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4129 results found

  1. Foreign currency gain loss report to show the invoice contact too

    1 vote

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  2. Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
    For example invoice number and invoice amount on how the tax amount derives from.

    1 vote

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  3. Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…

    3 votes

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    Hi Heather, while maybe slightly brash do appreciate the feedback. 

    With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this. 


    Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users. 

  4. Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.

    7 votes

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  5. In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.

    For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  6. Ability to manage our loans in Xero. We should have the option to enter the interest %, term, opening balance, simple/compound interest and repayment period (monthly, annually, end of term etc.)

    19 votes

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  7. It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.

    A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.

    23 votes

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  8. We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?

    5 votes

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  9. Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)

    1 vote

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    Appreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;

    • Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
    • Made small changes to the formatting of cells in rows to create more consistency across the report

    We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.

  10. Xero Expenses - Can this screen be displayed, like Bills to Pay and with a freeze frame set at the top of the information, so 'New expense' stays put when scrolling?

    1 vote

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  11. Sort "Bills you need to pay" Invoices by Supplier, then Due Date.

    When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.

    I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.

    Are you able to amend the programming to allow for this feature?

    1 vote

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  12. It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)

    1 vote

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  13. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    23 votes

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  14. Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.

    There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.

    2 votes

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  15. Ability to have a warning message appear when turnover is reaching the VAT registration / deregistration threshold

    22 votes

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  16. While it is possible to use Find & Recode to edit the contact, it's not currently possible to use this feature to edit line item descriptions, this would need to be done on the individual transaction themselves.
    Can XERO please look into this and bring this new feature in future to save time.

    13 votes

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    1. Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)

    2. Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)

    1 vote

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  17. Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account

    1 vote

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  18. Please add cropping function on the app when you are adding photo of a business expense receipt.

    4 votes

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  19. Xero Payroll - Bank payment details - is currently restricted to BSB & Account Number.

    This needs to be expanded to allow for PayID details as more and more employees utilise this.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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