705 results found
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Bank Reconciliation Report - Ability to run for multiple bank accounts at once
In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?
I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.
123 votesHey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉
In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.
Thanks again for all your feedback on this one 😊
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Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
69 votesHi everyone! Today we released the new preview panel to all users 🥳
Any report that you can edit the layout of now has a PDF preview on the right of the screen. You'll be able to instantly see how any changes you're making to your reports will be reflected (including page breaks).
We thoroughly appreciate the input and feedback we've received from customers which has helped refine this end result. Thank you
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New invoicing - Enter key decimal point
The old version we used to be able to hit the Enter button whilst we are keying in the number keys to the right of our keyboard. In the new version we have come to realise that the Enter Button makes the decimal points pop up... instead of just being able to put in 50 for fifty dollars. I have been using the Enter key over near those numbers on the right since xero began and I am really hoping this is fixed ASAP if that is ok please
1 voteThanks for raising this with us in product ideas, Leanne. Appreciate it's been a few months since you first started this, however just coming back across and testing with the current experience it appears this is now working as you'd like to see here - When entering data in fields of a row in the invoice, if you press enter you'll move across to the next field. Also within an amount field like Qty or Price when you type in a figure and press enter this will move fields and round the amount to the nearest whole number, unless you have inserted a decimal point.
Let me know if there's anything you feel I'm missing within your idea here. Thanks!
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when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
1 voteHi Dean, from what you've described in behaviour it sounds like the files you've uploaded are attached to the invoice or bill directly.
If you've attached a file to a Receive or Spend money or Payment directly when reconciling on the Xero Accounting app you'll see a file icon next to the transaction on the Account Transactions list when viewing the bank account on the desktop that you can click and will open a preview modal of the files attached.
If you have attached files directly to your invoices or bills you'll be able to view the file icon next to these transactions from the relevant Sales or Bill list screens on your desktop.
If you'd like some help to confirm what you're viewing here it'd be good to raise a case with our specialists through Xero Central who have tools to get a closer look at your organisation and…
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Manual Journal - Keyboard to move to next row
I use repeating journal entries a lot and hence all the fields except debit and credits are filled out. Might be good to be able to use the keyboard arrows to quickly go from one row to the next in a column field and even be able to go from credit cell to debit cell by just clicking on the left arrow button.
2 votesHi Brett, on doing a little more testing you can use the Enter key and the up and down arrows to move to the previous or next row of the same cell 😊
Just make sure you press Enter first and then you'll be able to move, up, down, left or right using the arrow keys.
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Invoice Should Remain in the Same Format Once Sent
When an invoice is approved it must stay in the shape of an original table where the ledger account column and the tracking category columns are present, (presenting this information in a line with a small font is ridiculous).
2 votesHi Melissa, coming across your idea here you may have already noticed that a couple of weeks ago we released an update to the view of an invoice so all details are now shown in separate columns (similar to classic). 😊
Thanks for your feedback and sharing how we could improve things for you, here.
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New invoicing - Pay now link in email
We use many xero accounts, and for two of them, when accessing the invoice link, the invoice appears first, followed by a "PayNow" card payment option in the top left corner. However, for the other two accounts, the card payment window appears first without the invoice, which causes inconvenience to customers. (Of course, there is a download option at the bottom right.) Please change the settings to make the invoice appear first.The specialist can't fix this, and the different output seems to be a xero system issue. Please fix it soon.
4 votesHi everyone, within Email Settings you can edit the email template and deselect 'Include action to online invoice and detail summary'. This will strip back the look of the email a bit but this means the pay now, or Review and pay link will stop showing and instead you can just include the link to view the online invoice for your customers.
If you'd like to have a look at how this appears before implementing in your org, try sending yourself an invoice from the demo company.
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Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
2 votesHi Les, the Aged Payable Summary or Detail reports will produce what you're asking here. In terms of setting this up for a 12 month on month view you can change the Ageing Periods option to '12' periods of '1 Month'.
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Bills - Duplicate warning when emailing bills into Xero
If you enter a duplicate supplier invoice via an email link into Xero bills, then Xero should advise/warn you that there is already an invoice in the system with the same reference/ amount. There should be the same warning that is given when a duplicate invoice is loaded into Xero bills manually.
12 votesHi team, pleased to share that duplicate detection has now been released and available to you all. Xero will compare the Contact, reference and amounts of bills and credit notes in your org to help identify possible duplicates. You can then go to the Review page to take action on any Unpaid bills (Draft or Awaiting Payment).
While Paid bills will also be picked up, if you need to take any action or view bills you'll just want to return to the bills list to access these.
Thanks for your interest and staying looped in with us through the idea, here.
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New invoicing - Due in 10 days
Could you please add "due in 10 days" in the drop down on an invoice?
1 voteIf this is the common selection for due date you can set this up as a Default in your Invoice Settings, Denise. It's also possible to set this up as a default for individual contacts if you'd prefer too. 🙂
Alternatively, you might find it handy to use the shortcut when entering your invoices. You can simply type +10 in the due date field and it will set the date to 10 days after the Invoice Issue date.
