1664 results found
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Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
1 vote -
Debit Notes - Add a feature for Debit Notes issued by the supplier
To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.
Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc
17 votes -
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…
14 votes -
Project - Multiple contacts
Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.
18 votesHi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
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Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
130 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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Xero Accounting app - use '+' to Create Spend/Receive Money
Hi Xero,
Thank you for your continued improvement with the software. However, my client who are into cash basis accounting would like to have Spend or Receive money feature on the mobile app as it appears on the web.I saw a similar idea which you responded to it, but that option only works for those who have direct bank feed into their system.
My clients do not want to create invoices before receiving the amount when using the Xero app. The spend or receive feature will be a game-changer for my clients here in Ghana.
I have attached an…
1 vote -
Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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Show potentially related transactions in destination account when doing internal transfers with currency conversions
When I go to reconcile a conversion between say... USD and AUD (which I'm looking at right now) on two accounts (e.g. USD and AUD Wise accounts) I have to have both accounts open on my screen to know how much to put as the converted amount in AUD when reconciling the USD line (and vice versa)
It'd be useful to have Xero display recent matching transactions, as it knows roughly what the exchange rate would have been so can display the closest matching line items that could be transfers, so that we can select one rather than having to…
1 vote -
Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes -
New invoicing - Change the colour of the 3 dot menu button
The latest glitch is that while using the edit function, something triggers the new invoicing to think that an amount has been added to a quantity or price box in one of the lines, presumably one that is being used as just a text line, and there is no way of knowing which box has been triggered so that you might know what you need to clear as nothing is flagged by the software. This also highlights that you don't have a cancel button making it harder to discard all those edits you have wasted entering making it harder to…
3 votesHi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
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New GST Report Format - Cannot see full reference column details, also add attachment icon to RHS
The reference field is too small. It looks as tho' different suppliers are using the same invoice number which is not correct, as the invoice number truncates the display and is followed by ...
In the example attached, you will see Inv-28... for 01 Apr 24 and also same for 01 May 2024.
In the example, you also see RA-101... for a Pal... supplier and also for a B.... supplier.Also, it would be helpful if you could see if an attachment was uploaded - you could consider showing an Icon outside the RHS of each line., as something Every…
1 vote -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you12 votes -
Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votes -
Invoices - Support Pay Now with Foreign Currency
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the…
3 votes -
Fixed Asset - Partial disposal of an asset
Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.
272 votesHi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans. -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
18 votes -
Dashboard - Monthly Invoice Balances
This is a request for the option to show the amount invoiced per month on the dashboard. This will allow us to identify outstanding invoices a bit more quickly and easily.
1 voteHi Karen, there's a monthly graph shown on the sales overview page. Is this what you'd like to see on the main dashboard?
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Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
5 votes -
Bank Reconciliation - Restrict "Mark as reconciled" to Adviser users only.
Restrict the "Mark as reconciled option" on payments to be "adviser" user level access only. This will reduce the instances of clients inadvertently causing bank reconciliation errors. Many dont understand the implications of clicking this.
1 vote -
History and Notes - Filter by Note
It is crazy to not be able to filter History and Notes by notes. What good does a note do me if I either have to:
1. Go to the customer to see if there is one OR
2. Have to read through all of the "Edited", "Credited" etc just to find the notes.Also make it so the notes can be filtered by customer/supplier. Notes do absolutely no good if they cannot be accessed or looked at easily.
The attached has been filtered so the type is ONLY customer. I highlighted the items that are desired. All the rest…
2 votes
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