4313 results found
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Bank reconciliation - Link from the Business menu
When completing bookkeeping for a client, if you were to go out of the reconciliation tab you have to go back to the dashboard to get back into. I think that if there was a 'reconcile' link in the 'business' tab if would make us more efficient.
1 vote -
Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia2 votes -
Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
6 votes -
Contacts: Pay bills from supplier contact page
I would like the facility to pay a supplier from within the supplier page. You can see all the invoices that are due for payment while on the supplier page, but then have to leave that screen, go to bills to pay > awaiting payment > search supplier.
The process could be much simpler.7 votesAppreciate feedback on my recent update - If you're looking to pay one bill you can easily open the transaction from the Contacts page, however it's not possible to create a batch payment or pay multiple bills from this screen atm.
This isn't something we have plans for right now, but we'll re-open this idea to continue to track the interest. I'll share if there's any change or updates here.
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Xero Accounting app - Option to rearrange line items in draft invoices
Xero app should have the option to slide up or down line items in quote & invoice
4 votes -
Manual Journals: Daily repeating journals
I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.
7 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
27 votes -
Reporting customisation - M1 - Medicare levy exemption' and 'M2 - Medicare levy surcharge' are not available.
We would like to be able to generate a report that would capture all clients that are entitled to Medicare levy exemption.
1 vote -
Bills to Pay - Remove 'New bill' drop down
With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?There is also no option to go straight to a new CN…
2 votesHi there, I know it's been sometime since you first raised your idea with us here, and as you may have noticed there have been a lot more changes within the bills to pay space that improve flows and efficiency in managing your bills.
It'd be good to hear back if you're finding these changes have improved things for you when entering and managing bills - For example rather than approving individual bills, with the quick view you can now quickly scan the detail and approve single or multiple bills at once from the list view, and with New bill drop down available on this same screen, you can + New credit note without extra clicks.
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Reports - Open assets in new tab on Fixed Assets report
Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.
In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.
Can we have the blue links…
2 votes -
Bank Feeds - Set up two different bank logins from one Xero login
We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.
Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.
This is documented here:
https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-loginsI also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…
3 votes -
Bank Rec: Option to add pre-defined bank fee to subtotal when reconciling payments
My payment provider has recently started taking their fee percentage prior to the deposit, versus charging me at the end of the month.
This has caused each of my deposits to mismatch the invoice total.
Meaning, I need to add a bank fee on each individual transaction.
It would be EXTREMELY useful to have a "default bank fee" or "default credit card fee" button that would:
1) Remember the Contact as [Payment Provider] (currently have to type that in manually)
2) Add a default description "Credit Card Processing Fee"
3) Allocate the charge to an account [5150 - Credit Card…8 votes -
Management report pack - Add Activity Statement
It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.
11 votes -
Bank rules - Choose which rule to apply
I have a number of Telstra accounts that all come due within a day of each other. Xero can't tell the difference between the rules. I was thinking that when doing reconciliations, where it has the drop down tab "Options" if you could add "Choose a Bank Rule" it would save me having to ignore the wrong rule chosen by Xero and and manually have to fill in the data for the relevant Telstra Account when it comes in.
23 votes -
Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
36 votes -
Projects - Add Project Start Date and the Name of who started it.
Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it…1 vote -
Inventory - Run Inventory List report by stock codes in Foreign Currency
Generate inventory list report in FC by stock codes as it's very important if you have businesses in various countries with different FC to know an item costs EUR *** in Europe vs USD in USA instead of all in GBP
2 votes -
Permissions | Invoice Only - No access to contact detail
Restricting the Invoice only access so only the contact name can been seen but no further financial information can be seen
4 votes -
Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
9 votes -
User role: Control and restrict access to accounts in Xero
We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.
12 votes
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