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4706 results found
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Banking - Make bank deposits from Undeposited Funds
When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.
This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.
16 votes -
Sales invoices - Bulk date change
Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth taski.e also an option for '30 days payment due upon receipt of invoice' 😃
10 votes -
New Invoicing | Attachments - Record Actions in History and Notes
All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox
10 votes -
Increased Early Plan pricing
I am a refuge from QuickBooks (after decades of use). I switched to Xero because of the ever-increasing costs of QuickBooks since they switched to a subscription model.
I have to have two Xero subscriptions -- one for my (very) small business and one for my home bookkeeping. (With QuickBooks, I could manage both with a single account.) At the Early level, that's $15 per month apiece, $30 a month for both, or $360 a year in all. That's less than QuickBooks, but it's a lot for my modest needs.
Now with the added "cash coding" feature -- which I don't need and won't be using -- this cost is going to jump to $480 a year! In effect, that is a one-third increase with no benefit to me. And now you cost more than QuickBooks.
It would be nice if you could discount multiple accounts; the marginal cost of adding a second Early account has to be less than 100%.
I am a refuge from QuickBooks (after decades of use). I switched to Xero because of the ever-increasing costs of QuickBooks since they switched to a subscription model.
I have to have two Xero subscriptions -- one for my (very) small business and one for my home bookkeeping. (With QuickBooks, I could manage both with a single account.) At the Early level, that's $15 per month apiece, $30 a month for both, or $360 a year in all. That's less than QuickBooks, but it's a lot for my modest needs.
Now with the added "cash coding" feature --…
2 votes -
AU Payroll - Payroll Reports linked under the Payroll menu
Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.
1 vote -
New invoicing - Freeze header row when editing
Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line. This appears to be the first Income Account in our Chart.
This is very frustrating & dangerous & has created errors in our coding.
We are having to check every line is correctly coded to the right GL account, before posting.
This is not giving us confidence in the New Invoicing feature.Also The spacing of the GL Account Code Column is too small.
After the GL code number & the start of the GL Account Name we can only see about 8 characters. With many Account Names like Income - Accommodation, Income Bottleshop etc, we have to click into the field to check the correct coding.
It would be much better if we could see either all & a much longer Account Name field.In addition, the row headings need to be fixed, so as you move down the lines of entry, it is clear what column you are entering into.
Thank you for some of the improvements in this area - of Copy to Draft.
We desperately would like those above also fixed.Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…
1 voteThanks for your feedback and sharing this with us here, Stuart.
Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.
We also have a separate idea around viewing the full account name that I've also added you on to, here.
In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.
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Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
2 votes -
Add an additional column to Sales Invoice & a PO Number field
We need to have the ability to add an additional column to the Sales Invoice Template.
When we are already utilising the Item and Description column, we for example need to add a Barcode field as well. I would presume that this is a frequent requirement for other businesses.
In addition, there should be a specific PO field in addition to the Reference field.2 votes -
Quotes - Make 'invalid account' warnings appear in a new window
When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back to the quote, it takes you to a new and empty quote. Can you please stop doing this? If you need to take us to a new account code window, make it a separate and new window. Please.
When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…
2 votes -
Bills - Tax Amount value button for quick +/- adjustments
When entering a new bill, sometimes the VAT value is out by a few pence.
A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.
See attached image of example.
3 votes -
Export invoice
A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.
2 votesWould this be so you can get the Overdue by column, Kristel? If that column isn't really a concern, you could run the Receivable Invoice Summary report atm and filter this by Status = Approved to get all but the Overdue by column. This report can be exported to Excel, Google Sheets or PDF.
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aged debtors
Ability to see aged debtors' balance in the currency the invoice was generated in, not just in your base currency, otherwise, it is difficult to calculate how much a customer owes. The same is true when you view the balance for a contact. It shows the issuing currency for each entry, but the total is only shown in the base currency, which is not helpful if you need to inform someone of the balance outstanding.
1 vote -
Monthly comparative reporting
Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?
In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.
As many month-end journals are posted to, say, 31 January, the balance doesn't include them.
This is very misleading: in any other month, the comparatives are run to the end of the month.
It's not a helpful comparative and happens sufficiently infrequently that users are not looking out for it.
Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?
In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.
As many month-end journals are posted to, say, 31 January, the balance doesn't include them.
This is very misleading: in any other month, the comparatives are run to the end of the month.
It's…
1 vote -
Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
2 votes -
Fixed Assets: Auto Calculate the Depreciation Rate from the Effective Life
At the moment Xero doesn't auto calculate the depreciation rate from the effective life. This means when we run the depreciation report the rate column shows up as blank if we've entered the effective life into the asset register rather than the rate. We should be able to enter the effective life and Xero auto calculates the depreciation rate for the depreciation report.
2 votes -
Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.27 votes -
Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name5 votes -
Analytics | Short term cashflow - Use ATO supplied date for projecting BAS & PAYG Payments
Analytics | Short term cashflow - Use ATO supplied date for projecting BAS & PAYG Payments
2 votes -
Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Invoice Templates - Automatically update bank account details
Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.
Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?
The different treatment of these types of payment information increases the chances of failing to correctly update your bank account details on all of your invoice templates. For example, you could forget to update a template or you could make a typo on one of them.
Your business's bank account details should be entered in one place, and one place only (just like the other payment services) to reduce the likelihood of errors and to allow automatic updating of that information when it changes. Treat business bank account details the same way you treat other payment services.
Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.
Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?
The different treatment of…
1 vote
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