4654 results found
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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 -
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?
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Contacts: Add 'on behalf of' field to contacts
I work with many architects who request quotes/invoice from our company on behalf of their client
At the moment we have to create a new contact entry for every client such as
ABC company on behalf of Fred Bloggs
ABC company on behalf of Samantha Smith
If there was an optional field, say "on behalf of" that we could include in the quote/invoice such as
on behalf of [client name]
The default would be the same as now
ABC Company
However, if the "on behalf of" option was selected a new field would appear in the quote/invoice [Client Name]The…
1 vote -
Project Reporting - Increasing character limit for job filter to 100-150
When searching in reports for Xero Projects, the facility to enter 100-150 characters would allow us to do a full search, instead of the approx 50 characters it currently allows.
1 vote -
AU Payroll: Bulk update employee holiday groups
Please create a way to select displaying public holidays on payslips for all employees without having to go into each employee. :)
1 vote -
AU Payroll: 'Today' date range for payroll reports
Under the date range option, can a "Today" option be added to the list.
1 vote -
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
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