4794 results found
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Suggest previous
The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
May I suggest:
1. software updates maintain the existing settings, and
2. place the "suggest previous" at the top of the screen where Users have a chance to see it.1 voteHi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.
Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.
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Xero Accounting app - Add a credit note
Xero app - it would be good to be able to add credit notes via the Xero app
10 votes -
ApprovalMax - rejected bill email link - allow editing when it takes you to Xero
When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.
Please add an edit button.
Currently, from this screen, to edit the invoice, we need to go to:
Bills To Pay > Drafts > search for the invoice > then edit itToo many additional steps to edit the invoice, it should be easy from that first link.
1 vote -
Role of default codes in Sales Invocices
It appears the design for new invoicing defaults the account code to the original account code if there are no changes to the quantity and value entered. This is an issue where clients copy an invoice format from one period to another but are not certain at that stage as to the volume and value of product to be sold. .
1 voteAppreciate you sharing here, Bill. Just to make sure of your needs here, would you be asking for the ability for the account code to be left blank when copying an invoice to a new draft invoice?
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VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
4 votes -
Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
3 votes -
Search bar navigation
Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
4 votesAppreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
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Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.70 votes -
Bank Reconciliation - Rank the best banks for reconciliation
Make the banks (like American Express) see how they need to fix their systems. It's not your fault transactions don't match up. The banks need to improve their data.
1 vote -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
5 votes -
GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
3 votes -
Accounts - Ability to lock history from previous financial year backward
Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.3 votesHi everyone, while we do have lock dates that'll allow you to stop changes being made to transactions during a past period. We appreciate there are improvements you'd like to see in lock dates that'd further enhance these for you. We don't have any plans for this change atm but we'll keep a track of the interest here and share if there are any changes planned.
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Xero Expenses - Email to create expenses
Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.
59 votesHi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
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Bills - ACH direct deposit payments
ACh deposit
1 vote -
Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votes -
customer statements
I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.
1 vote -
Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 voteThanks for submitting your idea here, Robert. Appreciate where you're coming from. Right now, the structure of product ideas categories is similar to the blue navigation within your Xero org so we typically have reporting ideas under Accounting features. Understand how it mightn't be the most intuitive design atm though and this is something that we're considering making updates to. I'll keep you looped in on any change for this here. 😊
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
Client's financial year summary
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
1 vote -
NZ GST - Export return with heading 'GST return' + period of the return
GST Return Export
It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.
It needs to have the words "GST Return" or similar.
1 vote
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