1423 results found
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multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.3 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Aged Turnover report for both Suppliers and Customers
The delivered response to my previous idea was no correct. The aged summary/detail reports only show what is outstanding.
The report I am requesting is to show the turnover, monthly across 12 months so that we can see what we have spent with a supplier each month for that year, but also what a customer has spent with us.7 votesAppreciate you creating a new idea to confirm what was missing within Xero's reports that you'd like to see, Les. Being open this isn't something we have any plans for right now, but we'll continue to track the interest through your idea here and we'll share if there are any updates planned.
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Bills - View PDF without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
13 votes -
Reporting - VAT reconciliation report for South Africa
Please add a VAT Reconciliation Report for South African Xero Orgs.
There is currently no report that allows users to determine which transactions in the VAT Control Account have been posted to which VAT periods and which returns they fall under. Late claims are not indicated anywhere except in the transaction detail within each VAT201, so the Control Account needs to be reconciled externally in excel.
This is particularly an issue when a conversion from another accounting software has taken place and there are opening balances to reconcile. Or if conversion took place mid VAT period.
It would be useful…2 votes -
NZ GST - Mark GST Return as filed
Please can there be an option to mark a GST Return as FILED in Xero , where it has been filed by another method.
23 votes -
Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
6 votes -
Invoicing – Enable full keyboard entry (date + account number) without mouse clicks
The current “Add Payment” workflow in invoices is inefficient for keyboard users. While manual entry of payment dates has been improved, the account selection still forces users to use the mouse, which breaks the flow.
We need a smoother, full keyboard-navigable process when adding a payment to an invoice:
1.Enter date manually (already possible )
2.Press Tab to move to the Account field
3.Type the account number directly
4. Press Tab or Enter to confirm selection without needing to click the search bar or manually select the account with a mouse
Right now, even after typing the account number into…3 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
7 votes -
History and Notes report - Contact details
It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line7 votes -
NZ GST - Move 'File with IR' button to top of page
Moving the button to File with IR from the bottom to top of screen, to make it more obvious.
5 votesHi everyone, we've created this idea based on feedback received here.
With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.
However, we'd still like to get a sense of the interest from community in this, here.
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NZ GST - Export customised return
Ability to export the GST return with the layout as customised on the screen. For example if columns have been hidden these are not shown in the exported file.
5 votesHi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.
While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.
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Reporting - Filter the Profit and Loss by Contact
When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.
58 votes -
Bank Rules Placeholders
Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.
18 votes -
NZ GST return - Late claims, Publish & incognito mode
Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…17 votes -
feed
I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Increase the limit for multiple bill payments more then 200
Increase the limit for multiple bill payments more then 200
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Group consolidation into one management accounts pack
Hi. We are an International company with various subsidiaries in the UK and overseas. We are using a bespoke accounting system which is not even cloud based. In fact all on the spreadsheets. Designed to serve the purpose. However, It took me a while to persuade our managers to move onto something more advanced, user friendly, that would create all accounts on the platform, not on manual spreadsheets.
There are a few downsides I am facing on Xero. This software doesn't have any built in accruals and prepayments invoice system, that could do the accruals and prepayments for you usins the dates…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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new bill button
New Bill Button - Please bring back the single click New Bill button. Anywhere I click on the New Bill button gives me a dropdown menu, requiring mouse movement and a second click. I would expect this to function in the same way as the new invoice button where you can click on the button to generate a new bill or you can click on the arrow down to see the dropdown menu. Bring back the single click efficiency.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Feed - BlueVine
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Access to Invoice only users to certain ledgers
Invoice only users should be able to access certain ledger accounts.
Also they should be able to have access to file option just under the settings option.
Especially be able to add files related to bills etc1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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