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4588 results found
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VAT - Support multiple VAT accounts for control and suspense
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be triggered when the VAT cash scheme is selected in the financial settings, and remain the same as it is now with the one VAT account when the accrual scheme is selected.
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be…
2 votesHi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.
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New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
5 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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Projects - See a list of spend money transactions not allocated to a project
It is possible to see a list of bills not assigned to a project.
However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.
4 votes -
CIS - Amend CIS returns before submitting
It would be very useful to be able to amend CIS returns on Xero before final submission (as it is possible with VAT returns).
1 vote -
Employment Agreements Templates
A service that has available NZ compliant employment agreement templates. Advice to ensure the correct template is used per role.
1 vote -
Show Contact Details on Customer Activity Page
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be able to see those notes right beside all of their invoices.
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be…
2 votes -
projects
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement, Trade Shows).
Enable sub-task creation within each major task, so teams can break down larger tasks into smaller, more manageable components.
This would allow for a more organized structure within the projects, making it easier to generate a comprehensive project summary and track progress across different task categories. The ability to view task allocations based on categories such as "Direct" or "Indirect" would simplify reporting and improve overall project management.
Benefits:
Better organization by categorizing tasks under overarching project themes (Direct, Indirect, etc.).
Improved task breakdown with sub-tasks, leading to better project tracking and reporting.
Simplified project summaries for large, complex projects.Enhanced flexibility in reporting, which allows teams to easily focus on specific categories of work.
This feature would enhance Xero Projects’ usability, especially for businesses managing large-scale projects with diverse components.
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
2 votes -
New invoicing - Option to Approve and Copy Invoice
It would be amazing to have an option on the approve drop down to be approve and copy!
6 votes -
Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
8 votes -
New invoicing - Move approve to bottom of screen
Not a new idea but your support tells me to post it here.
Can we please have the green approve button at the bottom of an invoice back?
Green = go
At the bottom because that is where the eyes rest after checking
NOT combined with emailing or anything else as they are different processes done by different people.
So the new idea is basically to revert this back to how this worked in the old invoicing which had it right on all accounts (intuitive, neat, procedurally correct and efficient).3 votes -
Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
72 votes -
Projects - Show outstanding invoice balance under "Quotes & Invoices"
On projects under "quotes & invoices" it would be great if it showed the remaining balance of the invoice. I send 4-5 invoices per project and sometimes clients pay a random lump sum and i write it off against the invoices but that can lead to an invoice being part paid and being able to see which invoices have been paid or have a remaining balance under that view would be beneficial instead of having to get out of projects and searching the invoice under the invoice tab.
2 votes -
New Invoicing - Change tabbing behaviour
Hey Xero, there seems to be a lot of issue and complaints about new invoicing. How about giving us all a break and re-enable the old invoicing till you get thing sorted out.
- Cant stop auto save , there is no undo button if you make a mistake.
- Tabbing between fields is not the same.
- Can't add expenses and leave them un-allocated to a GL, I know that the expense is @ cost price and needs to be completed. -Cant change the Customer with Billable expenses assigned without loosing the billable expenses and have to re-assign them
Cheers
2 votesAppreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms of billable expenses assigned to a customer - in how this is designed when you assign a billable expense this is allocated to either a contact or project. This is why it's not possible to change the contact of an invoice without first removing the billable expense items.
Appreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms…
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User Roles - Purchase order only access
We wish to let some of our users have access to purchase orders, raising & viewing etc.
Currently if we give them access to purchase orders it also lets them see supplier balances and also click into the supplier and therefore into the accounts i.e invoices etc.
We would like our staff to just see the purchase orders and raise purchase orders but not have access to anything else.
149 votes -
Allow for Custom Grouping on Reports to be Exploded or Minimized with Total in Minimize mode.
At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.
1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights
2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main Group Title
GROUP SELECTION NAME $Total
Element 1 $
Element 2 $
Element 3...etc $3) Allow for the Group Titles and Total to be Exploded or Minimized with a drop down arrow. When in minimized mode it would display Just the Group Title and Total the sum account nested within the group. When it is exploded. It would indent the accounts nested within the groups with their own lines and totals in addition to creating a new Group Titles Total line and move the total at the end. It would result in something like the picture where the arrow next to the total is clickable to expand or minimize
At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.
1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights
2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…
2 votes -
New Invoicing - Shading & Colour
Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.
4 votes -
Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
14 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Business Activity Statement | GST Audit report - Add transactions source field
I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an easy amendment and a basic need, for BAS quality control.
I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an…
2 votes -
Invoicing - Invoice multiple contacts of a group, but not all of them
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 vote -
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 to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."
I would like to know who these users are who requested that bank account details be hidden from customers. Or is this another instance of gaslighting from Xero?
I don’t understand why Xero would make these changes, which negatively impact my business. Customers have pointed out that it appears we’re encouraging payment by credit/debit card, which incurs a commission fee—a fee that benefits Xero, as they receive the surcharge! Why should our business face negative customer feedback because of Xero's design decisions?
I would like the ability to choose how my clients view their online invoices. It’s critical for our business that customers have all the necessary information to make payments accurately! We use third-party software to create and email invoices to customers, but Xero does not allow us to add a PDF, so customers can only view the online version, which hides our bank account details and payment terms!
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
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