4692 results found
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Sales invoices - Download all invoices
To be able to bulk download invoices for a client or multiple clients.
With also the ability to filter to all invoices, paid invoices and not paid invoices.
13 votesHi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
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Expenses - Feature to identify if a transaction is tax deductible
Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.
4 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
4 votes -
Account Transactions report - Ability to change default columns when drilling into report
Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
This currently requires re-adjusting the column settings every time.62 votesAppreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
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Management report - Full Year forecast Report
In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.
However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)
So I can write a report that shows 4 columns - Jan - Apr actuals, then…
6 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
23 votes -
Bills - Add 'paid by credit card' flag to payment overview
With the bills workflow, we often have the issue that when a purchase is made by credit card or direct debit and the receipt is then sent to hubdoc or Xeros solution it sits in awaiting payment - when really it is awaiting reconciliation. or needs something to identify it as a recurring payment or paid by credit card. When marked as paid in Hubdoc that doesn't synch with Xero and there is no way for book keeper to know how it has been paid and thus we have bills being paid twice and you have to know which are…
6 votes -
Sales invoice - Show FX translation to non-base currency
Present fx translation to any currency of choice on the face of a sales invoice, instead of being limited to the base currency only. As required by various local VAT authorities, the sale value & VAT must be shown in local currency - which can differ to the invoice currency.
Example: a business invoices in GBP or USD, but must charge UAE VAT and therefore present fx translation to AED on the face of their sales invoices. This is not currently possible using the standard or advanced templates.
15 votes -
VAT group feature - Option to prepare and finalise individual returns for non-MTD VAT organsiations
It would be great to see a feature that was specific to VAT groups so it's an easy experience (rather than importing and exporting figures)
44 votes -
NZ Payroll - Show deductions on Payments Report
Can payroll deductions such as IRD arrears or MOJ deductions etc be included in the Payments Report. This is vital information that is not able to be reported on at this stage and I wonder how many deductions have slipped through the cracks because clients aren't aware that a deduction has been made. In the situation where a third party is managing Xero payrolls for clients these payments need to be communicated manually via email. As you can imagine this places a large burden on the third party to ensure that this is captured each payrun.
8 votes -
Sales Tax (CA) - Support 'Quick method' GST/HST tax calculation
Support Quick Method of GST/HST tax calculation for Canadian small business. Small business corporations in Canada have an option of so called Quick Method of GST/HST tax calculation that is based on a marginal percentage from the sales revenue amount instead of full balance of taxes collced and paid. Many small businesses choose to use QM because it frequently and significantly (upt to 30%) reduces GST/HST taxes payable. Current GST/HST tax report does not support the QM and the manual workaround method through tax adjustment is not 100% corret in terms of the line numbers in the report. Enabling QM…
8 votes -
Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
36 votes -
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 -
Quotes - Ability to create multi-section quote
Multiple sections in a single quote with their own separate totals.
Purpose: when quoting on similar products with different pricing to present to a client, with their own separate totals. Currently, we have to send a separate quote to the same client which means they're receiving multiple emails from us.
24 votes -
AU Payroll - Ability for timesheets to not override Pay Template
When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…
70 votes -
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 -
AU Payroll - Set organisation defaults for 'hours a full-time employee works in a Weekly pay period'
Many of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set up a…6 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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AU Payroll: Include child support deductions in .aba file
Under the employees deductions sections during payroll, if one has salary sacrifice, child support, and any other deductions, you have to process the pay run initially. And then you would have to manually do a separate payment to a payee
Is it possible to have a payee that can be linked to the payroll deductions. Meaning when you run your payroll, the deductions will go against the payee and when the payroll aba file is created, the payee will be included in that aba file
15 votes
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