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Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
681 votesHi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊
We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.
If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed…
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Invoicing - Keep Classic Email Template as an option
Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details
As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.
Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.
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2 votesThanks for your feedback, Andrew.
We appreciate the new view may not be to everyone's liking. If you'd prefer to strip this back, you can edit your Sales invoice Email template/s to uncheck the option of 'Include action to online invoice and detail summary' as shown in my screenshot.
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General Ledger Exceptions report
General Ledger Exception Report
Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.
This report is very useful and crucial for setting up work papers.
50 votesHey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.
We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉
Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!
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New Invoicing - Show stock level when adding a Tracked inventory item
When typing a quote, available stock used to show (when you typed a figure in the "quantity" field (if available stock was less than required the open window would turn red) but it doesn't now. It would be great if this feature were also added to invoices (and quotations as before) so that one didn't need to check stock on a different page for each item being invoiced. I note that it shows when typing a credit note, so it must be possible!
168 votesHi everyone, back again and pleased to share that viewing stock on hand is now with all users in new invoicing!
We appreciate the engagements you've all shown to let us know the importance of this feature when invoicing and how being able to view how many items of tracked inventory you have when invoicing, enhances your workflow. Thank you for feeding back and sharing your thoughts with us here.
Do keep joining, or start new ideas to let us know further changes you'd like to see developed.
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New Invoicing - Populate Discount from Contact's Sales Defaults
New Invoicing: In the classic invoicing, I can click in the discount area and the discount set in a customer's profile is automatically entered. I don't want to have to go in and look up each customer's discount every time I create an invoice. In the new invoicing, when I click in there it just waits for me to type something in.
7 votesHi team, from new invoicing once you add a contact any sales defaults you have saved will be applied. Simply enter a Qty or Price and the discount saved for that contact will be applied.
If you're not seeing the discount column on your invoice, click the show/hide fields on the left above the invoice body and make sure this has been selected.
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Bills List view - Highlight when line selected
The new Bill view has lost the ability to highlight a certain bill when you tick the box next to it. In the old version if you ticked the box that bill would remain highlighted in grey so it was easy visually to know which bill you're currently working on. This has stopped since the new Bills view has come in. Any chance to can add it back? In the attached screen shot you can see a bill has been ticked but it remains white like all the others in the list.
36 votesNice update before the weekend, team. Highlighting in the bills list view is now available 😊
When you next select bills these'll be highlighted on the screen.
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online payments in invoicing
Would be great to be able to turn off online payments for specific customers.
Would also be good to be able to choose which online payment methods we accept or dont accept rather than currently having to take them all or nothing.2 votesHi Joe, thanks for raising this here. We've made some updates to how you manage online payments so this can now be done on an invoice by invoice basis.
If you go to your Payment service settings you'll be able to set up all the payment services you'd like to offer, then on the individual invoice you select Set up online payments so you can choose those that you are providing on that invoice.
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Invoicing - Approve and send invoices when customer is over their credit limit
I would like to request the Xero add the feature to be able to approve and send customer invoices even when they have reached there credit limit in the new invoicing. Currently this feature is available in the classic invoicing of Xero. Xero are forcing everyone to move to the new invoicing from September 2024.
We use an external software for our customer invoicing and then import these into xero the following day after the sale has occurred and email the invoices to the customer. Moving to new invoicing currently means that for any customer that is over the credit…2 votesHi Afaik, as part of setting a credit limit there is an option to "Block new invoices when credit limit is reached" if you'd still like to be able to send invoices once their limit is reached you'll just want to edit the Contacts record to deselect this option.
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UK Payroll | Reset holiday accrual on anniversary date
HOLIDAY ACCRUAL SHOULDN'T TAKE A MONTH TO RESET
We have holiday entitlement to reset on the 1st of April each year, however, the holidays don't reset until the 1st of May and after April's pay run.
Please vote for all holiday balances to reset on the actual anniversary date.43 votesHi everyone, we're pleased to update you that these changes have been released in UK Payroll! 🎉 This includes the ability to set employee's leave to accrue based on a custom date of your choosing. Additionally, we've released changes based on the feedback here so that leave will now accrue on the first day of your annual accrual method.
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New Invoicing - Ability to copy invoice to a quote
In Classic Invoicing, you could copy an invoice to all sorts of things: Invoice, Quote, Purchase Order, Bill. See first screenshot.
In New Invoicing, you can only copy an invoice to another draft invoice. See second screenshot.
Please can you replicate the 'Copy invoice to a quote' functionality in New Invoicing?59 votesHi everyone, coming back to share that this is now live. You'll find within the 3 dot menu of new invoicing there is now the option to 'Copy to draft quote' 😊Thanks again for your engagement here.
If you're also interested in the other 'copy to' options, join and follow updates for these through the ideas below.
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