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4737 results found
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credit notes on cash report
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 transactions1 vote -
Profit and Loss report - exclude zero balances when comparing tracking categories
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 -
Bank feeds - Rayne State Bank (US)
Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.
1 vote -
Contact - Sales Tax Exempt Customer Certificates Management
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 -
Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
39 votes -
AU Payroll - Payroll Employee Summary report filter by current employee groups
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I would expect all Employee Group dropdowns to look like for this client - it only includes the current options available for Employee Groups.)
The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g
The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.
I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows…
4 votesAppreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
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AU Payroll - Tracking Categories for Wages Payable Transactions
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 -
Contacts - Ability to mark suppliers as preferred
A way to mark contacts as " preferred suppliers",( traffic light colours?) and a way to attach a document to this contact such as a hire agreement/ contract/ agreed rates/insurance documents etc.
3 votesInteresting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.
In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.
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New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
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 work for us as a team to answer their queries.
Was told by Xero support to tell customer to download the Xero app to view invoices on mobile - totally unreasonable for us to ask our customers to download an entirely separate app to review the single invoice we send them each month, something which they could previously do in seconds in their browser. Feels like a downgrade.
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 -
Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
4 votesHi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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New Invoicing | Send - Only show emails related to contact
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 as visible instead of just the ones associated with the invoice.
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 -
Bills - Ability to Assign Project or Customer when importing
I have to create a biill with about 60 line items which contain a mix of duplicate and variable information. As there's no way to duplicate line items in bills, I employed a workaround by exporting Xero's inbuilt bills template file 'BillTemplate.csv'. In Excel I was then able to quickly and easily create 60 copies of the same line item, make the changes necessary and import the csv file into Xero which successfully created the bill containing the 60 line items - thus saving me hours of wasted time.
The only issue is that no provision has been made in the csv template file for assigning line items to a customer or project.
My request is for either:
a) ability to duplicate lines in bills (and invoices too would be beneficial) rather than just add empty lines.
and/or
b) ability to assign a line item to a customer or project in Xero's bill template csv file.
I have to create a biill with about 60 line items which contain a mix of duplicate and variable information. As there's no way to duplicate line items in bills, I employed a workaround by exporting Xero's inbuilt bills template file 'BillTemplate.csv'. In Excel I was then able to quickly and easily create 60 copies of the same line item, make the changes necessary and import the csv file into Xero which successfully created the bill containing the 60 line items - thus saving me hours of wasted time.
The only issue is that no provision has been made in…
4 votes -
Please bring back the ability to send a remittance to those companies that were paid.
Please bring back the ability to send a Remittance Advice to those companies that were paid.
2 votesHi Barbara, trying to better understand your idea as it's currently possible to send a remittance for bills paid. We have some help on how to do this in Xero Central.
Can you give a bit more detail of what you're in need of here?
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Customer map, showing location pins for all customer addresses
Being able to see a map with the location pins for each customer and sort them by the various Xero groups, would be invaluable. This would enable us to easily visualise our national/global coverage to help better understand regional product usage. As a business that provides products to public locations, it would also be an efficient way to reference existing installations near to new enquiries for them to reference.
1 voteHi Luke, trying to better understand what you're envisioning here. Is there a specific place in Xero that you'd find a map like this most handy? For example would it be on an individuals contact record, within a Contact group or perhaps when you're using Smart lists?
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Invoicing - Ability to update branding in bulk
Be able to bulk-edit Branding themes, due dates, and Descriptions, assigning projects for invoices
4 votesHi 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.
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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 vote -
Bills LIst View - Mark un-verified bills without a Due Date
Bills entered that are receipts/paid tax invoices (and accounts can't confirm they have been paid/what bank account they come from) should be able to be marked in awaiting payment with custom names instead of due dates.
Instead of picking a past date to clear them from awaiting payment their should be an option to store it as a 'receipt' or 'direct deposit' to ensure paid invoices etc. are not double paid.2 votes -
Reports - Include name of user in account transaction report
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
2 votes -
Navigation - Add "new expense claim" to 'Create new' drop down
As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'
1 vote -
Expense Claims | To review - View files attached
Having an option to customize the details on the main "Expense Claims - To Review" screen (Business > Expense Claims) would be very helpful. A “detailed view” option, allowing key information to be seen at a glance, would streamline the approval process by reducing the need to open each individual claim. Specifically, seeing if an attachment has been added, with the ability to hover to expand it directly from the main screen, would significantly speed up reviews and approvals.
1 vote
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