1500 results found
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Invoice - PDF template editable for last column too
It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi
1 voteHi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.
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Bank Reconciliation - Report date to default to next period
When reconciling bank account, then publishing it should display the bank details as setup in chart of accounts - it just just says bank reconciliation. So makes it hard to know which report is which. Once reconciled it should default to the the next date so you don't have to change dates continuously.
1 vote -
NZ GST - Filter Late claims for transactions that affect GST
NZ GST - Why does the Late claims tab now show all adjustments made - even those with no GST on them. I only want to see the ones affecting the GST.
6 votes -
Import overpayments
This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.
2 votes -
Repeat Credit Note
Ability to create recurring credit notes for both suppliers and costumers.
12 votes -
Lock dates - Allocate past years overpayments to invoices outstanding after accounts are closed
Hi, Please can we have the ability to allocate past years overpayments to invoices outstanding after the accounts are closed. These accounts do not form part of the main ledgers, being personal accounts, therefore the allocations should be made possible, as they were in Microsoft MOA. This would tidy up much of the personal accounts for customers and suppliers.
I look forward to a favourable response.Supplier Accounts - Also, are you looking at being made available, statement histories for the suppliers as asked for several years ago and Xero said they were working on it? This is very much…
1 voteHi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.
Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.
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Shopify - Bank Feed for Shopify
Bank Feed for Shopify
I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?2 votes -
Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
23 votes -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
3 votes -
CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
9 votes -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.28 votes -
Batch Email feature for queuing send of invoices
When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.
2 votes -
Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
17 votes -
Sales Tax - Support negative tax rates
Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.
1 vote -
Sales invoices - hold selection when navigating pages
It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.
3 votesHi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
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Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesAppreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?
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Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.7 votes -
NZ Tax - IR3 Individual Tax Return option for end users
I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.
For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.
And we can't have depreciation amounts at the same time as accounts in a report.
We also can't limit which accounts appear in a report.
For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts…
1 vote -
Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
33 votes -
Trial Balance - Enable "Edit Layout"
As a workaround for an issue caused by the obsolete Xero payroll service, Xero support suggested that I use the "edit layout" feature to group 2 accounts in the report. However, Trial Balance does not have an "edit layout" button, so I am stuck displaying 2 accounts that have canceling balances. One of the accounts is the system Accounts Payable account so I am not able to resolve the issue "correctly" with a manual journal entry. Editing the report layout is my only option.
12 votes
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