1664 results found
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Xero Accounting app - GST
It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.
4 votesHi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Detailsย
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.ย
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Aged Payables Detail report -
Aged Payables Detail Report - when a planned date isn't entered then the due date appears in the report by default.
Please remove this default and if a planned date is not allocated then leave blank or put Add date.2 votes -
Aged Receivables report (detailed) - add colum for "COMMENTS"
Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
But to allow free text.
To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
Curently we export the report into excel and make notes in excel (outside of xero).2 votes -
Add Support for Payments on Account
Please implement functionality to record and manage payments on account (advance payments or deposits) without immediately creating an invoice or recognizing revenue.
This is essential for businesses that routinely accept deposits (e.g., wedding services, contractors, event planners).
It aligns with standard accounting practices and revenue recognition principles, which is crucial for accurate financial reporting.
Currently, Xero expects me to record income (as an invoice) up to 18 months in advance! That's not acceptable from an accounting or business management perspective.
Having this functionality would allow us to:Properly manage our customer deposits as a liability until the service is providedโฆ
2 votes -
Projects - Show project allocation (or blank) on Invoices/Bills overview and exports
Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.
2 votes -
Chart of accounts - Adding multiple new codes at once
Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.
2 votes -
Multicurrency - Adjust base currency
Having reporting / base currency of reports that is different to the country in where Xero has been setup.
3 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Invoicing: Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottomโฆ
3 votes -
Ability to split a main budget into tracking categories without having a seperate budget for each
Budgets are not working for us when using tracking categories. Ideally, I would like a single budget, but with the ability to add detailed line items by contract and revenue stream (our TC's). I have only managed to input budgets using the TC's individually - this means I would have 50+ budget veriosn when looking at the different compinations of contract and revenue stream whihc is not practical or manageable, especially when we start re-forecasting furthe along the year.
3 votes -
account transactions - date range pull down options to include "last week"
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Text box expanding which moves my screen, resulting in copy/paste difficulties
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
2 votes -
Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying onโฆ
2 votes -
Export and import custom reports between Xero organizations
Have the ability to export a custom report from one organization and import it into another organization without having to recreate the whole custom report from scratch. This is especially helpful when creating reports that revolve around classes that you can't create at the HQ level.
1 vote -
check payment currency
Hello,
It would be really appreciate if it was possible to pay by check for a foreign currency.
Thank you.
1 vote -
User-Based Journal Permissions for Improved Control
Currently all users that can create manual journals can also approve journals. Xero should please design a feature that limits the standard user role to - can create draft journals - while advisors can draft and post journals. This feauture is already in use for invoicing. Some users can draft invoices while others can draft and approve.
1 vote -
New Invoicing - Show the date a document was added
The documents no longer display the date they were added like they did in classic invoicing. The date also doesn't show in the history section so there's no way of knowing when documents were added.
When you have multiple people working on the same organisation you need to be able to clearly see things like this.
1 vote -
Edit invoice direct from awaiting payment list
If I need to edit an approved invoice (which I do regularly) I have to click "Invoices" > "Awaiting Payment" > Select an individual invoice > Click 3 buttons > Click Edit.
I would like to see an option to edit an invoice direct from the "Awaiting Payment" invoice list screen - perhaps just an edit icon or something similar so that the default behaviour doesn't change BUT, there is an additional option to go directly into Edit mode
1 vote -
What is the cancellation policy on United?
