1634 results found
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Xero Expense - Ability to view full account name
Can we have complete name of Chart of Account in Xero Expense. For eg, from screeenshot attached, we have x3 different Meal Chart of Account but as i can't see the complete name of the chart of account i have to go to different screen to find the right code.
If we can see/have complete name of the chart of the account when submitting/editing Credit Card receipt that will be super helpful
3 votes -
Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
5 votes -
Fixed Assets - Estimated Depreciation calculator
Ability to enter a date and run an estimated depreciation cost up to that date. Very useful when creating budgets and forecasts.
24 votes -
AIA G702 & G703 Application for Payment
Access and use G702 & G703 Application for Payment forms for progress payment
1 vote -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
7 votes -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
2 votes -
Reporting - Notes column option on reports
Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note
4 votes -
Checks - Check Voucher reference line to agree to the bill reference field
It would be beneficial to be able to adjust the check voucher format.
When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.
2 votes -
Cash Coding - Keep the same sort order of uncoded statement lines
Sometimes the order of transactions is different in Uncoded Statement Lines Report to the transactions you are coding in Cash Coding. This means you cannot quickly enter codes from the Lines Report but have to carefully check line by line that it's the same transaction. This is extremely annoying, time consuming and occasionally results in incorrectly coded transaction lines. This has been a problem for years! It's terrible.
2 votes -
Manual Journal | Copy - Option to select debit or credits
Option to exclude debit and credit amounts when copying manual journal
1 vote -
Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He…
5 votes -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
25 votes -
VAT201 report | PDF - Links to attached files
VAT201 Report - PDF link to scanned tax invoices. It will be great to have a PDF link to scanned invoices attached to bills and invoices in the transaction by field number report. It will be easier and save time to download and save from this screen, instead of opening the actual bill or invoice in order to download attached documents for upload on SARS efiling for VAT verification/audit.
1 vote -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
23 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Business Snapshot - Account for leap year
Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.
3 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.158 votes -
Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
1 vote -
Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
7 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.11 votes -
Bank Feeds - Photo imports from Starling account
Hi there,
Is there any way you could integrate the photos I put on my Starling Bank account of receipts I receive for purchases for my business account, so that I don't have to enter them twice, once on Starling and once on Xero.
I realise this is not an option, as it's not happening, but the notes I add do come through, so could the photos too?
In this new digital paperless world, it would be good not to have to keep every receipt and have to remember to photograph it twice. Hubdoc doesn't help, because you still have…7 votes
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