4692 results found
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Quotes - Delete multiple lines
it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.
6 votes -
New Bank Reconciliation Summary Report - Align header and balance
In the old version of Bank Reconciliation Summary report, the headers "Balance in Xero" and "Statement Balance" sitting with its balance amount in the same row.
After updated to the new version, the report, https://reporting.xero.com/!bX2sj/v1/Run/1066 for example, the balance falls different row of its title. It doesn't make sense and this would make it complex because you are not able to use scripts or Vlookup to manage those report (if they are not align in the same row).
Could you please consider
1. moving the balance amount to the same row of its header, or
2. Adding a description for…1 vote -
GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
7 votes -
Sales Invoice - Ability to translate to other languages
I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.
9 votes -
VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
8 votes -
Invoices - Automatically mark invoices from WFM as Sent to set off Reminders
When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?
7 votes -
Quotes: Show when a quote is already being chased
It would be great to have a status on quotes for when you have chased a quote. We can add a date of this and details of what has happened in notes, however if it could show as chased on the first screen under status, this would make more user friendly.
1 vote -
Bank Reconciliation - Different colours for Create Spend and Receive money transactions
My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.
9 votes -
Login - Option to set login preference
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votes -
Bills - Flagging or colour coding Bills in Drafts
Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.
6 votes -
Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
7 votes -
Bills - Record GST and employer deductions as bills and pay as batches
Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…4 votes -
Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votes -
Aged Payable Overhead Report
Aged Payables Overheads Report. Allow filtering by cost code.
1 voteWhen you say filtering by 'cost code' - would this be an account or tracking category you've set up n the organisation, Kaytie?
If you can also share some detail of what you'll use the report for specifically this'll help when sharing back with our product teams. It's good for them to understand how a particular type of report or setup could help a business.
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User Role - Allow Admin Projects users to see custom project reports
There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.
3 votes -
Au Payroll - EOFY Report for Contractor Payments
A Simple EOFY Report for Contractor Payments - to include Income Payg and Super + contractors details + email (for mail merge) all in one report
I see Xero are in the process of updating reports... Im yet to see an upgrade on contractor reporting, between XERO and the ATO, im sure these clever people can come up with something more efficient. I finally have got Recipient created tax invoices flowing (still could be better if POs worked as well as Bills do in XERO - another idea here) EOFY reports to Contractors and the ATO is very time consuming,…3 votes -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
4 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
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AU Payroll - Reports: Superannuation and hours worked on Payment Summary Details report
Being a start-up company we claim R&D refund as part of our tax return. In order to support R&D activities we need to work out employee remuneration and hours to support our claims. Currently, Xero does not have any R&D reports that we can use. Hence, I am wondering whether the Tech team at Xero can include two fields (Column options) in the existing report "Payment Summary Details".
The fields required are 1) Superannuation 2) Units (worked hours)
Then we can export this report to work on our R&D claims. Thank you
2 votes -
Credit Note - Button to automatically fill the 'Credit Amount' field
The ability to hit the F9 button (or similar) as in Sage, to automatically fill the amount in the 'amount to credit' field, without having to type values in manually
4 votes
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