4689 results found
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Xero Accounting app - Bank reconciliation: Show notes first
I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.
2 votes -
Bank Reconciliation | Suggestions - Matching by invoice number rather than amount
Reconciliation to be matched by INVOICE NUMBER rather than amount
8 votesHi community, appreciate the interest for being able to match based on the invoice number, even if the amount of the statement line and transaction in Xero differ. While this isn't something we have plans for at this stage, it'll be good to get a sense of the interest for this here.
Just to confirm for everyone coming across - The way suggested matches work currently is based on the amounts of the statement line and transaction being the same and also looking at most of the fields of a statement line and comparing with transactions entered to show a preferred match.
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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)
47 votes -
Reports - Improve speed when launching reports
The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?
Appears Xero has gone backwards in terms of efficiency...
5 votes -
Contacts - Form to request & capture details of a new customer or supplier
I have a client who is wanting to set up a vendor and queried about the ability to send a form to the potential vendor with information required directly from Xero
Unfortunately this is not an option at this time but I am wondering if this is something other businesses would use and how helpful this would be23 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.
26 votes -
NZ Payroll - Ability to set employee with a daily rate
I have a number of clients that have employees that are paid a daily rate rather than an hourly rate. We currently can't use Xero payroll for them as the payroll needs to use hours rather than days to pay. It would be great to use Xero if there was an option to pay a daily rate rather than an hourly rate.
2 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…
9 votes -
Purchase Orders/Quotes - Remove Deleted PO's and Quotes from Sales & Purchases Overviews
PO's and Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales and Purchases Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.
9 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)
7 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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Accounts Receivable and Payable details reports - Flag manually entered 'expected date' in reports
On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting
6 votes -
Reports - Wrap text in the Profit and Loss report
This is so customers can wrap the text in the report columns which would help shrink the column size.
16 votes -
Xero Expenses - Ability to combine multiple photos to one receipt
Be able to take more than one photo on the phone app and combine to one receipt, to be used for multiple page receipts or long receipts that do not fit into the one photo
65 votes -
Contacts - Add a new contact directly into a Group
When adding a new Customer have a field at that time to place the new customer into a Group.
Would save time later and enable a better CRM feature for later marketing.2 votes -
Navigation - Hide tool tips/help banners
Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?
Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.
They take a significant amount of space at the top of the screen so you actually have to X them out.
2 votes -
Bills - Bulk add Due Date when creating bills from Purchase Orders
Draft Bills - BULK add Due date when bulk approving.
- need to use when creating RCTI's from purchase orders. We have the option to bulk move from Purchase order to Draft Bill, but then must open each one individually to apply the due date so that they can then be approved.Another alternative is to add a 'due date' field on the screen when choosing to transfer the Purchase Orders to the Draft Bill page
2 votes -
Bank Reconciliation - Use Bank Rules to record fees
It would be wonderful if in Bank rules we could also include the fee that will be taken out.
Eg a deposit of $100 from Fresha attracts a $2 fee. The bank feed shows $98 . Is there a way to be able to bank rule this4 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 -
Invoice Branding - Increase limit from 15 Custom DOCX themes
There is no reason to have a limit of 15 Custom DOCX Branding Themes (when those are needed to be used as RCTI). Organisations that issue RCTI do so for many clients so why limit it.
20 votes -
Checks - Only capitalise the first letter of the City on US checks
Checks (cheques) cut for Xero US subscribers should print addresses accordingly. Not all the letters in a City need to be capitalized. City not CITY. Furthermore, there should be a comma after City. And if you use the Attention feature in the Contact Address, it should print as the first line in the check address. Currently it prints as Vendor Name, Attention: Jane Doe. That makes for a very odd, confusing addressee on the check.
4 votes
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