1629 results found
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Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
5 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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Invoices - Show paid date on invoices screen
Put the paid date on the Invoices screen. It would be really nice to have the paid date showing so I wouldn't have to click on the invoice to see when it was paid.
15 votes -
New invoicing - Invoice number changing
more of a fault - when creating a sales invoice and editing the invoice number - it keeps going back to a system default invoice number, even when that has been deleted/erased.
5 votesAppreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
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New Invoice - Cursor Default Position
In the old Invoicing, when creating a new invoice the cursor would default to contact field so as soon as the screen opened you could start typing to bring up the contact. With the new Invoicing you have to click on the screen in the desired field to be able to type anything.
Please fix this, it is extremely frustrating.
3 votes -
Ability to mark multiple invoices as paid at the same time. Bulk Payments on invoices.
We often get cheques or direct deposits from companies that are covering 5-10 different invoices. CSV functionality would be overkill for what I need.
Right now I have to go into each invoice and mark them all separately as paid, and put a note that cites the total deposit amount so that we can keep track of the bank transactions.
On the customer's invoice page, I would like to be able to click a checkbox button for the invoices that are included on the cheque, and mark them as paid under one transaction.
With this check box functionality, you could…
2 votes -
Login - Auto-focus on the Multifactor authentication (MFA) page would be an amazing tweak
When the multifactor authentication (MFA) page pops up the field to enter the code needs to autofocus with the cursor on page load so that the user can just start typing their code from their phone or app without needing to click on the code field.
It's such a small tweak that saves a mouse click when a user is probably already holding their phone in their hand ready for the page to load. I know that I often start typing the code from my phone without looking at the MFA page only to discover that the code field is…
5 votes -
Reports | Budget Variance - Add line highlight
As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.
It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.
5 votes -
Fixed Assets - Add 3-year depreciation schedule for Small Business Corporations in South Africa
Small Business Corporations (SBC's) can, under certain circumstances, depreciate assets in a 3-year schedule as follows:
- 1st year: 50%
- 2nd year: 30%
- 3rd year: 20%
See the attached document, under 4.2.
Currently, this is not possible (I checked with Support).
I expect this to work within Xero, as it is a regular tax rule in South Africa.
Adding this schedule for South Africa would be extremely useful and important, as we now have to do the depreciation outside of Xero.
5 votes -
New Invoicing - Ability to remove tracking using keyboard
We use two tracking category's depending on which country the transaction relates to, the category options are the projects in that country, if a tracking option has been added to the wrong category on an invoice and you need to remove it you can't leave the category blank, on the old invoices and other areas of Xero you have (none) under the category options which you can choose if it is to be blank but this option is not there on the new invoicing
2 votesHi Tammy, currently if you'd like to remove the tracking option that's been entered in the row, you'll want to clear the contents of the field. Once cleared if you click in any other field in the invoice the tracking field will remain blank.
Have tested and I understand this doesn't quite work if you Tab after clearing the field, so you'll want to make sure you click into a different field once you clear the contents of tracking.
We'll track and keep you updated if there's any change for this through the idea here.
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Email invoice address to depend on customer department
We are using the Xero API to post invoices from a POS system we have created.
Our customer some large customers with multiple departments. They would like to specify which email address the invoice is sent to.The simplest solution would be to include the email address in the invoice data sent from our system to Xero. (If omitted, the main email address for the customer would be used.)
A more secure solution would require that the email address be one of those entered in Xero for the customer or their contacts.
An alternate solution would be to specify the…
3 votes -
Tracking - Sub-category under options
Can we please add the ability to set up a sub-category under category options?
For instance, we have already tracking categories by store locations (i.e. Loc 1, Loc 2, Loc 3). However, we need to have a sub-category per Deputy's area (i.e. FOH, BOH) under the store locations.
Category option: Loc 1 (Store Location)
Sub-category option: FOH, BOH (Area)If we could set up a sub-category under tracking options, that would be great. Thank you!
10 votes -
Sales - Ability to 'add payment' to multiple invoices at once
This would be a really helpful time saver. When our clients make payments, sometimes one payment can be for 20 odd invoices. Rather than having to find each individual invoice to add the payment (which involves these steps: click on invoices awaiting payment > search for customer > click on last page > click on invoice > add payment > then repeat all steps 20 times); there are tick boxes next to the invoices, with the options to 'print', 'email', 'copy to'... could an option be added to the tick box, to 'add a payment'? Therefore the steps would be…
4 votesHi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
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Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
73 votes -
Bank Reconciliation - Status terms need to be changed
After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.
4 votes -
Hubdoc - Choose Billable Expense or assign directly to Projects
Project Assigning in Hubdoc. It would be most useful if our accounting team could choose between a Billable Expense and Assign to a Project in Hubdoc. We have many small expenses that have to be assigned to projects, as the client has already paid in most cases. We have to find each one, which is a challenge, open the bill, and assign each one manually. It is so time-consuming. So much processing time. Please consider this, it would be so appreciated.
3 votes -
Bank Reconciliation - Suggest matches for total of multiple transactions for the same Contact
In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.
3 votes -
Reporting - Run P&L / Income Statement in Amount order
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
4 votes -
Xero Me | Expenses - Allow time to focus camera when capturing receipts
When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.
3 votes -
Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status
Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.
2 votes -
Bank Reconciliation - Indicate if a bill has an attachment when reconciling
We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.
3 votes
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