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2171 results found
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Reporting - Option to "exclude" rather than deselect in filters
The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).
25 votesHi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
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Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
9 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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Reconciliation - Option for spend money transaction date to default to last entered date
My client uses personal funds for large part of expenses. I have to enter them manually (using Spend Money) and after each entry the screen defaults back to today's date.
Would be useful if Xero defaults to the last entered transaction date, when using Spend Money, instead to today's date.4 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
208 votes -
Foreign Currency - Ability to turn off
One day I added a foreign currency because I needed the rate for a single transaction, but now all of the detail reports show three foreign exchange columns checked all the time, when I don't need them and don't want them. There is no way to turn off foreign exchange organization wide, nor to get rid of the columns. I am aware that I can make custom reports for account transactions, but the fact is that I use right click to open the account detail in a new tab from an existing report such as a balance sheet or income…
15 votes -
Contacts - Ability to for Invoice only permissions to add notes
Until very recently our staff with INVOICE ONLY permissions could add notes to contacts, not just view them. We are at a loss to understand why this functionality has been taken away as it is not a security issue in any way. Adding a note to say that you have telephoned and what the content of the call was was crucial for someone chasing payment and adding other pertinent customer notes.
Please can we have this back?1 voteThanks for raising, Jo - I can confirm this is something our team looked into and were able to restore quite quickly.
You should find Invoice Only users have access to add notes to a contacts record again now. 🙂
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Expose the "Delivery Address" field on an invoice to the API
Xero needs to expose the "Delivery Address" field on an invoice to the API. Currently we are unable to create an invoice via the API to include the customer Delivery Address field.
In the case where the contacts default delivery address changes over time, or the customer has multiple delivery addresses (and one Head Office address for invoicing/billing purposes), the "Delivery Address" field in the Xero New Invoicing function needs to be exposed to the API.
1 voteHi Sheldon, appreciate your idea however we have a Developer Community where your idea will be in the right place to gather support from others interested in the API, also we can make sure this gets back to the right teams here at Xero. 🙂
I'll close the idea here so others know where's best to raise this sort of thing. You can always come back and share the link to the idea you create in that forum!
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Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend
Bank Transfers - they are great and easy - but it would be awesome if we could just improve them in the following ways - some of these suggestions incorporates other suggestions - but thinking if you are working on improving this functionality - it would be great to do it all at once. Currently when you create a transfer from the Bank feed - you can only select a bank account and enter a reference - it would be great if you could also, add tracking code(s) on that screen too (as currently if you need to attach tracking…
18 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes -
Fixed Assets - Partial allocation of depreciation for business and private use
To have the ability to account for depreciation on both business and private portions of an asset.
Purpose: Save time for users to get the correct figures rather than going through manual process.
254 votesHi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.
As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.
Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.
For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion…
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Lock dates - Multiple Lock dates that are not linked to each other
Lock Dates - Multiple Lock Dates.
Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
It would be great to have an option where two dates can be entered without one overriding the other.Here is my issue:
I have been trying to put lock dates for different purposes.
i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or before 31 March 2023.…3 votes -
Invoices - Support Pay Now with Foreign Currency
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the…
3 votes -
Sales - Set default landing page for Invoices
Business dropdown menu
‘Bills to pay’ link goes to ‘Purchases overview > All’, showing all Paid and Unpaid.
This should go to Purchases overview > Awaiting payment’? The way it is now doesn’t seem logical, when we’ve clearly selected ‘Bills to pay’ not ‘Purchases overview’ or ‘See all’Menu option to Invoices ‘Awaiting Payment’ going directly to all outstanding invoices?
3 votesHi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.
From here you'll be able to set the Awaiting Payment screen as the default.
It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.
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Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
21 votes -
Reconciliation Report Pack - Automate process similar to older version
The Reconciliation Report pack is a critical part of our working papers and gives us multiple reports in one pack with one click. This report is being retired in July with no replacement in sight. Creating our own seems like a step backwards and from what I understand about creating report packs (which admittedly is not great), it will be difficult to add multiple bank account rec reports to a customised pack, not to mention that each business has a different number of bank accounts. This move makes no sense. Please do not remove the old one until we…
8 votesJust following up from our last update - this is now live!
As you might've seen on this similar idea, we've rolled out a new Bank Reconciliation report pack. As part of this release, the Reconciliation Report will automatically add a Bank Reconciliation Summary for each bank account, fulfilling this request 🎉
Thanks again for sharing all your feedback on this one, community 😊
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Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
1 vote -
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
170 votes -
Contacts | Purchase orders - Ability to block for a supplier
Ability : To have a function within contact to block raising purchase orders to an individual supplier.
Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.
3 votes -
Tracking categories for bank accounts
i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?
12 votesAppreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
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Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
156 votes
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