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1937 results found
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Navigation - Ability to open multiple Xero organisations on different tabs
To make users able to open different Xero organisations in different tabs.
Purpose: To improve the accountant's workflow, rather than jumping into different browsers.
88 votes -
Account transaction report - Add YTD balance column
It would be so helpful to have a YTD column in the account transactions report. I run this report monthly for certain sales accounts to give to our marketing department and need the monthly amount and also the year to date amount however this report only allows me to show the period selected. This means I have to run 2 reports, one showing the monthly account transaction total and then one showing the year to date account transaction totals which I then combine in excel. Would also be good if there was a comparison to budget column.
5 votes -
Bank reconciliation - summary of multiple accounts
I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.
4 votes -
Uncoded Statement Lines report - Default 'To' today's date
Currently when accessing the Uncoded Statement Lines report, the last date of the prior month will appear in the To field. This is currently set as the default in Xero.
Be more helpful if the current date was entered as it is the current entries that are being queried. If everything is up to date there should few if any aged items left in the reconciliation report.
3 votesThanks for the feedback, Richard. Can see where you're coming from and we'll get a sense of the overall interest from users on the thread here but want to be open that we don't have immediate plans for changing this.
To enable a little more swiftness when changing the date of this report you may find typing the letter 't' before clicking or tabbing through to the next field helpful - we have a few more date entry shortcuts you may like to explore, too.
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Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
Account Transactions report - Move selected date range a period forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
20 votesHi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
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Billable expense - Automatically autofill account and project code in invoices
Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.
It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!
10 votes -
Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
1 vote -
Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
15 votes -
Remittance - Select & send from Account Transactions screen
It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps…
51 votes -
Contacts - Add international payee details to a contact
Save international payee details on the Xero contact page
At the moment, we can only add international payee details when making a payment. It would be really helpful if we could store these details (like SWIFT code, routing number, IBAN, or account number) directly on the contact when setting them up.
For example, if I’m regularly paying a supplier in the US or Europe, I’d like to save their international banking info the same way I can with a UK sort code and account number. This would save time and fit into my workflow when creating bills.
2 votesHi Craig, thanks for your engagement and for this very clear suggestion for improving how international supplier payments are managed.
We've reviewed your idea to add fields for international payee details (like SWIFT codes and IBANs) directly to a contact's record, and it's now open to gain support from the community. We can definitely see how storing this information upfront would save time and streamline the workflow when creating and paying bills for overseas suppliers.
Along with votes, others can now comment to share additional detail on how this feature would make their international payment process more efficient.
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Invoicing - Due Date to default to invoice date.
Invoice and bill due dates to default to issue date.
As above. Basically when you enter the initial date of an invoice or a bill, the due date defaults to the date you have entered. This will save additional data entry if your dates are the same.
In the case of a franchise where Remits are sent via a supporting booking software, the invoice/bill due date is always the same as the issue date.
Please default the due date to the invoice date once selected. but still obviously give the option to change the due date to a user…
2 votesHi Adam, there are a couple of options here including the suggestion that Geoff's provided. 🙂
Right now, within Invoice Settings you can set a default for the Due Date, this could be based on the invoice issue date if you choose.
It's also possible to set a due date for an individual contact within their contact record.
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Contacts - Smart list outstanding more than 90 days
Contacts - Smart List add outstanding more than 90 days.
1 vote -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
3 votes -
Bills to Pay - Filter list to exclude Archived contacts
Add a filter to Purchase Overview, Bills, to filter out Archived Supplier / Contacts.
Generally not necessary to keep seeing bills for old achived suppliers.2 votes -
Contact creation - Restrict or confirm new contact
Restrict the ability to create a new contact,
or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?46 votes -
Invoicing - Move multiple rows at a time
Move multiply rows in invoice template and insert multiple rows in invoice template
2 votesWhile we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.
If there are any plans made we'll share update on each idea respectively. Thanks
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Projects - Invoice multiple expenses on the same line
I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.
For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…
9 votes -
Bills - Filter and view bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
95 votes
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