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1580 results found

  1. Batch print packing slip

    We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?

    23 votes

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  2. It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.

    4 votes

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    Hi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details 

    While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this. 

  3. It's very known for all that the space for batch payment details is very tie.

    We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
    BR
    Ramadan Abdu

    1 vote

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  4. GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.

    4 votes

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  5. Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.

    I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.

    3 votes

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  6. Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?

    Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.

    Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…

    2 votes

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  7. ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME

    4 votes

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  8. On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.

    3 votes

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  9. An option to set the date range to "last week" from the date range pull down options in account transactions reports.

    Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.

    It would be a great advantage.

    Should be an easy to add that option to Xero, I would have thought.

    And it is a common option (e.g. GoCardless has it.)

    2 votes

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  10. When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.

    9 votes

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  11. Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .

    There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO

    One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account

    Example -Invoice created and left as…

    2 votes

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  12. Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.

    What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?

    28 votes

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    1. Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.

    2. Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.

    16 votes

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  13. It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.

    2 votes

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  14. Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!

    1 vote

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  15. During reconciling, when adding details - Description section coming from bank feed could be auto-highlighted saving time, allowing it to be changed more easily, rather than having to mouse across to select or (triple tap trackpad). This way if it didn't require a change of description, we can tab across. But having it automatically selected when tabbing through fields would be amazing if possible. eg. of highlighted area attached.

    2 votes

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  16. It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.

    1 vote

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  17. Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.

    7 votes

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  18. Reports - Date Option - Start of Fiscal Year to End of Last month

    13 votes

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  19. When copying an existing invoice to a new invoice, the reference should not be copied over as well or the user to be given the option to not copy the reference number to the new invoice.

    There are many times, reference number is not updated or removed and then needs to be fixed at a later point.

    1 vote

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