4717 results found
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Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
14 votes -
Chart of Accounts - Increase "Bank Account Number" Limit
Chart of Accounts - Increase "Bank Account Number" Limit
Currently the account number is limited to 20 characters.
A International Bank Account Number (IBAN) is the standard for bank account numbers in Europe. I can be as much as 34 characters long.
Please extend the length of the Bank Account Number to 34 characters.
14 votes -
UK Payroll - Journal summary
I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.
How you could facilitate this:
-Tick box on the journal to identify it as payroll related.14 votes -
Manual journals: Add projects category to Manual journals
It would be beneficial to add an option for the projects to the manual journals
14 votes -
Bank Rules Placeholders
Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.
14 votes -
NZ GST - GST return note
With the old GST return layout, you used to be able to add a note on the return as to why you made an adjustment, can this be bought back please
14 votes -
VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
14 votes -
Contacts - Add the File icon back to the Contacts transactions list
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
14 votes -
Xero Accounting app - Add a credit note
Xero app - it would be good to be able to add credit notes via the Xero app
14 votes -
14 votes
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Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates
Please stop Suppliers Bills from being published in Xero if the bill date is prior to the period lock date!!!!
I only found out last night that Hubdocs will still publish a supplier bill with a date prior to the Xero lock date, this is crazy and I'm unsure why anyone would want Hubdocs to do this.
If you could add the option in Hubdocs to stop bills from being published in Xero prior to the lock date that would be awesome as it will ensure the integrity of end of period reports.
14 votes -
NZ GST - Include History/Notes data on GST return page
It would be really useful to be able to track who made changes to the GST return, including who has reversed a return after it has been filed. If available it would allow a discussion to be had with the relevant person as to why the changes were made - which would save time. A recent example of this is when a GST return was filed and payment of the amount due was made. At a later date the return was then reversed and it is unclear who did this and why. This has resulted in time being spent chasing…
14 votes -
UK Payroll - Notifications to disappear for all users once action has been taken
At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.
14 votes -
Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc14 votes -
Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
14 votes -
Bank Rules - Add condition for transaction type
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this…
14 votes -
Invoice - Ability for users with Invoice Only user role to add prepayments
Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.
14 votes -
Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
14 votes -
Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes -
Bills - Ability to edit or reinstate voided bills
Reinstate "Voided" bills and invoices
We have had an invoice created accidentally with sensitive payroll info, it was then voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!14 votes
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