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4676 results found
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Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
52 votesHi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for trends in the business
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
Manual Journals - Predictive text from previous lines
Can we get predictive text in manual journals for words already used within the journal we are working on
1 vote -
Batch payment - Link to source bill
When making a batch payment, it's always a pain to have to exit to get the missing bank details.
I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.
5 votesIt sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
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AU Payroll - Tracking/Department Coding for reports
Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.
36 votes -
Contacts - Improve UK Postcode Lookup
Xero has the facility to look up UK addresses by postcode when entering new contacts etc.
Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!
UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.
UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail stopped using counties years ago, and stopped providing it in the postcode data. If you use their postcode/address finder today, https://www.royalmail.com/find-a-postcode - the address returned never includes a county. (Their idea of what a county is, and the "actual" county were often two entirely different things: over the years, the boundaries of various counties changed, some counties were abolished, but good old Royal Mail never updated the counties for their purposes!)
https://en.wikipedia.org/wiki/Postal_counties_of_the_United_Kingdom
- Examples:
- IG11 7BB : Xero returns "Essex" as the "State", duplicates the house number in the Road name, puts "GBR" in the Country. All this has to be fixed up.
(Barking, IG11 is in Greater London and has not been in the county of Essex since 1965!)
- EC1V 2NX , E14 3JB, many others... Xero returns City: London, State: "Middlesex"
Greater London isn't really a county. Middlesex was abolished in 1965 - most became part of London with other towns going to other counties.
https://en.wikipedia.org/wiki/London_Government_Act_1963
Although people sometimes still like to write the county in their addresses, they are no longer needed, and the post counties were just adding to the confusion, hence why they were dropped.
KT5 8LS - SURBITON. Xero returns "Surrey". It used to be in Surrey before 1965, but is today in the borough of Kingston (Greater London). No Surrey needed! Again duplicates the flat/house name in the road name. So we get: "Flat XX, 121 Chiltern Drive, Flat XX"
KT6 5JE - SURBITON. This IS in the administrative county of Surrey, but you don't need the county on the address. No Surrey needed! (Sorry, Surrey!)
Xero has the facility to look up UK addresses by postcode when entering new contacts etc.
Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!
UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.
UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…
5 votes -
Invoice - Email to create an invoice in Xero
Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?
Bill email notes
https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation24 votesHi team, we appreciate your feedback here however we want to be honest that we don't have plans for developing the ability to email invoices to Xero the same as bills atm.
If you haven't already, we'd recommend exploring connecting Hubdoc to your organisation. It's possible to Publish documents from Hubdoc to Xero as an Invoice.
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UK Payroll - Individual Payslip PDF file name should default to the person's name
When downloading the individual payslip it would be nice if the PDF would say the persons name rather than the default filename of Payslip (1) etc
Other payroll software such as Shape does this. Shame that Xero doesn't2 votes -
Orders - Keep the order date when copying to an invoice
When creating a bill from a purchase order, it does not bring over the purchase order date. The date automatically changes to the date you are processing.
Is there anyway you could keep the date.2 votes -
Reporting - Expenses by contact report option to filter i.e supplier addresses/location/postal code
Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our Social impact reporting annually.Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our…2 votes -
VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
8 votes -
Xero Central | My Learning - History of learnings to help track CPD
Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?
6 votes -
Branding Themes - Invoice merge field for customer's business registration number
I want to be able to merge a customer's business registration number onto a custom invoice template.
There is a field for this in the database but no merge field available.
14 votes -
Projects - Create a report that includes a breakdown of suppliers invoices
Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available
1 vote -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
25 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
7 votes -
CIS - File for overpayments allocated to a CIS invoice
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it to be able to declare the CIS correctly. Xero say this is not a problem and it is working as designed. Why on earth you'd design it that was is beyond me. I'd like to see the CIS paid across when the overpayment is allocated.
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…
11 votes -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional currency and doesn't allow generation in the source currency either.
Is there an alternative method or solution to achieve this?
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
1 vote -
Check Register: Add leading and trailing asterisks to amount fields
Improve security of printed checks by adding leading and trailing asterisks to amount fields.
Example $150.99***** and one-hundred fifty and 99/100****** dollars
Makes alteration of amounts more difficult.
4 votes
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