290 results found
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Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi team, we'll move this idea across to delivered. As noted in my last update exporting the Account transactions report to PDF contains bolding for all headings.
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting. Thanks
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Bills - Create a recurring supplier invoice from a previously entered invoice
Add another option on the SAVE button for Supplier Invoice entry (and Sales I guess but we don't use XERO for our Sales) to enable a previously entered invoice to be copied from and then SAVED as a RECURRING INVOICE. There have been many times I would love to have had this option.
1 voteJust for anyone else coming across the idea here - You can use 'Repeat' from the Bill options in the top right of the Bill to create a new repeating bill template😊
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Alter Receive Money
If I use the Receive Money option from the menu: when selecting the customer I would like Xero to give me an option to SELECT INVOICE to apply money to OR create a new transaction. Much easier than going to customer - add payment etc. Again look for some inspiration from other products.
1 voteHi Hennie, if an invoice already exists related to a payment receive money should not be used. Rather than having to add a payment to the invoice or bill, you can simply use the Find & Match tool within the Reconcile tab to locate and match with the statement line.
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RECIEVE A PAYMENT OPTION
The classic version allowed me to enter payments manually, I can't seem to see this feature with the new version.
1 voteHi Mandy, it's in a slightly different place in new invoicing but on an approved invoice there is an 'Add payment button in the top right of the screen. This'll open a modal where you can enter payment details.
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Ability to add files or photos to invoices. Common in construction
Ability to add photos or external files to invoice emails. Common need in construction
1 voteHi Lee, this is already possible. You can attach files to the invoice, and you'll just need to select to include the file when sending the invoice. We have some help on this here.
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Trial balance - Compare MoM movement
On 31 July 2023 my old Trial Balance that shows the current movement per the months selected as well as the YTD figures will be discontinued. It will be replaced by a Trial balance that only shows the YTD figures and the comparative figures with the previous year. That doesn't help me at all when I have to do a monthly management report and can only see the YTD figures. I'm begging you, don't discontinue the old Trial Balance report! Or at least give me the option between displaying YTD figures and the movement for a specific period.
30 votesHey community, just popping back as promised! We’ve rolled out an update to the Trial Balance report this morning, adding in two new additional columns that show the monthly movement, similar to the older report. You can add in these optional columns from the Columns drop down menu - I’ve attached a screenshot for reference.
Thanks again for all your feedback on the new reports 😊
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Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
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Reporting - Preview current page only
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet2 votesThanks for all your contributions and feeding back to the team on your needs in this space. I'm pleased to share that we have now released our new preview panel to all users.
When you open the layout editor of a report you'll see PDF preview of your report on the right hand side, so you can see how changes you're making to your report impact it 'on the fly'. 🥳
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Bank statement import - Bank statement balance check
When importing a bank statement, it would be great if just before completing the import, Xero could show the end bank statement balance based on the existing bank balance and the transactions that are about to be imported. This could then be checked with the actual bank statement to make sure it matches.
1 voteHi Mihaela, while it's not before statement lines imported. The Bank Reconciliation Summary report now allows you to enter a Bank statement ending balance. The Summary report will then calculate the balance out by based on the figure you enter. 🙂
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Invoicing - See gross profit
When a sales invoice is created, there should be a place where i can see what is the gross profit. If not, I would have to go back and forth between the inventory module and the sales invoice module to maunally calculate.
1 voteHi team, as previously shared you can run the Receivable Invoice Summary or Details reports where you can select to include a Gross column.
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New invoicing - Send einvoice
The new invoicing will not allow e-invoicing without an ABN attached which defeats the purpose . Bring back the classic invoicing.
2 votesHi team, returning to switch this idea across to delivered. While Xero does require a customer to be registered and have an ABN. EInvoicing is available within new invoicing. You can find more information on this here.
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Sales invoice | Email - Insert Invoice Link at Cursor
When emailing an invoice to a customer there is an option to insert a link to the invoice. However the link is always placed at the end of the message and I have to cut and paste it where I want it in the message.
