4770 results found
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Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
3 votes -
Bank accounts - Export list of unreconciled items from Account Transactions screen
Be able to export to Excel the Account Transactions screen from the bank that shows the unreconciled items
8 votesHi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
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Sales invoice - Option to prevent editing once sent
I wonder if this is possible: After sending a sales invoice to a client there is nothing on Xero stopping me from editing it. I would like to see Xero put something in place whereby once a sales invoice is marked as sent, it should not be possible at all to edit it. If the user needs to edit it, they would need to issue a credit note and new invoice. Also, if the customer requires another copy of the sent invoice it should automatically be marked “Copy”. Is that possible?
1 voteHi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent changes to
invoices that have been entered to a specific date?
Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range.
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Quotes - Delete multiple lines
it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.
6 votes -
Reconcile - Add Notes for later reconciliation
On the reconcile it would be really useful to add a note to transactions on the left hand side of the screen so it's easy to reference the correct invoice/account later on - we take deposits long before the invoice is finalised and this is hard to track back sometimes, particularly when making a cash deposit to the bank or the money has come in on the card machine and could be much faster if a note could be left with the account it relates to until it can be reconciled.
1 voteIs there a reason the note cannot be left in the Discuss tab, Louis?
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New Bank Reconciliation Summary Report - Align header and balance
In the old version of Bank Reconciliation Summary report, the headers "Balance in Xero" and "Statement Balance" sitting with its balance amount in the same row.
After updated to the new version, the report, https://reporting.xero.com/!bX2sj/v1/Run/1066 for example, the balance falls different row of its title. It doesn't make sense and this would make it complex because you are not able to use scripts or Vlookup to manage those report (if they are not align in the same row).
Could you please consider
1. moving the balance amount to the same row of its header, or
2. Adding a description for…1 vote -
GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
7 votes -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
2 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Invoice - Display VAT Stripe surcharge, and settable VAT rates
Currently, one can show the field "InvoiceFeeReimbursed" for a Stripe surcharge on an invoice. However, this is just the gross amount (net + VAT), while one needs to split it and show it properly on a VAT invoice?
It would be best if the surcharge would be a conditional line itewm on an invoice, with all the settings available just like for any other line.
For example, let's say an invoice is for a domestic UK customer, the total amount (before a surcharge) being £100 + £20 VAT 20%. Let's say the surcharge is 3%, so £3.60. As I'm not…
2 votes -
AU Tax | BAS - Simplify process for a NIL BAS
Can you xero come up with one click NIL BAS form preparation.
It's time consuming to prepare NIL form and type 0's in the form and save.
Thank you2 votes -
Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows…
5 votes -
Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
Stripe feed - Ability to convert a multi currency stripe statement to base currency on import
Stripe Bank accounts should have option to include Currency while importing statement manually. Also Currency conversion tool is needed to convert Multi currencies to Base currency.
2 votes -
Bank Reconciliation - Different colours for Create Spend and Receive money transactions
My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.
9 votes -
Login - Option to set login preference
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votes -
Bills - Flagging or colour coding Bills in Drafts
Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.
6 votes -
Search - Option to export results
Please make results of searches exportable to excel
2 votesHi Janet, could you describe or give a few examples of what exporting results for search would help you do? This'll help when sharing the idea back with the team.
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Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
7 votes -
Contacts: Download PDFs from transaction log
When you go into a contact, you can see items that are outstanding and what has been paid, but it would be good if there was the 'pdf' icon against the transaction in this screen rather than having to view the item to see the document.
2 votes
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