4692 results found
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Invoice Report - Including account, date paid and method of payment
I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .
27 votesHi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
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Reports - Journal Entry on the Accounting menu
Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.
2 votes -
Products & Services - Ability to show/hide the 'Cost Price' column
Suggestion: enable the 'Columns' feature that is available in the customer activity list to more parts of Xero. I would like to be able to hide the 'Cost Price' column from Products & Services on the front-of-house system so it's not visible to customers when we are doing a price check.
2 votes -
Quotes - Email Quotes into Xero to convert to purchase orders
Just like we can email a bill to Xero for editing and posting. I would like the ability to email a quote to convert it to a purchase order please
2 votes -
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 -
AU Payroll | Payroll activity summary report - Select a group of employees
When generating the Payroll Activity Summary report, it would be good if I could select certain employees.
Currently you can only choose an individual or all employees.
56 votesHiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
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Invoices - Increase attachment size
Current size limit of attachments able to be sent with invoices is 7MB.
Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.
6 votes -
Products & services - Ability to group items
I'd like categories for my products and services
ie: tees, hoodies, pants etc
So I can click into the hoodie category and see all the hoodies I have62 votes -
Xero Projects - Include Day in the invoice
Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'
1 vote -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 vote -
UK Payroll: Timesheet approvers
UK Timesheet Approval for employees with authority
The ability for selected managers to be allowed to approve timesheets, in a is liar way the ability to approve leave.
7 votes -
Dashboard - Show Purchase Orders
Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery
68 votes -
Inventory - Automatically copy updated purchase prices to Draft purchase orders
When inventory prices are updated, enable draft purchase orders to also update with these current prices, or am I missing something?
2 votes -
Invoices - Option to set direct bank transfer payment option on Invoices
Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?
At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.
4 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes -
Xero Accounting app - Reference in invoice heading
I have a long list of draft invoices, however in the app, I don't know what each one is unless I click on it? Why is the reference not in the heading? This would save a LOT of time for such a small feature.
1 vote -
Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
8 votes -
Cash Coding - 'Find and match' function on cash coding
I quite often take on Xero 'tidy up' jobs, there are sometimes hundreds of transactions unreconciled, meaning lots of pages to click through. Working through my different checks I find bills/invoices that have in fact been paid, and then have to click through numerous pages of unreconciled transactions to find the one I want to match. It would be super useful if you could implement the find and match function on the cash coding tab. Its so much easier to find the bank transaction from the cash coding list, by sorting it, so to be able to finish the matching…
6 votes -
AU Payroll - Bulk upload approved leave requests
Ability to import the number of days of annual leave/other leave taken per employee for the month. It is very time consuming to manually add the leave taken for each employee when completing the payroll each month.
28 votes -
Sales Invoices - Allow to have column for backorders
To have a column of back orders/negative items within the Sales Invoices.
Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.
88 votesHi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
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