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4828 results found
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Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero, a very time consuming task.
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…
16 votes -
Chart of accounts - Enable payments in bulk
Enable payments to a GL account.
It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.1 voteHi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation.
Would this achieve what you're in need of here?
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History & Notes | Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
12 votes -
Projects - Connect and sync with Xero Me
It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.
They have the assign project/s showing in their timesheet where they can add the hours used on it.
For example:
Monday
Ordinary hours- Idea court project: 4.5h
Ordinary hours- Flower street project: 3hTuesday
Ordinary hours- Idea court project: 7.5hWednesday
Ordinary hours- Flower street project: 5h
Ordinary hours- Cloud avenue project 2.5hAnd so on. Then of there is overtime they could add that as same way then the ordinary hours.
Also when the assigned employee adds the hours to the project it automatically will add it to the project time entries.It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.
They have the assign project/s showing in their timesheet where they can add the hours used on it.
For example:
Monday
Ordinary hours- Idea court project: 4.5h
Ordinary hours- Flower street project: 3hTuesday
Ordinary hours- Idea court project: 7.5hWednesday
Ordinary hours- Flower street project: 5h
Ordinary hours- Cloud avenue project 2.5hAnd so on. Then of there is overtime they could add that as same way then the ordinary hours.
Also when the assigned employee adds the hours…17 votes -
Remittance Advice on Spend Money
Ability to send remittance advice for bills not paid via Xero. So I am able to send remittance on “spend money” transactions.
32 votesIf the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
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Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
11 votes -
Contacts - UK specific address fields in contact record
At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County
5 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
6 votes -
Budget Variance Consolidated Report - Option to customise date range
Budget Variance Report for 12 months.
Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:
Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.
Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.
Saby
4 votes -
Find and Match - Reconcile two statement lines to each other
There needs to be a better matching system with Xero.
For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.
Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.
8 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.
31 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
75 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 be28 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
23 votes -
User role - Invoice only user to issue payment by cheques
Invoice Only : User role - I would like more options assigned to this role. So they can issue payments by cheque. Similar to an accounts payable role. Currently, this user cannot issue cheques, even though Xero states this user can pay bills.
2 votes -
AU Payroll | Report /summary - Total days work per employee each year
Would be great if we can get a report /summary of total days an employee work per year. This will be extremely useful with calculating long service hours per employee at year end.
9 votes -
Bank Reconciliation - Add notes and attachments when reconciling
To be able to add notes, to explain why Xero has imported an amount to the feed with a different date to the actual bank statement for example. I have to be able to explain to our accountant why the Xero bak balance is different to the bank statement. It shouldn't do this anyway but it does and I have no way of logging this date error. And add attachments (ie actual bank statements) to a published bank reconciliation, you can upload docs to any transaction but not the actual reconciliation??
4 votes -
Reconcile - Multiple invoices in different currencies paid in one payment
When you have two or more invoices in multiple currencies from the same payee, you are currently unable to reconcile them to one payment.
24 votes -
Report preferences - Ability to set Comparison periods
Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.
6 votesGreat to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
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Bills - Option to email customers to confirm supplier bill is accepted
Upon capturing a supplier bill in Xero, is it possible to have Email option to send an acknowledgement to the supplier for accepting the bill? Email option is there in Invoice, same way can we have the feature enabled in Bills as well?
3 votes
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