4119 results found
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Credit notes: Apply credit to item price
We sometimes get Credit Notes which change the price of the items. We don't want to credit the whole item, simply want to adjust the price but Xero doesn't seem to have a straightforward option for this.
1 vote -
Fixed Assets | Depreciation schedule - Ability to set font size
Font size of Depreciation Schedule
The more assets the smaller the font gets, Some columns can be taken out,but we do not want that. There should be the flexibily to choose portrait & landscape and over how many pages the schedule will be generated.
1 vote -
Batch Payments - Single " quotation marks removal on export of .csv files
Single double quote marks in an exported .csv file cause the file to lose data integrity - a facility to remove single double quote marks " prior to export of the file
1 voteHey Stephen, thanks for raising this one!
It'd be great to get a bit more information on this one.
Could you let us know where you're experiencing issues with .aba files and what those issues were?
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Financial Statements - Option to add Opening balance when using schedules in Notes
When creating a schedule in the Notes to the Financial Statement, at present you can't include an opening balance at the schedule level, only once you have created a group within the schedule. It would be useful, if this could be done. Other reports like the Statement of Changes in Equity do have this option, so it should not be difficult to include this.
1 vote -
Quotes: Choose default quote screen
I work a lot with quotes and 99% of the time I am interested only in Draft quotes. So I select "Draft" but everytime I select a quote to change it, after I close a change quote screen and I return to the list of quotes, the list is shown again with "All" quotes. Why doesn't Xero keep the selection criteria to re-show the list? I literally have to re-select "draft" hundreds of time per day. It doesn't make sense to me... The same applies to the search criteria in the top part of the screen. If I want to…
1 vote -
Branding - Feature for producing customised stationery
It would be helpful if there was a section on Xero dedicated to personalised editable stationery. Letterhead, envelopes with logo etc
1 voteHi Andrea, there are certain places in an organisation that you have the ability to upload a logo and include this on items such as invoicing and reporting, however this isn't something we have plans to expand for a full suite of stationary.
For now, you may find a connected app in Xero's marketplace that can fulfill this need and more. 🙂
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Bank Reconciliation: Include 'Uncoded statement lines' report in Manage Account dropdown menu
Uncoded statement lines report available under 'Manage Account' and preset to that bank account.
If this report was available under the Manage Account arrow it would be much easier to find and print/process.
Otherwise you need to click click to bank accounts etc
1 vote -
Reconciliation - Add foreign exchange variances as an option in adjustments for
Is it possible to add more than the two exiting options of "Bank Fee " & "Adjustments" under the reconciling adjustments in the bank rec
Because the Foreign exchange (FX) rate cannot be changed when submitting expenses, is it possible to add an FX variance option to the list?1 vote -
Find & Match - View all 50 items at once
We have 60+ clients who pay through direct debit which credits the bank account as a single amount. This has to be reconciled as over 400 individual transactions in Xero. We would like to be able to expand the page to view all 50 plus lines. More importantly there should be a "save" option while matching to enable any adjustments and allocations to be made without losing all the previous matches.
1 voteAppreciate the ideas you've raised, Gabi. We ask that each thread only contain one idea so it's clear to others what they're adding support for and also to help when sharing back with our teams internally.
I've adjusted your idea for the first and you'll find one raised to save a part match across here that you can join, too. Thanks 🙂
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Statement of Cashflows - Ability to edit format for 'Profit before tax'
Could edit the Statement of Cash Flow starting from "Profit before taxation" instead of " Profit after taxation"?
1 vote -
Assign bill to entity to a Contact
It would be good to have a feature in Xero invoicing wherein we can set up the end-user as contact then assign the relevant Distibutor/partner as the bill to entity. Then in the AR Aging report, both end-user and billed entity (i.e.Distributor/Partner) should be shown.
1 voteHi Corazon, to check in on your idea - would this be much like the ability to assign a billable expense within a bill or expense item at present?
Appreciate there's not much reporting on billable expenses in Xero atm, and we likely have an idea I can merge yours in with. Wanted to see if this is the feature you're interested in here first though. Thanks
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Payroll: Submit reimbursements and allowances for approval
Ability for reimbursements and allowances to be submitted by staff and approved by managers similar to the way that leave is submitted and approved.
1 vote -
Bank rules - Ability to Gross up
Need to allow bank rules to gross up. I want to apply a bank rule to say the net received is net a 2.2% fee. I want to be able to compare different fees I am charged via websites, Stripe, Square Reader, Paypal etc.
You have to enter bank rule for each amount you charge. You only allow a rule to be split to 100%, it should be able to gross up. As such net received $97.80 is $100 (Sales) and 2.2% or $2.20 of gross sales (fee exepnse).
1 vote -
AU Payroll: Show all employees on one page in draft pay run
Have 1 page with all employees (items) instead of the max 50 per page when processing a payroll.
1 vote -
Cheques(CA) - Ability to show Account Number/s
Can we display the GL Account Number(s) on a cheque? This helps us with reconciling/troubleshooting.
1 vote -
Hubspot integration - Unlock invoicing for EMEA Users
The Hubspot CRM integration for the EMEA region doesn't offer the option to 'Get invoicing'
1 voteThanks sharing with us here, Haider. Not something that we have plans for extending the integration for at present, but we'll start tracking the support in this here and let you know if there's any plans for change.
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AU Payroll: Edit column length in timesheet approval
I am wanting to configure the view of a timesheet in Xero. I would like to be able to view the full earnings rate when processing timesheets. We are currently in our peak season and have a huge amount of timesheets which we export from a different system into Xero. At present as a double check I am having to physically click on the earnings rate to view the entire name as it doesn't display. We added Time Sheet tracking to the timesheets which is causing the view of the pay item to be smaller but if we could make…
1 vote -
Xero mobile app - Set default behaviour for 'Send me a copy'
When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.
1 vote -
Xero Mobile | Bill - Add currency to the main view for Create bill
As you can see in the attached pictures, the "New bill - screenshot 1" shows the information to key in when we want to create the bill. As we have many expenses in different foreign currencies, we need to add the currency unit to the bill. We have to open "Optional details" to add, as in the picture "New bill - adding currency".
It would be great if we could set the field "Currency" to be mandatory, so this field is always on the main screen and we don't have to open the "Optional detail" every time we create the…
1 vote -
Financial Settings: Show warning when editing VAT Accruals basis
When changing VAT from Accruals to Cash or Visa Versa there is now warning or link to article on tasks to be performed. It is too easy to just change and the user is not warned of consequences or actions to take. Further the Audit Log does not publish this in history thus you have to contact support to find out whom did it.
1 vote
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