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1429 results found

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

    9 votes

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  2. Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
    Could this be done?

    5 votes

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  3. 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…

    4 votes

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  4. Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.

    It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!

    10 votes

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  5. We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.

    There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.

    20 votes

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  6. Payable invoice detail report - Add additional column for 'Project'

    3 votes

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  7. 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

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  8. It would be great to be able to add the Business Snapshot Report to the Management reports

    10 votes

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  9. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    396 votes

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  10. Dates should default to date format when exporting the VAT return to excel.

    Currently when exporting the VAT return to excel that dates automatically default to either text or general format. This means you can't filter the dates by oldest to newest as the filter selection defaults to A-Z.

    Changing the date to date format via format cells does not fix the issue. The only way I have found is to manually update the dates using the =DATEVALUE(x) formula and paste these new values over the old ones. This can be very tedious when working with a lot of late…

    4 votes

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  11. Dear All,

    i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.

    Many thanks and kind regards, Andrea

    12 votes

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  12. Overpayments should appear in the Find & Match for Customers.
    If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
    Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
    Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.

    21 votes

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  13. When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen

    3 votes

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  14. For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?

    7 votes

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    Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.

    Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?

  15. Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.

    We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.

    8 votes

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

    13 votes

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  17. Hi there,

    Most clients cannot accept 'DRAFT' quotes, and not all clients like to be emailed through Xero (how you turn it non-DRAFT currently).

    Please can you add the same functionality as an invoice where you can accept, save and export it so we can email non-DRAFT quotes to clients and keep communication on our systems/in the format they like?

    THANK YOU

    1 vote

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  18. It would be very useful to be able to separate Accounts Receivable and Accounts Payable to classify the contacts between external and internal (intercompany/group). This would assist with the consolidated views for a group of entities.

    5 votes

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  19. It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained

    4 votes

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  20. When selecting Remove and Redo for Spend transactions, all attachments are lost.
    If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
    This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
    A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.

    14 votes

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