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4810 results found

  1. When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.

    In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…

    6 votes

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  2. For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.

    It would be great to have this locked the same way bank account admin is for supplier payments.

    11 votes

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  3. hi, please add bulk item lines function in quotation as like invoice.

    1 vote

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  4. Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.

    1 vote

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  5. Ability to attach and record sound files/clips/memos to transactions from the xero app (or web) that can be played natively in web browser

    2 votes

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  6. "Purchase order PDFs only include information that's relevant to your supplier. Fields such as the account code or tracking aren’t included on the PDF. "

    It may not be relevant to the supplier but it's critical for the Accounts Payable person to match and code to the relevant account. We track POs based on Property category and also if they are extras to the contract.. A printed PO is attached to the Vendor bill but we have to go back to the PO in the system to see the expense code and if it's extra to a contract.

    4 votes

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  7. We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.

    19 votes

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  8. Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.

    15 votes

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  9. 3 votes

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  10. I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.

    12 votes

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  11. Ability to add additional stages for projects and also manual start and end dates that can be used in reports.

    30 votes

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  12. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    4 votes

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  13. Option to sort customers/suppliers by their surname.

    Purpose: This feature will make it easier for users to find their contacts in Xero.

    34 votes

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  14. Pin the Bank Summary report to your Dashboard

    It would be nice to be able to Pin the Bank Summary on the Dashboard so that you can see the In and Out on your bank feed with a glance.

    1 vote

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  15. A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)

    15 votes

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  16. THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.

    4 votes

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    Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business. 

    For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions. 

    Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here. 

  17. 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.

    10 votes

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  18. When doing a catch up job it takes forever to have to click into each pay run then back into pay employees and repeat. It would be great to be able to tick each one on the payroll > pay employees screen and then submit all at once.

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  19. The ability to be able to multiple select earnings types when setting up the employee template.

    Also with the ability to select Calculation Type - either Use Earnings Rate or Enter Rate.

    If selecting 'Enter Rate' this can be input after the earnings lines are available - like usual.

    11 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.

    A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
    A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…

    18 votes

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