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1629 results found

  1. 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

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  2. 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

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  3. On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.

    13 votes

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  4. 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 votes

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    Hi 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. 

  5. 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…

    265 votes

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    Appreciate 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. 🙂

  6. The ability to use item codes when completing a manual journal.

    12 votes

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  7. 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.

    131 votes

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    Appreciate 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.

  8. We need a custom P&L report that can group our revenues and COGS both by Customer and by Month.

    6 votes

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  9. We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.

    7 votes

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  10. Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.

    7 votes

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  11. Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.

    11 votes

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  12. 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.

    19 votes

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  13. 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

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  14. 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 vote

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  15. 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

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  16. 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

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  17. 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 votes

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    Hi 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. 

  18. 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

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  19. To be able to attach documents (images / PDF ) to published reports.
    For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc

    10 votes

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  20. 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

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