4188 results found
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Client Details - Hide Blank or Unnecessary field in XPM Client data
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
1 vote -
Reconciliation: Automatically Find and Match items suitable for suspense accounts
automatically code items suitable for suspense accounts
when there's a debit and credit by the same provider - suggest to move to 850 suspsense account - provide explanation. accountants understand this - and it reflects spending and returning items - or rebates - and if you do this 1000 times - for products that cost $1000 each - the tax man will correctly give you totals to pay - and gst rebates -
if you incorrectly match to sales / expenses - then it could be way off.1 vote -
AU Payroll: Leave and Leave Loading summary reports
I was preparing ACT Leave return and wanted to get the report on annual leave loading payment to the employees. This is required as the annual leave loading is not part of wages definition for the ACT Leave Levy purposes. However, there is no such report available in xero payroll. Infact, it's an earning for an employee and should pop up separately somewhere in the payroll reports eg. as a pay item. I would request the product team to have a look in to this and make it possible to get the annual leave payment, sick leave payment and leave…
1 vote -
Invoices - Option to create folders for past year invoices
This folders would be to keep each years invoices separate for the customers that still owe from the year before
1 vote -
Reconciliation: Import spreadsheet file that allocate invoices against bank deposit in XERO
I would like to be able to Import a file from a spreadsheet for a bank deposit received. We currently receive 1 bank deposit which will pay 200 invoices over 10 Sales Accounts.
We currently Import a Spreadsheet file to upload our sales invoices.
I would like to be able to Import a Spreadsheet file to upload the bank deposit received for 200 plus invoices, this would save a lot of manually typing invoice numbers in when processing the Deposit in XERO.1 vote -
Invoice Reminders - Ability to pause and resume
Have a function that allows Invoice Reminders to be paused over holiday periods (to prevent clients receiving invoice reminders on Christmas Day, Easter etc). Would delay the reminders sending them out after the "holiday" dates had lapsed.
1 vote -
Reconciliation - Remove split option from reconciliation
Xero split - id like to see this removed. It's completely non user friendly and painful. We should be able to process a payment I
Of choice regardless of receipt or payment. Please Xero work on this area. Other accounting package makes it so East
Y. Xero is difficult and I cant see why it needs to be1 vote -
AU Payroll: Hide zero balance leave types from Leave Balance report
Leave Balance Report - Updates need to be made to this report to make it more user friendly:
- exclude zero balances - there is no filter to exclude zero balances on a per employee or per leave type basis? once a leave type has been used in a payrun once it is forever on this report even if the balance is nil and no one in the organisation has a balance in this leave type?
- Include total in units column as well as amount column when sorted by employee or leave typeAnd while changes are being made....…
1 vote -
Account Transactions - Show credit notes as unallocated so they can be matched with customer remittance
Show credit notes as individual transactions so that they can be matched to customer remittance advices. Also allow cross referencing to original invoice if applicable. Not faff about offsetting credits to invoices before payment received
1 vote -
Sales invoice - Option to prevent editing once sent
I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?
1 voteHi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent changes to
invoices that have been entered to a specific date?
Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range.
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Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
1 voteHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
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Reconcile - Add Notes for later reconciliation
On the reconcile it would be really useful to add a note to transactions on the left hand side of the screen so it's easy to reference the correct invoice/account later on - we take deposits long before the invoice is finalised and this is hard to track back sometimes, particularly when making a cash deposit to the bank or the money has come in on the card machine and could be much faster if a note could be left with the account it relates to until it can be reconciled.
1 voteIs there a reason the note cannot be left in the Discuss tab, Louis?
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New Bank Reconciliation Summary Report - Align header and balance
In the old version of Bank Reconciliation Summary report, the headers "Balance in Xero" and "Statement Balance" sitting with its balance amount in the same row.
After updated to the new version, the report, https://reporting.xero.com/!bX2sj/v1/Run/1066 for example, the balance falls different row of its title. It doesn't make sense and this would make it complex because you are not able to use scripts or Vlookup to manage those report (if they are not align in the same row).
Could you please consider
1. moving the balance amount to the same row of its header, or
2. Adding a description for…1 vote -
Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
AU Payroll: Show opening balances for annual leave on payslips
AU pay slips - show opening balance for each leave type on a pay slip i.e.
- Annual Leave
- Personal / Carer's Leave
- Long Service Leave
1 vote -
Aged Payable Overhead Report
Aged Payables Overheads Report. Allow filtering by cost code.
1 voteWhen you say filtering by 'cost code' - would this be an account or tracking category you've set up n the organisation, Kaytie?
If you can also share some detail of what you'll use the report for specifically this'll help when sharing back with our product teams. It's good for them to understand how a particular type of report or setup could help a business.
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Sales Invoice - Make reference field mandatory
How to make any particular non-mandatory field in an Invoice change to mandatory.
I want to make the Item Code field & Reference Field Mandatory.1 vote -
Reports: Make the COVID-19 Business Support 'turnover calculator' permanent
Continue the turnover calculator function post 2022
1 vote -
Bills screen - Show total payment and overpayments after reconciling bills
I would find it really helpful to be able to see the amount of the invoice and the 'overpayment' on the Bills and the Sales Invoices screens after they have been 'matched. Currently the amount for both shows as zero.
1 vote -
Sales invoices - View attachments after paying
Clients can view and download invoice attachments after paying the invoice. Lawyers, accountants, engineers, architects, can benefit from automatically being paid for their reports, documents etc before clients can get access to them.
1 voteJust to make sure we understand your idea here, would this be for the ability to restrict the ability to view or download attachments of an invoice until the invoice has been paid?
- Don't see your idea?