4688 results found
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Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
5 votes -
Bills to pay: Generate batch payment files for credit card accounts
Create ABA file for non bank account, eg Credit Cards.
With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks5 votes -
mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votes -
Invoice - Remove invoice number and amount from link
Invoice link showing invoice number and amount in WhatsApp
3 votes -
Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote -
Contact | Merge - Retain contact and financial details
It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.
4 votes -
Reporting - Ability to toggle GST on/off in a report
If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?
4 votesIs there a specific report or reports that you're comparing transactions with, Fiona?
With the Payable and Receivables Invoice Summary and Detail reports there are options to show (ex) and (inc) in different columns, we also provide options to show Net, GST and Gross amounts separately.
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Global Pay Run - Ability to include company logo on payslip
Please allow the option to put the company's logo on the payslip.
11 votesThanks for your support here, everyone. We appreciate all the valuable feedback regarding logos on payslips when using Pay Run.
To be open and upfront we don't have direct plans for making this change any time in the near term.
Right now, you could consider printing payslips on a company letterhead with the logo already pre-printed.
Thanks again for your feedback.
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Reports | Custom table - Reformat text
Xero Reporting - Please add functionality to Right Align text in custom tables in notes.
Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.
14 votes -
Bills - Record delivery notes for goods received, and attach to bills
We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
So we would know that we…18 votes -
Dashboard - Ability to group Accounts in the Watchlist
ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria
10 votes -
South Africa Tax - Domestic Reverse Charge Vat SA
Domestic Reverse Charge vat has been introduced in South Africa for precious metal supplies and allied products. Please could this feature be added to the SA Xero?
18 votes -
Invoices/Bills | Ability to search by exception (e.g no planned date)
Exception search capability - eg searching for invoices or bills that are not scheduled for payment.
3 votes -
Allow "Current date" to be inserted in reports at the client level.
There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.
16 votes -
Reporting - Ability to view balances while in edit layout function
Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.
28 votes -
Invoicing - Notification when an invoice or document is modified
We have had a number of issues relating to modified invoices / documents within Xero. It would be great if there is a way we can setup alerts or email notifications each time certain documents are modified such as invoices or figures on forms etc. This would allow our Financial Controller to oversee all changes made on a global level.
1 vote -
Projects - Add staff payment rates to projects
add staff payment rates to projects so can be selected from a drop down list
3 votes -
Payable Invoice report - Auto update results when transactions listed in date range report is run
When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.
3 votesHi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours.
If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results.
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UK Payroll - Holiday balance on final payslip
When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.
24 votes -
General Ledger Detail - Include "Payment Reference" as an optional column
It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.
2 votes
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