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4718 results found
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Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
2 votes -
Find & Recode - Use with inventory Item Codes in invoices and bills
It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option
2 votes -
Depreciation - Manual adjustment
It would be really useful if you could manually adjust depreciation on an asset by asset basis, where depreciation has been changed outside of the Xero product. This could be where depreciation has been run within the product for management accounts, but been adjusted by another accountant outside of the product when running the year-end. The manual adjustment would be great for aligning the submitted accounts with the accounts in Xero.
13 votes -
Global Payroll - Venue location filter
Hi ,I would like to request that the "venue location" filter option be added when generating the outstanding invoices list under the "Bills to Pay – Awaiting Payment" section. Currently, we do not see this option in the filter , and having it would be very helpful as we manage multiple locations. Thanks.
1 vote -
AU Payroll - Calculate leave on multiple payroll rates
Need to be able to accumulate annual leave and sick leave when an employee has to rates of pay for example: working in two departments - one pay 24.50hr and the other department pays $24.17hr, currently Xero does not accumulate pay on multiple ordinary hours pay rates, one has to be and overtime rate using multiple of hours how can you do this for a rate with a difference of 33c. I also have the same issue with an employee who works week days at one rate, saturdays at another rate and sundays at a third rate. - I have been back and forward with Xero support on this and their only anser is to manually adjust the persons leave balance. This is not good enough, we pay for a payroll system and it doesnt do what it should do.
Need to be able to accumulate annual leave and sick leave when an employee has to rates of pay for example: working in two departments - one pay 24.50hr and the other department pays $24.17hr, currently Xero does not accumulate pay on multiple ordinary hours pay rates, one has to be and overtime rate using multiple of hours how can you do this for a rate with a difference of 33c. I also have the same issue with an employee who works week days at one rate, saturdays at another rate and sundays at a third rate. - I have…
9 votes -
BAS - Manual option to override unavailable unfiled amounts
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that any changes made to BAS figures can be captured, either from history or from that period onwards. This would ensure the historical BAS history remains whilst still being able to use this handy feature of capturing unfiled amounts in the future BAS returns.
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…
10 votes -
Contacts - Multiple sub-headings against the same Business name
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If you cannot solve the problem we will be forced to switch to another software system.
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If…
3 votes -
New Fixed Assets - save default sorting settings
In the upcoming new Fixed Assets layout/section, if you sort a heading (Asset name, asset number etc.) it only remains for that particular session, if you close out, it'll default back to sorting via the Purchase Date when you re-open.
Proposing this remembers what the user selected.
Also if you select "Items per page" it only displays that amount of items for that session, then defaults back to 10 after re-opening.
Please make it remember the user's chosen setting.
3 votes -
Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.2 votes -
Invoicing/Bills - Void and deleted invoice tab
A tab to show void and deleted invoices in their own list from the invoices view screen and Bills screen.
2 votes -
GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
2 votes -
Xero website - Bulletin board for posting businesses for sale
Xero now has a vast database of businesses many of which are profitable, and many of which are probably less so. At any rate, it has access many savvy business individuals who have capital willing to invest within and outside of their boarders. Perhaps it could create a meeting place for willing buyers and sellers of businesses. I for one am ready to retire. My business is marginal but has opportunities for someone who wants to get into my domestic market.
1 voteVery interesting idea, Myles. It's not something that exists atm, but I've shared back with our team that manage our website. We'll keep an eye on the interest from others in this here and let you know if there's any updates to share.
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Fixed Assets - Allow Standard users to delete Draft asset transactions
Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?
1 vote -
Brand Templates - Interactive
Ability to create invoice templates interactively via Xero rather than through a word (.Docx) file.
This would allow ease when creating invoice templates for myself as well as clients
1 vote -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
5 votes -
Online Invoicing - Auto attach PDF of invoice when saving as Draft
I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.
4 votesHi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
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Multicurrency - Supplier Statement in multi currency
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.
11 votes -
Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 vote -
API - Add a VAT201 Report endpoint to the Xero API
If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.
1 vote -
Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 vote
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