4681 results found
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Ability to print blank cheques
I would really like the ability to print blank cheques. Right now, when you preview the cheque there is not an option for it to be blank. If it was blank, I could have some cheques ready for those times we need one quick, and then I could enter it in Xero after. I am really hoping your team can add this feature, I can't be the only person that would benefit from this. I look forward to hearing from you.
3 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
Email to Bills - Ability to email CSV files as well as PDF
Presently, to create a draft bill in Xero from a bill that has been received in the csv format, the csv bill has to be imported manually. It would be easier to be able to email the csv bill to the unique bills email address and have a draft bill created in Xero.
3 votesHi team, while not a direct solve for CSV file types as asked for here, I wanted to quickly share on the recent uploads feature we've released in bills.
You can now simply select your files or drag & drop them, and Xero will automatically create draft bills with key details pre-filled and the original document attached ready for approval. 🙂
We don't have any direct plans on expanding our supported file types at this time, but we'll continue to track the interest ans share if there are any changes planned for this. Thanks
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Expenses: Date range for explorer report
The "Explorer" tab in the employee expenses section needs an option to set the date range.
At the moment it is pretty useless as I cant even see what date range it covers - presumably back to when we started using expenses mid way through the year 3 years ago?
It is not meaningful to compare spend by different employees, if I cant do it by month or quarter, when some employees have been using expenses for much longer than others.
An option to compare by employee for selected accounts, and to export to pdf/xls would also be really useful.3 votes -
Contacts - Multiple reference numbers for one Contact
it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.
3 votes -
Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes -
Xero Me | Expense - VAT from image analysis
It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.
3 votes -
UK Payroll - Hide deep archived employees from Auto Enrolment Summary Report
The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.
3 votes -
Contacts - Preview contact files
After reporting a bug (can no longer preview contact files) I was given the following response :
"As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.
3 votes -
AU Payroll - Add the name of the leave approver to connected app notification
Please can you send the name of the 'leave approver' to Finlerts LeaveCal integrated app. We get leave approval email notifications via their Xero add on and it would be really helpful to know the name of the person that approved a staff members leave application.
There has been cases of team leaders with leave approval permissions authorising their own leave so this would help us monitor these situations.3 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
3 votes -
Reports - Comparison graph for sales
Comparison graphs for sales by month, year, etc.
3 votes -
Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
3 votes -
Find & Recode - Ability to change multiple accounts at once
It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".
3 votes -
Xero UI - Unify date selectors
At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.
Use the same date selector(s) across the entire product. One that allows for:
- Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
- Shortcuts like 'This financial year' etc - where applicable
- Quick year jumps (unlike the date selector in Reports -…3 votes -
Inventory - History and Notes to show the PO's that make up the Quantity on order
When you look at an inventory item, it shows that you have that item on order, but it doesn't show you in the history and notes, what PO that the item is ordered on. All it shows in the history is the Bill's and the invoices.
IT needs to show in the history the PO that the goods on order are ordered on.
3 votes -
Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using…
3 votes -
Chart of accounts | Add Opening & Closing Stock to default COA
The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.
3 votes -
Bills - Show Bill payment reference
When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.
3 votes
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