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363 results found
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Attach Notes to the month column.
Attach Notes to the month column.
I produce monthly P&L custom reports and add explanatory notes for large variations etc., when I add a new month column, the notes are stuck to the column number rather than the month, eg. I add January, but the variation notes I entered for December are now on the January column and I have to unattach them then reattach them to the correct column.1 vote -
Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
7 votes -
History - Record changes to lock dates
A report to show who and when the account lock dates were changed.
If transactions are entered into lock periods this causes Xero to ot match the closed periods where accounts may have been submitted already. Currently there is no way to see who or when the dates were locked.
18 votesHey community, thanks for all your interest in this idea! It’s clear from the comments that identifying when changes are made, and who has made them would be really helpful.
This morning we rolled out an update to the financial settings screen for all Xero organisations to enable History & Notes 🎉
When you add a lock date, it will appear on the History & Notes table below and, for advisers, the History & Notes screen.
I’ve attached a screenshot so you can see this in action and, for more information, you can check out our Xero Central article Set up your organisation's financial settings.
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New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to
326 votesHi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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Inventory - Visible notes for users to see when using an item
We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.
Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.
Also, with Notes being at the bottom of the screen and needing to be expanded to see…
7 votes -
Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votes -
Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
24 votes -
Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
94 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Bills - Filter to show credit notes
The ability to search bills and filter specifically for a credit notes would be helpful.
Also, if a credit note has been used the total is $0 - it would be helpful if the total was still shown as paid.2 votesHi team, we've released a recent enhancement in the Bills Filter, and you'll now find you can filter by Document type including Credit Notes, Overpayments, Prepayments or Bills. 😁
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AU Payroll - Show pay rate changes
On the Employee tab when an employee moves pay rates it would be good to have a record of the history of changes to see when the rate changed and what all previous rates have been - this would make tracking rate changes and anniversary dates easier.
So if the rate changes in the pay template then the change is recorded (link) to say notes to keep track of rate changes.
95 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered!
Just before the end of the year, we rolled out support for ‘Payroll History’ in Australia 🎉
It includes a history of changes made to the Payroll Settings screen, and to the Employee Record, enabling you to see pay rate changes at a glance.You can see the Payroll History in action on our Xero Blog post, Payroll history is launching in Australia.
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Contacts - Short-term notes field
Apart from utilising the Notes function in client profiles, may I suggest a field be added for short term notes (not needed to be archived) to highlight an alert/instruction/warning for all staff when working on a particular client. As an example: do not lodge Tax returns for ABC until Paid.
1 vote -
Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
913 votes -
Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
18 votes -
Repeat Credit Note
Ability to create recurring credit notes for both suppliers and costumers.
12 votes -
Credit Notes - Ability to add a Due Date
Is it possible to put a due date in the Credit Note so that it will show up when we filter the due dates in the Bills to Pay- Awaiting Payment section?
17 votes -
AU Payroll - Pay Run - Ability to add Admin only notes
I'd like to add a note within a pay run that is visible to "admin only".
Eg. To justify differences due to staff timesheet errors.
I don't want the staff to be able to see this note but I'm sick of having notes in external programs.3 votes -
Xero Accounting app - Bank reconciliation: Show notes first
I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.
2 votes -
Expense Claims: Ability to add notes
Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.
9 votes -
Add notes field for contact so that I can see what suppliers do
I have a large number of suppliers in Xero and it can be hard to keep track of what each of them do. Whilst I can put them into broad categories /groups, that is not enough. I would like to have a 'notes' field on contacts so that I can put some information about each of them (searchable if possible) as well as some notes as to whether they are good payers (in the case of customers) or other useful information. This will also extend the basic CRM functionality that already exists for customers.
4 votesHi James, it is already possible to add notes to a contact - See- the last section of our article here
If you're looking to have this information more visible when viewing contacts you may be interested in voting and joining the idea here.
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Management Report - Ability to add Notes
Management Reports - Ability to notes in the newer versions as were an extremely useful function in the older version and missing from the new ones.
1 voteThank you for engaging here, Nick.
We recently launched an ability to create notes for the Management report pack by clicking 'Insert content' at the bottom of your page then you'll see 'Enable Add Note' option from there. This feature is available in the newer version of the main report pack which includes, Executive Summary, Profit & Loss, Cash Summary, Balance Sheet, Aged Receivables Summary, and Aged Payable Summary reports. You’ll also be able to annotate any figure in your report and link to a text-block for further information too.
I’ll mark this idea as ‘delivered’ now. Feel free to explore more ideas or raise a new idea here.
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