๐๐ฃ๐๐ฉ๐๐ ๐ผ๐๐ง๐ก๐๐ฃ๐๐จ ๐๐ก๐ก๐ค๐ฌ๐จ ๐๐๐ฃ๐๐๐ก๐ก๐๐ฉ๐๐ค๐ฃ๐จ ๐ฌ๐๐ฉ๐ ๐๐ช๐ก๐ก ๐ง๐๐๐ช๐ฃ๐๐จ ๐ฌ๐๐ฉ๐๐๐ฃ 24 ๐๐ค๐ช๐ง๐จ ๐ค๐ ๐๐ค๐ค๐ ๐๐ฃ๐, ๐ฅ๐ง๐ค๐ซ๐๐๐๐ ๐ฎ๐ค๐ช๐ง ๐๐๐ฅ๐๐ง๐ฉ๐ช๐ง๐ ๐๐จ ๐๐ฉ ๐ก๐๐๐จ๐ฉ ๐ฉ๐ฌ๐ค ๐๐๐ฎ๐จ ๐๐ฌ๐๐ฎ ๐๐ฉ +1-866-672-8652 (USA), +1-866-672-8652(UK) . ๐๐ค๐ง ๐ฃ๐ค๐ฃ-๐ง๐๐๐ช๐ฃ๐๐๐๐ก๐ ๐ฉ๐๐๐ ๐๐ฉ๐จ, ๐ฎ๐ค๐ช ๐๐๐ฃ ๐ข๐๐ ๐ ๐๐๐๐ฃ๐๐๐จ ๐ค๐ง ๐๐๐ฃ๐๐๐ก ๐ฌ๐๐ฉ๐๐ค๐ช๐ฉ ๐ ๐๐๐, ๐๐ช๐ฉ ๐ฎ๐ค๐ช ๐ฌ๐๐ก๐ก ๐ง๐๐๐๐๐ซ๐ ๐ ๐ฉ๐ง๐๐ซ๐๐ก ๐๐ง๐๐๐๐ฉ ๐๐ฃ๐จ๐ฉ๐๐๐ ๐ค๐ ๐ ๐ง๐๐๐ช๐ฃ๐
๐๐จ๐๐ฌ ๐๐ง๐ข๐ญ๐๐ ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐จ๐๐๐๐ซ ๐๐ซ๐๐ ๐๐๐ง๐๐๐ฅ๐ฅ๐๐ญ๐ข๐จ๐ง? ๐๐๐ฌ,๐๐๐ฅ๐ฅ+๐-866-678-8652 ๐๐ง๐ข๐ญ๐๐ ๐๐ข๐ซ๐ฅ๐ข๐ง๐๐ฌ ๐จ๐๐๐๐ซ๐ฌ ๐ ๐ค๐ฆ-๐ก๐จ๐ฎ๐ซ ๐ซ๐ข๐ฌ๐ค-๐๐ซ๐๐ ๐๐๐ง๐๐๐ฅ๐ฅ๐๐ญ๐ข๐จ๐ง ๐ฉ๐จ๐ฅ๐ข๐๐ฒ +๐- 866-678-8652 ๐๐ (๐๐๐)
๐๐๐ฌ, ๐๐ง๐ข๐ญ๐๐ ๐๐ข๐ซ๐ฅ๐ข๐ง๐๐ฌ ๐จ๐๐๐๐ซ๐ฌ ๐๐ฎ๐ฅ๐ฅ๐ฒ ๐ซ๐๐๐ฎ๐ง๐๐๐๐ฅ๐ ๐ญ๐ข๐๐ค๐๐ญ๐ฌ ๐๐จ๐ซ ๐๐๐ซ๐ญ๐๐ข๐ง ๐๐๐ซ๐๐ฌ ๏ผ๐- 866-678-8652. ๐๐ก๐๐ฌ๐ ๐ญ๐ข๐๐ค๐๐ญ๐ฌ ๐๐ฅ๐ฅ๐จ๐ฐ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐๐๐ง๐๐๐ฅ ๐๐จ๐ซ ๐ ๐๐ฎ๐ฅ๐ฅ ๐ซ๐๐๐ฎ๐ง๐ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ ๐๐๐. ๐ ๐จ๐ซ ๐๐ฌ๐ฌ๐ข๐ฌ๐ญ๐๐ง๐๐, ๐ซ๐๐๐๐ก ๐๐ง๐ข๐ญ๐๐ ๐๐ญ ๏ผ๐- 866-678-8652.1 vote -
Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
1 vote
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