4804 results found
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Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
4 votes -
Reports - New Aged Payables Report V's Previous Report filtering options by due date
Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…
4 votes -
Invoices - Option to set direct bank transfer payment option on Invoices
Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?
At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.
4 votes -
Contacts - Allow additional people within a contact record to have different roles/titles
We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.
4 votes -
Billable Expenses - Batch assign to customer
I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.
In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.
4 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.4 votes -
Reports - Group account transactions report by bank account
Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account
4 votes -
Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
4 votes -
Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.
The Dashboard panel "Invoices owed to you" shows the number and total of
* Draft Invoices
* Awaiting Payment
* OverdueHaving a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.
4 votes -
Hubdoc - Set rules when importing bills
The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.
You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.
Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…
4 votes -
US Xero Payroll - Ability to delete or apply credits to 'old' bills to pay
I have multiple 2018 bills to pay generated from the US Xero Payroll feature that I can not delete nor apply credit memos to. Those were always "locked" bills. I've been trying to void or zero out these bills for years and apparently, there is no way to actually do this. I've spent hours with customer support to no avail. Please put something in place to allow users/me to accomplish this task. My AP bills are messy and my cash basis balance sheet is messy. Journal entries are not a solution as the bills will never go away using this…
4 votesHi team, we appreciate your input in Product Ideas and the idea shared here. Since US payroll was removed from Xero in 2019 we don't have any plans for making changes in the product for this.
We understand it's not the ideal solution however if you have tax bills or payroll transactions that weren't marked as paid before Payroll was decommissioned, you can post manual journals to adjust the balance of the relevant accounts.
While you can post manual journals to most accounts in Xero, there are some exceptions such as accounts payable. You'll need to use other methods to make adjustments to these account balances we have some help to guide you on this in Xero central.
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Contacts | Purchase orders - Ability to block for a supplier
Ability : To have a function within contact to block raising purchase orders to an individual supplier.
Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.
4 votes -
Quotes - Ability to view sent status
Tracking Quotes - same ability as Invoices to see if the invoice was sent.. viewed.. accepted or denied would be awesome.
4 votes -
UK Payroll - Produce employment intermediary reports
It would be great if Xero produce Intermediary reports that can be uploaded direct to HMRC for agent workers from Zero.
4 votes -
Account Transactions - Show details on batch payments in Description column
The bank transaction listing in Xero should have different details displayed for ease of reference.
Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached4 votes -
Branding - Edit templates using Google office suite
Invoice branding is only possible using Microsoft. Would it be possible to make this happen using Google OS also?
I know there are hundreds of millions of Google users worldwide many of which will be Xero users since your software is excellent software.Thanks for listening.
4 votes -
AU Timesheets - Record clock in/out time through shared device
So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.
I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets...…
4 votes -
eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
4 votes -
Projects - Keep timer on all pages
Hi - could the Timer appear on other Xero pages, not just the Projects page? So when the timer is started, it stays on the screen when we move between Dashboard, Business, Accounting etc. That would be great. Thanks.
4 votes -
User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
4 votes
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