4692 results found
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Bills - Reorder the Banks shown when recording payments
When I'm posting a payment to a vendor, and I choose a bank account to fund the payment, the accounts look like they're displayed in the order in which I created them. But the checking account I use most often is also my newest account and, therefore, is always displayed at the bottom of the list.
Two potential solutions:
Allow us to choose the order in which the accounts are displayed. (This is my preferred solution)
Sort the list alphanumerically.
1 vote -
Xero Accounting app | Invoice - Copy to Purchase order
This is for on the App. (Not website). to create purchase order from an invoice. And send the purchase order by email
3 votesThanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
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Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
6 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Quotes - Only display the Item Code and Name when searching
In the old quote version, when adding an item it would search just by the item code which was great.
Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.
Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?
Thanks
Sue7 votes -
Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
3 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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Report Templates - Bulk update
Have a way to make updates to multiple templates at once or somehow link templates. e.g. trading / non-trading companies, should be the same except for the trading statement/income statement. Would be handy to be able to make updates to both at the same time where possible
1 voteHi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂
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Sales - Ability to attach 50+ files
i would like the option of more than 50 photos as i run a repair and maintenance business and regularly require to send 150 or so photos (before and after) for either bond or insurance jobs this is required for the claims and they prefer them attached to the invoice and quotes at this stage its very hard as have to do multiple separate emails that can get split and can affect payment of invoices. it very messy.
1 voteAppreciate the understanding behind your business needs here, Kevin. Would say this is quite a niche idea and something we'd want to see a fair amount of support for.
Perhaps for now, would it be possible to put all photos associated to a quote or invoice into one document and upload as one?
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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 -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
Organisation settings - Invite other users to demo company
Being able to invite users to the demo company so that we can see how the system we are setting up works.
8 votes -
NZ Payroll - Ability to Delete bank account from employee payment information
Some employees have payment information (bank account), and others do not at a client account. The client does not use the bank account information for the payment to employees, then, this information is not compulsory for the client at the moment.
I found a wrong information of the payment bank account information of an employee and tried to delete it, however, Xero says:
The account name is required, and
The account number is required, then,
It is not possible to save 'nil' information.The Company does not use 'payment information' in the actual payment process and there is no practical…
3 votesWe appreciate the interest and rationale in wanting to be able to delete an employee's bank information.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we've currently got planned.
In the meantime, you can replace the employee bank account details with fake/dummy information instead.
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Projects | Quotes - apply contact defaults when creating quote from a project
When creating a customer record, we complete the sales defaults, as different customers have different requirements. However, when raising a quote within Projects, the sales defaults for the associated customer do not populate the relevant fields within the quote.
We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treatment, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get…
1 vote -
Stripe Dashboard Integration
I always have my Xero dashboard open. I use it as my navigation starting point when using Xero. The Xero dashboard would be much more usable if 3rd party integrations were possible and developed. I personally would find it amazing if you would develop a widget to integrate Stripe into the Xero dashboard. This would save significant time and make Xero even more integral to my business an many other business. I utilise the Stripe payment gateway for my invoices and a Stripe widget that listed payments in transit, alerts for payments, etc would be wonderful. Please consider such an…
6 votes -
Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
10 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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Bank Feeds - SVB Credit Cards
Account credentials for SVB credit card feeds into Xero should not be restricted to the primary account holder. This is not feasible in our business case as these are individuals who are CSuite executives who do not even access our accounting system. Unclear why there is a difference between SVB banking and credit card feeds, they should operate the same.
1 vote -
Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Reporting - Ability to add custom columns to the Depreciation Schedule report
Ability to add custom columns to the Depreciation Schedule report to add more information such as market rates for resale
4 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
11 votes -
UK Payroll - Ability to create a list showing all employees' holiday balance
TO create a list showing all employees holidays taken and what is remaining.
10 votes
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