4858 results found
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Account transactions - Option to Remove and Copy a transaction
create a remove and copy option (similar to remove and redo) which then copies all details from the transaction you are deleting to a new transaction to then recode rather than trying to remember all the details from the transaction you are deleting
2 votesInteresting idea, Gary - will be good to get a sense of the interest in this. Can you share more detail of scenarios you're finding you encounter where you need to copy a transaction to a new one when removing it?
Is there a reason editing is not an option?- Or would this commonly be with a payment transaction against an invoice/bill?
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Reporting - Exclude selected bills from Analytics Plus dashboards
It would be great if Analytics Plus had the option to exclude individual bills.
For example, our business pays our BAS and PAYG from a sub account.
We are unable to exclude this from the projection.2 votes -
Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
5 votes -
Bank Reconciliation: Spend Money - View/Print PDF Through Spend Money
I've been raised an issue regarding View/Print PDF on Spend Money transaction and Xero Central Stated that "At the moment, it's only possible to send a remittance advice for payments recorded on bills".
Therefore, I would like to give a suggestion, If possible, create a features that able us as Accountant & Bookkeepers to have features to View/Print from Spend Money & Transfer money like Receive Money features have.
This features enable us to have documentation to file and for audit purposes.
8 votesHi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
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Xero Accounting app | iOS - Give IO + draft users ability to create purchase orders
Please provide invoice only + draft users with the ability to create purchase orders from the mobile app
5 votesThanks for raising this, Amy.
I've done some testing to check around this and can confirm - While not currently available for iOS devices when using the Xero Accounting app, this is possible on and Android device with the mobile app, or when using Xero on a desktop.
There are some complexities adding to iOS and with a very little usage from IO users there are no plans at present to develop this there. However, it'd be good to get a better sense of the interest, and we'll start to track this through the idea, here. 🙂
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Expenses claim - Access to suppliers list for reimbursable claims
When entering an expense claim you can only assign it to a supplier if you paid with company money. If you pay with personnel money the supplier field is only free text and doesn't list suppliers to choose from.
I would like it so that we can search for suppliers and see everything that has been purchased from them no matter if it was paid directly to them or from one of our team members' back pocket.
6 votes -
Quotes | Search by Item or account
Quotes/Sales Overview
Be great to search by account in addition to current fields. For those business that need to track quotes based on product or brand or account, this would allow a business to see activity and also follow up quotes from the one screen. hope that makes sense.1 vote -
Inventory Item Summary report - Select all in a filter
In the Inventory Item Summary report I can customise the report by adding a filter & then searching for a stock item eg a spigot - but there are 100 different types of spigots, & each of them need to be selected individually!!! can we please have a "select all" button???
4 votes -
Branding - Invoice merge field for contact's payment terms
Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.
11 votes -
Checks - make the payee name field only appear above the address field
Ability to make the payee name field to be placed only above the address field.
Purpose: To make Cheques look more professional, as Payee name only shows above the address field.
14 votes -
Contacts - Ability to set a list of countries that a contact can be added
It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM
2 votes -
Projects | Ability to mark task as Invoiced
Have all tasks automatically marked as invoiced (preferably with invoice number) when they have varying hourly rates and times set within the task. Also ability to mark any task manually as invoiced and assign an invoice number if required.
4 votes -
Account Transactions - Add transaction notes with CSV statement import
In Xero it is possible to add notes to spend money and receive money transactions, however, this field is missing for imports. The import documentation doesn't show a notes field:
https://central.xero.com/s/article/Import-a-precoded-CSV-bank-statement
The Description and Reference fields are intended to be from the bank statement, however, Xero has a notes function once you enter a spend or receive money. That's where I want to add a note during import.
Please add this feature.
Thanks
1 vote -
NZ Payroll - Annual earnings certificate for contractors
Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.
We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.
1 vote -
Cash Coding - Access notes on the coding screen
Cash Coding Discussion/Notes: When I'm cash coding transactions, it would be really helpful to access the discussions/notes on the cash coding screen. When I have a question about a transaction, I have to go find it in the account to write a note for review. It'd be great to do that straight from the cash coding screen.
6 votes -
NZ Payroll - Show daily breakdown of ordinary hours on payslip
Show pay items (hours) per day on pay slip. So the employee can check hours paid on given day in the pay period and are able to easily check their pay/hours against there records. In my case employees don't have access to timesheets in Xero but even if they did would make it easier to check in one place
4 votes -
Inventory - Receipt goods in Xero
receipt goods in Xero
8 votesThanks for posting, Peoples Coffee.
While we'll track the interest of this here, I to be open that we don't have plans to expand Purchase Orders for this capability in the near term.
You may find this discussion where a community member has explained a little more.
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UK Payroll - Integrated support for Scottish Widows workplace pension
With the payroll linking RTI with HMRC (UK), it would be really helpful if the pensions could do the same, not just with Scottish Widows but more providers.
This would really streamline the whole payroll process and save so much time.
3 votes -
User Role | Permissions - Allow Invoice Only users to connect apps
Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.
5 votes -
Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
6 votes
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