1453 results found
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Reports - Set date before report runs
When running reports such as Aged Receivables it would save a lot of time if you could choose your dates etc before it downloads the info. It uses the default - you have to wait for that to download before you can then enter the actual dates you want and press update - then you wait again!.
2 votes -
Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
9 votes -
Xero App - Show Transfer Rules
Can’t believe I need to ask for this. Apparently “The mobile app doesn't display transfer rule information”, only spend and receive.
Please update the mobile app to at least have this feature. Shouldn’t be too hard.
2 votes -
Bank Reconciliation - Option to remove obsolete "tips"
In the Monthly Bank Rec Report can we PLEAASE remove the HUGE, space wasting , obsolete text "The bank balance your bank is showing and Statement balance (calculated) must match. If the balances don't match you'll need to identify why and fix any errors." at least an option to deleted PLEASE!!!
See image attached2 votes -
Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
2 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
3 votes -
Option to disable rounding in Xero
I still don't understand why Xero rounds any amounts? Could we have an option to disable all rounding in Xero. I have just left MYOB after 10 years, they never did anything like this. I moved to Xero on advice from my accountant, starting to regret this! Leave it as an option for whoever is rounding stuff (very werid), but please give me a checkbox that totally disables rounding. Please!
9 votes -
Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
5 votes -
4 votes
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Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
10 votes -
Invoices - Generate email delivery receipt
When sending an email from an email client, you have the ability to ask for a delivery receipt - for notification when the email arrives at the destination server. I'd like the same ability when I send an invoice by email from Xero.
Currently, in order to get an email delivery receipt, I have to send the invoice to myself via Xero (so that I have the links in the email correct) and then forward using an email client to the customer. Obviously, from an audit trail point of view, this is suboptimal.
2 votes -
Bank Reconciliation - Attach File from Create Tab of Bank Reconciliation Screen
It would be great if we were able to attach a file from the 'create' tab of the bank reconciliation screen, instead of having to click into 'add details'. Basically adding the ability to drag and drop onto the create tab, or having a file icon available on this screen, without having to click into 'add details'.
5 votes -
Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
2 votes -
Navigation - Pin the Search Criteria Panel
When searching for transactions, be they Invoices or Bills, it would be handy if the Search Box/Panel could be pinned in place. It is time consuming when changing from bills/invoices awaiting payment or paid to then search in a different section, the criteria needs to be re-entered. Double entry takes time that could be best suited doing other things. This would also be handy when searching bank transactions across multiple bank accounts.
2 votes -
NZ GST - Option to convert GST Return into a Bill
Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)
2 votes -
Contact | Credit Limits - Ability to set a default for all contacts
Should be an added feature of having the option to set a standard credit limit at the one time for all customers instead of having to enter each one individually. This can be edited for each customer later on.
2 votes -
BAS lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.2 votes -
Reporting - Filter the Profit and Loss by Contact
When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.
3 votes -
New Invoicing - Online payment option showing when 'None' selected
Using New Invoicing, we Selected "None" for Online Payment. Yet a link for Online Payment appear on the Form the Customer receives????
This is not the case with Classic Invoicing...Please Fix
2 votesSomething doesn't seem right there, Jean Marc. I'd recommend raising a case with our team of specialists who have tools to take a closer look into a few examples you may have of recent invoices that have been sent with this option selected and if possible an example of the email your customers received that shows this option?
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Email to Credit Note
Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email
Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.
Purpose: to allow processing of credits through the Draft Bills seamless
cost effective: reduce the need for additional software such as dext or hubdoc, use xero.
Current process: open the Draft Credit, download the…
217 votesAppreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
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