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468 results found
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New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
38 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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New General Ledger Summary report - Reorder columns (Account Code before Account Name)
New General Ledger - It would be good if you can have the option to have the code number first before the account name
This will make looking for items easier
7 votesAppreciate the feedback for the General Ledger Summary report, Kala.
I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after?
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Invoicing: Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the…
6 votes -
Find and Recode - Find transactions before lock date
At the moment, if dates are locked, you can't see transactions in Find and Recode prior to that date. I often use Find and Recode to check the previous coding of contacts/accounts and in order to see them I need to unlock dates and then relock them again. It would useful if they could still be viewed despite dates being locked but perhaps those prior to the lock date are greyed out to show they can't be changed?
3 votes -
Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
34 votes -
UK Payroll - Report showing PAYE obligation, due date and account code
Produce a report/statement in Xero or Xero Payroll which would inform my clients on how much to pay to HMRC, which HMRC account/sort code to use, what reference to use, and what date it should be at HMRC by.... available for each time a Payroll is run.
7 votes -
Projects report - Show task and expenses against the account code
Ability to pull an accounting or project report that will show task and expense against the transaction code/s. Provides a clear view of project bills as well as invoices linked to the projects. the full ins and outs.
6 votes -
Fixed Assets - Enable account codes to be edited / updated
Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.
For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.
As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…
5 votes -
Bank Reconciliation - Option to disable the "Suggest previous entries" feature for users
Please add the ability to switch off the suggested reconciliation entries for individual users or for all users if easier. It is a setting that shows an OK button that looks a lot like the OK for rules and other matches, and it makes users trigger happy with the OK, which leads to reconciliation account coding errors.
2 votes -
Sales - Complete POS solution
Hi i can't believe you don't have a POS app tablets for use in cafes and shops. a quick google api for databasing while offline and it would be solid as. you only need to support a handful of thermal printers and cash draws. just look what vend is doing. it would be a huge product if deployed correctly
3 votesHi Douglas, while we don't have a POS app ourselves you'll find Xero integrates with many different POS solutions, including Vend. You can explore the range of these on our App store.
We don't have any immediate plans for expanding into this area atm, but we'll keep tracking the interest of this here and share if there's any plans made. Thanks
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New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
5 votes -
Inventory - Import more than > 1000 items at a time
Need to be able to add way more than 1000 codes at a time
21 votesHi team, we have now released an update to the import of items so you can now import up to 6000 items in one go! 🎉
Thanks for sharing your interest in this with us, here. 🙂
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Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
5 votes -
Reports - Add Product Code field to Transactions Report
Please add the Product Code as a reportable field to the Transactions Report (and any report that looks at 'Descriptions'). Any transaction description that is genrated from a 'Prodcut' needs to include the Product code to give an essentail higher layer of analysis - i really dont know how anyone can drill down into their Sales data without it? It must be a tick box to add as it will be in the same table that the description comes from. Please just add it or offer a custom report building service.
5 votes -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
23 votes -
Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
3 votes -
Xero mobile app - Take photos of receipts and auto fill data
Allow the Xero app to take photos of receipts at the time of purchase. To reduce the number of steps to get a photo of a receipt attached to a transaction.
Ideally then when reconciling credit card transactions, the receipts will already be in Xero and they would pop up as a suggestion, based on the date of the transaction with the date the photo was taken.
It would also be ideal if you could view the receipt whilst coding, like it does when you are viewing a draft bill to pay.
3 votesHi Lauren, this is possible with the Xero Expenses through the Xero Me app. When you enable receipt analysis, you can take a photo and Xero will pull the detail out of the receipt to enter into the fields of your expense - Find out more on this here.
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Invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blankWhy this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the APIWhat Xero can do - …
24 votes -
Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…
24 votes -
Receivable/Payable Detail reports - Include invoice paid date
Be able to customise the Receivable/Payable invoice reports to include paid date to more closely manage cash flow
1 voteHey Leigh! I want to let you know that we've recently enhanced both our Receivable and Payable Detail reports. Where you can see when the invoice or bill was paid through the 'Last payment date' column.
Thank you for submitting your idea here, I'll mark this as delivered now 🙂.
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