1419 results found
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Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
2 votes -
Manual Journals - Adjustments option for a selected customer
Add a section to manual journals so that you can make adjustments for a specific vendor (customer).
For example, our customer signed a contract for subscription for 12 months. I show deffered revenue and then every month I transfer part of this deferred revenue to revenue. It is very difficult to track whether all deferred revenue has been converted into revenue if it is not possible to keep records of revenue by counterparties, especially if multi-currency accounting.3 votes -
Reports - View history of changes to published reports
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.
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3 votes -
Sales Invoices - Ability to print invoices in Xero in one click
Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.
Purpose: To save users time from having to open the PDF and click Print again.
90 votes -
Xero Projects - Add a date to an estimated expense
Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows
4 votes -
Account Transactions - Option to archive old transactions
Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.
10 votes -
Bank Reconciliation - Show credit card number when reconciling
See card number when reconciling
There is no longer a card number on the bank statement line when reconciling.
This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)
3 votes -
Dashboard - Ability to view NET figures
I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.
1 vote -
Find and Recode - Find by Item Code
Add an option to find all transactions by Item Code
Example: I recently had a client who put the wrong sales accounts on some of their inventory items but had been making sales transactions for 14 months without noticing. The P&L did not accurately reflect the sales of the actual inventory categories because of this.
There is currently no ability to find all the transactions by inventory item code to quickly recode the original transactions.
The work around is painful for 1000's of sales - Run a report on transactions by item code, save to excel, add a column for…
16 votes -
Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
13 votes -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
28 votes -
Inventory - Filter to exclude inactive items in reports
Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.
6 votesIs there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
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Manual Journals - Multiple date entries
Can we get multiple date entries for manual journals?
6 votes -
US - Send W-9 request from Organization email rather than Bookkeeper/Accountant email
The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.
1 voteHi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.
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Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
50 votesHi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Reports - Reduce empty spaces
Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!
4 votes -
Conversion balances - Add a field for notes/description
It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.
3 votes -
Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'
At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?
25 votes -
Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
31 votes -
Business Snapshot - Ability to show monthly and quarterly comparatives
In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.
20 votes
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