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1629 results found

  1. Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project

    7 votes

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  2. New General Ledger - It would be good if you can have the option to have the code number first before the account name

    This will make looking for items easier

    7 votes

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    Appreciate the feedback for the General Ledger Summary report, Kala. 

    I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after? 

  3. Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.

    3 votes

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  4. Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows

    4 votes

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  5. Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.

    18 votes

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  6. 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

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  7. Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

    33 votes

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  8. 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 vote

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    Hi 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.

  9. 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

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  10. Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.

    These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.

    On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…

    34 votes

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    Hi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!

  11. We would like to indicate a specific percentage of retention money held by our client on our sales invoices to them. This retention is then payable to us after a specific amount of months.

    We also need a way to keep track of the total amount of retention held by a client

    30 votes

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    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

  12. It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".

    3 votes

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  13. in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page

    5 votes

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  14. Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.

    If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.

    4 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

  15. 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.

    89 votes

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  16. Customers receive an email with "Pay Now" option to pay online with Stripe.
    Customers will, instead of clicking Pay Now, just call up with CC and ask to pay invoice.
    Having the Pay Now button in the invoice screen would make this so much easier to process.

    Just let me pay an invoice using credit card from within the invoice screen

    6 votes

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  17. Instead of having to scroll through the account transactions / bank statements to get to the bottom in order to change the page number you are on. Either having this bar at the top as well or also having this bar move wiht you so you can always change the page as needed.

    61 votes

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  18. At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.

    Use the same date selector(s) across the entire product. One that allows for:
    - Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
    - Shortcuts like 'This financial year' etc - where applicable
    - Quick year jumps (unlike the date selector in Reports -…

    3 votes

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  19. Suggest Bank rules. When Xero suggests a Contact & Account during the reconciliation we should also have an option to make that a rule so they can use it in cash coding as well. If that is not possible then have the suggested transactions auto fil on cash coding or have a check box like in the reconcile screen to show suggestions

    1 vote

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  20. Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.

    42 votes

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