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1939 results found
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Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think I'm…
2 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
7 votes -
Bank Rules - Ability to search by Account Code
It would be very useful to be able to search bank rules for an account code, since account codes cannot be archived/deleted if there is an associated bank rule. I eventually found the relevant bank rule but it was very time consuming to go through each bank rule individually - there can be hundreds of bank rules.
3 votes -
Reporting - Show the statement lines reconciled to each account (income, expenses, assets & liabilities etc)
It would be really helpful if I could produce reports (by various time periods as usual) that list all the bank reconciliations that I have posted to my various accounts that I have created. This is useful for me to check in my book-keeping role to ensure that I have reconciled everything to the correct account, especially before passing everything to my accountant to produce the accounts.
Example:
Does my "Postage & Stationery" account include only postage and stationery bank statement reconciliations?
Does my "Salaries" account include only salary bank statement reconciliations?etc etc
5 votesHi Anna, have you tried the Account Transactions report with the 'Related account' column selected?
Sounds very much like what you're after here 🙂
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Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
AU Payroll - Allocate Paid Parental Leave pay items to a liability account
Currently the PPL pay item can only be allocated to an expense account.
This is not in line with the Australian Accounting Standard.
Can Xero update the ability to allocate to a liability account, please?
4 votes -
Projects - Option to default bills & expenses to non-chargeable
Within Xero Projects, we would like the functionality to be able to amend the project setting so that we can set the default to non-chargeable for bills and expenses rather then the current automatic % markup.
The current approach means that the project reporting shows bills outstanding when they aren't particularly relevant when you have contractors delivering the work for an agreed price. at the moment we have to go into each category and amend each line item
2 votes -
AU Payroll - Allow letters on employee's bank account number field
I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.
This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.
I would like to be able to pay these people the same as I do everyone else.
5 votes -
AU Payroll - View Activity account codes
Hi I need a detailed report like the Payroll transaction list report that also includes the account code the amount was posted too. I want to reconcile the journal posting to the Indvidual's so i can see who is incorrectly setup.
3 votes -
NZ Payroll - Make multiple draft pay runs
Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming
20 votesHi team, we want to be upfront that we don't have immediate plans for enabling the ability to create multiple draft pay runs in NZ Payroll.
If this is something you'd like to see developed for NZ Payroll please add your vote here and we will continue to get a sense of the overall interest from community, and can share if there are any plans made.
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Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes -
Invoice Payments - Show bank account details with pay by Credit Card option
I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!
According to Xero support, it’s impossible to change this view for customers:
"As these small changes were requested by many users…
2 votes -
Invoices - Ability to manually mark multiple invoices as sent
The ability to mark any/all invoices as sent - even if using the copy/share function to send invoices to clients.
Not all invoices are sent via email. A tick/flick box to mark off any invoices that have actually been sent via the copy/share function would be handy. There could also be another box that would act as a reminder to follow up after 'X' amount of days if the invoice remained outstanding, in the same sort of format that follow-up emails are automatically sent for payment reminder.
20 votes -
Bills - Batch payment report account number and sort code
When processing a batch payment report on Xero and exporting to excel to upload to the bank, separate the Account number and sort code - it currently processing them as one number omitting any zero's and this creates an incorrect bank account number, so makes the report useless.
4 votes -
Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
2 votes -
Contacts - Combine Add/Remove group options
When viewing a contact, the options to "add group" and "remove group" are two separate functions, making moving a contact from one group to another very clunky. This request is to combine the add/remove feature, so you can simply select/unselect which groups a contact is in. This would mean that to move a contact from one group to another, you would simply deselect the old group checkbox and check the new group checkbox.
4 votes -
Sales | Notification that invoice sent/not sent
To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts30 votesHi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
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New invoicing | Contacts - Make all Postcode fields an Address lookup
Whenever I enter an invoice for a new customer, which is quite often, it always annoys me that the 'Add new contact' pop-up doesn't have postcode search in it.
So I end up adding a contact and their email, saving then going into contacts in a new tab to complete their address from their postcode.
Just add lookup to the contact details in add quote/invoice/etc wherever there is a postcode field.
2 votes -
eInvoicing - Set a default seller email address
Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.
8 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.35 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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