705 results found
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Batch Payments - Separate field when entering AU bank account details
To have a separate field when entering AU bank account details (e.g. BSB, account number and account name field).
Purpose: To make it less confusing when users enter their AU account details.
7 votesHi everyone, with the recent updates you'll have noticed when adding or editing a contact - the team did manage to develop separate fields for Bank account name, BSB and Bank account number. 😁
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Cash Summary report - Need to run by user defined period
HI,
I think the cashflow forecasting tool in Xero is a great idea (better executed than in other software due to the payment 'expected date' feature). However, I really need to look at the cashflow in smaller increments than 1 month as I am actively managing it. For me 1 week increment would work. I would suggest the ability to set the report dates myself. In terms of the comparison options those would not be affected because 1 previous 'period' would just mean going back an equal amount of time as that defined by the user. For example if I…1 voteI wanted to let you all know that we've recently released the enhanced Cash summary report, which you'll have the ability to set more flexible date range within this report - see our video here for more information.
That being said, I'll mark this request as 'delivered' 🙂.
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Increase limits of the Starter Pricing Plan
I find this very frustrating that you have put a limit of 20 transactions per month on the basic membership. I don't really need all the features of the upgraded membership and would prefer at minimum 30 transactions per month. At least a transaction per day.
Would be over the moon if you increased the 20 transaction minimum or got rid of it all together. That would be perfect. Seriously considering moving to MYOB in the cloud.
1 voteHi everyone, I want you to know that the conversation has definitely been a topic of interest internally, and your feedback has been taken seriously on how we can improve the Starter plan.
Many of you may have heard the news that we’ve revitalised the Starter plan 🙂 - As of 14 September 2020, existing and new Xero users can benefit from added flexibility in the Starter plan.
First and foremost, one vital change that I’m sure you’ll be enthused, is that we’ve removed the limit on bank reconciliations! That means no more counting how many transactions you or your client’s reconciled 😌
We’ve also increased the invoice limit to 20 from 5. That means you’ll have almost one every business day.
All other inclusions remain the same, so you’ll still have 5 bills and you’ll even continue to have the use of Hubdoc to capture bills & receipts.
See… -
Invoices - Preview / Test Button for DOCX invoices
Adding a preview button when creating an invoice with DocX.
Purpose: To save time rather than to send a dummy transaction.
8 votesHi team, this is now possible in new invoicing. 🙂
You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.
Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too.
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Reporting - Supplier Transaction & Payment Report
It would be really useful to view supplier invoices and payments on the same report like a Supplier Ledger. Currently I need to view the Expenses by Contact report for invoice history and then go into Bank Account Transactions and search for payments for a particular supplier, and there seems to be no option to print or export out once you search. In other systems this is a standard report and is very handy when checking inter-company transaction history across a group of related entities. Does anyone have a better workaround?
1 voteTotally appreciate continued interest in being able to see more in your supplier interactions. Now in Oct 2021, we've been continuing to improve & evolve Xero reports.
Along with the series of Contact Transactions reports, there are our Payable Invoice reports, and a fresh Income & Expenses report which can easily be run for just Expenses.
You'll also find the Account Transactions report can be filtered by 'Description' containing contact name, and a filter for 'Source' so you can select the specific transaction types you'd like to view data for.
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