1367 results found
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Bank Rules - Set Reference to Custom Text
Ability to have custom text in the ‘set reference’ when setting up Bank Rules.
Purpose: This will save users’ time when they’re doing reconciliation each week.
32 votes -
Prepayments - Send receipts and remittance advices
Ability to send receipts and remittance advice when allocating a payment as a prepayment.
Purpose: Users’ can easily send the customers receipts of their deposits.
41 votesHi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
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Find and Recode - Include option to Remove and Redo
Add an option to remove and redo transactions within the find and recode function.
Purpose: To simplify users’ workflow from having to recode to another code, or individually search each transaction in account transactions, then remove and redo it again.
21 votes -
Find and Recode - Edit payment Bank Account
Ability to make ‘find and recode’ to change/edit the Bank Account involved.
Purpose: It saves people time from having to redo the complete transactions.
36 votes -
Tax: Ireland Tax - Irish Vat Return & RTD Details
Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.
Purpose: Irish users can file their VAT easily using Xero.
51 votesHi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here -
Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
160 votes -
Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
53 votes -
Bank Rules - Copy Bank Rules
Ability to duplicate bank rules.
Purpose: To save time from having to set up the same bank rule for each bank account.
127 votes -
VAT EU - Reverse charges in Global edition of Xero
Ability to handle reverse charges for VAT EU in Xero Global edition.
Purpose: It’ll save users time instead of having to use third party API or creating a second line with a negative amount.
40 votes -
Manual Journals - Journal in foreign currency and see FX rate on journal
Ability to process a manual journal in foreign currency and to pull the exchange rate on the date of the journal.
Purpose: It’s beneficial for organisations who are dealing and operate with multiple currencies
368 votesHi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.
We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.
In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.
To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.
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Tracking - Not For Profit Tracking Categories for Statement of Activities
Ability to produce statements of activities that can specifically produce tracking categories for not for profit organisations.
Purpose: This will make a not for profit organisation can classify different types of income that they’ve received using these specific tracking categories.
9 votes -
Reconciliation - Adding undo option
Adding an undo option when users are doing reconciliation in Xero.
Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.
29 votes -
Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
47 votes -
Settings - Unique Reference Number for Transactions
Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.
Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records
23 votesHi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
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Fixed Assets - Ability to include additions to existing assets
Feature where users’ can include addition to existing assets.
Purpose: To save users’ time rather than having two create two different assets in Xero.
141 votes -
Reporting: Account Transactions Report - Show Files icon & number attached
Show files icon and number of documents attached within Account Transaction report.
Purpose: To easily search the attached document from the main account transaction report screen.
107 votes -
UK VAT - Ability to enter VAT scale charge
Ability to enter VAT scale charge on VAT returns.
Purpose: To easily enter and calculate VAT scale on charge in Xero.
10 votes -
Fixed Assets - Partial allocation of depreciation for business and private use
To have the ability to account for depreciation on both business and private portions of an asset.
Purpose: Save time for users to get the correct figures rather than going through manual process.
273 votesHi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.
As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.
Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.
For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion…
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Reporting - Ability to input 13 four week periods / 13 month accounting
Ability to allow a 13 month accounting period.
Purpose: Because there are some industries that are benefited by getting 13 month/13 four weeks accounting period (e.g. restaurants that depends on running on a weekly sales basis).
44 votes -
Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
212 votes
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