4140 results found
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Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
2 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?2 votes -
Contacts - Add a View invoice button to Contacts
When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).
2 votes -
Go-Cardless - Improve Direct Debit matching process with time stamps and option to remove Direct Debits
The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.
You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required. When the customers…
2 votes -
Reports - Show all related accounts in Account Transactions report including all split transactions
In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.2 votes -
Reports - Coloured text for variances on new reports
Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.
This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.
Please can you bring this simple feature back!
2 votes -
AU Payroll | Reports - Filter Payment Summary Details report for superannuation
Would be great to get the Payment Summary Details report to include a filter for Superannuation
There doesn't seem to be a report that easily shows all payroll information by Employee Group.2 votes -
Invoices - Ability to apply a vendor credit note to a customer invoice
Ability to apply a vendor credit note to a customer invoice. Currently need to code to a clearing account than go to the customer invoice and apply to the same clearing account to clear. Would be nice to have the ability to apply directly to the customer invoice.
2 votes -
Contacts - merge check before importing
I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.
2 votes -
Invoicing - Add customer's tax number and VAT Reverse Charge details to Standard invoice templates
Current invoice template (as of 26 July 2023) does not allow to automatically populate the customer's VAT number nor make reference to reverse charge, as is required by Council Directive 2006/112/EC of 28 November 2006 on the common system of value added tax, Section 4 "Content of invoices", Article 226, paragraphs (4) and (11).
Current template means we need to remember to fit in those details in the services description since there is no way to add a note on the invoice itself.
Please,
(1) when a tax rate EU/0% is selected, add the customer's EU VAT number automatically or trigger…2 votes -
Xero Projects - Add a date to an estimated expense
Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows
2 votes -
Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
2 votes -
Statements - Show actual outstanding amount instead of as at date
Addition option of show customer statement "actual" outstanding instead "as at" date.
Eg, Our customer ABC need us to furnish a Outstanding statement that as at 30 June 2023, and there is 4 invoice unpaid. Happen that 15 July 2023the customer pay the 3 invoices only. Customer request us to send the statement show the 1 unpaid invoice dated 30 June 2023 but it still shows 4 outstanding, how can we show the the one unpaid invoice in the statement.Ideal additional option of show date 30.6.23 and show the one 1 unpaid invoice only. Kindly advice.
2 votes -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
2 votes -
Projects - Order invoices by date
When converting xero projects / Invoice
6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked
The client needs to see this in cronological order and with each task for the said date
eg
1 July
Dave
Fred
jim2 july
Dave
Fred
JimAt the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing
So needs a filter button installed to do this please
2 votes -
Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
Payroll - Bulk update Pay Items
Pay items bulk upload
can we please have a way of updating pay items in bulk
when items are imported via a different pay system the W1 area is not updated
and to do 100 items takes so much time as they have to be one indivually.
other items can be exported, updated and then imported back2 votes -
Orders - Keep the order date when copying to an invoice
When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
Is there anyway you could keep the date.2 votes -
Bank reconciliation - summary of multiple accounts
I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.
2 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
2 votes
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