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1479 results found

  1. 13 votes

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  2. When using pre-printed check stock, information on the voucher overlaps information on the pre-printed check. If you could change the layout of the voucher, this problem could be eliminated.

    46 votes

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  3. Would be great to have a "Disable" button for checked/selected Bank rules on the bank rule page, rather than only a "Delete" button. Sometimes staff want to turn them off but we don't want to delete them.

    2 votes

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  4. BANK RULES LIST IN ALPHABETICAL ORDER
    Just put them in alphabetical order as the default. I don't have time to go through dozens of them and drag them into order.

    2 votes

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  5. SAVE FOR LATER section within the Reconcilation page
    We should be able to add a transaction to the top of the list to a section that doesnt scroll, another tab or click a button to change its colour to signify it is now in a special section for 'saving for later'.
    Sometimes a transaction needs looking into further and when doing recon you might end up with half a dozen of these, it would be really handy to be able to group them at the top of page or turn them a different colour so that when continuing on they…

    2 votes

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  6. Dear Sir/madam,

    Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
    Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.

    It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
    Best regards,
    Taisiya

    7 votes

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  7. Report that brings together all Subcontractors for end of year TPR

    10 votes

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  8. I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.

    This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!

    When I edit section 2 of the bank rule the choices on the picklist are 1.…

    2 votes

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  9. Currently there’s no functionality in Xero to run an IAS without the GST Accounting Method set up.
    Suggest a feature request that allows you to prepare the activity statement regardless of the entity being registered for GST or not.

    2 votes

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  10. It's not possible for customers to update their own email address eg if we send an invoice or statement to an old email address and they want to change it. Would be good if customer could update it and we just verify it. Or some kind of automated form they get to speed updating it.

    5 votes

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  11. Dear Community,

    as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.

    Please let me know what you think.

    Regards,

    Sebastian

    2 votes

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  12. Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    71 votes

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  13. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    152 votes

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  14. Allow a simple 'sort' function to re-order the view of expenses that have been 'done'.

    This should allow order by 'date of spend', by amount; category; etc

    30 votes

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  15. Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available

    8 votes

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  16. For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
    Currently have to adjust the report to remove the relevant columns which is time & $.

    The old version did this automatically!

    69 votes

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  17. Reporting - Account Transactions - Group by Contact Group - Aged Receivable Transactions

    When I run the Account Transactions new report with Grouping as Contact Group, the option to add opening and closing balances is blocked. Is it possible to enable this so that we can use the report in lieu of a monthly activity statement for the Group.

    20 votes

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  18. It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added…

    45 votes

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  19. It would be good to have the ability to add a customer watchlist to the dashboard so that businesses can see when customers have overdue invoices or reached their credit limits so credit credit control can be improved. I personally don't like the email reminders as that doesn't work for our business model so I feel like a watchlist on the dashboard would be good.

    5 votes

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  20. To add total amount on invoices to show as word form, instead of as numbers.

    Purpose: For person who like to issue cheque, they can follow the wording amount on the sale invoice

    5 votes

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