4584 results found
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Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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Invoicing - Option to highlight selected invoice lines
It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.
3 votes -
Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes -
Fixed Asset register - Cost limit for fixed assets fully depreciated at purchase
Ability to choose a cost limit for a fixed asset when the depreciation method is set to 'Full Depreciation at Purchase'.
For instance a car is purchased for over the cost limit, therefore only $64k or so is able to be written off immediately with the balance to sit as an undepreciable amount.
Currently the full depreciation at purchase method writes off the whole amount, and diminishing value at 100% with a cost limit will still pro-rata the depreciation for the year and not write off the full cost limit amount.
35 votes -
New invoicing - Change the colour of the 3 dot menu button
The latest glitch is that while using the edit function, something triggers the new invoicing to think that an amount has been added to a quantity or price box in one of the lines, presumably one that is being used as just a text line, and there is no way of knowing which box has been triggered so that you might know what you need to clear as nothing is flagged by the software. This also highlights that you don't have a cancel button making it harder to discard all those edits you have wasted entering making it harder to…
3 votesHi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
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Bank Reconciliation - Reconcile both sides of a Transfer in one go
When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places
4 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
11 votes -
Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.18 votes -
Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.12 votes -
Bill Payments - Use supplier's unique ID as the "Details" reference for Crezco payments
When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?3 votes -
Contacts - Cater for direct credit details
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
3 votes -
Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votesHi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
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AU Payroll - Employer Expenses
PLEASE, PLEASE, PLEASE add an option to Payroll that allows employer expenses to be processed. The Union our company is a member of insists we pay as an employer expense into a redundancy program and also an income protection program for each employee. The Union demands that the payments are detailed on each employees payslip. We can only do this if we have an employer expense option. One of my clients in the United Kingdom uses the UK version of XERO and their version allows for this. Come on Australia, catch up!!!
3 votes -
Fixed Assets - Create as Draft if recoded from other accounts
Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.
5 votes -
Login - Use backup email or phone for confirmation of suspicious login
you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.
6 votes -
AU Payroll - Recurring payslip messages
An option to enter a recurring message on payslips.
22 votes -
Invoices - Support Pay Now with Foreign Currency
The Pay Now option is not visible on the online page of an invoice when the currency of the invoice does not match the organisation's default currency. This is especially annoying when Payment Services such as Stripe are set-up as they can easily process multiple currencies.
Moreover, as it is not (or poorly) documented that Payment Services are not usable when using a foreign currency, it just seems to be a bug. I contacted support who responded with the following:
"The Pay Now button on an invoice only shows if the currency of the invoice or payment account is the…
3 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
13 votes -
Report - Produce Dividend vouchers in Xero
Dear All,
i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.
Many thanks and kind regards, Andrea
10 votes -
Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.14 votes
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