4160 results found
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Manual Journals - Export multiple journals
Manual Journals - Export multiple journals
Allow users to export all manual journals at once either in PDF or to excel format
14 votes -
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
5 votes -
Products and Services - Add contact column to transaction report
In the Products and services 'Transactions' page I would like add a column so I can see who I sold a particular product to without going into every invoice separately.
6 votes -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you18 votes -
Bank accounts - Left side bar to switch accounts
Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.
1 vote -
Fixed Assets | Register - Use keyboard to move through fields
In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.
1 vote -
Journal Report - Include transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
3 votes -
Bills/Invoices/PO's - Select and edit multiple lines
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
5 votes -
Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
10 votes -
Multiorganization Reports
Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.
Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.
Purpose: A report that would allow users the ability to extract KPIs…
1 vote -
Bills - Warning to make clear payment not made form Xero
When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.
1 vote -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
5 votes -
Bank Reconciliation - Contact match by additional contact details
Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.
14 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.170 votes -
Reporting - Options for Font colour & type
Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.25 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.12 votes -
AU Payroll - Calculate future leave balances for employees
For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.
I hope this idea is backed and implemented.
184 votes -
CIS deduction after retention - subcontractor invoices
When creating subcontractor bills and deducting retention, the CIS includes the retention when calculating the deduction
For example, XERO should read:
£250.00
minus 3% retention (£7.50)
£242.50
minus CIS (£48.50)
= £194.00HOWEVER, XERO calculates:
£250.00
minus 3% retention (£7.50)
minus CIS (£50.00) (off the gross amount not the amount after retention deducted)
= £200.00This means that CIS deduction is incorrect.
There is no way around this currently even though similar issues have been raised since 2019 on Xero discussion threads and no solution has been made.
The only way around it offered by Xero means that payment &…33 votes -
AU Payroll - Reporting - Make Payroll History Report customisable
The Payroll History Report needs to be available as a customizable report for which you can choose the reporting period and include all employees in one report. Currently only available for one employee at a time.
7 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
55 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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