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4719 results found

  1. New Xero Activity Statement Report

    It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.

    2 votes

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  2. Payment Summaries in STP - Copies of prior years.

    • It would be helpful if we could retrieve copies or make reprints of prior year payments. This is particular helpful where a new client comes on board, and you will not have history on files.
    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.

    2 votes

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  4. To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.

    2 votes

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  5. I would like to see the ability to accept/decline a draft quote without having to mark as sent in the new quote. thank you

    2 votes

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  6. Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow

    2 votes

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    Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.

  7. The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?

    2 votes

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  8. Hi Xero Support Team,

    I had disposed some of fixed assets using disposal function in XERO. But I noticed that there is no field for me to type the memo/description to type the reason of disposal. I also can't find any field to upload the supporting document for that.

    2 votes

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  9. The relocation of ‘edit’ on the drop down feature of options within invoicing.

    Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.

    By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.

    2 votes

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  10. I want to be able to add notes to rules I setup, but I don't want to use the description field as that shows on the books. I like to know why I chose not to set a tax rate on a rule, or if the business owner has told me something specific about a re-occurring transactions that they may not always provide a receipt for. I would like to have something to look back at so that I understand why I set it up as I did. Hopefully that makes sense?

    2 votes

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  11. Bills entered that are receipts/paid tax invoices (and accounts can't confirm they have been paid/what bank account they come from) should be able to be marked in awaiting payment with custom names instead of due dates.
    Instead of picking a past date to clear them from awaiting payment their should be an option to store it as a 'receipt' or 'direct deposit' to ensure paid invoices etc. are not double paid.

    2 votes

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  12. XERO To XERO - IMPORT NAME/ABN AND CONTACT ACROSS WITH INVOICE
    It would be helpful when a supplier who is also on Xero - sends us an invoice that their business contact details are also imported with the invoice. It would make it easier than going back and entering the Contact name , address and ABN numbers.

    2 votes

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  13. I have multiple clients who have members. They like to keep their members date of births on file, so they can send them birthday emails, or if they are over a certain age can get a discounted membership. It would be great to have either a dedicated date of birth field, or like some other accounting softwares a few open fields, that we could name per file, for additional required details, like date of births, member types, allergies, voting member etc. I'm sure these fields could be useful for other types of businesses as well.

    2 votes

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  14. It would be useful if we could search for invoices/suppliers/amounts/Invoice references in all organisations listed within our Hubdoc portal. Meaning one search bar that searches all organisations, no just the one that is open at the time.

    2 votes

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  15. Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.

    2 votes

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    Appreciate wanting to make the process of setting up a new Xero org, especially in the scenario you've mentioned as simple as possible, Kevan.

    While this may be something we look at longer term I want to be open that we don't have any plans for a single import across all areas of Xero right now.

    There are third party app partners available through our Xero app store that you may like to engage if you'd like help in this migration and set up process.

    We'll keep getting a sense of community interest from your idea here and share if there are any updates planned.

  16. Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
    Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!

    2 votes

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  17. I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?

    Makes life easier and saves errors with copy typing

    2 votes

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  18. In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
    Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.

    2 votes

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  19. Unable to add credit note to an existing invoice in the new system.

    You can choose from the click down box - Create and Apply credit -
    - the next screen is the credit note with all the details from the invoice, But .. it doesn't add the name of the company/person to credit note
    - when you click on approve it can't save it as there is no name.
    - I can't see where you can add the name.

    You have to create a new credit note, and manually transfer the details over from the invoice to the new…

    2 votes

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  20. Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.

    The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item

    2 votes

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