4773 results found
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Data entry - Increase the character limit of transaction amounts
For clients or businesses in Indonesia, the operating amounts are in 14 digits. Currently XERO only able to have it at 12 digits only. Please implement this so that we can attract more Indonesia user into XERO platform.
1 vote -
Invoicing | Awaiting Payments - Adjust column sizes
Can the display width of the invoice items be adjusted to fit the screen. For example: Lengthen the date, hide or shorten Expected Date, hide empty spaces...
1 vote -
Bills - Default Date option for bills received from previous month
Provide a setup option for a new bill to default to the previous month in order to match the accounting period for the goods and services being provided.
Invoices usually arrive from suppliers in the first week or so of the month following the provision of service or receipt of goods. Therefore a new bill often needs to be entered for the previous month.
A new bill currently defaults to the current date, and when a large batch of bills are to be entered, it can be tedious and time consuming to change the bill date each time.1 vote -
BAS - Stop autofilling T8 and T9 on BAS statement
Stop autho filling T8 and T9 fields on BAS statements in Xero blue as this creates errors when importing to Xero tax.
These fields need to be left blank by default. It wastes our time to have to delete the info2 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
Repeat Invoice - Ability to discount by amount
When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.
9 votes -
NZ Payroll - Customise the Annual Earnings Certificate
Need the option to customise the tax years for the entities who don't have March 20XX balance date e.g. December balance date in financial settings.
This still shows the annual certificate as at 31st March.
1 vote -
Invoices - Keep Invoices search bar permanently open
Dear Sir/madam,
Is ther a way to have a search bar permanetly open. It disappers every time a change between invoce tabs.
Perhaps it can be one search bar on top of the tabs with a choice of permanently open or closed with option to search invoice status as per tabs.It seems more convenient than clicking search buttom prior search all the time you switch the invoice tabs.
Best regards,
Taisiya5 votes -
Contact defaults - Option to default to eInvoicing
would make sense to be able to tick a button for the specific client you know is registered and therefore it is sent an einvoice by default
8 votes -
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
10 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Invoice - Option to add @someone in a draft invoice
We have multiple people working on drafting and approving invoices. It would be nice to be able to @people and they receive a notification in History & Notes section of the Bills to Pay to discuss amendments, corrections etc.
1 vote -
Expenses - Add inventory items
Critical to add the Inventory ITEM in the EXPENSE CLAIM so employees can add this on their company Visa charges
1 vote -
Printable Layout for Transactions
It is quite often that we need to print a proper record of a transaction for approval or record keeping purposes. (such as spend/receive money, invoice/bill/credit note)
We have to print from the transaction screen because we need the printout to show the GL account, source type and tax rate name etc.
However the printing layout is very messy and unreadable, and does not look like a proper record from Xero.
Is it possible to make the layout more organized or more similar to what is shown on the screen?
I have attached the printout of the transactions for reference.1 vote -
Transactions - Allocate dishonoured and reversed to customer's account
I am not happy with the treatment of dishonoured/reversed payments on Xero when it comes to debtors/customers (and similarly creditors/suppliers) (see attached support screenshot).
Dishonoured payments must be processed via the accounts receivable and payable channels as is the custom on any other accounting package.
The customer's records and statements must reflect when payments were dishonoured (true refection) and it should not be handled outside of the customer's module as Xero is currently doing (by deleting the original payment from the customer and allocating it a GL account and then allocating the dishonoured reversal to the same GL account).
The…
10 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 -
Bank Reconciliation - Summary Report with Imported Statement Balance for all banks
Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)
6 votesHi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
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Cash Coding - Ability to Save your progress
The sort feature in Cash Coding is great, however, not all bank feeds are. I often find I need to remove all the excess data imported in the bank feed before I can sort by payee.
It would be really useful if the changes I make in Cash Coding could be saved so I can work through a page then save.
I know, in a perfect world it would all be imported through Hub Doc, and clients wouldn't put personal transactions through the business or mix receipts from more than one of their businesses. Until we reach that stage the…2 votes -
Products and Services - Non-Sell Items when allocated to projects retain the orginal information.
Within Products and Services when items are set up that aren't invoiceable costs, and therefore the "Sell" box unticked, when they are allocated as to Projects these items don't show as "Non-Chargeable" costs as they should do, they show as "% Mark-up" costs. Therefore, when going to "Invoice Tasks and Expenses", they appear in the list of potentially invoiceable items.
Therefore, each expense item has to be edited in each individual project and switch it from "% Mark-up" to "Non-Chargeable. Such costs should automatically come through as "Non-Chargeable".
Also, "Find and Recode" feature doesn't recode the Product and Services type…
2 votes -
Payroll AU - Lodge SGC statement
Can we have Super guarantee charge (SGC) statement lodgement trough xero.
2 votes -
Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
11 votes
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