462 results found
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New Invoicing - Show invoice number on tab
The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number
35 votesAppreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing.
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Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votesHi David, depending on how you need the deposit amount shown on the customer statement you could record these amounts as either Overpayments or Prepayments that would be applied to the customers invoice once created at a later date.
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Changing subtitles on reports when changing the year end
Changing subtitles on reports when changing the year end.
When shortening the year end, eg with Basis Reform periods, the year end is showing incorrectly as 'year end and the original year end date' rather than period end and the new year end date. It would be great to have the flexibility to amend subtitle dates within reports so that the accounts can be produced straight from Xero.5 votesHi team, sorry we haven't caught the idea here sooner. Listening to feedback we know the sub heading was a bit of a confusion point for organisation's with a longer or shorter FY.
We've recently made a change so the subheading will now read 'For the 'x' months ended' so the report will be more accurately reflected.
Thanks for your sharing on this with us here.
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New invoicing | Allow pasting tracking categories
Sometimes I need to add the same tracking category to multiple lines of the invoice. CLASSIC invoice allowed me to simply paste the category in the box and that's it. NEW invoicing now requires me to CLICK after pasting which doubles the amount of time I'd need comparing to CLASSIC. Please bring that possibility back - OR, EVEN BETTER, maybe let us drag the options to apply them to cells below (like it's done in Excel).
2 votesHi everyone, we're delighted to announce that the new line item grid is now available to all users. This update incorporates several enhancements based on valuable customer feedback, and includes resolving your suggestion, here.
With the new grid, you can now easily copy & paste tracking information between cells, using 'Tab' to navigate to the next cell efficiently. While the drag-and-drop functionality isn't currently available, this has been raised as a related idea, which you're welcome to support. We'll provide updates on its progress if any arise.
Thank you for your continued input through product ideas – your feedback is invaluable in helping us improve Xero."
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AU Payroll - Information on setting up a novated lease for an employee
Can you please post up instructions on how business owners can setup novated leases for their employees and also identifying the process where the vehicle is FBT exempt or subject to FBT. We have had a few of our clients ask why Xero doesn't provide much guidance regarding this issue.
7 votesThanks again for sharing your feedback on this with us, Carmen, and to others that have since supported this idea.
I'm pleased to share based on your feedback we've added a new article to Xero Central to help customers understand how they can record novated leases in Xero.
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Contacts - Attach file to contact from file library
Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…
76 votesHi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;
- The file library uploader option is now back on the Files tab of the Contact overview
- We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
- We've enabled the ability to add multiple files from file library in one go
Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂
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NZ Payroll - Tracking in the Payroll journal
Add tracking into the payroll journal. We are wanting to record salary costs in the different departments we have set up
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Tracking - Ability to set default Tracking in invoice Branding Theme
It would be nice to be able to set a default tracking category for invoice branding themes. As it is now, we have to set the tracking category manually for each line item on an invoice. For longer invoices this becomes very tedious and error prone.
1 voteHi Dominic, as Tracking was originally designed as an internal mechanism for tracking and monitoring parts of your business, it's not possible to make this field visible to your customers (re the invoice branding theme) we have a slightly different request for this here that you're welcome to join if you'd like to see this.
However, if you'd like to set a default Tracking option to save yourself time when entering invoices you could set this on your Contact records. Within the Sales and Purchase sections you'll see an option to assign a Tracking option for each category you've set up.
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Invoice-
automatically create a credit note if a customer is paying on multiple invoices and will have an overpayment.
1 voteHi Jodie, while Xero won't automatically create the credit note for you. If you are reconciling a single payment to multiple invoices, you can use Find & Match choose all the invoices, and then in section 2. choose 'New transaction' receive payment. When the screen opens the transaction to enter detail use the drop down next to 'Received as' to select Overpayment.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votesHi Margie, appreciate you have a slightly different use for Mark as sent than it's designed for. While we don't have any plans for enabling this check box once payment is applied, you could Email the invoice(even to yourself) which will mark it as sent.
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List of customers and date entered on Xero
Would like an option to list customers and the date they were entered on Xero and time they've been a customer for.
4 votesSorry for not engaging this idea sooner, and thanks for your comment here, Freya!
As shown in the image - If you click on 'Name' to the left of your contacts list you'll see a drop down of options including the ability to select 'Date added' which will re-order your contacts based on the date they were added to your organisation in Xero.
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bank reconciliation
Bank Reconciliations Report - There should be a report that enables you to extract all bank statement transactions and list out for each the actual accounting transactions they have been reconciled against. This should be by date range and then include all the same options as 'accounting transaction reports'.
