1453 results found
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Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
Invoice - Link back to project from invoice
I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.
13 votes -
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
12 votes -
Purchase order - Ability to attach PO to the invoice
Attach the raised purchase order to the invoice rather than creating supplier invoice from it. Upload the created purchase order in Xero - against the supplier invoice uploaded to Xero awaiting authorisation
19 votes -
Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
2 votes -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
3 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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Expense claims - Add reference to bill
Add in the facility to include "description" when using the expenses app.
Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
Purpose - would increase visibility/transparency when reviewing credit cards9 votes -
Tracking - Ability to lock options from being used
Instead of delete - can we lock tracking category - for our business - this is very critical if we post any transaction accidentally as we have more than 200 in tracking - any solution for this
5 votes -
Projects - Change behaviour of how multi-currency is calculated in reports
Profitability of projects not correct. We are setting up projects in Xero. We have found the profit figures are not accurate where there are a mixture of GBP and US$ bills. Could you please forward to your development team. It can't be that difficult for projects to pick up a translated figure surely??
4 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
22 votes -
Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
1 vote -
Invoice Branding - Ability to map to specific currencies.
It would be great that it would be possible to set a default branding theme for a particular currency. This way the payment details added to a theme tailored for a Currency will match the invoice currency without manually having to set the correct theme in the invoice.
7 votesHi Thomas, while you can't match a specific branding theme based on the currency of the invoice, you can set this at a Contact level.
If you generally invoice a contact in a particular currency this means that you set this in the Contacts record within their Sales defaults section - see more in Xero central
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Invoices - Show GST as 'GST 8%' instead of 'Total 8%, GST 8%"
Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"
2 votes -
Bills - Show unapproved bill costs in accounts
Currently bill costs are not posted to the accounts until it has been approved. It would be beneficial if once a bill was entered/submitted for approval in xero the costs were shown in the accounts. If the approver is not available to approve the bills it holds up finalising month end accounts.
5 votes -
Invoices and Bills - Lock once finalised
Locking Invoices and Bills so they cannot be deleted once Finalised.
We often see clients raise invoices, or bills in their Xero file, and then later delete them if a change is required, and then raise another invoice or bill.
From an accounting perspective, this is a huge sin.
Once an invoice or bill has been finalised, the only way it should be altered is by raising either a debit or credit note against it. Xero allows a user to raise debit or credit notes, but the average non-accountant does not understand what these are, so they do the easiest…1 vote -
Short cut for payment date to be equal to transaction date
Short cut for payment date to be equal to transaction date.
For example, you have entered a bill say 20/3/2023. The client has also paid it on the day. Rather than entering 20/3/2023, would be great to just enter say "s" in the date field and uses the transaction date for the payment date.
2 votesJumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
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New Bills to Pay - Add “Spent At” column for expenses
The new Bills To Pay screens seem to be causing a lot of discussion. For those users who extensively leverage the Expenses module, there are a number of improvements that could be made:
• Please Add “Spent At” in the columns so that Expenses make sense viewed in this context, otherwise every line says “Expense Claims” and the entire column is superfluous when dealing with Expenses (reduces redundant data display)
• Please add a link from the Bill listing directly to the Expense Detail if it was generated by Expenses (reduces click-through and page calls, improves efficiency)
• Please add…
1 vote -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
3 votes -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
3 votes -
Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
1 vote
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