 votes -
Invoicing - Add customer VAT Number when creating invoice
Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.
Just add one line under the address.
Then one would not have to navigate to the Contacts page to add the VAT number
5 votes -
Bank Reconciliation - Add an End Date to bank rules
Add end date to Bank Rules
Can we have the option to add an 'end/final date' to a bank rule.
5 votes -
Bills/Invoices/PO's - Select and edit multiple lines
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
5 votes -
Sales Overview - Search within descriptions on invoice lines
Be able to search for a particular term within invoices. For instance as service that is not often invoiced. Could then allow you to copy that particular invoice to a new invoice.
5 votes -
User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out5 votes -
Remittance Advice - Include all lines on the bill
Please have all lines be included in a remittance so clients can have full details.
5 votes -
Contacts - Clickable phone number in contacts
In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.
5 votes -
Project - Import Bill of Materials for a project (Inventory items with quantities)
I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?
I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?
5 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes -
AU Payroll - Add expire date for Time Off in Lieu
According to different awards Time off in Lieu is suppose to expire in 6 months time if not used. Currently you can only bank and take Time off in Lieu. It would be great if Xero could automatically expire hours not used as this is a common practice in many employee Awards.
5 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes -
Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
5 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
5 votes -
AU Payroll - Keep a record of date/time timesheet was entered
Add an automated time record of the time that the timesheet entry was recorded. We can then ensure that our team are entering their timesheets throughout the day as they work on files.
5 votes -
Products & Services - Ability to show/hide the 'Cost Price' column
Suggestion: enable the 'Columns' feature that is available in the customer activity list to more parts of Xero. I would like to be able to hide the 'Cost Price' column from Products & Services on the front-of-house system so it's not visible to customers when we are doing a price check.
5 votes -
Hubdoc - Bulk Configuration Extract
Bulk Configuration Extract from Hubdoc
The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually
5 votes
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