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4692 results found

  1. When you do a credit note and allocate it against an invoice, it show on the cash report
    Teh cash report should be 100% correct and not show any non-cash transactions

    1 vote

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  2. Hi Xero Support,

    So basically, I would like to generate P&L by Tracking Category only for those categories which have activity during the month, those which have no activities (zero transaction), I would like to exclude it. So, my reports will be not too long and comprehensive.

    QuickBooks has this function (--)v

    Budi

    1 vote

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  3. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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  4. Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.

    3 votes

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  5. Being able to delete pay calendars that are no longer used, or at least being able to remove them from being seen in the timesheet drop down.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Xero app - it would be good to be able to add credit notes via the Xero app

    12 votes

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  7. 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.

    5 votes

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  8. Given that we are now can add employees into different tracking/groups on Xero.
    It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.

    2 votes

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  10. existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets

    9 votes

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  11. The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.

    9 votes

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  12. Hi team

    We need Xero to be able to calculate tax correctly on part year returns for clients in Xero tax. Even though the date fields are available in your returns to show a part year, the tax is still calculated for a full year so the assessment from IRD differs from the return prepared in XPM.

    Currently the only option is to file via myIR which is really not good enough.

    13 votes

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  13. I would like to have more reference columns for both invoice and credit note.
    It would be good if we can actually be able to state PO no. and reference separately.

    15 votes

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  14. Customer/recipient view of invoices on mobile should display price/quantity/VAT.

    Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.

    Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.

    Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…

    2 votes

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  15. When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.

    I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.

    7 votes

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  16. I would like the option of creating separate pay runs and allowing certain individuals access to each. This would help when doing management and senior staff payroll so payroll admin can't access the information of the senior management team. I think the access rights in Xero need to be a bit more flexible as it seems an all or nothing system at the moment. Other accounting packages do have more flexibility with access rights and I think this lets Xero down.

    14 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.

    However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.

    If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…

    2 votes

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  18. Please bring back the ability to send a Remittance Advice to those companies that were paid.

    2 votes

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  19. Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices

    4 votes

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    Hi Yumei, a few different bulk requests in the one here. 

    In terms of branding themes when you say you'd want to bulk update branding would this be detail within your branding themes, or the branding applied to invoices in Xero? If the latter, perhaps you'd find setting a default from your Contacts record a useful way to edit this? 

    We try to keep individual ideas separate so our product teams can get a good understanding of exactly is being asked, and others in community know what they're voting for.

    You'll find existing ideas for some of your other points below, that you may like to join and vote for. 

  20. 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.

    5 votes

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    Appreciate 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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