4695 results found
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Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
26 votes -
Contacts - Cater for direct credit details
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
2 votes -
Reporting: Reconciliation Reports - Ability to upload bank/credit card statement
ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant
252 votes -
Lock Dates - Option to edit invoices due dates within a locked period
Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.
We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.
5 votes -
Account transaction report - Remove 'overall total of all accounts' when run for a single account
New Account transaction report - remove the totals when generating the report for a single account.
The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…12 votesHi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
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Account Transactions Report - Show Invoice Date and Paid status
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
3 votes -
Settings - Set default for 'Show [x] items per page'
Can the items per page be made an updateable default on all tabs? i.e. remember my setting until I change it again. So, on the contacts page I'd like to select 200 per page and have Xero remember that preference until I change it again.
82 votes -
UK Payroll: Send P45s direct from Xero
At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.
54 votes -
Xero Projects - Create project from accepted quote
Xero Projects seems a bit backwards to me, you create project then can create or link a quote. It would be far better if you could create a a project from an accepted quote.
ie. Quote customer for job > Customer accepts quote > Mark quote as accepted and create project.98 votes -
Xero Projects - Bulk Delete Projects
It would be great to have the option to select multiple projects at once, e.g. Like there is for transactions. This would provide so much better management of projects. Currently it is is soooo slow to delete projects. Each deletion requires three clicks of the mouse and then the page refreshes. Such basic functionality which would be transformative in managing lots of projects.
In addition in the API there is no way to bulk delete projects either. Very frustrating!
4 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
3 votes -
UK Payroll - Notification when leave requests are created for the same date
Flag duplicate leave entries on the same day
We are extracting leave data through API to manage resourcing including leave booked. We have a few cases of employees with duplicate leave on the same day entered and approved in error. It would be great to see a flag or warning pop up to approvers and payroll admins where more than a standard number of hours leave is applied to a given day. The number of hours comprising a working day could ideally be set for each employee.5 votes -
VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
18 votes -
Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
208 votesHi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into.
We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks
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Batch Payments - Customise Batch Payment Printout
On our batch payment printout auditors want someone to sign them off and say they've randomly verified bank accounts. Is there any way to customise the batch payment printout to include:
1. Random bank accounts verified (with tick box)
2. Signature area
3. Name of Person Signing off
Thank you4 votes -
Banking | Account transactions tab - Show transaction description
The Account Transactions tab has very weird information presented. I need to see either the Description from the Transaction or the Expense Account account it's hitting. I see neither.
In the Description Column of the Account Transaction Tab, you have the vendor/contact, not the Expense Description. In the Reference Column, you have the bank reference, which is fine, but it's a duplicate of the vendor info. You're leaving me with no useful information about the transaction.
This is something Quickbooks has figured out. I can see how the expenses are being categorized without opening every individual transaction. This is a…
23 votes -
UK Payroll - Ability to send P60's with password protection
P60's should be able to be emailed direct from Xero with password protection, exactly like the payslips
16 votes -
Sales Invoice | Discount - Ability to set account (not impact line Account)
Discounts - the ability for the discounts in sales to be allocated to an expense account rather than distorting sales figures. At the moment each line item has the cost of the item then applies say 10% discount equals net which then is allocated to the sales account. I would like the option to allocate discounts to an expense called discounts given so that we can track and show the correct sales figures. By distorting sales figures you could be affecting calculations like WET. other programs allows you to setup discounts given & taken and freight even.
23 votes -
Bank Reconciliation - Improve date recognition for auto-suggestion
Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.
3 votes -
Payroll UK - See hourly rate for overtime pay items when employee is on an annual salary
We would definately want to see the hourly rate and hours for overtime for staff on annual salaries.
At the moment the overtime hours are printed but not the rate of pay for the overtime.14 votes
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