This would be super helpful for audit, month end reviews, be able to identify different transaction types, review complex issues arising if a supplier or customer disputes etc..
The data is there, yet as users we are not able to get the data out.
Seeing one by one is not enough.
1 voteHi Jack, have you tried running the Account Transactions report for your bank account with the Related account column? This will show you the related account each statement line of your bank has been reconciled to.
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set balance sheet default date to "today"
The Balance Sheet currently defaults to the last EOFY date, which as at today (posting this suggestion) is 9 months ago. this is frustrating as you usually look for the figures as at now, and not the end of the last financial year. This functionality changed in one of the recent product updates. I know we can change the date and re-run the report, however it seems silly to default back to the end of the last FY and is a waste of time to have to do this always.
1 voteHi Jo, from the Balance Sheet there is a common date format for 'Today'. Once selected you can save the report as Custom and make this the default if you'd prefer.
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History & notes - chart of accounts
It would be great (if not already available - I can't find it) to get an audit report whereby we can see changes made to a set of accounts after they have been submitted.
4 votesHi community, we have now released a change to the History & notes report so you can view changes to the Name or Type of an Account on screen, without having to click into the line of the report. This includes where you have updated chart of accounts via an import.
Thanks for sharing and feeding back what would help you working with Xero, here.
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FX rates used on Balance Sheet report
The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.
99 votesHi everyone, we've just released disclosures for foreign currency in Balance Sheet, Profit & Loss, Trial balance, Movements in equity, Budget Variance and the Blank reports.🙂
When you run one of these reports in base currency you'll see indicators next to amounts that have been translated that show the exchange rate that was used.
Where applicable and you run one of these reports in a foreign currency there will be an indicator next to the currency sub heading that links to a note which display the exchange rates at which the base currency has been translated to foreign currency as at the report date, and any comparative dates.
We'll be extending this feature across more reports and I'll return to share as these come available. Thanks! -
New invoicing - Send invoice via sms from laptop
I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone
2 votesHi Chris, I see you're based in AU and we're pleased to share that we have now added the capability of being able to send via SMS along side email from your laptop in AU.
You can now select the three dots in the top right of an 'Awaiting Payment' invoice, then choose "Send SMS" from the menu.
While we will look to expand this to other regions in time, we don't have a set date for this yet. We'll be sure to come back here and share further updates when this happens. 😊
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Activity Statement - Ability to dismiss ATO outage notification
I appreciate getting a notification of a future ATO outage but I'd like the ability to dismiss it; I've already checked the dates and confirmed it won't affect me, but it stays on the page while completing the BAS.
1 voteThanks for your feedback on this notification banner, Shannon.
After a quick check in with our team on this, I'm pleased to share they've made a small change so you'll now find it's able to be dismissed!
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UK Payroll - Birthday Notifications for employees
Notifications on xero to alert you that an employees age has increased due to a birthday, as they may have hit a new age bracket in the wage rates and they could be getting underpaid if not noticed. Example - employee goes from age 20 to 21 this would mean that if they are on the 18-20 year old wage rate and they are on the £7.49 once they turned 21 they should then be on £10.18. so notification of birthdays would help keep you aware of age changes.
124 votesHi team, this is now released!🎉
We've recently updated Xero Payroll(UK) and now a new NI category will automatically be applied to a pay run based on an employees birthdate, and if they are entering into a new NI category. Helping to save you time from manually tracking and updating yourself. 😊
Thanks for all your support and input via the idea here.
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New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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New invoicing - Show invoices with "includes Adjustments to Tax"
In Classic views if there was an Adjustment to Tax it was quite obvious when the Invoice (or Bill) had an adjustment to tax. Compare that to the new Invoice screen where there is nothing showing that this adjustment exists.
It must be sitting in the database somewhere as its shows in classic invoicing.Could this be added back into new invoicing plus could there be a report or filter that could show invoices or bills that have an adjustment to tax?
11 votesHi everyone, apologies we've not updated you on this idea sooner.
Where you're using the UK or Global editions of Xero it is possible to manually adjust the tax amount of individual lines of your invoice with new invoicing. This is slightly different to classic where you would adjust the overall tax amount of the invoice.
If the Tax Amount column isn't shown already, click the show/hide fields button where you'll have the option to check this - While this column is possible to view for all orgs, as with classic invoicing only UK and Global editions will find the option to edit the Tax amount of your invoice lines.
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