4144 results found
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Contacts: Download PDFs from transaction log
When you go into a contact, you can see items that are outstanding and what has been paid, but it would be good if there was the 'pdf' icon against the transaction in this screen rather than having to view the item to see the document.
1 vote -
Profit & Loss - Add a chart (like Income & Expense reports)
Kia Ora Xero,
In this 2022 Q4 update, it was nice to see the ability to show in chart the income and expenses by contact. It will be useful if Xero can have a chart for P&L. Users would like to see the distribution of income and/or expenses in chart format with the flexibility to show it by Categories or Groups.
Better if this can be inserted in the Monthly or Annual report under Notes or within the Analysis of revenue and/or expenses.
1 vote -
Xero Files: Ability to view email while viewing files in inbox
When viewing the contents of files in the inbox, I currently have to close the file in order to be able to open and view the text of the email that it was sent with. I would like the email text to be an optional sidebar when viewing the contents of the file, so that I can see both the contents of the file and the context of why it was sent and who by at the same time.
1 vote -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
1 vote -
Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
1 vote -
AU Tax: Pull GST owing from ATO portal mid-quarter
When Activity Statements are connected to the ATO, running the Activity Statement report shows no information throughout the quarter.
As we like to put aside GST through the quarter ready to pay at the BAS lodgement, we would like to see a running tally of outstanding amount owed to the ATO throughout the quarter whilst still connected to the ATO.1 vote -
Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHi Peter, perhaps the Inventory Item Summary report can be of help to you here.
You'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run - Does this help with what you';re in need of here?
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Quotes: Ability to edit email addresses
Edit email address when sending a quote to clients. We have clients who have multiple employees requesting quotes, the updated version means I have type out the whole email address instead of amending the name at the start.
1 vote -
Reports: Superannuation and hours worked on Payment Summary Details report
Being a start-up company we claim R&D refund as part of our tax return. In order to support R&D activities we need to work out employee remuneration and hours to support our claims. Currently, Xero does not have any R&D reports that we can use. Hence, I am wondering whether the Tech team at Xero can include two fields (Column options) in the existing report "Payment Summary Details".
The fields required are 1) Superannuation 2) Units (worked hours)
Then we can export this report to work on our R&D claims. Thank you
1 vote -
Transactions: Built-in month end close process
Need a process to close month end. After this process has been executed the month is locked and changes are not posted to it unless we unlock it first. This feature is available in other accounting packages
1 vote -
Quotes - Automatic numbering sequence
Autonumbering on the creation of quotes to help unique identification of jobs.
1 vote -
Statement of Cashflows - Cash and cash equivalents
Tier 3 cash flow statement needs to refer to "bank accounts and cash" per XRB requirements not "cash and cash equivalents". Xero reports do not permit these line descriptions to be edited on their cash flow statement.
1 vote -
Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks1 voteHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
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Contacts - Highlight contacts
In our old system, before we moved to Xero, we could highlight special clients (they were a different colour). In our case, they were special because they paid their account off in instalments, instead of paying a lump sum. This made it very easy for us to separate them when we sent invoice reminders to the rest of our clients. How we have to do it in Xero now is clunky and manual. :)
1 voteHi Kathleen, it sounds like Contact Groups could help you keep track of clients you'd normally 'highlight'
This way you'd be able to quickly get a view of the different contact groups when looking to set up or send invoice reminders?
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Reports: Edit header of reports
Editing the header of generated reports
1 vote -
Contacts: Record Witholding Tax rate for suppliers that recieve schedular payments
In contacts, to be able to add a WHT record of the % to deduct from suppliers who are subject to IRD schedular payments tax deductions and for this to become a line item option in Bills.
1 vote -
Purchase Order: Ability to show both item codes and descriptions
When creating purchase orders, having a large list of products, we are finding it difficult to identify the items we want to select because only the item codes show without the item descriptions. (Both the item code and descriptions show when creating invoices and quotes). Would it be possible for the drop-down selections in the purchase orders to show both the item codes and the descriptions?
1 vote -
Xero Mobile App - Change the wording of 'Add receipt' to 'Add bill'
Change the wording "add receipt" on the Xero app.
Many clients use the Xero app and they go to add a new bill but they see the words add a receipt so they automatically think this is a bill so add here. It then creates payment files which I have to manually undo. Can the wording be changed to "add bill/ receipt" and "add receipt of payment" or something similar.
1 vote -
Credit Note Application Online
Allow a customer to apply credit notes against invoices when paying via credit card online
1 voteIs there a specific payment service provider you're using, Courtney?
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GST: Ability to record as GST Not Registered (GNR)
In MYOB it is possible to record transactions as GST Not Registered (GNR). This reports it and enables proper accounting of GST obligations when dealing with small suppliers that are not registered for GST. I can see why many companies don't like to deal with such suppliers ! I was hoping there was such a method in Xero
1 vote
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