4776 results found
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Sales Overview - Invoice 'Quick Look' Function
I would be a huge benefit to be able to see invoices using some type of 'Quick Look' function from the invoice list rather than having to open each one fully to view details. This would allow us to quickly look at a customers history without the time consuming task of opening each one.
2 votes -
Xero Me - Add Unit option to Timesheets
Timesheets on xerome should have the option to enter units, not just hours
3 votes -
Bills - Payment method shown on Bills (DD, BACS)
In ‘Bills Awaiting Payment’ it would be useful if you could assign (or at contact level) a payment method. Specifically so that anything due to be taken by DD isn’t inadvertently paid on a payment run.
135 votes -
Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
7 votes -
Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
7 votes -
VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
176 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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Reports - display currency symbol
Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.
18 votes -
NZ Payroll - Ability to log start/end times in timesheets
The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.
74 votes -
API - Assign a Project to an Invoice line via the API
Via the XeroAPI, assign a project to a line item on an invoice.
Looking in both the invoices, and projects APIs I can not see how to do the assigning.
Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.
First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025
6 votes -
Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
41 votes -
Hubdoc APP - Ability to view notes added to documents.
Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.
The ability to see this is available in the Web version, would be great to see it in the APP as well.
Thanks
9 votes -
Bills & Invoices - See any notes when viewing document without having to click History
I think a very useful feature is Notes at the bottom of a bill or invoice, however it is not quite practical if we have to click history to see any notes added to a particular bill.
A better place would be right below the description box so any notes added would be clearly visible to anyone who opens the bill. Also, if a note is added to a bill, there should be an icon for it - similar to the files icon.
2 votes -
Reporting - Report on supplier invoices without valid input VAT tax invoices
By law one cannot claim input VAT on a supplier bill without the valid Tax invoice to hand. I wish to draw a report to indicate supplier bills that don't have valid input VAT tax invoices. This way I can adjust the VAT schedule to reduce the input VAT claim and don't have to manage this on a manual basis.
2 votes -
New Invoicing - Hyperlink Contact to go directly to the contact record
The company name used to be a hyperlink to take you back to the contact main page when you are viewing an invoice. Now it gives you a summary box of the company address - really dont see the value of this change. It has introduced yet another change to the flow of work that creates more clicks per action. You cant get out of the invoice unless you use the browser back button or Control-enter on the company name (twice) to open a new tab of the contact. Please restore the company name hyperlink to the company contact page.…
1 voteThanks for sharing, Sally. This pop up that appears when clicking on the contact is the contact card. While not a lot of information is held here atm our team are looking into developing that out to show and enable users to edit more of their contact information without having to leave the invoice.
Appreciate this does add an extra click into the contact card before you can go across to the contact record and we'll leave the idea here open to gather interest in a one click option directly. If there's any change we'll update you on this here.
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History & Notes - Projects - Log changes to Time entries
Sometimes time entries change, and there's no record of when or how..
please includes history notes on time entries - or capture in the advanced activity section, history and notes, information on when time entries are entered &/or changed.
Thanks2 votes -
Repeating Invoices - Day/Date placeholder option
in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…
91 votes -
Purchase Order - Order Confirmation/acknowledgement
To add a function where you can input order confirmations for purchase orders. To enable quick review of what PO's have & haven't been confirmed.
8 votes -
Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc8 votes -
Chart of Account - Ability to sort by date added
Can we have dates sorted out for chart of accounts so we can keep track of what is new?
Since it's not possible to sort the accounts which appear in the Chart of Accounts screen by the date they have been added.I want to be able to keep track of my new accounts (eg. sort by date)
2 votes
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