4401 results found
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Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
4 votes -
Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
4 votes -
Purchase Orders - Show qty on hand
PURCHASE ORDERS - SHOW THE QTY ON HAND
Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.
5 votes -
Reporting - Context dependent wording for totals that are a profit or a loss
In Xero financial statements, it can obviously detect whether an item is negative or positive, as you can group items as assets or liabilities based on the value.
Can we get context dependent wording then too? Especially for Income (Loss) type totals?
4 votes -
Quotes - Automatic numbering sequence
Autonumbering on the creation of quotes to help unique identification of jobs.
1 vote -
Statement of Cashflows - Cash and cash equivalents
Tier 3 cash flow statement needs to refer to "bank accounts and cash" per XRB requirements not "cash and cash equivalents". Xero reports do not permit these line descriptions to be edited on their cash flow statement.
1 vote -
Invoice - Make invoice templates location available within the sales overview page
Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...
Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.
4 votes -
Conversion | Ability to enter outstanding invoices via Manual journals
When bringing a company on board, and you need past invoice history of the invoices outstanding, it would be far quicker to type them into the journal than to have to capture the document individually. it would be better to be able to do a journal for the AR and AP once you have captured the company. time does matter, and this method which is currently there is very time-consuming. Other accounting packages have this function and it would be nice to see it being done here for the Advisors.
2 votesAppreciate ease when coming across from another software. Conversion balances and the way Xero works is quite critical to how outstanding invoices and bills are entered.
Xero makes sure your accounts receivable and payable are in balance to the transactions that have been entered.
While we will track the interest around this here I do want to be upfront that we don't have any plans to change the way in which these are entered.
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Bank reconciliation - Show Account Code on spend/receive money
Bank Accounts Cash Coding problems:
xero auto enters "unknown" if payee not used
No Quantity column for shares or livestock transactions
Posted entries disappear which does not allow easy scroll up and down scrutiny of work done
account code does not show for coded entries
bank account description/particulars does not show as per bank statement
ie simply make the bank statements screen like Banklink so I can move my practice.6 votesHi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread.
We have an idea started that you can support for livestock calculations
I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented.
If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂
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Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votes -
Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
3 votes -
Files - Move 'New Folder' button to top of page
It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)
5 votesHi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate.
On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊
Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now.
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Contacts: Record Witholding Tax rate for suppliers that recieve schedular payments
In contacts, to be able to add a WHT record of the % to deduct from suppliers who are subject to IRD schedular payments tax deductions and for this to become a line item option in Bills.
1 vote -
Projects - Create Draft invoice in a new browser window
Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.
5 votesHi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
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Purchase Order: Ability to show both item codes and descriptions
When creating purchase orders, having a large list of products, we are finding it difficult to identify the items we want to select because only the item codes show without the item descriptions. (Both the item code and descriptions show when creating invoices and quotes). Would it be possible for the drop-down selections in the purchase orders to show both the item codes and the descriptions?
1 vote -
Xero Mobile App - Change the wording of 'Add receipt' to 'Add bill'
Change the wording "add receipt" on the Xero app.
Many clients use the Xero app and they go to add a new bill but they see the words add a receipt so they automatically think this is a bill so add here. It then creates payment files which I have to manually undo. Can the wording be changed to "add bill/ receipt" and "add receipt of payment" or something similar.
1 vote -
Billable expense - Record time to customer without task or project link
Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.
3 votes -
GST: Ability to record as GST Not Registered (GNR)
In MYOB it is possible to record transactions as GST Not Registered (GNR). This reports it and enables proper accounting of GST obligations when dealing with small suppliers that are not registered for GST. I can see why many companies don't like to deal with such suppliers ! I was hoping there was such a method in Xero
1 vote -
Branding - Add DOCX merge fields for the organisation's Phone Number and Email Address
DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates
4 votes -
Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
6 votes
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