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4737 results found
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Find & recode - Criteria to exclude
Ability to specify an exclusion criteria for Find & recode.
1 vote -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
44 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
50 votes -
Invoice / Bill - Copy to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating new credit notes.
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
110 votesHi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
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New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
4 votes -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
25 votes -
4 votes
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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 etc15 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.1 vote -
Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
AU Payroll - Superannuation Guarantee Charge form report
When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.
31 votes -
NZ Payroll - Option to set automatic pay runs
I have one employee that is paid the same amount every week, it would be great if I could set the pay run to post and file itself every week until further notice. I have an automatic bank payment set up so this would make it so easy - and more importantly it doesn't rely on me remembering.
3 votesHi community, while we appreciate you sharing this idea with us here, and understand the interest for being able to automate pay runs, we want to confirm this is not in our plans at present.
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Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
24 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
5 votes -
Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown in the Transactions by box number tab of the GST F5 Return report.
Thanks!
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
19 votes -
AU Payroll - Delegated timesheet approvers
I have different managers responsible for different employee timesheets so therefore I would really like the ability to authorise specific managers to employees. Am still using mostly paper timesheets because of the massive deficiencies in the XeroMe ones (think is one of the many reasons).
I don't think its appropriate that anyone authorised can access all timesheets as it does nothing but create confusion and the potential to authorise the wrong ones. Also unnecessarily time consuming.
Is it possible to please add some tickboxes/controls to remove this hurdle?19 votes -
Bills - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 vote -
Reports - Add FX note to Reports
Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.
1 vote -
User roles - Restrict Users from updating contact details
Restrict users from updating contact details. updating contact details, address and attention field, updates all invoices/bills previously posted for the contact. Not all users should be able to do this function.
6 votes
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