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4711 results found
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Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
5 votesHi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
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Sales Invoice - Mark as shipped or processed
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send a shipping notification to the customer.
Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.
An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.
A tracking number would be useful, too. Setting it to "shipped" would send…
29 votes -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
Budget variance - Ability to show net and gross figures
To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.
4 votes -
Invoicing - View invoice references when allocating credit notes
Reference column in the Allocate Credit to Invoice view.
Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.
4 votes -
Projects: create different teams
In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.
6 votesHi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
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Invoicing | View outstanding bills - Simpler process to access
Title says it all, the current process requires a customer to full sign up with Xero (and be almost/forced to PAY) just to see an invoice history.
This should be accessible via a rotating link where the current "View all invoices" link is in the upper right -- or extremely simple login system that just takes an email and password.
5 votesHi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Expenses - Automatically recognise and code expenses from repeat suppliers
It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.
The process could be:
1) I take a photo of a receipt
2) The analyse feature reads the receipt and fills in the date, supplier and amountTHE NEW BIT:
3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time2 votes -
Dashboard | Tax & Reporting - controlled by Subscriber/Partner
Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well
2 votes -
Bank Rules: Apply bank rules to Products and Services
Povide the ability for the bank rule to code to Items/Products/Services codes as well as GL codes
6 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module, there should be an option within the business/financial settings to turn on mandatory descriptions.
Similarly, this should be extended to all user fields. For example, within expense claims it would also be useful to be able to toggle an option to make the description and segment mandatory.
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
8 votes -
Invoice - Copy existing invoices with just one click
Dear Sir/ Madam,
Would it be possible to add an icone with user set up action on the top right corner of the invoice page?
I would like to have a one click button to copy existing invoice to the same client.
At the moment I need to click invoice option/ copy to/ and copy to do this.Best regards,
Taisiya1 vote -
Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment
Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.
Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY
22 votes -
2 votes
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Account transactions - Show full edit history in audit history
When someone edits a transaction, we should be able to see what changes were made in the notes section. It isn't helpful just to know that a transaction has been edited, we need to be able to track what changes have been made for auditing purposes.
2 votes -
VAT return - Simplified client view for VAT Return
VAT Return -
a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.2 votes -
Permissions - Individual access to products & services
I could do with being able to give the product's and services feature to low level users
17 votes -
User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
9 votes -
Bank Reconciliation: Automatically recognise and remove duplicate statement lines
Imported bank statements - propose for Xero to spot "duplicate" transactions as to remedy this situation I had to process a large number of lines one by one across a number of different accounts
6 votesHI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.
As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.
There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.
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Cheques: Voucher - Show tax amount on each line item
Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.
30 votes
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