1584 results found
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Audit Trail Report
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/invoicesIt must be exportable to excel with…
387 votes -
Reporting - Add Related Account filter to Account Transactions report
For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?
7 votesHi 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?
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Fixed Asset - Partial disposal of an asset
Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.
323 votesHi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans. -
Quotes- Ability to approve quotes
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 -
Budget - Attach file
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 -
GoCardless - Notification of chargebacks on invoices
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.
18 votes -
Batch Payments - Include Line separators in CSV export
I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.
Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.
21 votes -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
9 votes -
BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
12 votes -
Email to Credit Note
Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email
Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.
Purpose: to allow processing of credits through the Draft Bills seamless
cost effective: reduce the need for additional software such as dext or hubdoc, use xero.
Current process: open the Draft Credit, download the…
282 votesAppreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
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Stripe - Option to select and pay multiple invoices at once
It would be great if a customer could pay more than one invoice on their account using stripe, perhaps when sending a statement there could be a link for Stripe to include all items in that statement, many of our customers have lots of small invoices that require payment at month end and it isn't practical to ask them to make individual payments
39 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
4 votes -
Debit Notes - Add a feature for Debit Notes issued by the supplier
To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.
Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc
17 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
16 votes -
Bank Reconciliation - Attachment deletion alert when using Remove and Redo
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.13 votes -
New invoicing - Enable ability to set a dynamic invoice date based on a fixed due date
I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.
WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…
1 vote -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
Reporting - Option to "exclude" rather than deselect in filters
The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).
26 votesHi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
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Project - Multiple contacts
Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.
19 votesHi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
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