4849 results found
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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 -
Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
30 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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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 -
Reports: Expense claims report to include mileage totals
To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.
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 -
Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Xero Projects: Input historical invoices and expenses
Xero Project Module
we are currently using Xero Project module.
the duration of each project is around 3 years.I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.
I need to track the profitability of this particular project that will be a duration of over 3 years
2 votes -
Payments - Add support for the US FedNow instant payment system
The new (as of July 2023) FedNow system is going to allow bill/account/request payments at a nominal fee in the United States. Are there any plans by Xero to add native support for this network?
1 vote -
Projects - Ability to see who has closed a project
Projects - Ability to see when and who closed a project
1 vote -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
14 votes -
NZ Payroll - Add set Tax Rates when creating pay items
Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.
This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)
1 vote -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoices - Add a column to show if customer has been billed
It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.
It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.
Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.
Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens…
1 vote -
Cash coding - Overpayments
As an accounts practice, we are looking to reconcile bank in timely manner, and not particularly concerned about supplier payment allocations against particular invoices. Therefore we would like to see cash coding option for Advisor to allocate purchase invoice payments against supplier account as overpayment, as we would be reconciling supplier balances after bank is all allocated. We would then reconcile overpayments in each individual supplier account.
8 votes -
Chart of Accounts - Corporation tax account type to show in taxation section
Please can you add an additional account under expense type in the chart of accounts for corporation tax?
One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
The default setting of overhead and having it in with bank fees etc is frustrating.25 votes -
AU Payroll: Track who approves leave requests and timesheets
As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.
14 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
14 votes -
Invoices within sales overview page - Distinguish automatic paid invoices from regular online invoices
Invoices that are automatically deducted from your bank account will be shown as awaiting payment as long as they are not paid, but should be clearly distinguishable from invoices that you still need to pay, i.e. take action on. This way you have an accurate overview of your account balance, expected payments, and actions you need to take.
1 vote
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