4739 results found
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Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
8 votes -
Banking | Feeds - Enable support for Mortgage and Loan accounts
Standard bank current and savings acccounts are currently availble to add to Xero via Open Banking feed but mortgage and loan accounts are not. Please could support be added to these also please.
8 votes -
Sales Invoice - Bulk Approve and Email
Please add the ability to bulk approve and email invoices simultaneously.
8 votesHi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
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Contacts | Add & archive dates - To get a Customer lifetime value report.
Customer lifetime value report.
I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.
8 votes -
Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
8 votesAppreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
8 votes -
UK Payroll: Submit Additional Voluntary Contributions direct to NEST
Would like to be able to add a fixed amount deduction as pension contributions. Currently the option is to manually add a pension contribution, but this cannot be submitted direct to NEST, so has to be manually typed into NEST.
8 votes -
Inventory - Show items without movement in Inventory Item Details report
The Inventory Item Details report does not show inventory items where there was no movement during the month. Therefore the report does not tie out to the balance per the TB for inventory. Can this be fixed?
8 votesHey Louis - thanks for sharing your suggestion!
Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period.
I've attached a screenshot as an example, so you can check if it suits your reporting needs - we'll leave this idea up in the meantime 😊
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Quotes - Auto update quote number when revised
It would be useful if the Quote number automatically updated when it was revised.
Rev 1, 2 ect.8 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.8 votes -
Sales Invoice - Update item price when converting quote to invoice
The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.
Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.
8 votes -
Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
8 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
8 votes -
Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
8 votes -
Invoice Reporting (Payables) - Ability to include Planned Date as a separate column
In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included…
8 votes -
Xero Analytics | Short-term cash flows - Add VAT payments
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…
8 votes -
GST Returns - Next and Previous period options in return
We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side
8 votes -
Bills to pay: Pay supplier bills via electronic funds transfer (EFT)
To deposit a payment directly to a supplier's bank account is an important method to process bill payment for any business. I believe that you know EFT 80 Byte File Layout mandatories in Canada, but the batch file export from Xero does not meet the requirement. You should have a plan to service EFT ASAP.
8 votes -
Management report | Cashflow - Ability to run on accrual basis
Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.
Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.
8 votes -
Reporting - Include Branding Theme on invoice reports
I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.8 votes
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