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1663 results found

  1. 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

    19 votes

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    Hi 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…

  2. 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.

    89 votes

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  3. Feature where users’ can include addition to existing assets.

    Purpose: To save users’ time rather than having two create two different assets in Xero.

    97 votes

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  4. The ability to assign contact in manual journals.

    Purpose: To enable to track journal entries with contact name

    169 votes

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  5. Ability to have weekly reports for sales in Xero.

    Purpose: Users can track the daily trend across each week.

    13 votes

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  6. Setting up a clearing account in the chart of accounts.

    Purpose: Users can use it as an actual bank account rather than creating a fake bank account in Xero. As this is important in some Payroll cases.

    6 votes

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  7. Ability to enter VAT scale charge on VAT returns.

    Purpose: To easily enter and calculate VAT scale on charge in Xero.

    6 votes

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  8. 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.

    215 votes

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  9. 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).

    38 votes

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  10. 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.

    176 votes

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  11. Ability to add budgets in the balance sheet accounts.

    Purpose: It’ll make it easier for users to see the figure when they're budgeting in Xero.

    166 votes

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  12. Ability to create a prepayment in a currency other than the organisations base currency

    Purpose: Having a multi-currency prepayment option in Xero will make users’ who are dealing with customers that pay prepaid foreign currency accounts to their business easier.

    109 votes

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  13. Ability to integrate budgets by tracking categories with the master overall budget.

    Purpose: Because it can automatically flow through the master budget, so users don’t need to manually reconcile during this process.

    142 votes

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  14. Report that shows the total sales made by each sales person in an organisation

    Purpose: Ease of being able to compare Sales reps stats across the organisation and/or overtime

    10 votes

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    Hi community, as you've found Xero doesn't currently have a function that automatically tracks or calculates sales by sales person.

    In the meantime, you could use tracking when you record your sales, which will allow you to report based on sales made by each sales person.

    A suggested process is:

    • Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
    • When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
    • You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.

    If commission sales are a regular part of your business, you may wish to consider using one of our integrated App products. These integrate with your Xero organisation and…

  15. Ability to add account description from statement description when setting up bank rules.

    Purpose: To easily reconcile similar transactions but have different descriptions.

    76 votes

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  16. Ability to add item 7A to track deferred GST

    Purpose: Because many organisations import goods and defer GST.

    12 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST…
  17. To have the ability to combine the reporting between more than one Xero org.

    Purpose: Better at group budgeting and account managements

    210 votes

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  18. Ability to show and can select credit notes on the find & match screen.

    Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.

    606 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

  19. Ability to edit a bank account without having to delete the transaction and then re-enter it in the correct account.

    Purpose: Save time from deleting the transactions and entering them from scratch in the correct account.

    113 votes

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  20. Ability to have multi-VAT tracking for EU companies.

    Purpose: Because lots of companies in the UK are also registered VAT in other EU countries. So having this feature will make users easily calculate their tax.

    26 votes

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