4801 results found
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Sales overview - View payment method in invoice list
Add payment method to the main screen
If a Payment Method was on the main Invoice Awaiting Payment screen, maybe next the sent icon this would make things so much easier, you can also see clearly who is on Direct Debit.
Thanks
26 votes -
Xero Central support - Allow Admin staff to view all xero support cases for their organisation
I use other apps where, if staff submit a case request, I can view it automatically without the need of manual sharing (that xero does).
Its important that admin staff can view all xero case support messages that is submitted by staff - especially if the staff isn't going to stay with our firm.
Its very frustrating to continue on with a xero support case that only exist on a work email of a staff that no longer works for us.
3 votes -
User Permission - Separate approver roles for both Invoices and Bills
When raising client invoices, it would be good to be able to submit the invoice to a Manager for approval.
When processing supplier bills, it would be good to be able to submit the bill to a Manager for approval of payment of that expense.
In both cases, this would mean that approval details of "who" and "when" would be noted in the History of the invoice/bill without needing to attach a file showing the approval or tracking this outside of the system.
Ideally keeping the Approval role completely separate to the ability to edit the invoice/bill as well as…27 votes -
UK Payroll - Holiday balance on final payslip
When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.
26 votes -
Invoice / Batch Deposit: Export Bank File
Export a file that collates all invoices for each contact, to be uploaded to your bank to run customer direct debits. The same as you can do for bill payments. We currently use UCollect for $360pa, if anyone has any other ideas for this simple task -while Xero is working on building it ;) ...I'd love to hear them, TIA.
20 votes -
Budget Manager: Support for 13 period accounting
Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.
10 votes -
Reporting | Copy custom report - Editing Shortcut
When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.
7 votes -
Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
7 votesHi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes -
Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votes -
Invoice - Add a Find search option on invoices
Simple Find button as used in Quickbooks Desktop. This facility was used on a daily basis by our construction company to find anything that came on an invoice, all you needed was to type in one word and it would seek it out in seconds. I do not understand why Xero are not capable of implementing this. I have been told by Xero that the more people that support an idea the more likely it is that they will do it. Please support this.
2 votesHave you tried Xero's global search, Val? Or is there detail from a particular field you're often trying to find that doesn't appear in results? For example would this relate to searching within the description field of invoices?
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Invoices - Imported invoices to retain terms from Wise-Sync
I would like Xero to read the terms on our invoices that we are importing via Wise-Sync rather than the branding within Xero.
2 votesHey community, thanks for your continued interest in this idea.
From the 4th September, we’ve removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we made the decision to completely remove the feature from 26th February 2024.
Our team is hard at work on an alternative bill payment solution that uses Open banking.
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Invoices - Ability to add details on the Description field without appearing on the customer invoice
In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.
Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?
It just makes the invoice look more confusing than it needs to…
2 votes -
Go Cardless: batch cancel direct debts using contact filter
We use Go Cardless to collect our student tenants' rent. Every year we need to cancel the Go Cardless direct debits and archive the outgoing tenants and set up new direct debits for the incoming tenants. On Sage, we were able to select a whole year group at once and batch cancel/archive them. But on Xero we have to do this one by one. Life is short and time is money! Please can you make it possible to batch cancel direct debits by group or by tag/filter/segment criteria? Thank you.
1 vote -
Invoice - Discounts more than 2 d.p
This column is useful but could be improved.
As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.
The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…
12 votes -
Invoice - Project address appears on invoice
Project Address to appear on sales invoice - feel like this is critical for business's in the construction industry
19 votes -
Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
10 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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Settings - Notification of settings change
There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.
2 votes -
Online Invoice - Remove prompt to pay by card
Add the option to change invoices with stripe card payments linked up so that the prompt to pay by card does not pop up when they open the invoice, but the link on the invoice stay available in the terms & payment advice section.
My reasoning behind this is that I would rather recieve payment by bank transfer to avoid processing fees, but still want to offer the option for someone to pay by card.
3 votes -
Bank Reconciliation - Partially reconcile a statement line
Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.
25 votes
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