Could the link not be inserted where the active cursor is instead? Saving the user the hassle of moving the link.
See mock up.
2 votesHi community, with the improved send experience in new invoicing you'll find this is now possible.
When you add the Online Invoice link through placeholders, you'll see it is automatically inserted wherever the cursor is placed in the email on the left and you can get an instant visual of what this looks like to your customer on the right. 😊
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Credit Note
Classic invoicing feature missing from new invoicing format
Some of our clients like to prepay so there are often credits to use. Upon approving an invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new invoicing to indicate there is a credit available you have to go and manually check. As well as not informing you of an available credit, if you look at the new approved invoice there is no way apply an existing credit (only to create and apply a new…
1 voteHi Claire, when you approve an invoice for a customer that has available credit, you'll receive a prompt. If you choose to 'Skip for now', you should see an option to 'Apply credit' on the approved invoice. I've attached a screenshot of these in new invoicing.
If you're not seeing either of these options, I'd suggest double checking the name of the contact the credit note has been created for, and raising a case with our specialists at support to take a deeper look into things with you.
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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Bills to pay - Highlight bills that have been selected
Bring back highlighting of selected bills
16 votesHi everyone, highlighting in the bills list view is now available 😊
Now, when you select bills these'll be highlighted on the screen. Thanks for voting and sharing how we can improve Xero for you.
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Bills - Provide a 'Skip to Next' function when reviewing Bills to Pay
In the same way that we have 'Approve & View Next' for invoices in the draft and awaiting approval sections, it would be useful to have a 'Skip to Next' function in the event that you are missing information or unable to approve at that time. This would certainly save several clicks and make the process more fluid.
3 votesHi team! Our new quick view feature in bills allows you to simply view your bill and it's details without having to leave the list view.
Move from one bill to the next using the arrow options and once you've reviewed make bulk actions by selecting multiple bills and using the list bulk action options like Batch pay, Approve, Add planned date, Print or Void 🥳
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Monzo feed
I have a Monzo business account that's reconciled with Xero. When I upload the receipts to Monzo they don't come over into Xero. Are you planning to add this as a feature? If not with Monzo do you offer this with any other accounts like Pleo? It would be good to attach the receipts in Monzo as they happen as they show in Monzo straight away.
1 voteHi Emma, you can connect your Monzo account with Xero to import your transactions. We have a bit of detail on the criteria for automatically importing data from your Monzo account and the steps of how to connect this in Xero Central.
If you have more questions on this I'd recommend connecting with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page there.
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Reporting - Add ageing for Customers and Suppliers
Add the following to reports:
Supplier Activity Statement to compare with the statement received from your suppliers.
Alternatively - enable a Customer and Supplier DETAILED LEDGER as per usual accounting practice. This should be standard within Xero.10 votesHi all, with no response from my last update we are going to shift this to delivered with the ability to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact.
For ageing periods on a customer's statement - we have an idea for this that we've shared on and to be upfront we don't have any plans in the foreseeable future.
Supplier statements have been discussed on a different idea. However, we want to be upfront this isn't planned.
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Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
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bulk change customer or supplier VAT to organisations own, as not all of our services require VAT
To be able to bulk change settings for customer or suppliers.. for example, all of our customers and suppliers (4000+) were added to Xero but have all been pre set to include 20% VAT when invoicing.
But not all of our services are VAT chargeable, now whenever we invoice the VAT rate is pre set, causing us to need to remember to remove it. We can individually change this per customer or supplier to use our organisations own setting, in which this pulls from our schedule of rates. But to have the ability to change this in bulk would make…
1 voteHi Mabyn, sorry for not rounding back to your idea sooner. This should be possible through imports. To bulk update your contacts in Xero, you can export your current contacts list, make adjustments (in this case it sounds like you'll want to update the 'AccountsReceivableTaxCodeName'), then re-import your contacts list to Xero.
As long as you don't change your contact's name this will updated the details of that contact when imported to your organisation 🙂
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