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4692 results found

  1. Allow the split on a bill that's been paid to be modified.

    2 votes

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    Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.

    Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.

  2. New Invoicing - Show ABN details with Client details in the "To" section of the invoice. All other information is there for reference, excluding the ABN.
    To view the ABN details, you need to leave the invoice screen and go to Contacts.

    6 votes

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  3. Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…

    8 votes

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  4. We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.

    15 votes

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  5. Ability to be able to add multiple line items to expense claim bill, like a normal bill, when expense claims are submitted through Xero Me. When a singular cost is associated with multiple jobs, being able to add a second or third line etc to divide this cost within the bill and assign to project accordingly would be far better than having to upload the same expense claim multiple times with different portions of costs allocated.

    When in "Bill Expense Claims" once the expense claim has been approved, under the "Bill Options" there is only the option to "Void" unlike…

    5 votes

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  6. Option to include draft invoices in the short term cash flow

    5 votes

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  7. Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    3 votes

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  8. This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.

    I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.

    I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.

    Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find…

    4 votes

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  9. Expense -> Project -> Invoice + Expense recipets.

    Given that expenses can be submitted and assigned to customers/projects it would be useful to have an easy way to pull all attachments associated with expenses/expense Recipets onto the invoice as an attachment.

    This could be a report that is generated as part of the invoicing process or pulling over the individual recipet images /recipet attachments.

    This means that they are transparent to the client.

    Saves the highly manual process of reporting each projects assigned expenses, opening each Expense down loading the recipets/attachments. Then adding each if these to the invoice. Lots…

    3 votes

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  10. Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.

    3 votes

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  11. Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.

    43 votes

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  12. Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.

    2 votes

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  13. IDEA - CIS suffered report to calculate the CIS suffered correctly.

    ISSUE - If you apply a credit note to an invoice that has both CIS labour and CIS materials, Xero does not calculate the CIS suffered correctly. Even though the credit note is coded to the correct nominal code, Xero doesn't recognise this. This causes the CIS suffered report to reduce the deduction amount which is incorrect. This means the figure you submit to HMRC is lower than it should be. Meaning less of a refund of CIS suffered than it actually should be.

    4 votes

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  14. Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process

    70 votes

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  15. Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

    *Screenshot…

    4 votes

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  16. It is not possible for CIS returns to be marked as filed when submitted outside of Xero, resulting in historic returns showing as overdue.
    It would be helpful to mark CIS returns as filed when submitted outside of Xero, as is currently possible with VAT returns.

    4 votes

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  17. Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes

    1 vote

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  18. Historical MTD VAT reports can't be seen after subscription downgrade!

    We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.

    These reports may well be needed in future in the case of a VAT inspection or…

    2 votes

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  19. Allow MyIR account to be added into the Xero Verify app.

    1 vote

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  20. Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
    set of SAGE DATA in case any historical info required.

    32 votes

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