4132 results found
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include invoice editing detail in journal report
currently, the journal report shows that I have been editing my invoices (paired create and reverse entries), but each pair of entries shows identical details from the most recent edit when the invoice was approved. it would be more helpful in an audit if each entry held the date and details from that specific edit.
to reproduce, create an invoice and add one line item to the invoice each day, pressing 'save and close' each day. after 3+ days, approve the invoice, and look on the journal report. 3 (or more) pairs of entries should exist, each with a separate…1 vote -
User role - Option to restrict project user role access to total invoices or bills
URGENT - Please have a setting to allow XERO subscriber to not allow project user to see the total invoices and billings of the organization. We need XERO improve on this system to create one more layer that allow user STANDARD to
- create quotation, raise invoice and cannot see total organization billing BUT only what they raise and projects that they are involved in.
They will make your system even more powerful! Please review this seriously. Last thing we want is to change to another platform because of this flaw.
2 votes -
Reporting - Add ageing for Customers and Suppliers
Add the following to reports:
Supplier Activity Statement to compare with the statement received from your suppliers.
Alternatively - enable a Customer and Supplier DETAILED LEDGER as per usual accounting practice. This should be standard within Xero.10 votesHi team, to confirm the idea here are you asking for the ability to view ageing for contacts within their contact record in Xero?
As one user has noted in the idea, it is currently possible to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact.
Appreciate there has been an ask around ageing periods directly within the customer statement - this is not something we have any short term plans for. You can see more around this on this idea.
Similarly we've had an idea raised for Suppliers statements similar to a customer statement and want to be upfront this isn't planned at this time.
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GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
1 vote -
Dashboard - Add a Monthly Average column to the Account Watchlist
having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...
2 votes -
AU Payroll - Next employee button on employment information screen
Currently we can search employee's data by using the dropdown arrow and selecting a specific employee. Can we also have the option for an arrow which allows us to simply scroll through each employee's record rather than having to use the dropdown option each time
7 votes -
Tracking - Apply to multiple lines easily
Could you please add a feature to fill a tracking category for every line in a bill or invoice?
I am dealing with multiple pages of line items on a bill and each bill belongs to different locations (tracking categories). Note that allocating the tracking category to the supplier account, won't work, because they deal with all our tracking locations. If we can add the tracking option once with an option to fill all the remaining lines, it will save us a lot of silly repetitive work. Currently, we have to type, select, tab, tab, tab, tab, and then repeat…9 votes -
Invoice - Show a total of how many lines are included in an invoice
I would like a total of how many lines have been added to an invoice.
1 vote -
Reporting - Include Line number within Journal ID
Further to Mr Howarth's request in May2022 under the title 'Reporting - Include journal ID', I would like to request one additional step to be added.
Creating mapping against Xero transactional data is very testing as it is impossible to create a fixed unique reference for each line. To narrow things down, you would have to use JournalID but then need to concatenate with other fields to differentiate between the lines within a single journal. eg. description, dates, amounts or a combination of other fields. However, these joined fields can be edited! There is no way I can currently see…
1 vote -
set default leave entitlement
UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation
1 vote -
Subscription | Promotion code application at the end of trial period
I am sorry you and Xero can’t understand Common sense here with Xero accounting would allow the customer to end the trial period which is 2 weeks left to run then continue the new promotion and keep new customers happy the fact of myself saving an insignificant amount is here or there!
1 vote -
Add filter to exclude bills with no planned date from reports
When filtering bills by planned date within reports Xero will automatically use the due date when a bill has no planned date. However, when reporting on planned payments there is a reason that bills have no planned date ie. they are disputed or will be offset by a supplier who is also a customer.
It should be possible to exclude bills with no planned date from reports.
1 vote -
Mobile profit and loss - Custom Date Range
Hi,
The Profit and Loss function in the Accounting mobile app is great.
It has a range of precanned Date options.Could you please add a Custom option to select start and end dates?
A useful period for us to look at is start of current FY to end of last month. Custom date pickers would make that very useful.
Thank you!
Cheers
Chris
1 vote -
Reports - Add Business Snapshot report to management reports
It would be great to be able to add the Business Snapshot Report to the Management reports
4 votes -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.7 votes -
Insert blank row in financial reports
Insert blank row in customised financial reports to separate different groups..
1 vote -
AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
213 votesAppreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know. -
1099s - Receive Money transactions to populate in 1099 report
If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.
2 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
2 votes -
Invoicing - Create Repeating Invoices via the API
Enable create of Repeating invoices via the API.
I've had a lot of customers who need this functionality, even a basic version, it doesn't have to be full access to do everything.
2 votes
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