4770 results found
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Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
11 votes -
Dashboard - Show Bank Feed expiry date
Can the bank feed expiry date be shown on the dashboard or perhaps in the bank account screen rectangle for each account. It is a frustrating task to have to repeatedly contact clients to update this .... and worse they tend to blame Xero for the functionality rather than GDPR
4 votes -
Bank Reconciliation: Nominate rounding account code
Allow Xero for rounding on bank statements for an adjustment to go to another GL account.
1 vote -
Hubspot integration - Prefill invoice reference with 'Deal name'
The HubSpot-Xero integration should pull the "deal name" on HubSpot into the "invoice reference" on Xero. The way the integration currently works means that when you generate invoices from HubSpot the invoice reference on Xero is blank, making it impossible to identify which deals they relate to.
2 votesThanks for the idea, Matt. Not something we have direct plans for expanding the Hubspot integration for just atm, but I've made sure to share with our team in this space and its something they'll consider as they continue to improve the Hubspot and Xero integration.
For the meantime, we'll get a sense of the wider interest in this here. 🙂
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Contacts: Process batch deposit directly from contact
When processing a single payment for multiple invoices from the same customer, why can't you simply go to the customer, select the invoices paid and process. This is what most other accounting systems do and it is much easier then the Xero batch deposit process which is clumsy and time consuming.
2 votes -
AU Payroll: Creation of tracking subcategories
department/tracking category for more than one group
for example a horse stud has three departments 1. Farm. 2. Administration and the third being Horses. At the end of the payrun e.g Payroll Employee Summary Report, ideally need to show each department with the sub totals for each department Gross Tax Super and Net Payment with a YTD for the total of the departments2 votes -
Reconciliation: Remove archived accounts from drop-down menu
I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.
3 votes -
AU Payroll: Hide inactive employees on Payroll Activity Summary report
Stop showing deleted/archived employee's in drop down list when reviewing Payroll Activity Summary
3 votesHeya team, appreciate your feedback and sharing within Product Ideas, here. While a new version of this report has been released, we want to be open that there is no change to the employees that are shown. 'Inactive' employees will still be visible when selecting an employee when running this report.
While it's not something we have plans for developing in the near future, we'll continue to watch the interest for this here and share if there's any change. -
Reporting - Ability to add custom columns to the Depreciation Schedule report
Ability to add custom columns to the Depreciation Schedule report to add more information such as market rates for resale
3 votes -
Contacts | Recent bills - Update heading of report to Bills (from 'Invoices')
We have one contact who is a customer and a supplier. When I go to contacts I can do the report of recent invoices (to them as customer) and also the report for recent bills. But they are both have the same headings - ÏNVOICES. Can you not change the heading of the supplier recent bills report to BILLS.
2 votes -
Instalment Activity Statement: Ability to add cover letter
Instalment Activity Statement - It would be good if you could add a template cover letter for quarterly instalment activity statements. I receive phone calls from client asking why they are required to lodge a BAS as the current AS cover letter is confusing and docent distinguish between the different statements.
2 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
9 votes -
Depreciation Schedule - Add Page breaks
Page breaks in the depreciation schedule would be great, would allow more flexibility and be in line with the other reports
8 votes -
AU Tax: Pay the ATO directly from the Activity Statement page
The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.
10 votes -
Fixed Asset - Change behaviour when adjusting useful life of an asset
Have the FAr work correctly when changing the useful life of an Asset Class - it does not do so currently. This is based on the following research.....
I have done the following in the Demo company (which has a Year End of the 31st March):
- Posted an asset worth £6,300 on the 1st Jan 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £52.50 pcm
- Posted an asset worth £1,969.99 on the 1st Apr 22 with a depn rate of 10%, resulting in a Depn charge to the P&L of £16.42 pcm
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1 vote -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Reconciliation: Automatically Find and Match items suitable for suspense accounts
automatically code items suitable for suspense accounts
when there's a debit and credit by the same provider - suggest to move to 850 suspsense account - provide explanation. accountants understand this - and it reflects spending and returning items - or rebates - and if you do this 1000 times - for products that cost $1000 each - the tax man will correctly give you totals to pay - and gst rebates -
if you incorrectly match to sales / expenses - then it could be way off.1 vote -
Search / Filter & Sort on previous screens when returning
When returning to a previous screen in xero ensure that it includes all search / filter and sort options applied at the time you originally navigated away from that screen.
When you need to look through many transactions from a search, going back and having to re-search every time is very time consuming.
2 votes -
Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
5 votes -
Bills - Bill template that includes legal tax invoice
In our business we make use of the bill feature to create a legal tax invoice on behalf of our suppliers and currently the Bills don't give me a legal tax invoice?
Can we get a Bill template created that give us a legal tax invoice made out on behalf of the Supplier for the Supplier? Its called selfbilling and is a feature that is critical to our business as the Supplier dont always know what to invoice and we do this on their behalf and this has been legally agreed with the tax authorities.
However currently the Bill template…
4 votes
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