4692 results found
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Multiple Report Styles
Multiple Report Styles
It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.
Thanks
2 votes -
Find & Match | Pagination - Move cursor to top of page
Find & Match: Pagination is not working properly when moving to "next" page of bills.
For example, when you scroll to the bottom of "Page 1" and then select "next" or "page 2" for example. The cursor remains at the bottom of the page.
It should move to the top of the page.Once you scroll to #50, #51 is the next logical bill to view, however it goes from #50 to #100 in the view, the user needs to scroll to the top of the page to view the next bill in sequence.
A small bug, but very annoying…
2 votes -
Billing - Pay subscription fee directly through Xero
This is actually from My Xero, not Xero HQ. How about to include bank transfer to Xero bank account as a method to make a payment of delayed subscription fee?
When 'Pay now' option cannot be selected at the time of overdue Xero subscription payment, we need to 'Édit payment details' and wait for Xero to process Direct Debit under the situations that the Direct Debit is selected as the payment method. The account is 'locked' while the payment is overdue.
If a bank transfer to a Xero bank account would be possible, and it would be processed in a…
4 votes -
Dashboard - Add Sales Overview to the home page
Would it be possible to add the Sales Overview window to the Dashboard on the Home page? I am interested to monitor all outstanding quotes when logging in.
2 votes -
Reports - Set date before report runs
When running reports such as Aged Receivables it would save a lot of time if you could choose your dates etc before it downloads the info. It uses the default - you have to wait for that to download before you can then enter the actual dates you want and press update - then you wait again!.
2 votes -
Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
60 votes -
Stripe - Stripe Terminal Integration
Extend the Stripe integration from Pay Now button on emailed invoices to work with Stripe Terminal.
When a customer wants make a card payment in person, a Receive Payment button on the customer's invoice is used to share the Amount Due with Stripe Terminal. Once payment is complete, the invoice is marked as paid and the payout from Stripe processes in due course.
Crude illustration of Receive Payment button attached.
5 votes -
API - Email Credit Note over API
Credit Note - Email credit note over API same like you can email an invoice
5 votes -
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
9 votes -
Reports - Option to use pay periods dates rather than payment date
I would prefer that the dates displayed on the Payroll Activity Details & the Payroll Employee Summary reports are the beginning and of the pay period.
I have found that some of my clients get confused with the way those reports are currently issued, using the payment date.5 votes -
Xero Accounting app - Show Transfer Rules
Can’t believe I need to ask for this. Apparently “The mobile app doesn't display transfer rule information”, only spend and receive.
Please update the mobile app to at least have this feature. Shouldn’t be too hard.
2 votes -
Bank Reconciliation - Option to remove obsolete "tips"
In the Monthly Bank Rec Report can we PLEAASE remove the HUGE, space wasting , obsolete text "The bank balance your bank is showing and Statement balance (calculated) must match. If the balances don't match you'll need to identify why and fix any errors." at least an option to deleted PLEASE!!!
See image attached2 votes -
Expenses - Don't notify when I approve my own claims
When I approve my own expense claims, don't generate a notification for me that my expense is approved. I already know because I just did it. It wastes my time and attention marking those notifications as read.
Just a minor annoyance. But also a quick fix, I suspect.
3 votes -
Lock dates - Warning if user enters a date in a prior / locked period
It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23
5 votes -
Timesheet UK - Option to include note entry on timesheets
Include a note section on employee timesheets to enable employees to note where they have worked/ how long they have worked at various locations.
10 votes -
Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
10 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.
8 votes -
Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
2 votes -
Organisation Settings - Ability to set colour of organisation
Ability to set colour of organisation in the naivgational banner
Purpose: To help distinguish between clients, and avoid entering data incorrectly when working with multiple clients.
259 votes -
Repeating Invoices - Don't reset Qty to 1 when editing inventory items
Due to the fact that "Updated inventory selling price is reflected when the next repeated invoice is generated." (Please vote for this idea too) has not been implemented. You need to manually go into every repeating invoice and reselect the (same) inventory item for the price to update to the current inventory price. I think it is a bug, but support tell me it is the designed way. The existing QTY gets reset to 1. This is super annoying as you need to remember was the existing QTY was and then update it again and not make mistakes. If you…
2 votes
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