1618 results found
-
Bill Payment - Ability to review attached bill when creating an ABA file
With scamming on the rise checking bank details is a priority.
I would love to see the ability to open each of the bills in the review section when creating a batch payment (ABA file).
Even better if you could open any attached files direct from the batch payment review section users could quickly check if the bank details in Xero Contacts match the latest bill. If there is any discrepancy the user could investigate before processing the payment.
1 vote -
Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
5 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 -
Batch payments - Support for Servus Credit Union
Please add Servus Credit Union to your list of Banks to create CSV files. I have multiple companies with this bank.
2 votes -
Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
2 votes -
Email Templates - Specific email generated based on 'Item' record selected within invoice
Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?
We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.
Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.
Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…
2 votes -
Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votes -
Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
4 votes -
Invoice Template - Add total of 'Excluding Discounts' field
Hi Xero Support,
Could we please implement another field to use in Invoice and Quote templates which shows the total before discounts?
I want to show my customer what they would have had to pay before the discounts were taken off the price.
This makes a HUGE difference when trying to show customer their savings with applied discounts.
We need to be able to present Total Before Discount - Total Discount - Price After Discount.
22 votes -
Inventory: Lock items from being affected by customer discount
Some of our customers have set discounts, however, some of our inventory items have very little to no margin and we would like to be able to block that inventory item from being discounted. Also, freight gets discounted on customers that have discounts saved to their account?
8 votes -
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Contacts - Short-term notes field
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.
1 vote -
Bills - Payment files automatically sent to Westpac
To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.
1 vote -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
1 vote -
Xero Projects - Add GST on entry of tasks and estimated expenses
Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.
1 vote -
Projects - Set date for change of charge rate
Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?
8 votes -
Invoices: Show ItemName or ItemCode in online invoic
The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description
3 votes -
Invoice - Discounts more than 2 d.p
This column is useful but could be improved.
As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.
The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…
11 votes -
Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
5 votes -
Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote
- Don't see your idea?