1466 results found
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1 vote
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Changes to History field
Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.
Please fix.
1 vote -
jobs
jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???
1 vote -
Enable online payments links in Draft invoices
We use Draft invoices as proformas, and need to have online payment links enabled. Why is it not possible to have this functionality?
1 vote -
Allocate Expense to Customers
Can we get the allocate expense to customer added as a feature on bank rules and cash coding to simpify and speed up the process for allocating customer expenses for recharging.
1 vote -
tax reports
I want to be able to track our tax lodgements. Specifically what I really want is to compare our lodgement of tax returns now to the same time last year.
1 vote -
Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
1 vote -
cash coding
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
1 vote -
Help each other
If everybody works together as a team I guarantee you that we can have a better result than them being fighting each other against each other
1 vote -
Profit and Loss - add 'comparewith' as a default
When running multipage Profit and Loss Accounts you can manage date by default which makes sure that each page is covering the same period.
When running the same report on a month by month summary it would be helpful if we could also have a manage 'Compare with' butoon instead of having to go into each p & l separately and remember to update each page.
The number of times I have forgotten to update the page and save the report before closing I hesitate to count.1 vote -
Superannuation Lump Sum Tax Offset
Hi,
When completing Deceased Estate returns in Xero Tax, it seems as per the screenshot provided the newly added estimates does not calculate the Super Lump Sum Tax Offset given the complexity and nature of the Lump Sums.
Is there a way to have Xero Tax calculate the estimate with the Super Lump Sum Tax Offset taken into consideration as it has been in the past on MYOB? This way we can obtain a more accurate estimate of the tax payable for the Trustee.
Thanks,
1 vote -
Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
1 vote -
Accounts Transaction Description
It would be extremely useful if the Account Transactions download included the description that is entered into the invoice posting. Currently the download description is simply the contact name plus the transaction type. Also please can the download also include Quantity. It isn't easy to produce a report that shows sales in a particular unit of measure which covers all transaction types. For example the Receivable Invoice Detail report does show quantities, but this does not include Receive Money transactions (where a sales invoice has not been posted)
1 vote -
1 vote
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Hubdoc - Delete Button
Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.
It'd be great if the UI was updated to have either:
- a delete button closer to the Docs Pane on the left hand side
- some right click functionality, to allow us to delete documents
- some keyboard shortcuts to allow us to process these items much quickerI…
1 vote -
Automation of Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
1 vote -
Chart of Accounts: Reporting Name for Bank Account
In the Chart of Accounts, are able to add a Reporting Name, being the name that will appear in the published Financial Statements, for all accounts other than Bank type accounts.
Would be good to be able to add a Reporting Name on a Bank type account, as for the Client they want to see on their dashboard eg Expense Account - Business Unit so they know which bank account using, but in the Financial Statements want to show as "ASB Bank - Current Account".
While can do this by setting up a Group in the report, this means customising…1 vote -
Avoid blank beneficiary schedules from generating on tax returns
In Xero Tax we need to be able to indicate that a beneficiary does not receive income in a financial year so that the tax return validates without deleting the relationship in XPM. Vice versa in the beneficiary return ie: individual, company another trust we need to be able to indicate they are not receiving trust income so that this return also validates without deleting the relationship in XPM
1 vote -
Customer name & address report with account number
Where on xero in the report is a customer & supplier name & address report giving account number / address details please.
1 vote -
New column for transaction report
To have the contact account number to be added to the transaction report which you obtain from the bank receipt for sales invoices.
This would be so handy to have to do an import report with this column to be added into it please.
1 vote
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