1629 results found
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AIA G702 & G703 Application for Payment
Access and use G702 & G703 Application for Payment forms for progress payment
1 vote -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
2 votes -
Xero App - Show Product & Services on mobile app
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
4 votes -
Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
Cash Coding - Keep the same sort order of uncoded statement lines
Sometimes the order of transactions is different in Uncoded Statement Lines Report to the transactions you are coding in Cash Coding. This means you cannot quickly enter codes from the Lines Report but have to carefully check line by line that it's the same transaction. This is extremely annoying, time consuming and occasionally results in incorrectly coded transaction lines. This has been a problem for years! It's terrible.
2 votes -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
5 votes -
VAT201 report | PDF - Links to attached files
VAT201 Report - PDF link to scanned tax invoices. It will be great to have a PDF link to scanned invoices attached to bills and invoices in the transaction by field number report. It will be easier and save time to download and save from this screen, instead of opening the actual bill or invoice in order to download attached documents for upload on SARS efiling for VAT verification/audit.
1 vote -
Business Snapshot - Account for leap year
Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.
3 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks2 votes -
Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
1 vote -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.11 votes -
Bank Feeds - Photo imports from Starling account
Hi there,
Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…7 votes -
BNZ Direct Bank feeds - Add extra instructions during set up
When clients are activating new BNZ Direct Bank feeds for new Bank a/cs from Xero, many are getting caught out accidently adding into Xero other BNZ bank a/cs listed on BNZ online because they are not specifying the don't connect option for other bank a/cs that are not related to their business. If they don't select any option for other listed bank a/cs, these Bank a/cs get auto set up with a bank feed in the Xero they are currently logged into.
It's a pain to remove unwanted bank a/cs from Xero especially if they have started importing transactions or…
1 vote -
Payable invoice detail report - Add Projects column
Payable invoice detail report - Add additional column for 'Project'
3 votes -
Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votes -
Bills - Enter days for bills due
Hi
Please can we have the ability to change the settings on suppliers bills due date to move than 31 days of the following month. We have several suppliers where we do not need to pay until 60 days after the end of the month in which the bill is issued.
Thank you
2 votesThanks for sharing here, Karen. To just get a better understanding would this be when creating a new bill, or perhaps a repeating bill? It'll be handy when sharing back with the team.
You could set up defaults in your Contacts to auto enter the due date for example as 60 days after the end of the invoice month, or similarly with a repeating bill you could set this up in the template.
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Bills List view - Sort and adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
22 votes -
Bank Reconciliation - Restrict Bank Transfers
When transferring money between bank accounts in Xero - it would be good to restrict the user to only making the transfer if there is actually a matching transaction in the other account. As it is currently, the user can make the transfer and then it sits in the unreconciled payments or receipts for a bookkeeper to tidy up later on.
2 votes -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
24 votes
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