1664 results found
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Bank Feed - Refresh Bank Feed confirmation
Once the bank feed(s) have been refreshed, have a pop up confirming that. In the past, I assumed it was completed after the refresh circulating icon had finished only to discover this was not the case as there was actually an issue with my bank and Xero.
1 vote -
Reporting - Ability to sort notes alphabetically
On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.
9 votes -
Chart of Accounts - Bulk delete archived codes
Could an enhancement be made so we are able to delete archived codes in bulk, either at practice level or client level, rather than having to do individually? would be helpful
2 votes -
Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.62 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
5 votes -
Add employees to tasks in bulk
Ability to add staff members to tasks in bulk rather than having to do them individually to each client.
2 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
4 votes -
Invoicing - Allow delivery address to be synced via API invoice creation
This is a real issue where you have a customer with multiple delivery addresses. Here is a typical scenario.
1) Customer has one invoice address and 3 different shops.
2) The online ordering system syncs across the customer contact details, one invoice address and 3 delivery addresses (here is the first problem, Xero will only use Shop 3 for the deliver address as it is the last one synced across).
3) The online system creates an order for for invoicing for a delivery to Shop 2 and syncs it across.
4) Xero creates the order but shows the delivery address…
6 votes -
History & Notes - Record when an app is integrated
The ability to integrate with many different apps from the app store is great but you cannot currently see any history of when and who authorised an app to integrate with Xero. For security , traceability and troubleshooting errors, this should show in the history and notes report and /or the assurance dashboard.
1 vote -
BAS - Stop autofilling T8 and T9 on BAS statement
Stop autho filling T8 and T9 fields on BAS statements in Xero blue as this creates errors when importing to Xero tax.
These fields need to be left blank by default. It wastes our time to have to delete the info2 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
Invoices - Keep Invoices search bar permanently open
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,
Taisiya5 votes -
Invoice - Option to add @someone in a draft invoice
We have multiple people working on drafting and approving invoices. It would be nice to be able to @people and they receive a notification in History & Notes section of the Bills to Pay to discuss amendments, corrections etc.
1 vote -
Transactions - Allocate dishonoured and reversed to customer's account
I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).
Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.
The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).
The…
10 votes -
Bank Reconciliation - Summary Report with Imported Statement Balance for all banks
Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)
6 votesHi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
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Cash Coding - Ability to Save your progress
The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…2 votes -
Products and Services - Non-Sell Items when allocated to projects retain the orginal information.
Within Products and Services when items are set up that aren't invoiceable costs, and therefore the "Sell" box unticked, when they are allocated as to Projects these items don't show as "Non-Chargeable" costs as they should do, they show as "% Mark-up" costs. Therefore, when going to "Invoice Tasks and Expenses", they appear in the list of potentially invoiceable items.
Therefore, each expense item has to be edited in each individual project and switch it from "% Mark-up" to "Non-Chargeable. Such costs should automatically come through as "Non-Chargeable".
Also, "Find and Recode" feature doesn't recode the Product and Services type…
2 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
9 votes -
Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
35 votes -
Bills - Adding Project line to Bills
I noticed with the new invoicing structure, that a field for Projects to be allocated in each line item. Can this be done for billing too? It becomes very time-consuming when having to add the projects at the end of a bill. Some of my bills are like 20-25 lines long, and then once I have entered the info, I have to go back to each line via the projects and allocate the project code. It would be so much simpler if the field was added to each line so that it can be allocated at the same time as…
1 vote
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